Chris serves as SageView’s Chief Advisory Services Officer, overseeing key strategic initiatives for the institutional business, including advisor managed accounts, Integrity IRA, the Sage411 CFP Help Desk, and investment reporting among other participant-focused solutions. In addition, Chris is the head of SageView’s national Request for Proposal (RFP) team, which is responsible for creating proposals for SageView to be hired, conducting service provider RFPs on a project basis, and maintaining partner relationships.
Chris joined SageView in early 2013 and has over 18 years of experience in the retirement plan / employee benefits industry. Prior to joining SageView, he spent most of his early career at AllianceBernstein Investments where he held a variety of positions within the retirement plan marketplace, including sales and client relationship management. Chris then went on to work at Benefit Funding Services Group (BFSG) as a Retirement Plan Consultant to several client relationships. While at BFSG, he spearheaded the firm-wide RFP team and conducted participant education meetings for many of BFSG’s valued clients.
He earned his bachelor’s degree in Marketing from Stockton University, where he was a member of the National Honors Society. Chris holds the Qualified Plan Financial Consultant (QPFC) designation.