Kevin Schmeits is an Account Executive in SageView Advisory Group’s Denver office. He assists plan sponsors with plan management including well-defined service models, guidance with investment consulting, monitoring, and evaluation. His experience lies in the quantitative analysis of plan investments and helps as a client service contact for day-to-day administrative issues and questions.
Prior to joining SageView, Kevin has 3 years of experience working on the retail side of the financial services industry, most recently with Retail Sales for Envestnet PMC.
Kevin received a Bachelor’s in Finance from the Leeds School of Business at Colorado University.