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SageView Taps MD, Plan Consultant

07-02-2009 | Source: emii.com

Retirement and wealth management consulting firm, SageView Advisory Group, has appointed Robert Patton as managing director, P&I reports. It has also added David Shnapek as a retirement plan consultant.

Both Patton and Shnapek join from Wells Fargo Advisors. Patton was a financial adviser on the Neuner Retirement Services team, while Shnapek was a lead client relationship manager.

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