Regional Vice President of Sales The Retirement Plan Company
|
Loan & Distribution Specialist AimPoint Pension
|
Bates & Company, Inc.
|
AimPoint Pension
|
Compass
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Press Releases by Date | Press Releases by Company Name
View More Press Releases by SageView Advisory Group
Press Release SageView Advisory Group Welcomes Jeremy Holly as Chief Development Officer |
Issued by SageView Advisory Group June 9, 2021 |
Holly to lead next stage of strategic organic and inorganic growth at SageView NEWPORT BEACH, California (June 9, 2021) – SageView Advisory Group, one of the nation’s leading RIA firms, announced today that Jeremy Holly has joined the organization as Chief Development Officer based out of SageView’s headquarters in Newport Beach. Holly brings over 20 years’ experience in financial services, with direct expertise in developing and executing a diverse M&A strategy. “As the RIA and Wealth Management industries continue to evolve and consolidate further, I believe SageView is in a great position to provide a highly attractive opportunity to firms looking to grow and scale, and to executives looking for a succession plan,” said Jeremy Holly. In his new role, Holly will lead M&A as well as organic growth opportunities at SageView, under the guidance of SageView Managing Principal and CEO, Randy Long and President, Jon Upham. Most recently, Holly was the Senior Vice President, Corporate Development & Advisor Financial Solutions at LPL Financial, responsible for M&A strategy, deal execution and integration. He graduated with a Bachelor of Science in business administration with a concentration in finance from the University of North Carolina at Chapel Hill. “SageView will continue to have a strong focus on organic growth, but as we put greater emphasis on M&A, we were looking for a leader to spearhead our efforts,” added Randy Long. “Jeremy Holly is a proven executive who has a track record of successful acquisitions and integrations and has already hit the ground running. We know he will be a great asset to our executive leadership team and our future growth plans.” |
View More Press Releases by SageView Advisory Group
Editor's note: This press release has been issued by the company named above, not BenefitsLink. Reliance on information in this press release might be prudent only after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink. |