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Mary Berk

Senior Consultant and Plan Design Specialist at SageView Advisory Group
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About Mary Berk

Mary Berk is Senior Consultant and Plan Design Specialist of SageView Advisory Group based in 4000 MacArthur Blvd, Suite 1050 Newport Beach, California 92660, US. Previously worked at MJM401k (now SageView Advisory Group) as a Consultant. SageView Advisory Group is a Finance, Funds and Trusts company in 4000 MacArthur Blvd, Suite 1050 Newport Beach, California 92660, US with 264 employees.

Mary Berk has 50 years of professional experience, with an average of 4 years per position throughout their career. Their recent employment history shows 0 changes in the past 3 years, with high job stability. they do not have Fortune 500 company experience.

Mary Berk holds a degree from Devry University, with 24 years since graduation. Their career does not include experience at a global enterprise, with a base location in Paradise Valley, Arizona, United States, us.

Mary Berk Social
Mary Berk Work
Mary Berk have been working for 50 years. Currently Mary Berk is the Senior Consultant and Plan Design Specialist @SageView Advisory Group, with experience in Consultant @MJM401k (now SageView Advisory Group)
Senior Consultant and Plan Design Specialist
Jul 2021 - Present · 3 years and 11 months
Consultant
Jan 2015 - Jul 2021 · 6 years and 6 months
United Retirement Plan Consultants
Erisa Consultant
Aug 2014 - Dec 2014 · 4 months
About Mary Berk's Current Company
201-500 Employees

SageView Advisory Group is founded in 1989, operates from its headquarter in 4000 MacArthur Blvd, Suite 1050 Newport Beach, California 92660, US. The company operates in the Finance, Funds and Trusts sector.

SageView Advisory Group specializes in Financial goal achievement, Client financial well-being, Highly regarded certifications and degrees, and offers services including Advisory services, Investment advising, and Securities offerings.

SageView Advisory Group has hired 10 new employees in the past 6 months. During the past 6 months, 11 employees departed.

Year Founded
1989
Social Media
LinkedinFacebookTwitter
Company Type
Private
Total Funding
$2 million
Primary Industry
Finance, Funds and Trusts
HQ Location
4000 MacArthur Blvd, Suite 1050 Newport Beach, California 92660, US
Expertise
Financial goal achievementClient financial well-beingHighly regarded certifications and degrees
Solutions
Advisory servicesInvestment advisingSecurities offerings
Keywords
Registered Investment AdvisorInvestment AdvisorRiaAsset ManagementPortfolio ManagementInvestment ManagementSecuritiesWealth ManagementInvestment ConsultingInvestment Strategy
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Mary Berk Education

Mary Berk completed at Devry University (2000 - 2002) , at Pepperdine University (1983 - 1984) , etc

Devry University
2000 - 2002
Pepperdine University
1983 - 1984
Mary Berk Skills
Technology and Engineering
Microsoft Excel
Other
Request for Proposal (RFP), Pensions, Retirement Planning, Defined Benefit, Defined Contribution, 401k, Pension Administration, ERISA

Mary Berk Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Mary Berk found in 2025.

  • Email AddressM**@sageviewadvisory.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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