Mallory Armijo
Analyst-Equity chez SageView Advisory Group LLC
Profil
Ms. Mallory Armijo, CFA, is a Senior Investment Consultant at SageView Advisory Group LLC.
She supports the Wealth Management team in asset allocation, investment research, and implementing portfolio strategies.
She is also a member of SageView’s Investment Committee, where she participates in manager due diligence and other Institutional research projects.
Prior to joining SageView, Ms. Armijo worked in Wealth Management at Merrill Lynch and Wells Fargo Advisors, where she assisted private clients with portfolio strategies and retirement planning.
She received a Bachelor of Science degree in Business with an emphasis on Finance from the California Polytechnic University in Pomona.
Postes actifs de Mallory Armijo
| Sociétés | Poste | Début |
|---|---|---|
SageView Advisory Group LLC
 SageView Advisory Group LLC Investment ManagersFinance SageView Advisory Group LLC (SAG) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded by Randall Long in 1989. SAG provides asset management services to individual and institutional clients. | Analyst-Equity | 01/09/2015 |
Anciens postes connus de Mallory Armijo
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | - |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Formation de Mallory Armijo
| California Polytechnic State University (San Luis Obispo) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
SageView Advisory Group LLC
SageView Advisory Group LLC Investment ManagersFinance SageView Advisory Group LLC (SAG) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded by Randall Long in 1989. SAG provides asset management services to individual and institutional clients. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Finance |
