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Mallory Armijo
Trading-Equity chez
SageView Advisory Group LLC
Profil
Ms. Mallory Armijo, CFA, is an AVP, Investment Strategy & Trading 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 generally invests clients’ cash balances in money market funds, FDIC-insured certificates of deposit, high-grade commercial paper, and/or government-backed debt instruments. Ultimately, the firm tries to achieve the highest return on their clients’ cash balances through relatively low-risk, conservative investments. In most cases, at least a partial cash balance will be maintained in a money market account so that the firm may debit advisory fees for their services related to comprehensive retirement plan consulting and asset management services, as applicable. | Trading-Equity | 01/05/2024 |
Anciens postes connus de Mallory Armijo
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Formation de Mallory Armijo
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
11
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
California Polytechnic State University (San Luis Obispo)
 California Polytechnic State University (San Luis Obispo) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SageView Advisory Group LLC
SageView Advisory Group LLC Investment ManagersFinance SageView generally invests clients’ cash balances in money market funds, FDIC-insured certificates of deposit, high-grade commercial paper, and/or government-backed debt instruments. Ultimately, the firm tries to achieve the highest return on their clients’ cash balances through relatively low-risk, conservative investments. In most cases, at least a partial cash balance will be maintained in a money market account so that the firm may debit advisory fees for their services related to comprehensive retirement plan consulting and asset management services, as applicable. | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Finance |
