Michael J. Malone in

Michael J. Malone

Collaborator · DISC type is
Consultant and Managing Director at SageView Advisory Group at SageView Advisory Group
📍 Beverly Hills, California, United States

Michael J. Malone is a Managing Director at SageView Advisory Group, specializing in 401k plan consulting. He founded the independent firm MJM401k, which SageView later acquired. A Providence College alumnus, he holds Certified Pension Consultant (CPC) and Accredited Investment Fiduciary Analyst™ (AIFA) designations.

Based on his affiliations, he appears to take an interest in organizations related to benefits law and other specialized professional groups. His background indicates a deep commitment to industry associations and thought leadership within his field.

He is a recipient of the national 401(k) Advisor Leadership Award, sponsored by Morningstar and the American Society of Pension Professionals & Actuaries.

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Experience
20 Years
Current Role
Consultant and Managing Director at SageView Advisory Group
Job Level
Mid-senior
Location
Beverly Hills, California, United States
Personality Overview

How Michael shows up

Good Listener
Example Driven
Appreciative

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. Win-win scenarios can appeal strongly to them. They are more likely to go for proven solutions.

Priorities

Topics Michael cares about

401k Plan Consulting
He founded MJM401k to provide independent consulting for 401k plans and continues this specialty as a Managing Director at SageView.
Fiduciary Standards
As an Accredited Investment Fiduciary Analyst™ (AIFA), he possesses deep expertise in investment fiduciary standards of care for retirement plans.
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Career

Work history

7-2021
Consultant and Managing Director at SageView Advisory Group
SageView Advisory Group
1-2005 - 7-2021
Consultant and Managing Director
MJM401k
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1974 - 1977
BS
Providence College
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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