Lisa Lacayo

Vice President, Key Accounts and Conversions @Newport

Walnut Creek, CA, US
MOBILE NUMBERS
+14•••••••78

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WORK HISTORY

Feb 2020 — Present

Vice President, Key Accounts and Conversions @Newport

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Walnut Creek, CA, US

I coordinate an inter-disciplinary team from sales to operations in implementing the best practices to connect new partners and their clients to Newport, resulting in significantly increased participant retirement outcomes.

EDUCATION

1983 — 1987

University of California, Berkeley

BA

SKILLS

PensionsPension FundsSalesFinancial Advisory401kProfit Sharing401(K) Retirement Savings PlansInside SalesRetirement PlanningEtfsInvestment ManagementEmployee BenefitsDefined ContributionInvestmentsRetirement Plan ConsultingDefined BenefitErisaRetirementAsset Allocation

ABOUT LISA LACAYO

Experienced and proven sales and retirement plan consultant and people manager, producing consistent and increasing sales and onboarding results in a rapidly changing business environment.At Newport Group our core business is the retirement business. We are an independent firm known for objectivity and transparency.We focus on delivering experienced and responsive consulting to our clients. I work with strategic relationships, investment institutions and professionals to develop and deliver services to support the retirement solutions of their clients.

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