Lisa Lacayo is a eficient expert, who works in Newport Group main office of which is in 1174. on the position of Vice President, Key Accounts and Conversions from 2020. This expert has earned professional experience in more than nine positions at various companies. Lisa Lacayo went to the College For Financial Planning and received education there from 2006 to 2006. San Francisco, California is the area, where this person was known to be living. Their contacts can be accessed through Connexy by request.
Name variants:
Alice Lacayo,
Elisa Lacayo,
Elizabeth Lacayo,
Melissa Lacayo
Contact Information
Last Update
Jul 5, 2022
Email
li**@newportgroup.com, th**@mindspring.com, li**@verisightgroup.com
Location
San Francisco, CA
Company
Newport Group
Workplace
Vice President, Key Accounts and Conversions
Work History
Vice President, Key Accounts and Conversions
1350 Treat Blvd SUITE 300, Walnut Creek, CA 94597
from Feb 2020
Senior Sales Consultant
2001 north Main St SUITE 500, Walnut Creek, CA 94596
NextStep Defined Contribution, Inc. (NextStep) is an independent provider of recordkeeping and administrative services for 401(k) and other defined contribution plans. Through the use of lea...
Apr 2009 — Sep 2009
President
6480 Rockside Woods Blvd south, Independence, OH 44131
Managed team of pension and cafeteria plan administrators.
Jan 2000 — Nov 2002
Education
2006 — 2006
2000 — 2004
1983 — 1987
1979 — 1983
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Retirement
Retirement Planning
401K
Pensions
Retirement Plan Consulting
Defined Contribution
Financial Advisory
Employee Benefits
Asset Allocation
Defined Benefit
Erisa
Investments
Etfs
Sales
Investment Management
Profit Sharing
Pension Funds
401 Retirement Savings Plans
Inside Sales
Wealth Management
Mutual Funds
Series 63
Alternative Investments
Equities
Portfolio Management
Fixed Income
Investment Advisory
Uniform Combined State Law
Investment Strategies
Financial Modeling
Strategic Financial Planning
Hedge Funds
Bloomberg
FAQs about Lisa Lacayo
What is the main profession of Lisa Lacayo?
This professional's job is Vice President, Key Accounts and Conversions
What jobs is Lisa Lacayo a professional at?
Lisa is proficient at Executive and Vice President jobs.
Where does Lisa Lacayo live?
San Francisco, California is the place where Lisa Lacayo lives
What is the expert's email?
Lisa's email is li**@newportgroup.com and th**@mindspring.com.
How many companies did Lisa Lacayo work at?
Lisa Lacayo worked at nine jobs.
Where has Lisa Lacayo studied?
Lisa studied at the College For Financial Planning from 2006 to 2006.
What languages does Lisa Lacayo speak?
Lisa Lacayo speaks English and Spanish.
What is professional industry that Lisa Lacayo is connected to?
This person works in Financial Services industry.