Lisa Haydel Barone, APA
Sr. Client Transition and Implementation Manager at Retirement Strategies Group ("RSG")- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Metairie, Louisiana, United States, US
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Credentials
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Accredited Pension Administrator (APA)
National Institute of Pension Administrators (NIPA)Nov, 2015- Nov, 2024
Experience
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Retirement Strategies Group ("RSG"), a Strongpoint Partner
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United States
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Financial Services
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1 - 100 Employee
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Sr. Client Transition and Implementation Manager
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Dec 2021 - Present
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Plan Conversion Analyst
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Nov 2015 - Dec 2021
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Plan Accounting Takeover Administrator
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Nov 2014 - Nov 2015
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401(k) Recordkeeper
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Sep 2013 - Nov 2014
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Geocent (now Sev1Tech)
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United States
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IT Services and IT Consulting
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1 - 100 Employee
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Inside Sales Representative
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May 2012 - Aug 2013
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Business Development Intern
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Aug 2010 - Mar 2011
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Education
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Loyola University New Orleans
Bachelor of Business Administration, Marketing
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