Lisa Au

Client Service Manager/Team Lead at The Newport Group - Walnut Creek, CA, US

Lisa Au's Colleagues at The Newport Group
Liliana Blaj

Account Service Representative

Contact Liliana Blaj

Joel Moore

Team Leader | Senior Client Service Manager

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Tessa Locker

Account Service Representative

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Lateeshia Booth

Customer Service Specialist

Contact Lateeshia Booth

Jeff Hockenbrock

Vice President, Institutional Practice Leader

Contact Jeff Hockenbrock

Karina Grabis

Client Service Manager

Contact Karina Grabis

Chelsea Patterson

Participant Service Specialist

Contact Chelsea Patterson

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Lisa Au's Contact Details
HQ
925-328-4540
Location
Company
The Newport Group
Lisa Au's Company Details
The Newport Group logo, The Newport Group contact details

The Newport Group

Walnut Creek, CA, US • 1000 - 4999 Employees
Financial Services

Newport helps companies offer their employees a more secure financial future through retirement plans, insurance, and consulting services.Since 1985, we have been a growing and dynamic enterprise, providing solutions to some of the most respected companies in the United States, from small businesses to the Fortune 1000.Our clients and their financial advisors rely on us for our independent and objective approach, our expertise, and our dedication to the highest level of flexible, responsive service.-----Copyright © 2015-2022 Newport Group, Inc. All rights reserved.Unauthorized access is prohibited. This site is designed for U.S. residents only.Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services.Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, a registered investment adviser and subsidiary of Newport Group, Inc., an Ascensus Company.Securities are offered through Newport Group Securities, Inc., a dually registered investment advisor and broker dealer, member FINRA and affiliate of Newport Group, Inc., an Ascensus Company. Securities in California are offered under the Newport Securities Insurance Services. See BrokerCheck for more information. Other insurance products may be offered by Newport Group, Inc. For more information about Newport Group Consulting and its services, please refer to our Form ADV Part 2A.Newport Trust Company, is a New Hampshire state chartered trust company and subsidiary of Newport Group, Inc., an Ascensus Company. Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.

Retirement Plan Services Defined Contribution / Defined Benefit 401(k) 403 (b) Open Architecture Recordkeeping and Administration ERISA Actuarial Services ESOP Employee Benefit Consulting Compensation Consulting Flex Plan Services / Cafeteria Plans Financial Services Financial Advisory Services Financial Transaction Processing Finance
Details about The Newport Group
Frequently Asked Questions about Lisa Au
Lisa Au currently works for Newport Group.
Lisa Au's role at Newport Group is Client Service Manager/Team Lead.
Lisa Au's email address is ***@newportgroup.com. To view Lisa Au's full email address, please signup to ConnectPlex.
Lisa Au works in the Financial Services industry.
Lisa Au's colleagues at The Newport Group are Liliana Blaj, Joel Moore, Tessa Locker, Lateeshia Booth, Jeff Hockenbrock, Karina Grabis, Chelsea Patterson and others.
Lisa Au's phone number is 925-328-4540
See more information about Lisa Au