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Lisa Haydel Barone, APA

SR. CLIENT TRANSITION AND IMPLEMENTATION MANAGER

Lisa graduated from Loyola University New Orleans in 2010 with a degree in business administration and a specialization in marketing. She is currently responsible for the management of new client implementation including the input of plan specifications in the Relius Administration system, establishing customized plan transition timelines with new clients, and ensuring a smooth new plan installation and plan asset/record transfer. Lisa is a member of the National Institute of Pension Administrators (NIPA), where she has earned the Accredited Pension Administrator (APA) designation.

You can reach Lisa via phone at 504-602-1316 or via email at LisaBarone@RSGweb.com

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