Newport Advisory, LLC

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Newport Advisory, LLC Employees

Employee
Years
Job
Industry
Yunqi (Sharon) Lu Yunqi (Sharon) Lu Arlington, Virginia Details
Yunqi (Sharon) Lu's Newport Advisory, LLC Experience June 2012 - August 2012
Job Master in Finance at Johns Hopkins University Carey Business School
Industry Financial Services
Experience
China Merchants Wealth   June 2013 - July 2013
Newport Advisory, LLC   June 2012 - August 2012
Guotai Junan Securities Co., Ltd   June 2011 - July 2011
Amway  July 2010 - August 2010
China Merchants Bank  May 2010 - July 2010

Education
The Johns Hopkins University - Carey Business School   2013 — 2014
Master of Science (MS), Finance, General

University of Minnesota-Twin Cities   2009 — 2013
Bachelor of Science (BS), Economics

Edward K. Marshall Edward K. Marshall Orange County, California Area Details
Edward K. Marshall's Newport Advisory, LLC Experience June 2012 - Present
Job Financial Planner at Newport Advisory
Industry Financial Services
Experience
Newport Advisory, LLC   June 2012 - Present
FutureNest   1998 - June 2012
Huff & Marshall, CPAs   1986 - 1998
Sequoia Information Systems (SIS)   1994 - 1996
Becker CPA Review  1986 - 1991
Deloitte Consulting  1984 - 1986
State of California, Franchise Tax Board  1981 - 1984

Skills
Retirement, Insurance, Estate Planning, Finance, Financial Planners, Financial Advisory, Investments, Fixed Annuities, Tax, Financial Services, Accounting, Financial Accounting, CPA, Long-term Care, Financial Statements, Investment Management, Strategic Financial..., Personal Finance, Investment Advisory, 401k

Education
Cal Poly San Luis Obispo
Bachelor of Science, Business Administration/Accounting

Golden Gate University
Masters of Science, Business taxation

Jennifer Horner Jennifer Horner Orange County, California Area Details
Jennifer Horner's Newport Advisory, LLC Experience March 2007 - Present
Job VP Rep Services at Newport Advisory
Industry Financial Services
Experience
Newport Advisory, LLC   March 2007 - Present
Duerr Financial   2004 - February 2007
Wealth Strategies Group - Costa Mesa   2001 - 2004
American Express Financial Advisors  1999 - 2001

Education
California State University-Long Beach   1995 — 1997
BS, Political Science

Marina High School   1987 — 1991
HS Diploma, General

Michael Lathrop Michael Lathrop Trabuco Canyon, California Details
Michael Lathrop's Newport Advisory, LLC Experience September 2015 - Present
Job Portfolio Analyst at Newport Advisory, LLC
Industry Financial Services
Experience
Newport Advisory, LLC   September 2015 - Present
Raeken   November 2014 - Present
Newport Advisory, LLC   June 2014 - August 2015
United States Marine Corps  June 2009 - May 2015
Newport Advisory, LLC   July 2012 - May 2014
Cambridge Investment Research  July 2011 - May 2012
Action Property Management  June 2008 - August 2008

Education
Chapman University   2011 — 2014
Bachelor's Degree, BS in Economics

Saddleback College   2010 — 2011

Liam Lambert Liam Lambert Orange, California Details
Liam Lambert's Newport Advisory, LLC Experience February 2014 - August 2014
Job Brokerage Intern | Matthews Retail Group, Inc.
Industry Commercial Real Estate
Experience
Matthews Retail Advisors  June 2015 - Present
Newport Advisory, LLC   February 2014 - August 2014
California's Great America  March 2013 - August 2013

Skills
Morningstar Cambridge..., Model Portfolios, Microsoft Office, Team Management, Economic Development, Time Management, Social Networking, Client Relations Skills

Education
Chapman University   2012 — 2016
Bachelor's Degree, Business/Managerial Economics, Junior

Chapman University, The George L. Argyros School of Business and Economics   2012 — 2016
Bachelor's Degree, Business/Managerial Economics, Junior

Charles Kasner Charles Kasner Orange County, California Area Details
Charles Kasner's Newport Advisory, LLC Experience November 2011 - Present
Job Financial Advisor at Newport Advisory, LLC
Industry Financial Services
Experience
Newport Advisory, LLC   November 2011 - Present
Charles Kasner Financial   2005 - 2011
AXA Advisors  2003 - 2005
Comarco Wireless Technologies  2001 - 2002
Powerwave Technologies  1999 - 2001
Harris Corporation  1997 - 1999
Nortel Networks  1989 - 1997

Skills
Wealth Management, Portfolio Management, Financial Planning, Insurance, Finance, Investments, Retirement Planning, Business Development, Market Research, Product Marketing, Strategic Planning, Wireless Broadband, Systems Engineering, Securities, Executive Management, Retirement

Education
McGill University   1980 — 1983
Bachelor of Engineering (B.Eng.), Electrical Engineering

Vanier College   1977 — 1979
DCS, Health Sciences

Peter Philipp, CFA, CFP® Peter Philipp, CFA, CFP® San Francisco, California Details
Peter Philipp, CFA, CFP®'s Newport Advisory, LLC Experience September 2001 - Present
Job Consultant at Newport Advisory
Industry Investment Management
Experience
Newport Advisory, LLC   September 2001 - Present
UC Berkeley Personal Financial Planning Program   August 2006 - Present
Achex Inc.   April 1999 - July 2001
IncuBay LLC   April 1999 - March 2001
Accenture LLC  December 1995 - March 1999
Wells Fargo & Co.   August 1989 - December 1995

Skills
Investments, Strategic Financial..., Wealth Management, Strategy, Financial Services, Business Strategy, Investment Management, Portfolio Management, Financial Advisory, Finance, Entrepreneurship, Management Consulting, Start-ups, Employee Benefits, Asset Management, Strategic Planning, Securities, Capital Markets, Business Planning, Due Diligence, Analysis, Valuation, Product Management, Mergers & Acquisitions, Corporate Finance, Investment Strategies, Investment Advisory, Venture Capital, Hedge Funds, Financial Planning, Asset Managment, Financial Modeling, Executive Management, Mutual Funds, Business Process..., Management, E-commerce, Private Equity, Economics, Analytics, Risk Management, Investment Banking, Strategy Development, Business Analysis, Strategic Consulting, Corporate Development, Financial Analysis, Consulting, Equities, Competitive Analysis

Education
University of California, Berkeley - Walter A. Haas School of Business   1993 — 1995
M.B.A., Finance

University of California, Berkeley   1984 — 1989
B.A., International Political Economy

Lanis Webb Lanis Webb Orange County, California Area Details
Lanis Webb's Newport Advisory, LLC Experience June 2011 - May 2012
Job Financial Advisor
Industry Financial Services
Experience
G. A. Repple & Company   May 2012 - Present
Newport Advisory, LLC   June 2011 - May 2012
Strongtower Financial  May 2009 - June 2011
Morgan Stanley  January 2000 - May 2009

Education
UCI   1988 — 1993