Andrew Lippert Email & Phone Number
Associate Director, Investment Research @ Compass Financial Partners
Andrew Lippert Location
Greensboro, North Carolina, United States
Andrew Lippert Work
- 2019 - now Associate Director, Investment Research @ Compass Financial Partners
- 2011 - 2011 Logistics Account Executive @ Total Quality Logistics
- 2010 - 2010 Factory Worker @ Roberds Converting Company
- 2009 - 2009 Student Researcher @ Cincinnati Children's Hospital Medical Center
- 2016 - 2019 Research Analyst @ Fidelity Investments
- 2016 - 2017 Fixed Income Specialist @ Fidelity Investments
- 2013 - 2016 Financial Planner (Defined Contribution, Pension and Retail) @ Fidelity Investments
- 2012 - 2013 Financial Services Representative @ Fidelity Investments
Andrew Lippert Education
- Creighton University's Heider College of Business
Master of Investment Management and Financial Analysis
2017 - 2020 - Xavier University
Executive Certificate in Financial Planning
2011 - 2012 - Miami University
Bachelor of Science - BS (Marketing; Thematic Sequence in Psychology)
2007 - 2011
- University of Cincinnati Carl H. Lindner College of Business
Graduate Certificate in Investment Management
- College for Financial Planning
Graduate Certificate in Financial Analysis
2015 - 2016 - Kitces Courses
Andrew Lippert Summary
Andrew Lippert, based in Greensboro, North Carolina, United States, is currently a Associate Director, Investment Research at Compass Financial Partners. Andrew Lippert brings experience from previous roles at Total Quality Logistics, Roberds Converting Company, Cincinnati Childrens Hospital Medical Center and Fidelity Investments. Andrew Lippert holds a 2017 - 2020 Master of Investment Management and Financial Analysis @ Creighton University's Heider College of Business. Andrew Lippert has 2 emails on RocketReach.
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Top Compass Financial Partners Employees
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George Hoyle
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Katy Albers
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Jeremy Borders
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