David Lipscomb Email & Phone Number
Product Manager - Pooled Plans @ Ascensus
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David Lipscomb Location
- Charlotte, NC, US
David Lipscomb Work
- 2025 -now Product Manager - Pooled Plans @
- 2024 -2026 Vice President Business Development Pooled Plans @
- 2015 -2024 National Distribution Director @
- 2011 -2015 Manager, Retirement Services @
- 2007 -2011 Conversion Specialist @
- 2006 -2007 Team Lead Operations @
- 2004 -2006 Operational Specialist @
David Lipscomb Education
- University of North Carolina at Charlotte
BS (Accounting)
1999-2003 - University of North Carolina at Charlotte
BS (Finance)
1999-2003
David Lipscomb Skills
- Retirement
- Retirement Planning
- Mutual Funds
- Financial Services
- 401k
- Finance
- Organizational Effectiveness
- Investments
- Portfolio Management
- Defined Benefit
- Series 63
- dependable
- Timely
- Management
- Employee Benefits
- Asset Allocation
- Pensions
- Marketing
- Strategy
- Team Leadership
- Business Development
David Lipscomb Summary
- David Lipscomb, based in Charlotte, NC, US, is currently a Product Manager - Pooled Plans at Ascensus. David Lipscomb brings experience from previous roles at Ascensus, Newport Group and Newport. David Lipscomb holds a 1999 - 2003 BS in Accounting @ University of North Carolina at Charlotte. With a robust skill set that includes Retirement, Retirement Planning, Mutual Funds, Financial Services, 401k and more. David Lipscomb has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Ascensus Employees
Emily Pachuta
Chief Marketing Officer
New York, NY, US
Richard Irace
Chief Operating Officer
Wall Township, NJ, US
Jeff Hockenbrock
Vice President, Institutional Practice Leader
Berkeley, CA, US
Marc Doucette
Regional Vice President
Hartford, CT, US
Peg Creonte
President, Ascensus Government Savings
Boston, MA, US
Robert Kaplan
Chief Compliance Officer
Dresher, PA, US
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