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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