Doug Lippmann Email & Phone Number
Client Service Manager @ Ulrich Investment Consultants
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Doug Lippmann Location
- San Antonio, TX, US
Doug Lippmann Work
- Client Service Manager @ (October 2025 - Present)
- Senior Client Service Associate @ (January 2024 - December 2025)
- Consultant Wealth Operations @ (November 2017 - January 2024)
- Account Consultant @ (January 2014 - February 2017)
- Client Service Representative and Marketing Communications Representative @ (November 2009 - January 2014)
- Advisor Marketing Representative @ (May 2004 - May 2009)
Doug Lippmann Education
- Pennsylvania State University
Bachelor of Arts (BA) (Communication and Media Studies)
1995-2000
Doug Lippmann Skills
- Investments
- Management
- Mutual Funds
- Training
- Project Management
- Financial Services
- Leadership
- Marketing
- Marketing Strategy
- New Business Development
- Process Improvement
- Sales
Doug Lippmann Summary
- Doug Lippmann, based in San Antonio, TX, US, is currently a Client Service Manager at Ulrich Investment Consultants. Doug Lippmann brings experience from previous roles at Ulrich Investment Consultants, CAPTRUST, Element Fleet Management and Broadridge Financial Solutions. Doug Lippmann holds a 1995 - 2000 Bachelor of Arts (BA) in Communication and Media Studies @ Pennsylvania State University. With a robust skill set that includes Investments, Management, Mutual Funds, Training, Project Management and more. Doug Lippmann has 2 emails and 1 mobile phone numbers on RocketReach.
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