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Doug Lippmann Location
San Antonio, TX, US
Doug Lippmann Work
2025 -now Client Service Manager @
2024 -2025 Senior Client Service Associate @
2017 -2024 Consultant Wealth Operations @
2014 -2017 Account Consultant @
2009 -2014 Client Service Representative and Marketing Communications Representative @
2004 -2009 Advisor Marketing Representative @
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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