Scott Lippa Email & Phone Number

Managing Director @ Strategic Retirement Partners

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Scott Lippa Location

Rochester, NY, US

Scott Lippa Work

Managing Director @ (March 2022 - Present)
Retirement Plan Consultant, Accredited Investment Fidicuary® @ (April 2014 - March 2022)
Process Excellence Consultant - LEAN Change Leader @ (February 2015 - April 2021)
LEAN Change Leader @ (January 2013 - January 2014)
Retirement Plan Consultant, Accredited Investment Fidicuary® @ Lawley Courier Advisors (January 2012 - December 2013)
Retirement Plan Consultant, Accredited Investment Fidicuary® @ (January 2012 - December 2013)
Independent Financial Advisor @ (January 2009 - January 2012)
Business Development Partner @ Emerald Technologies (January 2009 - January 2012)
Vice President Sales @ Klein Steel Service Inc. (January 2008 - January 2009)
First Vice President, National Client Executive, Countrywide Bank @ (January 2007 - January 2008)
General Manager, Sales and Marketing @ NVR Inc. / Ryan Homes (January 2005 - January 2007)
Senior Vice President, Region Sales Manager (Boston, MA) @ (January 2004 - January 2005)
Vice President, Senior Process Design Consultant (Charlotte, NC) @ (January 2002 - January 2004)
Solutions Program Manager (Rochester, NY) @ (January 2001 - January 2002)
Solutions Engagement Manager (Rochester, NY) @ (January 2000 - January 2001)
National Account Manager (Rochester, NY) @ (January 1999 - January 2000)
General Manager Sales and Operations (Overland Park, KS) @ (January 1997 - January 1998)
Sales Operations Manager (Rochester, NY) @ (January 1996 - January 1996)
Process Reengineering Manager (Rochester, NY) @ (January 1995 - January 1996)
Production Supervisor (Rochester, NY) @ (January 1994 - January 1995)
Quality Manager (Rochester, NY) @ (January 1991 - January 1994)
Manufacturing Engineer (Rochester, NY) @ (January 1985 - January 1990)

Scott Lippa Education

Kettering University
B.S. Electrical Engineering
McQuaid Jesuit
HSD
Tufts University
(Electrical Engineering)

Scott Lippa Skills

Form 1040 Line 17 Deductions To Offset Income
Fiduciary Plan Governance
Avoiding Severe Market Declines
Pensions
ESOP
Retirement Plans Specialist
Services
Solutions
Form 8582 Income To Offset Passive Losses
Better Participant Outcomes

Scott Lippa Summary

Scott Lippa, based in Rochester, NY, US, is currently a Managing Director at Strategic Retirement Partners. Scott Lippa brings experience from previous roles at Cambridge Investment Research, Inc., Liberty Mutual Insurance, MassMutual Financial Group and Lawley Courier Advisors. Scott Lippa holds a B.S. Electrical Engineering @ Kettering University. With a robust skill set that includes Form 1040 Line 17 Deductions To Offset Income, Fiduciary Plan Governance, Avoiding Severe Market Declines, Pensions, ESOP and more. Scott Lippa has 2 emails and 2 mobile phone numbers on RocketReach.