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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)
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.
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