David Lipscomb
VP Pooled Plans
- Role
- Vice President Business Development Pooled Plans at Ascensus
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Vice President Business Development Pooled Plans
May 2024 — Present
Education
University of North Carolina at Charlotte
BS
1999 — 2003
University of North Carolina at Charlotte
BS
1999 — 2003
Skills
- Management
- Series 63
- Investments
- Defined Benefit
- Retirement Planning
- Financial Services
- Organizational Effectiveness
- Employee Benefits
- Dependable
- Timely
- Pensions
- Asset Allocation
- Mutual Funds
- Finance
- Portfolio Management
- Retirement
- 401k
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