Vice President Business Development Pooled Plans
Current
May 2024 - Present
AeroLeads people directory · profile
David Lipscomb Email & Phone Number
VP Pooled Plans
at
Ascensus
2 work emails found
@newportgroup.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
VP Pooled Plans
Location
Charlotte Metro, United States
Company size
Who is David Lipscomb? Overview
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Quick answer
David Lipscomb is listed as VP Pooled Plans at Ascensus, a with 2240 employees, based in Charlotte Metro, United States. AeroLeads shows a work email signal at newportgroup.com and a matched LinkedIn profile for David Lipscomb.
David Lipscomb previously worked as Vice President Business Development Pooled Plans at Ascensus and National Distribution Director at Newport Group. David Lipscomb holds Bs, Accounting from University Of North Carolina At Charlotte.
Company email context
Email format at Ascensus
This section adds company-level context without repeating David Lipscomb's masked contact details.
{first_initial}{last}@newportgroup.com
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AeroLeads found 2 current-domain work email signals for David Lipscomb. Compare company email patterns before reaching out.
Profile bio
About David Lipscomb
David Lipscomb is a VP Pooled Plans at Ascensus. He possess expertise in retirement, retirement planning, mutual funds, financial services, finance and 12 more skills.
Listed skills include Retirement, Retirement Planning, Mutual Funds, Financial Services, and 13 others.
Current workplace
David Lipscomb's current company
Company context helps verify the profile and gives searchers a useful next step.
Ascensus
6 roles
David Lipscomb work experience
A career timeline built from the work history available for this profile.
National Distribution Director
Lead company's initiatives by maintaining, strengthening, and expanding relationships with multi-office advisory firms and broker dealers.Support External Regional Directors in sales process
Jan 2015 - May 2024
Manager, Retirement Services
Internal Sales - Support Newport retirement plan sales efforts by partnering with Regional Sales Directors to qualify and quantify sales opportunities, create quotes and proposals, assist with RFP’s and provide all assistance needed to complete the sales process. Also provide technical and compliance services regarding 401(k) plans, 403b, Profit Sharing, 457 plans, Defined Benefit plans, and team with Newport’s non-qualified partners on sales opportunities.• Coordinate the initial implementation of new business through due diligence gathering, and complete the sales to conversion process with financial advisors and new clients in conjunction with the Newport conversion team. • Create relationship building and retirement plan support for Financial Advisor partners, assisting with trading platform options, fund selection and participant education.• Use of MorningStar, Prospect Goldmine, Microsoft Office and proprietary software.
Mar 2011 - Jan 2015
Conversion Specialist
Responsible for the conversion of Qualified Retirement plans-Data and Asset ReconciliationWork with clients to understand difficulties and provide solutionsBased on the plan document, set up the plan in the recordkeeping system and the plan sponsor/participant websitesReconcile data provided from the prior recordkeeper and load data to the recordkeeping systemExperienced in multiple conversion methods and also Self Directed Brokerage Account conversions
Jun 2007 - Feb 2011
Team Lead Operations
Managed the contribution and fee processing teamCoordinated and executed fund swaps and portfolio rebalancesIncreased operational efficiencies and accuracyConducted yearly performance reviews of team mates
Jan 2006 - Jun 2007
Operational Specialist
Processed payrolls, distributions, loans, and feesPreformed transaction reconciliation between recordkeeping system and trust account
Feb 2004 - Jan 2006
Team & coworkers
Colleagues at Ascensus
Other employees you can reach at ascensus.com. View company contacts for 2240 employees →
SR
Stephanie R.
Colleague at AscensusNorristown, Pennsylvania, United States
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KM
Kelly Musshafen
Colleague at AscensusSt Petersburg, Florida, United States
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DW
Dianne Work
Colleague at AscensusWayne, Pennsylvania, United States
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RG
Rebecca Gerlach
Colleague at AscensusPennsylvania, United States
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TC
Thomas Clark
Colleague at AscensusGreater Boston, United States
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AK
Anne Katsigris-Santos
Colleague at AscensusGreater Boston, United States
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KM
Kavya Murali
Colleague at AscensusChennai, Tamil Nadu, India
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PB
Paul Brew
Colleague at AscensusNew York, United States
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EF
Eric Fisher
Colleague at AscensusUnited States
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KB
Kylee Barott
Colleague at AscensusCottage Grove, Minnesota, United States
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Stephanie R.
Colleague at AscensusNorristown, Pennsylvania, United States
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KM
Kelly Musshafen
Colleague at AscensusSt Petersburg, Florida, United States
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DW
Dianne Work
Colleague at AscensusWayne, Pennsylvania, United States
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RG
Rebecca Gerlach
Colleague at AscensusPennsylvania, United States
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TC
Thomas Clark
Colleague at AscensusGreater Boston, United States
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AK
Anne Katsigris-Santos
Colleague at AscensusGreater Boston, United States
View →
KM
Kavya Murali
Colleague at AscensusChennai, Tamil Nadu, India
View →
PB
Paul Brew
Colleague at AscensusNew York, United States
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EF
Eric Fisher
Colleague at AscensusUnited States
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KB
Kylee Barott
Colleague at AscensusCottage Grove, Minnesota, United States
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2 education records
David Lipscomb education
Bs, Accounting
Bs, Finance
FAQ
Frequently asked questions about David Lipscomb
Quick answers generated from the profile data available on this page.
What company does David Lipscomb work for?
David Lipscomb works for Ascensus.
What is David Lipscomb's role at Ascensus?
David Lipscomb is listed as VP Pooled Plans at Ascensus.
What is David Lipscomb's email address?
AeroLeads has found 2 work email signals at @newportgroup.com for David Lipscomb at Ascensus.
Where is David Lipscomb based?
David Lipscomb is based in Charlotte Metro, United States while working with Ascensus.
What companies has David Lipscomb worked for?
David Lipscomb has worked for Ascensus, Newport Group, and Newport.
Who are David Lipscomb's colleagues at Ascensus?
David Lipscomb's colleagues at Ascensus include Stephanie R., Kelly Musshafen, Dianne Work, Rebecca Gerlach, and Thomas Clark.
How can I contact David Lipscomb?
You can use AeroLeads to view verified contact signals for David Lipscomb at Ascensus, including work email, phone, and LinkedIn data when available.
What schools did David Lipscomb attend?
David Lipscomb holds Bs, Accounting from University Of North Carolina At Charlotte.
What skills is David Lipscomb known for?
David Lipscomb is listed with skills including Retirement, Retirement Planning, Mutual Funds, Financial Services, Finance, 401K, Portfolio Management, and Organizational Effectiveness.
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