David Lipscomb

David Lipscomb Email and Phone Number

VP Pooled Plans @ Ascensus
dresher, pennsylvania, united states
David Lipscomb's Location
Charlotte Metro, United States
David Lipscomb's Contact Details

David Lipscomb personal email

n/a
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.

David Lipscomb's Current Company Details
Ascensus

Ascensus

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VP Pooled Plans
dresher, pennsylvania, united states
Website:
ascensus.com
Employees:
2240
David Lipscomb Work Experience Details
  • Ascensus
    Vice President Business Development Pooled Plans
    Ascensus May 2024 - Present
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  • Newport Group
    National Distribution Director
    Newport Group Jan 2015 - May 2024
    Charlotte, North Carolina Area
    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
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  • Newport
    Manager, Retirement Services
    Newport Mar 2011 - Jan 2015
    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.
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  • Newport Group
    Conversion Specialist
    Newport Group Jun 2007 - Feb 2011
    The Newport Group
    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
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  • Newport Group
    Team Lead Operations
    Newport Group Jan 2006 - Jun 2007
    Managed the contribution and fee processing teamCoordinated and executed fund swaps and portfolio rebalancesIncreased operational efficiencies and accuracyConducted yearly performance reviews of team mates
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  • Newport Group
    Operational Specialist
    Newport Group Feb 2004 - Jan 2006
    Processed payrolls, distributions, loans, and feesPreformed transaction reconciliation between recordkeeping system and trust account
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David Lipscomb Skills

Retirement Retirement Planning Mutual Funds Financial Services Finance 401k Portfolio Management Organizational Effectiveness Investments Defined Benefit Series 63 Pensions Dependable Management Employee Benefits Asset Allocation Timely

David Lipscomb Education Details

Frequently Asked Questions about David Lipscomb

What company does David Lipscomb work for?

David Lipscomb works for Ascensus

What is David Lipscomb's role at the current company?

David Lipscomb's current role is VP Pooled Plans.

What is David Lipscomb's email address?

David Lipscomb's email address is da****@****oup.com

What schools did David Lipscomb attend?

David Lipscomb attended University Of North Carolina At Charlotte, University Of North Carolina At Charlotte.

What are some of David Lipscomb's interests?

David Lipscomb has interest in Animal Welfare, Environment, Arts And Culture, Health.

What skills is David Lipscomb known for?

David Lipscomb has skills like Retirement, Retirement Planning, Mutual Funds, Financial Services, Finance, 401k, Portfolio Management, Organizational Effectiveness, Investments, Defined Benefit, Series 63, Pensions.

Who are David Lipscomb's colleagues?

David Lipscomb's colleagues are Diann Harvey, Amber Martinez, Amanda Germann, Kylee Barott, Devadharshini Senthilkumar, Valarie Simkins, Trista Dennison.

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