Compliance Analyst
Current
Nov 2022 - Present
AeroLeads people directory · profile
Edward Kipp Email & Phone Number
Compliance Analyst
at
Zacks Investment Management
1 work email found
@zacks.com
1 phone found area 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Compliance Analyst
Location
Colorado Springs, Colorado, United States
Company size
Who is Edward Kipp? Overview
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Quick answer
Edward Kipp is listed as Compliance Analyst at Zacks Investment Management, a company with 103 employees, based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at zacks.com, phone signal with area code 800, and a matched LinkedIn profile for Edward Kipp.
Edward Kipp previously worked as Investment Consultant at Zacks Investment Management and Portfolio Specialist at Zacks Investment Management. Edward Kipp holds Bachelor'S Of Science, Political Science And Government from Illinois State University.
Company email context
Email format at Zacks Investment Management
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{first_initial}{last}@zacks.com
86% confidence
AeroLeads found 1 current-domain work email signal for Edward Kipp. Compare company email patterns before reaching out.
Profile bio
About Edward Kipp
Entrepreneurial and innovative financial services professional with extensive experience within highly competitive markets. Analytical strategist skilled in successfully developing customized asset allocation strategies and investment solutions for clients. Collaborative communicator adept at building strong relationships with both clients and co-workers. Results-driven and proactive, able to translate analytical findings into actionable solutions and processes. Areas of Expertise include: Financial Analysis Risk Management Asset Allocation Wealth Management Portfolio Management Business Analytics Forecasting & Budgeting Cross-functional Collaboration Investment Management
Listed skills include Customer Service, Microsoft Office, Social Media, Microsoft Excel, and 10 others.
Current workplace
Edward Kipp's current company
Company context helps verify the profile and gives searchers a useful next step.
Zacks Investment Management
10 roles
Edward Kipp work experience
A career timeline built from the work history available for this profile.
Investment Consultant
Aug 2019 - Nov 2022
Portfolio Specialist
Jun 2018 - Aug 2019
Client Service Associate
Apr 2017 - Jun 2018
Private Client Banker
Manage the complete banking relationship for a select group of high net worth clients, applying a proactive approach to generate growth. Identify products and services that best meet client needs, ensuring each client receives optimal service. Acquire new clients by soliciting referrals and developing sources, building entire book of business from scratch..
Mar 2015 - Feb 2016
Internal Sales Consultant
Developed strategic territory plan designed to support key clients. Facilitated and supported product sales by building and supporting effective relationships with investment advisors. Identified advisor needs and investigated ways to increase production. Consulted at point of sale on product details, fund performance, fund holdings, and investment.
Apr 2014 - Sep 2014
Sales Associate
Collaborated with sales consultants to generate and process sales. Established strategic partnerships to expand company reach. Trained new employees on internal computer system.
Mar 2014 - Apr 2014
Sales Coordinator
Provided sales administration and coordination for sales consultants. Supported senior account executives with marketing, sales, and operations. Performed data entry for client follow-ups. Processed and completed reports.
Aug 2013 - Feb 2014
Head Coach Sophomore Soccer
Providence Catholic High School
Feb 2011 - May 2013
Medical Discharge
Sep 2012 - Oct 2012
Team & coworkers
Colleagues at Zacks Investment Management
Other employees you can reach at zackswmg.com. View company contacts for 103 employees →
WP
Will Pearce
Colleague at Zacks Investment ManagementWheaton, Illinois, United States, United States
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MH
Mathew Holmes-Hackerd
Colleague at Zacks Investment ManagementGroton, Connecticut, United States, United States
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ZK
Zhuo Kang
Colleague at Zacks Investment ManagementGreater Chicago Area, United States
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MJ
Michael Jazo
Colleague at Zacks Investment ManagementGreater Chicago Area, United States
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NR
Noah Rife
Colleague at Zacks Investment ManagementGreater Chicago Area, United States
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ES
Elliot Salrin
Colleague at Zacks Investment ManagementGreater St. Louis, United States
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SE
Salvatore Esposito
Colleague at Zacks Investment ManagementNew York City Metropolitan Area, United States
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DR
Don Ralph
Colleague at Zacks Investment ManagementGreater Chicago Area, United States
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HB
Herbert Brown
Colleague at Zacks Investment ManagementOrinda, California, United States, United States
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JS
Jake Solesky
Colleague at Zacks Investment ManagementGreater Chicago Area, United States
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Will Pearce
Colleague at Zacks Investment ManagementWheaton, Illinois, United States, United States
View →
MH
Mathew Holmes-Hackerd
Colleague at Zacks Investment ManagementGroton, Connecticut, United States, United States
View →
ZK
Zhuo Kang
Colleague at Zacks Investment ManagementGreater Chicago Area, United States
View →
MJ
Michael Jazo
Colleague at Zacks Investment ManagementGreater Chicago Area, United States
View →
NR
Noah Rife
Colleague at Zacks Investment ManagementGreater Chicago Area, United States
View →
ES
Elliot Salrin
Colleague at Zacks Investment ManagementGreater St. Louis, United States
View →
SE
Salvatore Esposito
Colleague at Zacks Investment ManagementNew York City Metropolitan Area, United States
View →
DR
Don Ralph
Colleague at Zacks Investment ManagementGreater Chicago Area, United States
View →
HB
Herbert Brown
Colleague at Zacks Investment ManagementOrinda, California, United States, United States
View →
JS
Jake Solesky
Colleague at Zacks Investment ManagementGreater Chicago Area, United States
View →
2 education records
Edward Kipp education
Bachelor'S Of Science, Political Science And Government
General Education
Providence Catholic High School
FAQ
Frequently asked questions about Edward Kipp
Quick answers generated from the profile data available on this page.
What company does Edward Kipp work for?
Edward Kipp works for Zacks Investment Management.
What is Edward Kipp's role at Zacks Investment Management?
Edward Kipp is listed as Compliance Analyst at Zacks Investment Management.
What is Edward Kipp's email address?
AeroLeads has found 1 work email signal at @zacks.com for Edward Kipp at Zacks Investment Management.
What is Edward Kipp's phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for Edward Kipp at Zacks Investment Management.
Where is Edward Kipp based?
Edward Kipp is based in Colorado Springs, Colorado, United States while working with Zacks Investment Management.
What companies has Edward Kipp worked for?
Edward Kipp has worked for Zacks Investment Management, J.P. Morgan Chase Bank N. A., Assetmark, Providence Catholic High School, and Us Navy.
Who are Edward Kipp's colleagues at Zacks Investment Management?
Edward Kipp's colleagues at Zacks Investment Management include Will Pearce, Mathew Holmes-Hackerd, Zhuo Kang, Michael Jazo, and Noah Rife.
How can I contact Edward Kipp?
You can use AeroLeads to view verified contact signals for Edward Kipp at Zacks Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Edward Kipp attend?
Edward Kipp holds Bachelor'S Of Science, Political Science And Government from Illinois State University.
What skills is Edward Kipp known for?
Edward Kipp is listed with skills including Customer Service, Microsoft Office, Social Media, Microsoft Excel, Powerpoint, Salesforce.Com, Sales, and Management.
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