Pete Lipsi

Pete Lipsi's email & phone

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Compliance Consultant at Lincoln Financial|Elkins Park, Pennsylvania, United States

Position:

Compliance Consultant at Lincoln Financial

Location:

Elkins Park, Pennsylvania, United States

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Last updated: 2026-05-05
Updated: 2026-05-05

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Work Experience 12 years

Compliance Consultant at Lincoln Financial

Jan 2026 - Current

Consultant, OMR-Distributor at ACA Foreside

Apr 2024 - Dec 2025

Advertising Compliance Analyst at Vanguard

Mar 2021 - Mar 2024

Senior Compliance Administrator at Vanguard

Sep 2020 - Jan 2022

Compliance Administrator at Vanguard

May 2019 - Sep 2020

Series 7 & 63 Proctor at Vanguard

Jan 2020 - Mar 2020

Regulatory Oversight Specialist at Vanguard

Jan 2019 - May 2019

Personal Investor Associate at Vanguard

Jan 2017 - Jan 2019

Production Coordinator at Communication Graphics

Jan 2014 - Jan 2016

Pete Lipsi started working in 2014, then the employee has changed 3 companies and 8 jobs. On average, Pete Lipsi works for one company for 1 year 4 months.

Education

Bachelor of Arts - BA at Ursinus College

Frequently Asked Questions

What is Pete Lipsi's minimum period of employment in the companies?

Pete Lipsi's minimum period of employment in various companies is 2 months.

What is Pete Lipsi's average duration of employment for different companies?

On average, Pete Lipsi works for one company for 1 year 6 months

What industries has Pete Lipsi worked in?

Pete Lipsi works in the Financial Services. Previously, Pete Lipsi worked in the Management Consulting.

What positions has Pete Lipsi held before?

Previously, Pete Lipsi worked as a Consultant, OMR-Distributor, and Advertising Compliance Analyst, and Senior Compliance Administrator, and Compliance Administrator, and Series 7 & 63 Proctor.

How do I contact Pete Lipsi?

Pete Lipsi's phone number is +1-205-***-**55. Sign up to get contact details.

Who is the President/CEO/Director of the Lincoln Financial?

The President/CEO/Director of the Lincoln Financial is James OBoyle

Who are Pete Lipsi's peers at other companies?

Pete Lipsi's peers at other companies are Neha Raj and Debbie Blanco and Johnny Kim

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Other employees at Lincoln Financial

Name
Company
Position
Cody Smith
Internal Wholesaler - Private Markets
James OBoyle
Senior Vice President, Insurance Operations
Karen Bunting Brooks
VP, Human Resources Business Partner

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