Eric Lipa

Eric Lipa has extensive work experience in the financial industry. Eric currently works at CAPTRUST as a Senior Associate Relationship Manager, a role they started in January 2023. Prior to that, they were an Associate Relationship Manager at the same company, starting in January 2022. Eric also worked at RINET Company, LLC as an Associate Client Advisor from July 2020 to January 2022. Before entering the finance field, Eric gained experience as an intern at Bellevue Financial from September 2019 to July 2020. Eric also worked at Newport National Golf Club and Lockport Town and Country Club as a Player Services employee from 2014 to 2017 and 2019 to 2020, respectively.

Eric Lipa completed their education at Salve Regina University from 2017 to 2020, earning a Bachelor's degree in Finance and Financial Management Services. Prior to that, they obtained their High School Diploma from Nichols School between 2010 and 2014. In terms of certifications, Eric obtained the Series 65 certification from FINRA in August 2022. In April 2019, they became a member of the IMA Accounting Honor Society (IAHS). Additionally, Eric is a QuickBooks Desktop Certified User, although the exact date of obtaining this certification is not provided.