Cody Lippert
Client Manager at Marsh McLennan | Denver, Colorado, United States
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Cody Lippert serves as a Client Manager at Marsh McLennan, where he leverages his extensive expertise in retirement plan consulting to empower Plan Sponsors and their employees. With a focus on optimizing retirement plan benefits, Cody collaborates closely with C-level executives and senior leaders to navigate the complexities of both qualified and non-qualified retirement plans. His role involves providing strategic advice on investment and administrative decisions, ensuring that organizations can effectively attract and retain top talent through robust retirement offerings.
Cody's commitment to enhancing long-term financial success for employees is evident in his approach to presenting plan options. He conducts engaging presentations for employee groups, demystifying investment choices, contribution types, and amounts. By fostering a clear understanding of these elements, he equips employees to make informed decisions about their financial futures. Additionally, Cody offers personalized one-on-one investment guidance to plan participants, further solidifying his role as a trusted advisor.
His skill set encompasses a range of competencies critical to the retirement planning landscape, including Safe Harbor compliance, company match analysis, and advanced proficiency in Microsoft Excel. Cody's entrepreneurial spirit and strong communication skills enable him to build effective relationships with clients, while his expertise in pricing strategy and budgeting ensures that retirement plans are both competitive and sustainable. Through his dedication to delivering tangible results, Cody Lippert exemplifies the ideal blend of strategic insight and hands-on support, making a significant impact on the financial well-being of employees and the overall success of the organizations he serves.
Client Manager at Marsh McLennan in March 2022 to Present
Retirement Analyst at Marsh McLennan in April 2020 to March 2022
Brokerage Investment Professional at Vanguard in August 2018 to April 2020
Founder & Chief Financial Officer at WildRide Enterprises, Inc. in February 2018 to December 2018
International Peer Ambasador at Gonzaga University in September 2015 to May 2018
Intern at Ameriprise Financial Services, Inc. in June 2017 to August 2017
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Gonzaga University, Bachelor of Business Administration - BBA, July 2026
Regis Jesuit High School, July 2026
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Quantitative Finance
Quantitative Analytics
Due Diligence
Written Communication
Presentation Skills
Participant Education
Plan Document Consulting
Professional Services
Investment Strategies
Consulting
ERISA
Safe Harbor
Company Match Analysis
Employee Engagement
Leadership
Customer Relationship Management (CRM)
Management
Project Management
Microsoft Office
Sales
Microsoft Excel
Entrepreneurship
Presentations
Customer Service
Teamwork
Problem Solving
Communication
Analytical Skills
Financial Advisory
Interpersonal Skills
Negotiation
Pricing Strategy
Budgeting
Personal Finance
Start-up Ventures
Lean Startup
Launching Start-ups
Seed Capital
Tutoring
Loans
Real Estate Investment Trust (REIT)
Team Leadership
Cross-functional Team Leadership
Team Building
Thought Leadership
Sales Process
Pre-sales
Critical Thinking
Teaching
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Discover more about Marsh McLennanWhat is Cody Lippert email address?
Email Cody Lippert at [email protected]. This email is the most updated Cody Lippert's email found in 2026.
How to contact Cody Lippert?
To contact Cody Lippert send an email to [email protected]. (updated on September 03, 2024)
What company does Cody Lippert work for?
Cody Lippert works for Marsh McLennan
What is Cody Lippert's role at Marsh McLennan?
Cody Lippert is Client Manager
What is Cody Lippert's Phone Number?
Cody Lippert's phone (303) ***-*275
What industry does Cody Lippert work in?
Cody Lippert works in the Financial Services industry.
Cody Lippert Email Addresses
Cody Lippert Phone Numbers
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