Lynn Hyde Email & Phone Number

Pittsburgh, Pa, Us

Pittsburgh, Pa

Pittsburgh, Pennsylvania, United States

Relationship and project manager for a book of corporate 401(k) and non-profit 403(b) plan accounts.Oversees all aspects of client education strategy and compliance on both corporate and employee levels, working to deliver all aspects of the annual service calendar to clients and their employees.- Collaborates with client HR and C-suite executives to execute four client touches per year: two meetings with plan trustees and two with their employees, including group education sessions and individual consultations with advisors.- Ensures seamless service with quick turnaround times on any follow-ups and questions, while juggling multiple client meetings and requests simultaneously.- Coordinates and plans annual educational strategy for all clients, including several large companies with multiple locations both regionally and nationally.- Drives continuous improvement by assessing the health of client plans on a semi-annual basis, making insight-based recommendations for changes and advocating for clients in negotiations with partners.- Spearheads all aspects of client onboarding, including transfers between 401(k) recordkeepers — a process that typically takes 12 weeks. Drafts and provides related communication.Educates a broad client base about the principles of investing, retirement savings, and financial wellness. - Effectively communicates these principles in plain English, in an easy-to-understand manner for a diverse range of blue- and white-collar clients. - Presents to groups of 20+ and up to as many as 300. - Initiated and led the development of new education materials about student debt repayment, having noticed a savings gap trend among client populations with significant student loan debt.

Pittsburgh, Pennsylvania, United States

Worked with a team of Operations Specialists to confirm and process client Foreign Exchange trades. Began on PNC’s web-based trade platform before being promoted to the Corporate Desk.Provided superior customer service while identifying and managing departmental and company risk with high attention to detail.

New York, New York, United States

Assisted a literary and theatrical agent with managing projects and contracts for her clients. Tracked and coordinated payment to clients, tracked and evaluated submissions from prospective clients, spearheaded and tracked ongoing client submissions to theaters and editors.Independently represented a small book of playwright clients.

Master Of Fine Arts - Mfa, Dramaturgy & Theatre Criticism

Bachelor Of Arts - Ba, Theatre/Theater