Lynne Hight Email & Phone Number

As a Specialized Service Representative with the Retirement Plans Advisor Services Team, I am responsible for assisting investors and financial advisors with servicing multiple types of accounts including 401(k), 403(b), 408 plans and non qualified accounts. I am a member of the Beneficiary upgrade team and was recognized as being the Top Performer within the Advisor Services Department by logging the most calls to encourage the callers to update their beneficiaries on their most Iras & 403(b)s. I was also recognized as the Top Representative within the call center to Log the most web calls when the OppenheimerFunds.com website was newly created and shareholders and advisors were just starting to learn it.

While working with the Wirehouse Back Office Team, I was dealing with the Highest Net Worth Firms at OppenheimerFunds. Processing and adjusting trades that came in through the NSCC, Running reports and daily contact with the same dedicated individuals through email and phone calls, were part of the daily duties of this team.

Center Director Certification, Early Childhood Education And Teaching

Education record