Lynn Hammell Email & Phone Number

Glenview, Illinois, United States

Provide internal and external customer plan sponsor relationship management; including building effective relationships and communication strategies, and displaying a thorough understanding of the plan rules and the retirement, health, and welfare and investment products. Respond to plan related questions and issues and coordinate plan sponsor enrollments.

Midwest- Greater Chicago Area

Lynn Hammell is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Lynn Hammell is securities licensed in IL, IN, KY, MI, NY, OH, PA, TN and WV.. CRN-1837489-063017

Greater Chicago Area

Providing complete plan consultant services and fiduciary oversight of retirement plans in the Higher Education market. Developing new business opportunities. Assisting existing client base with simplification of administration and long term strategic planning.

Greater Chicago Area

• Relationship Manager, Institution Relationships 2005 – Oct 2015tResponsible for managing a client base of 20 institutions in Illinois, Iowa and Wisconsin with total assets of over $2.5 billion; primarily higher.
• Assisted Administrators with daily plan administration activities including new plan set-up, enrollee education meetings and presentations and facilitation of team services for client consulting visits
• Communicated fiduciary and regulatory financial responsibilities for plan administration and provided updates on new legislation and guidelines for 403 (b) plans including ERISA Administered plans passed all internal.
• Led integrated financial teams to strengthen the key decision makers at client institutions
• Provided service reviews; reviewed business and economic plans and performance
• Served as strategic partner with CFO, HR and other Executives/stakeholders for financial and retirement planning to achieve institution goals

Greater Chicago Area

• Provided a broad range of financial consulting/planning services to our participants at over 20+ institutions across the Midwest
• Counseled participants on their pension plans, tax deferred annuities and other investment options
• Developed strong client relationships
• Coordinated Midwest phone campaign targeted at High-Accumulating participants
• Conducted Financial Education Seminars for new enrollees and individuals approaching retirement, focusing on building retirement assets, asset retention and withdrawal options

Greater Chicago Area

Assisted Relationship Managers and Financial Consultants with participant and institutional issues. Primary contact for institutional accounts with assets under $10 Million.

Greater Chicago Area

Responsible for day-to-day management of new and existing customer accounts. Assisted sales organization with contract management. Received the GE Capital Railcar Services Management Award 1995

Greater Chicago Area

Managed inbound call volume and communicated with existing and prospective customers. Negotiated fleet pricing with automobile dealerships. Reviewed individual and business credit applications.

Stamford, CT

Managed incoming call volume from GE employees and stockholders. Responded to written correspondence from shareholder concerning securities.

Greater Chicago Area

Developed and presented new investment strategies for personal financial portfolios. Successfully completed 17 week training program