1700 West 82nd St
Suite 110 [mailing]
Suite 150 [meetings]
Bloomington, MN 55431
Senior Client Servicing Representative
As a Senior Client Servicing Representative for Carlson Capital Management, Lynall Malecha serves both new and current clients with all aspects of account management including activities such as account openings, fund transfers, online access, and many other key account servicing needs. In addition, Lynall provides office management and client hospitality and works with the firm’s advisors by handling central administrative and servicing functions. She also serves as a lead within the firm's team of client servicing representatives establishing and ensuring high standards of care for CCM's clients, and providing leadership, training and work direction.
Lynall joined CCM with more than fifteen years of experience in commercial insurance, including client and policy servicing as an account manager. She enjoys spending time with her family, reading and gardening. Lynall is a Northfield, Minnesota native, and lives in the country outside of town with her husband Mike, where they raised their two daughters.