Professional Biography
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 15 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.
Personal Thoughts I consider myself very fortunate to have a job that excites and energizes me. When I walk through the doors of CCM in the morning, I know that I am walking into an atmosphere where we are all dedicated to serving our clients. I have found that our clients here are unlike any others I have encountered in previous companies I've worked for. They are kind, genuine, and caring, and also invest the time into getting to know the colleagues of our firm. Some of my favorite days at work have been when I've had clients sitting at my desk sharing updates about their families or their plans for winter vacations. I am grateful for the opportunity to deepen relationships with our clients while helping them build a financially secure future.
