Charlee Lin

“After a couple of years in Trust Operations, I was approached about moving to Retirement Plan Services. I was hesitant at first. I didn’t know much about retirement plans—and it felt risky to do something I knew nothing about. I’m glad I took the chance because it has developed into a fulfilling career. The company invested time and resources in me, so I was able to go from zero knowledge to feeling like I have a significant level of expertise. Plus, I love it! It’s interesting because the laws and regulations are constantly changing—and I have the opportunity to do sales, administration and help define this business line for the future. It’s hard to imagine what I would be doing if not for Retirement Plan Services.”


Charlee Lin, SVP, Managing Director, Retirement Plan Services


Swipe for more