Lee Topley
Senior Vice President - Retirement Plan Services
- Role
- Senior Vice President, Manager - Retirement Plan Services at Hancock Whitney
- Location
- New Orleans, LA, US
- LinkedIn followers
- 500 followers
About Lee Topley
A Senior Level Investment Management, Trust and Retirement Services professional with 20+ years of experience in leading business development, relationship management, and client service personnel within major financial services organizations. Accomplished in the development and execution of operating plans designed to achieve business objectives. Exceptional leadership skills and proven ability to recruit, integrate, and motivate a professional staff to meet or exceed client expectations
Experience
Senior Vice President, Manager - Retirement Plan Services
May 2022 — Present · New Orleans, LA, US
Responsible for working with a team of retirement plan professionals that provide improved outcomes for the plan sponsor and plan participants that we are fortunate to serve as a fiduciary partner for their retirement plan needs.
Education
Penn State University
B. S, Accounting/Economics
1979 — 1983
Skills
- Retirement Plan Consulting
- 401k
- Defined Benefit
- Asset Allocation
- Mutual Funds
- Retirement
- Retirement Planning
- Series 7
- Portfolio Management
- Investments
- Wealth Management
- 401(K) Retirement Savings Plans
- Financial Analysis
- Erisa
- Financial Advisory
- Pensions
- Investment Advisory
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