Chicago, Illinois

120 S. LaSalle Street
Chicago, IL 60603

PHONE NUMBER: 312.564.2000
TOLL-FREE: 877.448.6500

Shelley Hasner
Associate Managing Director

Shelley Hasner is a Retirement Plan Services Specialist serving as a client relationship manager in the Corporate Retirement Services group at CIBC Bank USA, with over 15 years of ERISA industry experience. As a national practice, the Corporate Retirement Services team works closely with CIBC commercial bankers and advisors throughout the country to bring expertise and co-fiduciary services to clients’ retirement plans. In this role, she is responsible for overseeing plan conversions, drafting plan documents, interfacing with recordkeeping partners, assisting clients with administrative responsibilities and consulting for special projects that require ERISA expertise.

Prior to joining the firm, Shelley was a manager and senior consultant at Verisight, Inc.,(now Newport Group) where she provided high-level consultative services to long-standing clients and developed key relationships with outside advisory teams to promote existing services and new business development. Previously, she was a defined contribution analyst for The Standard, where she was responsible for reviewing, analyzing and evaluating defined contribution programs for The Standard’s Retirement Plans Division.

Shelley received a Bachelor of Science degree in business administration from Northern Arizona University. Additionally, she is an Enrolled Retirement Plan Agent (ERPA) with the Internal Revenue Service and holds the Qualified Pension Administrator (QPA) certification.

 
Representing CIBC Bank USA.