Caleb Sustar Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina

Rotation 1 - Data Lead-fund lineup changes, fee setups, RCA accounts, QDIA setup, tiering-continuous improvement regarding TPA transactions-Ad hoc research projects from IRPS leadership-coordinated bulk configuration updates to record keeping systemsRotation 2 - Associate Financial Consultant -effectively ran benefits fairs at institutions-pipeline management -process improvement for FC team-worked with ISR directors to strategically select marketing collateral for on-campus events-made client outreaches to setup appointments

Charlotte, Nc

-Responsible for a 12-week marketing campaign to promote the company-Prepared and send all promotions for the campaign-Data entry of every nomination for the Teacher of the Week campaign (12,000 entries)-Collaboration of ideas for the most efficient way to market potential clients-Strategic planning for 3 different Chamber of Commerce to increase business

Charlotte, North Carolina Area

-Worked on the implementations of retirement services for institutional clients, including running fee disclosures, complying with ERISA and auditing implementations from Data Leads to ensure quality.-worked on a process of improvement project to implement a process that increases productivity and will save over $200,000 a year. -Updated client information such as plan numbers, funds added, and funds restricted. Tasks included searching through menu builders resulting in updating 131 different clients’ investment choices in a system. -Led team meetings -performed internal audits to ensure quality of implementations-learned the functions of a premier financial services company-performed functions of the transition services teams-adapted to 9 new systems and proficiently navigated through them

Charlotte, North Carolina Area

-worked in a fast paced environment to efficiently clean cars-supervised a team to ensure customer satisfaction -managed quality, daily deposits, and clock efficiency