Susan Correll Email & Phone Number

1001 W. 52Nd Street Suite 100 Rogers, Ar 72758

408 N. Walton Blvd Bentonville Ar 72712

Director of Client Services – Mach-1 Financial ■ Open new brokerage accounts, annuity and life insurance policies. Follow through on investment directions set by advisors. In constant contact with clients with all updates on new accounts and requested changes. Follow through on all account transfer requests within brokerage accounts and to fund new annuities or 1035 exchanges. Set-up client access to accounts and reporting.■ Maintained client ‘s account and personal information and all correspondence in Redtail CMS.■ Scanned all documents and maintain electronic records for compliance.■ Contact and assist clients with IRA contributions, 1099’s, RMD and other systematic distributions.■ Assisted advisors in identifying investment opportunities with brokerage accounts through Orion reporting.■ Assisted the marketing team with classes and client appreciation events.■ In 2016 completed an RIA change from Brookstone Capital Management to Fusion Capital Management for over 600 clients in three weeks.

Provided business consultation services to Retail Link / DSS development teamWorkflow analysis, calculations of reporting fields, variant security for supplier access to third-party items, training, notification and problem resolution with Help Desk. Worked with suppliers and buying teams in new development projects as business objectives dictated. Wrote SQL and data mined for Market Basket analysis.Item File team Responsible for data entry rules for the item creation process, rules for Traits, Like Item Assortments, Different Item Assortments, Business Groups, Item Groups, and Item Restrictions. Converted and cleaned-up the data for soft lines, hard lines, grocery, and Sam's Club to the New Item File format with Product level. Trained buying teams on each application and created supporting documentation. Assisted suppliers in rolling out a Wal-Mart proprietary EDI program that allowed store specific supplier, cost and retail for backdoor receiving (soft drinks, beer, wine) In 1998 - Completed Dale Carnegie Leadership Course