Susan Correll Email and Phone Number
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Susan Correll is a Client Service Manager at Mach 1 Financial Group. She possess expertise in access, customer service, leadership, retail, software documentation. Colleagues describe her as "Susan and I have worked together on projects and in business scenarios for several years. She was always been a person that you could go to for insightful advice and direction. Susan manages her team in a very direct and professional manner. Susan holds her team as well as his peers to a very high level of expectation. As a peer to Susan, her approachable attitude makes you want to go to her for assistance. Susan is an extremely bright and personable individual. She is highly self-motivated and well capable of achieving any goal she sets her mind to. Susan’s quick learning and understanding of business process and project management is an example of that. She learned new technologies promptly and applied them in her daily work. Susan is a valuable resource and is looked for innovative direction and process improvements. Susan acts with the highest ethical and moral standards and is admired by me and many others. "
Mach 1 Financial Group
View- Website:
- mach-1financial.com
- Employees:
- 8
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Client Services ManagerMach 1 Financial Group Nov 2020 - Present1001 W. 52Nd Street Suite 100 Rogers, Ar 72758
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Director Of Client ServicesMach-1 Financial Mar 2012 - May 2018408 N. Walton Blvd Bentonville Ar 72712Director 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.
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Senior Business AnalystWal-Mart Stores Inc Jan 1992 - Jan 2003Provided 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
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Sales ManagerIvey'S / Dillard'S Department Stores Florida Jan 1987 - Jan 1992
Susan Correll Skills
Susan Correll Education Details
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Associate Of Arts
Frequently Asked Questions about Susan Correll
What company does Susan Correll work for?
Susan Correll works for Mach 1 Financial Group
What is Susan Correll's role at the current company?
Susan Correll's current role is Client Service Manager.
What is Susan Correll's email address?
Susan Correll's email address is su****@****hoo.com
What is Susan Correll's direct phone number?
Susan Correll's direct phone number is +147964*****
What schools did Susan Correll attend?
Susan Correll attended Valencia College.
What skills is Susan Correll known for?
Susan Correll has skills like Access, Customer Service, Leadership, Retail, Software Documentation.
Who are Susan Correll's colleagues?
Susan Correll's colleagues are Eli Freeman Cfp®, Matt Walters, Cfp®, Lee Mackey, Mike Frost, Isaac Johnson, Adrienne Terrazas, David Lee.
Not the Susan Correll you were looking for?
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Susan Correll
Nurse Manager Labor & Delivery, Antepartum & Maternal Fetal Medicine At Good Samaritan Hospital Medical CenterWest Islip, Ny1goodsamhosp.org2 +184536XXXXX
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Susan Correll Kennett
Research Scholar At Vassar College, Russian Studies DepartmentPoughkeepsie, Ny1vassar.edu -
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