Susan Gustafson Email & Phone Number

Minneapolis, Mn, Us

Greater Minneapolis-St. Paul Area

Susan maintains the Series 7 and Series 63 licenses.Important Disclosure:Michael L. Gustafson, CFP® offers investment advisory, insurance and financial planning services through Focus Financial Network, Inc. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Greater Minneapolis-St. Paul Area

Manager of a product development team of project managers. Strategized, developed, created and implemented employee education materials for defined contribution plans. Materials included personalized communication materials, seminars, surveys, external and internal websites, target marketing campaigns, and investment communications. Communications were results driven, tracked and successful. Additional responsibilities included internal training, vendor selection, and vendor management. Managed projects across all levels and departments.

Greater Minneapolis-St. Paul Area

Communications consultant who worked with team to develop programming and written communications of personalized employee benefit statements. Interacted with clients to efficiently produce and execute the statements. Statements included both executive statements and total compensation statements. Organized medical renewals and obtained competitive bids. Prepared summaries for employees regarding plan provisions and rates. Managed all aspects of client projects including data analysis, text writing, sample review, vendor coordination and ongoing client reports. Researched and analyzed HRIS data using Fox Pro, Access and Excel database systems, resulting in consistent accuracy and timeliness. Edited summary plan descriptions for clients. Worked on change management projects; proctored employee survey and staffed helpline. Wrote, edited and designed the internal company newsletter (for 700 staff). Received positive comments from firm partners, management and employees.

Greater Minneapolis-St. Paul Area

Efficiently supported practice of a team of financial planners. Roles included generating new leads, assisting with financial plan generation, and new client set up. Created program to ensure compensation accurately distributed among planners. Researched and assisted with case preparation and presentation. Performed detailed paperwork to fund assets into living trusts totaling over $50 million. Designed computer databases and filing systems to organize living trusts for estate planning program. Worked with attorneys and financial planners on behalf of 400 clients. Prioritized projects and managed calendars for two financial planners. Achieved goal of 30 appointments per week working with team of telemarketers.