Chad Schollaert

Experience

• 

  SunTrust Bank

  Mar 1999 - Mar 2000

  Assistant Record Keeper
• 

  First Union Securities

  Mar 1999 - Feb 2001

  Transfer Specialist
• 

  The Trust Company of Tennessee

  Feb 2002 - now

  While at The Trust Company of Tennessee I started working in the back office and then transitioned to enrolling our clients’ employees in 401k plans so they could save for their future. Eventually I took on more 401k clients and became the relationship manager for retirement plans helping with plan design, investment lineup, participant advice, committee structure, fee benchmarking, participant outcomes and financial wellness. Additionally, I work with individual wealth management clients who are related to the retirement plan clients we serve. This includes IRAs, after tax investing, HSA, tax planning, estate planning, business succession planning, personal trust, endowment, foundations and institutional investing. Most recently, I am leading our business development efforts in all lines of business including wealth management, corporate retirement plans and person trust. Our business development team is made up of 12 employees in our 3 locations. We use OKRs, Sandler Selling System, Black Swan and other training. Show less

  • Chief Development Officer

    Apr 2020 - now

  • Senior Vice President, Retirement Plan Services

    Feb 2002 - Apr 2020