July Business Services
July Business Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at July Business Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
July Business Services Salaries. You can even request information on how much does July Business Services pay if you want to. Learn about salaries, pros and cons of working for July Business Services directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
62 July Business Services employees in database. Find out everything there's to know about July Business Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
July Business Services Employees
Employee
Years
Job
Industry
Melanie VanBlarcum Melanie VanBlarcum's July Business Services Experience October 2011 - Present
Job Installation Coordinator
Industry Financial Services
Experience
July Business Services October 2011 - Present
Skills
401k, ERISA, Employee Benefits, Profit Sharing, Customer Service, Payroll Services, Project Management, Microsoft Office, Retirement, Retirement Planning, Operations Management, Defined Contribution, COBRA, ADP Payroll, Process Improvement, Human Resources, Payroll, New Client..., Accounts Payable, Accounts Receivable, New Service Development, Client Impl, Client Billing, Team Management, Sales, Defined Benefit, Relius Administration, Workflow, Property & Casualty..., Fidelity Bonds, Safe Harbor, Open Enrollment, Qualified Retirement..., Fee Disclosures, Cash Balance, Retirement Plan..., Mutual Funds, Plan Conversions, Asset Management, Management, Insurance, Financial Services, Investments, Pensions, Leadership, Consulting, Benefits Administration, Finance, Retirement Plan..., Microsoft Excel
Education
Baylor University - Hankamer School of Business 1999 — 2002
Accounting and Finance
July Business Services October 2011 - Present
Skills
401k, ERISA, Employee Benefits, Profit Sharing, Customer Service, Payroll Services, Project Management, Microsoft Office, Retirement, Retirement Planning, Operations Management, Defined Contribution, COBRA, ADP Payroll, Process Improvement, Human Resources, Payroll, New Client..., Accounts Payable, Accounts Receivable, New Service Development, Client Impl, Client Billing, Team Management, Sales, Defined Benefit, Relius Administration, Workflow, Property & Casualty..., Fidelity Bonds, Safe Harbor, Open Enrollment, Qualified Retirement..., Fee Disclosures, Cash Balance, Retirement Plan..., Mutual Funds, Plan Conversions, Asset Management, Management, Insurance, Financial Services, Investments, Pensions, Leadership, Consulting, Benefits Administration, Finance, Retirement Plan..., Microsoft Excel
Education
Baylor University - Hankamer School of Business 1999 — 2002
Accounting and Finance
Sherri Forrest, QKA Sherri Forrest, QKA's July Business Services Experience December 2003 - August 2014
Job Benefit Specialist for Resource Benefits Administrators at Jaynes Reitmeier Boyd & Therrell P.C.
Industry Financial Services
Experience
Jaynes Reitmeier Boyd & Therrell P.C. August 2014 - Present
July Business Services December 2003 - August 2014
Sterling Trust Company July 2001 - December 2003
FirstCity Financial Corporation December 1998 - July 2001
Skills
Retirement Planning, 401k, Profit Sharing, Retirement, ERISA, Defined Benefit, Pensions, Defined Contribution, Employee Benefits, Asset Allocation, Mutual Funds, Investments
Education
Baylor University - Hankamer School of Business 1996 — 1998
B.B.A., Management Information Systems
Mclennan Community College 1994 — 1996
Associates, General
Jaynes Reitmeier Boyd & Therrell P.C. August 2014 - Present
July Business Services December 2003 - August 2014
Sterling Trust Company July 2001 - December 2003
FirstCity Financial Corporation December 1998 - July 2001
Skills
Retirement Planning, 401k, Profit Sharing, Retirement, ERISA, Defined Benefit, Pensions, Defined Contribution, Employee Benefits, Asset Allocation, Mutual Funds, Investments
Education
Baylor University - Hankamer School of Business 1996 — 1998
B.B.A., Management Information Systems
Mclennan Community College 1994 — 1996
Associates, General
Kathy Douty-Schmoldt's July Business Services Experience April 2008 - Present
Job Team Lead Director of Minnesota Division at July Business Services
Industry Financial Services
Experience
July Business Services April 2008 - Present
EBSC February 2005 - April 2008
Wolters Kluwer Financial Services December 1980 - September 2002
Skills
Retirement, 401k, Mutual Funds, Pensions, Investments, Employee Benefits, Retirement Plan..., Customer Service, Defined Contribution, Financial Services, Qualified Retirement..., Microsoft Office, Asset Allocation, ERISA, Profit Sharing, Microsoft Excel
Education
Alexandria Technical College 1979 — 1980
July Business Services April 2008 - Present
EBSC February 2005 - April 2008
Wolters Kluwer Financial Services December 1980 - September 2002
Skills
Retirement, 401k, Mutual Funds, Pensions, Investments, Employee Benefits, Retirement Plan..., Customer Service, Defined Contribution, Financial Services, Qualified Retirement..., Microsoft Office, Asset Allocation, ERISA, Profit Sharing, Microsoft Excel
Education
Alexandria Technical College 1979 — 1980
Joe Long, CPC, QPFC, QPA, AIF Joe Long, CPC, QPFC, QPA, AIF's July Business Services Experience February 2003 - Present
Job Retirement Sales Consultant Central
Industry Financial Services
Experience
July Business Services February 2003 - Present
Delaware Investments March 2000 - January 2003
Aetna Financial Services October 1998 - March 2000
American United Life Insurance Company (AUL) October 1991 - October 1998
Skills
Retirement, ERISA, Defined Benefit, Retirement Planning, Pensions, 401k, Investments, Retirement Plan..., Employee Benefits, Defined Contribution, Qualified Retirement..., Profit Sharing, Cash Balance, Fiduciary, Non-Qualified Deferred..., Financial Advisory
Education
University of Oklahoma
BA
July Business Services February 2003 - Present
Delaware Investments March 2000 - January 2003
Aetna Financial Services October 1998 - March 2000
American United Life Insurance Company (AUL) October 1991 - October 1998
Skills
Retirement, ERISA, Defined Benefit, Retirement Planning, Pensions, 401k, Investments, Retirement Plan..., Employee Benefits, Defined Contribution, Qualified Retirement..., Profit Sharing, Cash Balance, Fiduciary, Non-Qualified Deferred..., Financial Advisory
Education
University of Oklahoma
BA
Steve Stone MBA Steve Stone MBA's July Business Services Experience August 2012 - July 2015
Job Regional Sales Director at Kravitz, Inc.
Industry Insurance
Experience
Kravitz, Inc. August 2015 - Present
July Business Services August 2012 - July 2015
JPMorgan Chase March 2012 - August 2012
John Hancock - Retirement Plan Services March 2011 - March 2012
John Hancock Life Insurance Company (U.S.A.) February 2005 - March 2011
John Hancock/Manulife Financial February 2005 - March 2006
DWS Scudder Investments July 2004 - February 2005
DWS Investments March 2002 - February 2005
John Hancock/Manulife Financial March 2002 - February 2005
DWS Investments October 2000 - March 2002
Skills
Series 7, Series 65, Series 6, Licensing, Sales Process, Plan Design, Series 63, Mutual Funds, Customer Relations, Annuities, Investments, 401k, Account Management, Customer Service, Sales Management, Excel, Retirement, New Business Development, Public Speaking, Negotiation, Word, Coaching, Team Building, Business Planning, Marketing Strategy, Consultative Selling, Retirement Planning, Microsoft Office, Sales Support, Problem Solving, Employee Benefits, Asset Allocation, Outlook, PowerPoint, Mentoring, Budgeting, Direct Sales, Pensions, Fixed Annuities, Sales Operations, Selling, Microsoft Excel, Defined Benefit, Management, Retirement Plan..., Qualified Retirement..., Sales
Education
DePaul University 2000 — 2003
M.B.A, Finance 2003
University of Iowa 1993 — 1997
B.B.A, Finance; Accounting & Economics
University of Iowa - Henry B. Tippie College of Business 1993 — 1997
B.B.A., Finance
Kravitz, Inc. August 2015 - Present
July Business Services August 2012 - July 2015
JPMorgan Chase March 2012 - August 2012
John Hancock - Retirement Plan Services March 2011 - March 2012
John Hancock Life Insurance Company (U.S.A.) February 2005 - March 2011
John Hancock/Manulife Financial February 2005 - March 2006
DWS Scudder Investments July 2004 - February 2005
DWS Investments March 2002 - February 2005
John Hancock/Manulife Financial March 2002 - February 2005
DWS Investments October 2000 - March 2002
Skills
Series 7, Series 65, Series 6, Licensing, Sales Process, Plan Design, Series 63, Mutual Funds, Customer Relations, Annuities, Investments, 401k, Account Management, Customer Service, Sales Management, Excel, Retirement, New Business Development, Public Speaking, Negotiation, Word, Coaching, Team Building, Business Planning, Marketing Strategy, Consultative Selling, Retirement Planning, Microsoft Office, Sales Support, Problem Solving, Employee Benefits, Asset Allocation, Outlook, PowerPoint, Mentoring, Budgeting, Direct Sales, Pensions, Fixed Annuities, Sales Operations, Selling, Microsoft Excel, Defined Benefit, Management, Retirement Plan..., Qualified Retirement..., Sales
Education
DePaul University 2000 — 2003
M.B.A, Finance 2003
University of Iowa 1993 — 1997
B.B.A, Finance; Accounting & Economics
University of Iowa - Henry B. Tippie College of Business 1993 — 1997
B.B.A., Finance
Grady Crowson, QKA Grady Crowson, QKA's July Business Services Experience May 2007 - July 2014
Job Director of Administration at Pattillo Brown & Hill L.L.P
Industry Financial Services
Experience
Pattillo Brown & Hill L.L.P July 2014 - Present
July Business Services May 2007 - July 2014
Sterling Trust Company April 2006 - May 2007
Waco Tribune-Herald July 2004 - April 2006
Campus Copies February 2002 - July 2004
Skills
QKA, Relius Administration, 403 b, Keoghs, Profit Sharing, Safe Harbor, Nondiscrimination..., Retirement Plan..., Government Filings, Qualified Retirement..., Plan Compliance, 457 Plans, Form 5500 preparation, Form 5500, Relius, Defined Contribution, ERISA, 401k, Defined Benefit, Retirement, Asset Allocation, Pensions, Mutual Funds, Series 7, Series 6, Series 63, Investments, Employee Benefits, CPA, Fixed Annuities, Financial Advisory, CRM, Benefits Administration
Education
Baylor University 1999 — 2001
BBA, Finance
Hill College, Hillsboro, Texas 1997 — 1999
Associate of Arts (A.A.), Business Administration and Management, General
Pattillo Brown & Hill L.L.P July 2014 - Present
July Business Services May 2007 - July 2014
Sterling Trust Company April 2006 - May 2007
Waco Tribune-Herald July 2004 - April 2006
Campus Copies February 2002 - July 2004
Skills
QKA, Relius Administration, 403 b, Keoghs, Profit Sharing, Safe Harbor, Nondiscrimination..., Retirement Plan..., Government Filings, Qualified Retirement..., Plan Compliance, 457 Plans, Form 5500 preparation, Form 5500, Relius, Defined Contribution, ERISA, 401k, Defined Benefit, Retirement, Asset Allocation, Pensions, Mutual Funds, Series 7, Series 6, Series 63, Investments, Employee Benefits, CPA, Fixed Annuities, Financial Advisory, CRM, Benefits Administration
Education
Baylor University 1999 — 2001
BBA, Finance
Hill College, Hillsboro, Texas 1997 — 1999
Associate of Arts (A.A.), Business Administration and Management, General
Sharla Chambers, CPA Sharla Chambers, CPA's July Business Services Experience 2002 - 2006
Job Chief Operating Officer at Lone Star Ag Credit
Industry Banking
Experience
Lone Star Ag Credit January 2014 - Present
Texas Land Bank 2006 - December 2013
July Business Services 2002 - 2006
Lonestar College System January 2002 - December 2002
Exxon Chemical 1999 - 2000
Dora Jean Dyson, CPA P.C. 1995 - 1999
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Operational Risk...
Education
Baylor University
Master of Business Administration (MBA), Accounting and Business/Management
Baylor University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
Lone Star Ag Credit January 2014 - Present
Texas Land Bank 2006 - December 2013
July Business Services 2002 - 2006
Lonestar College System January 2002 - December 2002
Exxon Chemical 1999 - 2000
Dora Jean Dyson, CPA P.C. 1995 - 1999
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Operational Risk...
Education
Baylor University
Master of Business Administration (MBA), Accounting and Business/Management
Baylor University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
Sanjoy Kanti Nath, QKA Sanjoy Kanti Nath, QKA's July Business Services Experience October 2015 - Present
Job Director of Implementation and Recordkeeping at July Business Services
Industry Financial Services
Experience
July Business Services October 2015 - Present
July Business Services May 2013 - Present
DataPath Ltd. March 2010 - March 2013
DataPath Ltd. October 2008 - March 2010
Skills
401k, Team Leadership, Teamwork, Microsoft Office, Financial Reporting, Data Analysis, Microsoft SQL Server, Retirement Planning, SharePoint, Crystal Reports, Analysis, Relius Administration, Team Management, Management, ERISA
Education
North South University 2008 — 2009
Master of Business Administration (M.B.A.), Finance
Independent University, Bangladesh 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
July Business Services October 2015 - Present
July Business Services May 2013 - Present
DataPath Ltd. March 2010 - March 2013
DataPath Ltd. October 2008 - March 2010
Skills
401k, Team Leadership, Teamwork, Microsoft Office, Financial Reporting, Data Analysis, Microsoft SQL Server, Retirement Planning, SharePoint, Crystal Reports, Analysis, Relius Administration, Team Management, Management, ERISA
Education
North South University 2008 — 2009
Master of Business Administration (M.B.A.), Finance
Independent University, Bangladesh 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
LaShanda White's July Business Services Experience July 2005 - September 2009
Job Rating Veteran Service Representative at Department of Veterans Affairs
Industry Government Administration
Experience
Origami Owl November 2014 - Present
Department of Veterans Affairs September 2009 - Present
July Business Services July 2005 - September 2009
Baylor University October 2004 - July 2005
McLennan County August 2002 - April 2004
Dillards dept store February 2001 - August 2002
Skills
Policy, Team Leadership, Public Speaking, Access, Customer Service, Employee Benefits, Microsoft Word, Outlook, PowerPoint
Education
Texas A&M University–Central Texas 2015 — 2017
Master of Science (M.S.), Human Resources Management and Services
Tarleton State University 2003 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Temple College 1993 — 1996
Associate of Arts (A.A.), General Studies
Origami Owl November 2014 - Present
Department of Veterans Affairs September 2009 - Present
July Business Services July 2005 - September 2009
Baylor University October 2004 - July 2005
McLennan County August 2002 - April 2004
Dillards dept store February 2001 - August 2002
Skills
Policy, Team Leadership, Public Speaking, Access, Customer Service, Employee Benefits, Microsoft Word, Outlook, PowerPoint
Education
Texas A&M University–Central Texas 2015 — 2017
Master of Science (M.S.), Human Resources Management and Services
Tarleton State University 2003 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Temple College 1993 — 1996
Associate of Arts (A.A.), General Studies
Michelle Combs Michelle Combs's July Business Services Experience August 2015 - Present
Job Client Service Manager at July Business Services
Industry Financial Services
Experience
July Business Services August 2015 - Present
Plan Administrators Inc. - PAi September 2013 - August 2015
American Funds April 2009 - August 2013
American Funds Distributors March 2005 - April 2009
American Funds Distributors October 2003 - March 2005
American Funds Group 1994 - 2003
American funds Group 1992 - 1994
Skills
Mutual Funds, Relationship Management, Retirement Planning, Business Planning, Customer Service, New Business Development, Sales Management, Team Leadership, Project Management, Recruiting, Performance Management, Process Improvement, Financial Services, Management, Retirement, Investments, 401k
Education
Our Lady of the Lake University 1996 — 2000
Business Management
July Business Services August 2015 - Present
Plan Administrators Inc. - PAi September 2013 - August 2015
American Funds April 2009 - August 2013
American Funds Distributors March 2005 - April 2009
American Funds Distributors October 2003 - March 2005
American Funds Group 1994 - 2003
American funds Group 1992 - 1994
Skills
Mutual Funds, Relationship Management, Retirement Planning, Business Planning, Customer Service, New Business Development, Sales Management, Team Leadership, Project Management, Recruiting, Performance Management, Process Improvement, Financial Services, Management, Retirement, Investments, 401k
Education
Our Lady of the Lake University 1996 — 2000
Business Management
Justin Schwartz, MBA PMP Justin Schwartz, MBA PMP's July Business Services Experience May 2007 - August 2007
Job Manager Business Solutions at Tesoro
Industry Oil & Energy
Experience
Tesoro Corporation May 2015 - Present
Tesoro Corporation January 2014 - Present
Tesoro June 2013 - December 2013
KPMG September 2008 - June 2013
July Business Services May 2007 - August 2007
Skills
Business Process..., Internal Audit, Management Consulting, Project Management, Integration, Change Management, Due Diligence, Accounting, Lean Six Sigma, Project Planning, SAP ERP, Finance Transformation, Oil/Gas, Winshuttle, Worksoft Certify, SOX 404, Process Optimization, ITIL v3 Foundations..., Master Data
Education
University of the Incarnate Word 2011 — 2013
Master of Business Administration (MBA)
Baylor University 2004 — 2008
Accounting, Accounting
Tesoro Corporation May 2015 - Present
Tesoro Corporation January 2014 - Present
Tesoro June 2013 - December 2013
KPMG September 2008 - June 2013
July Business Services May 2007 - August 2007
Skills
Business Process..., Internal Audit, Management Consulting, Project Management, Integration, Change Management, Due Diligence, Accounting, Lean Six Sigma, Project Planning, SAP ERP, Finance Transformation, Oil/Gas, Winshuttle, Worksoft Certify, SOX 404, Process Optimization, ITIL v3 Foundations..., Master Data
Education
University of the Incarnate Word 2011 — 2013
Master of Business Administration (MBA)
Baylor University 2004 — 2008
Accounting, Accounting
Doug Mai Doug Mai's July Business Services Experience June 2013 - Present
Job Director of Information Technology at July Business Services
Industry Financial Services
Experience
July Business Services June 2013 - Present
Equity Trust Company May 1999 - June 2013
Sterling Trust Company 2006 - 2009
Sterling Trust Company 2005 - 2006
Sterling Trust Company 2001 - 2005
Sterling Trust Company May 1999 - 2001
Skills
Disaster Recovery, Servers, Network Security, Network Administration, Troubleshooting, Technical Support, Hardware, Networking, Project Management, Information Technology, Active Directory, Windows Server, Windows 7, XP, Microsoft SQL Server, Security, SharePoint, Information Security, Software Installation, Virtualization, IT Management, Windows XP, Visio, VMware, IIS, Windows, Vendor Management, Enterprise Architecture, Databases, IT Operations, Data Center, Integration, Access, Database Administration
Education
Walden University 2006 — 2009
Information Technology, 4.0
Texas State Technical College Waco 2006 — 2008
Associate's degree, Network Security, 4.0
Texas State Technical College Waco 1997 — 1999
Associate's degree, Computer/Information Technology Administration and Management
July Business Services June 2013 - Present
Equity Trust Company May 1999 - June 2013
Sterling Trust Company 2006 - 2009
Sterling Trust Company 2005 - 2006
Sterling Trust Company 2001 - 2005
Sterling Trust Company May 1999 - 2001
Skills
Disaster Recovery, Servers, Network Security, Network Administration, Troubleshooting, Technical Support, Hardware, Networking, Project Management, Information Technology, Active Directory, Windows Server, Windows 7, XP, Microsoft SQL Server, Security, SharePoint, Information Security, Software Installation, Virtualization, IT Management, Windows XP, Visio, VMware, IIS, Windows, Vendor Management, Enterprise Architecture, Databases, IT Operations, Data Center, Integration, Access, Database Administration
Education
Walden University 2006 — 2009
Information Technology, 4.0
Texas State Technical College Waco 2006 — 2008
Associate's degree, Network Security, 4.0
Texas State Technical College Waco 1997 — 1999
Associate's degree, Computer/Information Technology Administration and Management
Kelli McNamara Pledger, QKA Kelli McNamara Pledger, QKA's July Business Services Experience March 2006 - Present
Job Internal Sales Consultant at July Business Services
Industry Financial Services
Experience
July Business Services March 2006 - Present
Life Partners, Inc. February 2003 - February 2006
Skills
401k, Retirement, Compliance, Administration, Qualified Retirement..., Customer Service, Profit Sharing, Retirement Planning, Mutual Funds, Retirement Plan..., Defined Contribution, ERISA, Investments, Defined Benefit, Financial Services, Employee Benefits, Pensions
Education
Texas Tech University 1999 — 2002
BBA, Finance
July Business Services March 2006 - Present
Life Partners, Inc. February 2003 - February 2006
Skills
401k, Retirement, Compliance, Administration, Qualified Retirement..., Customer Service, Profit Sharing, Retirement Planning, Mutual Funds, Retirement Plan..., Defined Contribution, ERISA, Investments, Defined Benefit, Financial Services, Employee Benefits, Pensions
Education
Texas Tech University 1999 — 2002
BBA, Finance
Alan Mock's July Business Services Experience October 2006 - February 2011
Job Manager of Recordkeeping Services at Envoy TPA & Recordkeeping, Inc.
Industry Financial Services
Experience
Envoy TPA & Recordkeeping, Inc. March 2011 - Present
July Business Services October 2006 - February 2011
First Mercantile June 1995 - September 2006
Towers Watson April 1990 - June 1995
Mercer 1985 - 1990
Skills
Retirement Planning, Mutual Funds, Pensions, Defined Contribution, 401k, ERISA, Retirement, Process Improvement, ETFs, Defined Benefit, Retirement Plan..., Business Planning, Asset Allocation, System Administration
Education
Georgia State University 1989 — 1990
MS, Education
Auburn University 1978 — 1981
BS, Mathematics
Envoy TPA & Recordkeeping, Inc. March 2011 - Present
July Business Services October 2006 - February 2011
First Mercantile June 1995 - September 2006
Towers Watson April 1990 - June 1995
Mercer 1985 - 1990
Skills
Retirement Planning, Mutual Funds, Pensions, Defined Contribution, 401k, ERISA, Retirement, Process Improvement, ETFs, Defined Benefit, Retirement Plan..., Business Planning, Asset Allocation, System Administration
Education
Georgia State University 1989 — 1990
MS, Education
Auburn University 1978 — 1981
BS, Mathematics
Nikki Estep, MPH, RDN, LD Nikki Estep, MPH, RDN, LD's July Business Services Experience September 2007 - November 2009
Job Wellness Coaching & Nutrition Therapy, PLLC
Industry Health, Wellness and Fitness
Experience
Wellness Coaching & Nutrition Therapy, PLLC July 2014 - Present
Texas Children's Health Plan May 2013 - December 2014
UTSPH Houston August 2011 - May 2013
Baylor College of Medicine August 2011 - July 2012
July Business Services September 2007 - November 2009
Tango Transport, Inc. May 2006 - August 2006
Skills
Nutrition Education, Nutritional Counseling, Health Education, Public Health, Sports Nutrition, Nutrition, Diabetes, Dietetics, Medical Nutrition..., Prevention, Pediatrics, Health Promotion, Wellness, Hospitals, Wellness Coaching, Clinical Nutrition, Weight Management, Clinical Research
Education
UT School of Public Health - Houston 2011 — 2013
MPH, Health Promotion and Behavioral Sciences
Sam Houston State University 2010 — 2011
BS, Food Science and Nutrition
Baylor University 2005 — 2008
BBA, Finance
Wellness Coaching & Nutrition Therapy, PLLC July 2014 - Present
Texas Children's Health Plan May 2013 - December 2014
UTSPH Houston August 2011 - May 2013
Baylor College of Medicine August 2011 - July 2012
July Business Services September 2007 - November 2009
Tango Transport, Inc. May 2006 - August 2006
Skills
Nutrition Education, Nutritional Counseling, Health Education, Public Health, Sports Nutrition, Nutrition, Diabetes, Dietetics, Medical Nutrition..., Prevention, Pediatrics, Health Promotion, Wellness, Hospitals, Wellness Coaching, Clinical Nutrition, Weight Management, Clinical Research
Education
UT School of Public Health - Houston 2011 — 2013
MPH, Health Promotion and Behavioral Sciences
Sam Houston State University 2010 — 2011
BS, Food Science and Nutrition
Baylor University 2005 — 2008
BBA, Finance
Amanda Waaraniemi-Golly Amanda Waaraniemi-Golly's July Business Services Experience April 2008 - June 2011
Job Operations, Human Resources, Management, Team Building, Benefit Plan Administration
Industry Human Resources
Experience
MACC Commonwealth July 2014 - Present
Archway Marketing Services June 2014 - June 2014
Make-A-Wish Iowa October 2013 - April 2014
Qualified Plan Consultants, LLC April 2013 - February 2014
Make-A-Wish Iowa October 2012 - September 2013
Pension Plan Services, Inc. July 2011 - March 2013
July Business Services April 2008 - June 2011
Employee Benefits of St. Cloud, Inc. September 2005 - April 2008
Skills
Management, Human Resources, Volunteering, Pensions, Employee Benefits, 401k, Retirement Planning, Retirement, Process Improvement, Public Speaking, Microsoft Word, Marketing, Leadership, Teamwork, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Consulting, Team Building, Team Leadership, Volunteer Management, Employee Relations, 401
Education
St. Cloud State University 1998 — 2002
Bachelor of Arts (B.A.), Communication, General
Becker High School
MACC Commonwealth July 2014 - Present
Archway Marketing Services June 2014 - June 2014
Make-A-Wish Iowa October 2013 - April 2014
Qualified Plan Consultants, LLC April 2013 - February 2014
Make-A-Wish Iowa October 2012 - September 2013
Pension Plan Services, Inc. July 2011 - March 2013
July Business Services April 2008 - June 2011
Employee Benefits of St. Cloud, Inc. September 2005 - April 2008
Skills
Management, Human Resources, Volunteering, Pensions, Employee Benefits, 401k, Retirement Planning, Retirement, Process Improvement, Public Speaking, Microsoft Word, Marketing, Leadership, Teamwork, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Consulting, Team Building, Team Leadership, Volunteer Management, Employee Relations, 401
Education
St. Cloud State University 1998 — 2002
Bachelor of Arts (B.A.), Communication, General
Becker High School
Christopher Strickland Christopher Strickland's July Business Services Experience December 2006 - December 2009
Job Senior Systems Administrator at Adams 12 Five Star Schools
Industry Information Technology and Services
Experience
Adams 12 Five Star Schools June 2015 - Present
Thomson Reuters April 2013 - June 2015
Archstone December 2011 - April 2013
LEGO April 2010 - February 2012
NetDevil April 2010 - April 2011
July Business Services December 2006 - December 2009
Skills
Microsoft Operating..., Game Development, Perforce, Game Design, Scripting, Video Games, Nagios, VMware, Microsoft SQL Server, Citrix, JIRA, SCOM, Active Directory, Powershell, ESXi, Virtualization, Windows Server, Servers, Troubleshooting, DHCP, Data Center, Microsoft Exchange, VMware ESX, DNS
Education
Texas State Technical College 2004 — 2006
Computer Networking Systems Administration
Adams 12 Five Star Schools June 2015 - Present
Thomson Reuters April 2013 - June 2015
Archstone December 2011 - April 2013
LEGO April 2010 - February 2012
NetDevil April 2010 - April 2011
July Business Services December 2006 - December 2009
Skills
Microsoft Operating..., Game Development, Perforce, Game Design, Scripting, Video Games, Nagios, VMware, Microsoft SQL Server, Citrix, JIRA, SCOM, Active Directory, Powershell, ESXi, Virtualization, Windows Server, Servers, Troubleshooting, DHCP, Data Center, Microsoft Exchange, VMware ESX, DNS
Education
Texas State Technical College 2004 — 2006
Computer Networking Systems Administration
Eric Reinhardt, QKA Eric Reinhardt, QKA's July Business Services Experience January 2002 - Present
Job Manager Retirement Plan Administration
Industry Financial Services
Experience
July Business Services January 2002 - Present
TXU Communications 2000 - 2001
Philadelphia Insurance Companies 1999 - 2000
Skills
Retirement, ERISA, Pensions, Retirement Planning, 401k, Mutual Funds, Defined Contribution, Retirement Plan..., Management, Leadership
Education
Baylor University - Hankamer School of Business 1995 — 1998
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Chanute High School
July Business Services January 2002 - Present
TXU Communications 2000 - 2001
Philadelphia Insurance Companies 1999 - 2000
Skills
Retirement, ERISA, Pensions, Retirement Planning, 401k, Mutual Funds, Defined Contribution, Retirement Plan..., Management, Leadership
Education
Baylor University - Hankamer School of Business 1995 — 1998
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Chanute High School
Blake Willis Blake Willis's July Business Services Experience January 2006 - Present
Job Partner at July Business Services Promoting retirement security through educating advisors and sponsors
Industry Financial Services
Experience
July Business Services January 2006 - Present
Baylor University January 2006 - Present
July Business Services October 1996 - Present
July Business Services 2000 - 2006
Skills
ERISA, 401k, Compliance, Defined Benefit, Plan Design, Retirement, Retirement Planning, Profit Sharing, Pensions, New Comparability, Cash Balance, Qualified Retirement..., Retirement Plan..., Defined Contribution, IRS Enrolled Agent, Asset Allocation, Business Planning, Employee Benefits, Investments, Mutual Funds, Series 7
Education
Baylor University 1995 — 2000
BBA, Master of Accountancy, Accounting
July Business Services January 2006 - Present
Baylor University January 2006 - Present
July Business Services October 1996 - Present
July Business Services 2000 - 2006
Skills
ERISA, 401k, Compliance, Defined Benefit, Plan Design, Retirement, Retirement Planning, Profit Sharing, Pensions, New Comparability, Cash Balance, Qualified Retirement..., Retirement Plan..., Defined Contribution, IRS Enrolled Agent, Asset Allocation, Business Planning, Employee Benefits, Investments, Mutual Funds, Series 7
Education
Baylor University 1995 — 2000
BBA, Master of Accountancy, Accounting
Patrick Carvey, CPA Patrick Carvey, CPA's July Business Services Experience September 2007 - May 2010
Job Manager at Holtzman Partners
Industry Accounting
Experience
Holtzman Partners April 2012 - Present
BKD November 2010 - April 2012
July Business Services September 2007 - May 2010
KPMG August 2005 - May 2007
Skills
Auditing, Accounting, CPA, GAAP, Financial Reporting, Internal Controls, Financial Accounting, SOX 404, Financial Analysis, Management, External Audit, US GAAP, Financial Statements
Education
Baylor University 2000 — 2005
BBA, Accounting
Baylor University - Hankamer School of Business 2000 — 2005
Masters, Accounting
Holtzman Partners April 2012 - Present
BKD November 2010 - April 2012
July Business Services September 2007 - May 2010
KPMG August 2005 - May 2007
Skills
Auditing, Accounting, CPA, GAAP, Financial Reporting, Internal Controls, Financial Accounting, SOX 404, Financial Analysis, Management, External Audit, US GAAP, Financial Statements
Education
Baylor University 2000 — 2005
BBA, Accounting
Baylor University - Hankamer School of Business 2000 — 2005
Masters, Accounting
Lisa Lankford Lisa Lankford's July Business Services Experience April 2012 - December 2013
Job Financial Analyst at Scott & White
Industry Accounting
Experience
Scott & White Healthcare May 2014 - Present
July Business Services April 2012 - December 2013
Pattillo, Brown & Hill, LLP May 2005 - April 2012
Sterling Trust Company 2003 - 2005
Great American Cookies October 1995 - April 2003
Skills
Accounting, Financial Reporting, Microsoft Excel, Financial Accounting, GAAP, Microsoft Office, Microsoft Word, 401k, Account Reconciliation, ERISA, Customer Service, Profit Sharing, Defined Contribution
Education
Tarleton State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Baylor University - Hankamer School of Business 2005 — 2007
Mclennan Community College 1999 — 2003
Associate, Accounting
Scott & White Healthcare May 2014 - Present
July Business Services April 2012 - December 2013
Pattillo, Brown & Hill, LLP May 2005 - April 2012
Sterling Trust Company 2003 - 2005
Great American Cookies October 1995 - April 2003
Skills
Accounting, Financial Reporting, Microsoft Excel, Financial Accounting, GAAP, Microsoft Office, Microsoft Word, 401k, Account Reconciliation, ERISA, Customer Service, Profit Sharing, Defined Contribution
Education
Tarleton State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Baylor University - Hankamer School of Business 2005 — 2007
Mclennan Community College 1999 — 2003
Associate, Accounting
angie pace angie pace's July Business Services Experience January 2013 - Present
Job Plan Participant Services at July Business Services
Industry Financial Services
Experience
July Business Services January 2013 - Present
Sterling Trust 2006 - 2012
Skills
Mutual Funds, Retirement Plan..., Retirement Planning, Pensions, Financial Analysis, Employee Benefits, Process Improvement, Series 7, Insurance, Microsoft Office, ERISA, Customer Service, confirmation, Research
Education
Southwest Texas State University
July Business Services January 2013 - Present
Sterling Trust 2006 - 2012
Skills
Mutual Funds, Retirement Plan..., Retirement Planning, Pensions, Financial Analysis, Employee Benefits, Process Improvement, Series 7, Insurance, Microsoft Office, ERISA, Customer Service, confirmation, Research
Education
Southwest Texas State University
Carolyn Gunning Carolyn Gunning's July Business Services Experience December 2013 - May 2014
Job Plan Document Auditor at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group May 2014 - Present
July Business Services December 2013 - May 2014
MetLife June 2008 - November 2013
ADP Retirement Services November 1994 - July 2005
ADP Retirement Services November 1994 - July 2005
Witman, Stadtmauer & Michaels October 1987 - November 1994
Skills
Employee Benefits, Defined Benefit, Pensions, Retirement Planning, Defined Contribution, Profit Sharing, Leadership, 403 b, Analysis, Nonprofits, Process Improvement, Customer Service, Microsoft Office
Education
Stonehill College 1982 — 1986
Bachelor of Arts (B.A.), History
Caldwell University
Stonehill College
Bachelor of Arts, History
Lincoln Financial Group May 2014 - Present
July Business Services December 2013 - May 2014
MetLife June 2008 - November 2013
ADP Retirement Services November 1994 - July 2005
ADP Retirement Services November 1994 - July 2005
Witman, Stadtmauer & Michaels October 1987 - November 1994
Skills
Employee Benefits, Defined Benefit, Pensions, Retirement Planning, Defined Contribution, Profit Sharing, Leadership, 403 b, Analysis, Nonprofits, Process Improvement, Customer Service, Microsoft Office
Education
Stonehill College 1982 — 1986
Bachelor of Arts (B.A.), History
Caldwell University
Stonehill College
Bachelor of Arts, History
Matt Welstead Matt Welstead's July Business Services Experience January 2015 - Present
Job Vice President of Systems and Processes at July Business Services
Industry Financial Services
Experience
July Business Services January 2015 - Present
July Business Services August 2011 - Present
July Business Services November 2010 - August 2011
July Business Services February 2010 - November 2010
July Business Services July 2007 - February 2010
Skills
Process Improvement, Operations Management, Outsourcing, Qualified Retirement..., Software Development, CPA, QKA, Relius Administration, Team Leadership, Microsoft SQL Server, Microsoft Office, IT Operations Management, Microsoft Exchange, SSAE 16, CEFEX, Key Performance..., Microsoft Virtual Server, Strategic Planning, 401k, Defined Benefit, Leadership, Insurance, Management, Retirement, Retirement Planning, Employee Benefits, Investments, Mutual Funds
Education
Baylor University - Hankamer School of Business 2000 — 2002
Master's degree, Taxation
Baylor University - Hankamer School of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance
July Business Services January 2015 - Present
July Business Services August 2011 - Present
July Business Services November 2010 - August 2011
July Business Services February 2010 - November 2010
July Business Services July 2007 - February 2010
Skills
Process Improvement, Operations Management, Outsourcing, Qualified Retirement..., Software Development, CPA, QKA, Relius Administration, Team Leadership, Microsoft SQL Server, Microsoft Office, IT Operations Management, Microsoft Exchange, SSAE 16, CEFEX, Key Performance..., Microsoft Virtual Server, Strategic Planning, 401k, Defined Benefit, Leadership, Insurance, Management, Retirement, Retirement Planning, Employee Benefits, Investments, Mutual Funds
Education
Baylor University - Hankamer School of Business 2000 — 2002
Master's degree, Taxation
Baylor University - Hankamer School of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance
Heather Stewart, ERPA, QPA Heather Stewart, ERPA, QPA's July Business Services Experience December 2001 - Present
Job Director Retirement Plan Administration at July Business Services Providing expertise in retirement plan administration
Industry Financial Services
Experience
July Business Services December 2001 - Present
Greater Waco Chamber May 1999 - December 2001
Skills
401k, Retirement, Retirement Planning, Employee Benefits, ERISA, Customer Service, Qualified Retirement..., Retirement Plan...
Education
Baylor University 1999 — 2002
Bachelor of Business Administration (BBA), Accounting
July Business Services December 2001 - Present
Greater Waco Chamber May 1999 - December 2001
Skills
401k, Retirement, Retirement Planning, Employee Benefits, ERISA, Customer Service, Qualified Retirement..., Retirement Plan...
Education
Baylor University 1999 — 2002
Bachelor of Business Administration (BBA), Accounting
Adam N. Barker Adam N. Barker's July Business Services Experience 2006 - Present
Job Director of Strategic Relationships | July Business Services
Industry Financial Services
Experience
July Business Services 2006 - Present
Skills
401k, Retirement, Retirement Planning, ERISA, Process Improvement, Operations Management, Customer Service, Financial Services, Employee Benefits, Defined Benefit, Retirement Plan..., Defined Contribution, Profit Sharing, Qualified Retirement..., Mutual Funds
Education
Baylor University 1998 — 2002
Alamo Heights High School, San Antonio, Texas 1995 — 1998
July Business Services 2006 - Present
Skills
401k, Retirement, Retirement Planning, ERISA, Process Improvement, Operations Management, Customer Service, Financial Services, Employee Benefits, Defined Benefit, Retirement Plan..., Defined Contribution, Profit Sharing, Qualified Retirement..., Mutual Funds
Education
Baylor University 1998 — 2002
Alamo Heights High School, San Antonio, Texas 1995 — 1998
Kay McManus, AIF Kay McManus, AIF's July Business Services Experience December 2003 - September 2006
Job Sales Relationship Manager at BPAS
Industry Financial Services
Experience
BPAS October 2006 - Present
July Business Services December 2003 - September 2006
Skills
401k, Retirement, Retirement Planning, Securities, Defined Benefit, Retirement Plan..., Pensions, Mutual Funds, ERISA, Defined Contribution, Employee Benefits, Investments, Qualified Retirement..., Finance, Portfolio Management, Series 6
Education
Houston Community College
AA, Psychology
WH Adamson
BPAS October 2006 - Present
July Business Services December 2003 - September 2006
Skills
401k, Retirement, Retirement Planning, Securities, Defined Benefit, Retirement Plan..., Pensions, Mutual Funds, ERISA, Defined Contribution, Employee Benefits, Investments, Qualified Retirement..., Finance, Portfolio Management, Series 6
Education
Houston Community College
AA, Psychology
WH Adamson
Mack Martinez Mack Martinez's July Business Services Experience September 2010 - December 2012
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
July Business Services September 2010 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Retirement Plan..., Retirement Planning, 401k, ERISA, Profit Sharing, Time Management, Defined Contribution, Investments, Marketing, Employee Benefits, Auditing, Financial Accounting, Retirement, Public Speaking
Education
Baylor University - Hankamer School of Business 2009 — 2014
Masters, Accounting
Deloitte September 2014 - Present
July Business Services September 2010 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Retirement Plan..., Retirement Planning, 401k, ERISA, Profit Sharing, Time Management, Defined Contribution, Investments, Marketing, Employee Benefits, Auditing, Financial Accounting, Retirement, Public Speaking
Education
Baylor University - Hankamer School of Business 2009 — 2014
Masters, Accounting
Joe Amaya Joe Amaya's July Business Services Experience February 2009 - July 2012
Job Emerging Markets Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2015 - Present
John Hancock Financial Services July 2012 - June 2015
July Business Services February 2009 - July 2012
John Hancock Financial Services April 2006 - February 2009
Skills
Series 63, Series 7, Series 6, Retirement Planning, Retirement, 401k, Investments, Securities, Mutual Funds, Life Insurance, Retirement Plan..., Sales, Manage Client..., Qualified Retirement..., ERISA, Financial Advisory, Defined Benefit
Education
Arizona State University
Business Administration and Management, General
MassMutual Financial Group July 2015 - Present
John Hancock Financial Services July 2012 - June 2015
July Business Services February 2009 - July 2012
John Hancock Financial Services April 2006 - February 2009
Skills
Series 63, Series 7, Series 6, Retirement Planning, Retirement, 401k, Investments, Securities, Mutual Funds, Life Insurance, Retirement Plan..., Sales, Manage Client..., Qualified Retirement..., ERISA, Financial Advisory, Defined Benefit
Education
Arizona State University
Business Administration and Management, General
Taylor Steele, CFP ®, CLU ®, AIF ®, EA's July Business Services Experience June 2003 - May 2004
Job Financial Planner, RJFS & Principal, Cadent Capital, LLC An Independent Firm
Industry Financial Services
Experience
Cadent Capital, LLC - An Independent Firm July 2011 - Present
Carter Financial Management May 2004 - June 2011
July Business Services June 2003 - May 2004
Education
Baylor University 2001 — 2004
BBA, Financial Services and Planning
Cadent Capital, LLC - An Independent Firm July 2011 - Present
Carter Financial Management May 2004 - June 2011
July Business Services June 2003 - May 2004
Education
Baylor University 2001 — 2004
BBA, Financial Services and Planning
Angela Wilson-Ellis's July Business Services Experience January 2011 - Present
Job Recordkeeping Setup and Conversion Coordinator at July Business Services
Industry Financial Services
Experience
July Business Services January 2011 - Present
July Business Services May 2000 - January 2011
Sterling Trust Company July 1998 - April 2000
First National Bank of Central Texas July 1997 - July 1998
Skills
401k, Retirement, Retirement Planning, ERISA, Qualified Retirement..., Defined Benefit, Investments, Employee Benefits, Process Improvement, Pensions, Microsoft Office, Team Building, Banking, Profit Sharing, Retirement Plan..., Financial Analysis, Customer Service, Benefits Administration, Microsoft Excel, Outlook, Relius Administration, Relius, COBRA, Accurate Record Keeping, Microsoft Word, Roth IRA
Education
Baylor University 1993 — 1997
BBA, Risk Management & Insurance
July Business Services January 2011 - Present
July Business Services May 2000 - January 2011
Sterling Trust Company July 1998 - April 2000
First National Bank of Central Texas July 1997 - July 1998
Skills
401k, Retirement, Retirement Planning, ERISA, Qualified Retirement..., Defined Benefit, Investments, Employee Benefits, Process Improvement, Pensions, Microsoft Office, Team Building, Banking, Profit Sharing, Retirement Plan..., Financial Analysis, Customer Service, Benefits Administration, Microsoft Excel, Outlook, Relius Administration, Relius, COBRA, Accurate Record Keeping, Microsoft Word, Roth IRA
Education
Baylor University 1993 — 1997
BBA, Risk Management & Insurance
Nydia Leyva Nydia Leyva's July Business Services Experience October 2010 - November 2011
Job Client Relationship Manager at July Business Services
Industry Financial Services
Experience
Junior League of Waco January 2014 - Present
July Business Services October 2010 - November 2011
First Mercantile December 2009 - September 2010
ALSAC/St.Jude March 2007 - February 2009
Skills
401k, CRM, Employee Benefits, Pensions, Retirement Planning
Education
Mclennan Community College 2012 — 2013
Cosmetology Certificate in Esthetics, Cosmetology/Cosmetologist, General
Mclennan Community College 2011 — 2013
Certificate in Real Estate, Real Estate
The University of Memphis 2008 — 2010
Junior League of Waco January 2014 - Present
July Business Services October 2010 - November 2011
First Mercantile December 2009 - September 2010
ALSAC/St.Jude March 2007 - February 2009
Skills
401k, CRM, Employee Benefits, Pensions, Retirement Planning
Education
Mclennan Community College 2012 — 2013
Cosmetology Certificate in Esthetics, Cosmetology/Cosmetologist, General
Mclennan Community College 2011 — 2013
Certificate in Real Estate, Real Estate
The University of Memphis 2008 — 2010
Avra Merritt Avra Merritt's July Business Services Experience November 2007 - March 2009
Job Mathematics Teacher at Waco Independent School District
Industry Primary/Secondary Education
Experience
Waco Independent School District June 2014 - Present
Waco Independent School District January 2014 - May 2014
The Dwyer Group May 2009 - February 2014
July Business Services November 2007 - March 2009
Waco Independent School District December 2005 - November 2008
Synergy Mortgage August 2003 - November 2005
WRS Group May 2002 - May 2003
Skills
Accounting, Clerical Skills, Managerial, Microsoft Office, Compliance, Accounts Receivable, Customer Service, Teaching, Scheduling, PowerPoint, Event Management, Process Scheduler, Budgets, Management, Marketing, Negotiation, Social Networking, Strategic Planning, Team Building, Time Management, Coaching, Sales, Small Business
Education
Tarleton State University 2009 — 2014
BA, Education Interdisciplinary Studies
University High School 1986 — 1990
Diploma, General Studies
Waco Independent School District June 2014 - Present
Waco Independent School District January 2014 - May 2014
The Dwyer Group May 2009 - February 2014
July Business Services November 2007 - March 2009
Waco Independent School District December 2005 - November 2008
Synergy Mortgage August 2003 - November 2005
WRS Group May 2002 - May 2003
Skills
Accounting, Clerical Skills, Managerial, Microsoft Office, Compliance, Accounts Receivable, Customer Service, Teaching, Scheduling, PowerPoint, Event Management, Process Scheduler, Budgets, Management, Marketing, Negotiation, Social Networking, Strategic Planning, Team Building, Time Management, Coaching, Sales, Small Business
Education
Tarleton State University 2009 — 2014
BA, Education Interdisciplinary Studies
University High School 1986 — 1990
Diploma, General Studies
Annika Boesdal-Erbe's July Business Services Experience September 2006 - May 2007
Job Food Blogger, Recipe Developer at www.annikaskitchen.com
Industry Food & Beverages
Experience
Verisight, Inc April 2012 - November 2012
Polycomp July 2008 - March 2010
July Business Services September 2006 - May 2007
US Bank December 2005 - July 2006
US Bank April 2005 - December 2005
Axeus, Inc. April 2004 - December 2004
Skills
Retirement, Loans, Credit, Pensions, Compliance, Customer Relations, Microsoft Office, Customer Service, Excel, Analysis, Word, Account Management, Access, Risk Management, Problem Solving, Banking, Outlook, Foreign Languages, Credit Analysis, Document Review, Administration, Billing, Financial Analysis, Teamwork, Lotus Notes, Spreadsheets, 401 (k) Participant..., Retirement Plan..., 401(k) Loan..., ERISA, Hardship Distributions, Retirement Plan..., 401k, Defined Contribution, Microsoft Excel
Education
California State University-San Marcos 2001 — 2002
Bachelor of Arts (B.A.), Economics, 3.64
Saddleback College 1999 — 2001
Economics
Linköping University 1996 — 1999
French & Swedish
Verisight, Inc April 2012 - November 2012
Polycomp July 2008 - March 2010
July Business Services September 2006 - May 2007
US Bank December 2005 - July 2006
US Bank April 2005 - December 2005
Axeus, Inc. April 2004 - December 2004
Skills
Retirement, Loans, Credit, Pensions, Compliance, Customer Relations, Microsoft Office, Customer Service, Excel, Analysis, Word, Account Management, Access, Risk Management, Problem Solving, Banking, Outlook, Foreign Languages, Credit Analysis, Document Review, Administration, Billing, Financial Analysis, Teamwork, Lotus Notes, Spreadsheets, 401 (k) Participant..., Retirement Plan..., 401(k) Loan..., ERISA, Hardship Distributions, Retirement Plan..., 401k, Defined Contribution, Microsoft Excel
Education
California State University-San Marcos 2001 — 2002
Bachelor of Arts (B.A.), Economics, 3.64
Saddleback College 1999 — 2001
Economics
Linköping University 1996 — 1999
French & Swedish
Meredith Hudson Meredith Hudson's July Business Services Experience October 2013 - June 2014
Job AML Investigator at BMO Financial Group
Industry Law Practice
Experience
BMO Financial Group June 2014 - Present
July Business Services October 2013 - June 2014
Supreme Court of Wisconsin June 2013 - August 2013
University of Wisconsin-Madison May 2012 - May 2013
Joseph Hodges, Attorney January 2011 - August 2011
Rams Horn Village Resort July 2007 - August 2008
Rocky Mountain Connection July 2006 - July 2007
Kent Mountain Adventure Center August 2006 - October 2006
YMCA of the Rockies, Estes Park Center May 2004 - August 2006
Teen Voices Magazine January 2006 - May 2006
Skills
Spanish, Public Speaking, Writing, Research, Legal Writing, Legal Research, Editing, LexisNexis, Microsoft Word, Immigration Law
Education
University of Wisconsin Law School 2011 — 2014
J.D., Law
University of Colorado 2008 — 2011
Masters, Social Sciences
Boston College 2002 — 2006
Bachelor of Arts, Sociology and Political Science
BMO Financial Group June 2014 - Present
July Business Services October 2013 - June 2014
Supreme Court of Wisconsin June 2013 - August 2013
University of Wisconsin-Madison May 2012 - May 2013
Joseph Hodges, Attorney January 2011 - August 2011
Rams Horn Village Resort July 2007 - August 2008
Rocky Mountain Connection July 2006 - July 2007
Kent Mountain Adventure Center August 2006 - October 2006
YMCA of the Rockies, Estes Park Center May 2004 - August 2006
Teen Voices Magazine January 2006 - May 2006
Skills
Spanish, Public Speaking, Writing, Research, Legal Writing, Legal Research, Editing, LexisNexis, Microsoft Word, Immigration Law
Education
University of Wisconsin Law School 2011 — 2014
J.D., Law
University of Colorado 2008 — 2011
Masters, Social Sciences
Boston College 2002 — 2006
Bachelor of Arts, Sociology and Political Science
Daphne Thomas's July Business Services Experience October 2009 - Present
Job Client Service Manager at July Business Services
Industry Financial Services
Experience
July Business Services October 2009 - Present
July Business Services January 2012 - June 2014
Skills
401k, ERISA, Retirement Plan..., Retirement, Profit Sharing, Qualified Retirement..., Retirement Planning, Defined Benefit, Investments, Employee Benefits, Pensions, Process Improvement, Operations Management, Defined Contribution, CPA, Series 63, Mutual Funds, Management, Series 6, Financial Services
Education
Mclennan Community College
July Business Services October 2009 - Present
July Business Services January 2012 - June 2014
Skills
401k, ERISA, Retirement Plan..., Retirement, Profit Sharing, Qualified Retirement..., Retirement Planning, Defined Benefit, Investments, Employee Benefits, Pensions, Process Improvement, Operations Management, Defined Contribution, CPA, Series 63, Mutual Funds, Management, Series 6, Financial Services
Education
Mclennan Community College
Bo Smith, QKA Bo Smith, QKA's July Business Services Experience December 2009 - Present
Job Client Service Manager at July Business Services
Industry Financial Services
Experience
July Business Services December 2009 - Present
Citi August 2002 - July 2009
Prudential Financial September 2001 - August 2002
Clarion Inn & Suites September 2000 - September 2001
HEB June 1992 - June 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Outlook, Teaching, Retirement, Defined Benefit, Business Planning, Training, 401k, Insurance, Management, Finance, Retirement Planning
Education
Baylor University 1999 — 2002
Bachelor of Arts (B.A.), Business/Corporate Communications
Mclennan Community College 1987 — 1989
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
July Business Services December 2009 - Present
Citi August 2002 - July 2009
Prudential Financial September 2001 - August 2002
Clarion Inn & Suites September 2000 - September 2001
HEB June 1992 - June 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Outlook, Teaching, Retirement, Defined Benefit, Business Planning, Training, 401k, Insurance, Management, Finance, Retirement Planning
Education
Baylor University 1999 — 2002
Bachelor of Arts (B.A.), Business/Corporate Communications
Mclennan Community College 1987 — 1989
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Nicole Haddock's July Business Services Experience October 2007 - Present
Job ERISA Legal Assistant at July Business Services
Industry Financial Services
Experience
July Business Services October 2007 - Present
Sterling Trust Company September 2001 - October 2007
Buenger and Associates September 2000 - July 2001
Skills
ERISA, Profit Sharing, Document Management, Document Review, Voluntary Correction..., Qualified Domestic..., Client Service Oriented, 401k, Pensions, Defined Benefit, Series 7, Retirement Planning, Employee Benefits, Retirement, Microsoft Office, Customer Service, Retirement Plan..., Series 63, Mutual Funds, Insurance, Financial Advisory, Fixed Annuities
Education
The University of Texas at Arlington 2000 — 2005
Associates, Paralegal Studies
Mclennan Community College 1995 — 1997
Associate's degree, General Studies
Midway High School
July Business Services October 2007 - Present
Sterling Trust Company September 2001 - October 2007
Buenger and Associates September 2000 - July 2001
Skills
ERISA, Profit Sharing, Document Management, Document Review, Voluntary Correction..., Qualified Domestic..., Client Service Oriented, 401k, Pensions, Defined Benefit, Series 7, Retirement Planning, Employee Benefits, Retirement, Microsoft Office, Customer Service, Retirement Plan..., Series 63, Mutual Funds, Insurance, Financial Advisory, Fixed Annuities
Education
The University of Texas at Arlington 2000 — 2005
Associates, Paralegal Studies
Mclennan Community College 1995 — 1997
Associate's degree, General Studies
Midway High School
Carol Ringwald Carol Ringwald's July Business Services Experience August 2010 - Present
Job Vice President, Daily Recordkeeping at July Business Services
Industry Financial Services
Experience
July Business Services August 2010 - Present
Send Out Cards 2009 - Present
Caribbean Pension Consultants, Inc. October 2004 - September 2009
DayBridge May 2000 - October 2004
SunGard Relius 1995 - 1999
American Express Financial Advisors, Inc October 1992 - April 1995
Nationwide Insurance, Group Annuity January 1979 - August 1992
Skills
Retirement, 401k, Plan Administration, Operations Management, Service Operations, Investments, Daily Operations, Marketing, Series 7, Retirement Planning, Mutual Funds, Fixed Annuities, Employee Benefits, Management, Strategic Financial..., Series 6, Series 63, Business Planning, Financial Services, Financial Advisory, Defined Contribution, Budgets, ERISA, Profit Sharing, Life Insurance, Asset Allocation, Retirement Plan..., Finance, Financial Planners, IRAs, Insurance, Investment Advisory, Small Business, Wealth, Wealth Management, Investment Strategies, Relationship Management, Financial Planning
Education
Franklin University 1979 — 1985
Bachelor of Science, Business Management; Specialty; Information Systems
Franklin University 1975 — 1985
B.S., Business Management
Bishop Flaget High School 1971 — 1974
July Business Services August 2010 - Present
Send Out Cards 2009 - Present
Caribbean Pension Consultants, Inc. October 2004 - September 2009
DayBridge May 2000 - October 2004
SunGard Relius 1995 - 1999
American Express Financial Advisors, Inc October 1992 - April 1995
Nationwide Insurance, Group Annuity January 1979 - August 1992
Skills
Retirement, 401k, Plan Administration, Operations Management, Service Operations, Investments, Daily Operations, Marketing, Series 7, Retirement Planning, Mutual Funds, Fixed Annuities, Employee Benefits, Management, Strategic Financial..., Series 6, Series 63, Business Planning, Financial Services, Financial Advisory, Defined Contribution, Budgets, ERISA, Profit Sharing, Life Insurance, Asset Allocation, Retirement Plan..., Finance, Financial Planners, IRAs, Insurance, Investment Advisory, Small Business, Wealth, Wealth Management, Investment Strategies, Relationship Management, Financial Planning
Education
Franklin University 1979 — 1985
Bachelor of Science, Business Management; Specialty; Information Systems
Franklin University 1975 — 1985
B.S., Business Management
Bishop Flaget High School 1971 — 1974
Lisa Petrini, QKA's July Business Services Experience January 2011 - Present
Job Retirement Plan Consultant
Industry Financial Services
Experience
July Business Services January 2011 - Present
July Business Services November 2008 - January 2011
Premier Pension Solutions May 2008 - November 2008
July Busines Services November 2007 - May 2008
Skills
401k, Retirement, Retirement Plan..., Process Improvement, Profit Sharing, Defined Contribution, Operations Management, Customer Insight, Operational Excellence, Hands-on Problem Solver, Motivated self-starter, Positive Can-do Attitude, Customer Oriented, Conflict Resolution, Strategic Negotiations, Defined Benefit, ERISA, Pensions, Financial Services, Mutual Funds, Retirement Planning, Qualified Retirement...
Education
Baylor University - Hankamer School of Business 2004 — 2007
BBA, Double Major: Entrepreneurship and Operations
July Business Services January 2011 - Present
July Business Services November 2008 - January 2011
Premier Pension Solutions May 2008 - November 2008
July Busines Services November 2007 - May 2008
Skills
401k, Retirement, Retirement Plan..., Process Improvement, Profit Sharing, Defined Contribution, Operations Management, Customer Insight, Operational Excellence, Hands-on Problem Solver, Motivated self-starter, Positive Can-do Attitude, Customer Oriented, Conflict Resolution, Strategic Negotiations, Defined Benefit, ERISA, Pensions, Financial Services, Mutual Funds, Retirement Planning, Qualified Retirement...
Education
Baylor University - Hankamer School of Business 2004 — 2007
BBA, Double Major: Entrepreneurship and Operations
Allison Winge (Barlow)'s July Business Services Experience September 2005 - September 2008
Job 401k Guru/Retirement Plan Consultant/Third Party Administration /Partner at Vantage Point Benefit Advisors
Industry Financial Services
Experience
Vantage Point Benefit Advisors January 2015 - Present
Winge Carpentry, Inc. July 2013 - Present
Transamerica September 2008 - September 2014
JULY Business Services September 2005 - September 2008
CPI Qualified Plan Consultants September 2000 - September 2005
Skills
Defined Benefit, Pensions, Retirement Planning, Business Planning, 401k, Mutual Funds, Financial Advisory, Employee Benefits, Marketing, Retirement, ERISA, Series 7, Sales, Series 63, Finance
Education
Brigham Young University
Business
Vantage Point Benefit Advisors January 2015 - Present
Winge Carpentry, Inc. July 2013 - Present
Transamerica September 2008 - September 2014
JULY Business Services September 2005 - September 2008
CPI Qualified Plan Consultants September 2000 - September 2005
Skills
Defined Benefit, Pensions, Retirement Planning, Business Planning, 401k, Mutual Funds, Financial Advisory, Employee Benefits, Marketing, Retirement, ERISA, Series 7, Sales, Series 63, Finance
Education
Brigham Young University
Business
Shamburger, Travis's July Business Services Experience 2000 - 2003
Job Audit Senior Manager at KPMG
Industry Accounting
Experience
KPMG September 2004 - Present
DuCharme, McMillen & Associates June 2004 - August 2004
Ryan June 2003 - June 2004
July Business Services 2000 - 2003
Skills
SEC filings, US GAAP, GAAP, CPA, External Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, Accounting, Financial Accounting, SOX 404, Assurance, Revenue Recognition, IFRS, Tax, Big 4, Internal Audit, Financial Analysis, Financial Audits, Financial Statements, Consolidation
Education
Baylor University 1998 — 2003
MAcc, Accounting
KPMG September 2004 - Present
DuCharme, McMillen & Associates June 2004 - August 2004
Ryan June 2003 - June 2004
July Business Services 2000 - 2003
Skills
SEC filings, US GAAP, GAAP, CPA, External Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, Accounting, Financial Accounting, SOX 404, Assurance, Revenue Recognition, IFRS, Tax, Big 4, Internal Audit, Financial Analysis, Financial Audits, Financial Statements, Consolidation
Education
Baylor University 1998 — 2003
MAcc, Accounting
LaTisha Gilliam's July Business Services Experience July 2003 - Present
Job Client Implementation Specialist at July Business Services
Industry Financial Services
Experience
July Business Services July 2003 - Present
Waco Tribune-Herald June 1999 - July 2003
KCEN Television Station 1994 - 1999
KCEN Television Station 1995 - 1997
Skills
Microsoft Office, Customer Service, System Administration, Process Improvement, 401k, Sales, Employee Benefits, Insurance, Accounts Receivable, Accounts Payable, Analysis, Financial Analysis, Operations Management, Investments
Education
Marymount College 1989 — 1993
BS, Information Systems
July Business Services July 2003 - Present
Waco Tribune-Herald June 1999 - July 2003
KCEN Television Station 1994 - 1999
KCEN Television Station 1995 - 1997
Skills
Microsoft Office, Customer Service, System Administration, Process Improvement, 401k, Sales, Employee Benefits, Insurance, Accounts Receivable, Accounts Payable, Analysis, Financial Analysis, Operations Management, Investments
Education
Marymount College 1989 — 1993
BS, Information Systems
Michelle LeCates's July Business Services Experience November 2012 - Present
Job Vice President of Client Services at July Business Services
Industry Financial Services
Experience
July Business Services November 2012 - Present
Platinum Gymnastics Academy December 2009 - November 2012
Schwab Retirement Plan Services Company March 1995 - August 2010
Skills
401k, Investments, Pensions, ERISA, Asset Allocation, Superior Client Service, Mutual Funds, Retirement Planning, Operations Management, Financial Advisory, Defined Benefit, Financial Services, Business Planning
Education
Tarleton State University 1989 — 1993
Bachelor of Business Administration, Marketing, General Business, Accounting
Park University 1996 — 1998
Bachelor of Science, Accounting
July Business Services November 2012 - Present
Platinum Gymnastics Academy December 2009 - November 2012
Schwab Retirement Plan Services Company March 1995 - August 2010
Skills
401k, Investments, Pensions, ERISA, Asset Allocation, Superior Client Service, Mutual Funds, Retirement Planning, Operations Management, Financial Advisory, Defined Benefit, Financial Services, Business Planning
Education
Tarleton State University 1989 — 1993
Bachelor of Business Administration, Marketing, General Business, Accounting
Park University 1996 — 1998
Bachelor of Science, Accounting
Bryce Dolan's July Business Services Experience December 2001 - June 2006
Job Chief Operations Officer at Prairie Creek Beverages
Industry Wine and Spirits
Experience
Prairie Creek Beverages February 2015 - Present
FracPro Solutions June 2013 - Present
Remy Cointreau USA May 2013 - January 2015
Remy Cointreau USA September 2010 - May 2013
Coca-Cola Enterprises Inc April 2009 - September 2010
Protiviti February 2008 - March 2009
July Business Services December 2001 - June 2006
Education
Baylor University - Hankamer School of Business 2011 — 2013
EMBA, Business
Baylor University - Hankamer School of Business 2003 — 2007
Business, Finance, Human Resources
Midway High School 1999 — 2003
Prairie Creek Beverages February 2015 - Present
FracPro Solutions June 2013 - Present
Remy Cointreau USA May 2013 - January 2015
Remy Cointreau USA September 2010 - May 2013
Coca-Cola Enterprises Inc April 2009 - September 2010
Protiviti February 2008 - March 2009
July Business Services December 2001 - June 2006
Education
Baylor University - Hankamer School of Business 2011 — 2013
EMBA, Business
Baylor University - Hankamer School of Business 2003 — 2007
Business, Finance, Human Resources
Midway High School 1999 — 2003
Jessica Maxwell, QPA, QKA, ERPA's July Business Services Experience April 2014 - Present
Job Director of Retirement Plan Administration at July Business Services
Industry Financial Services
Experience
July Business Services April 2014 - Present
Skills
QKA, ERISA, Qualified Retirement..., Plan Design, Compliance Testing, Relius Administration, Defined Benefit, Defined Contribution, Pensions, Profit Sharing, Retirement
Education
Indiana University - Kelley School of Business
Business, Finance & Computer Information Systems
July Business Services April 2014 - Present
Skills
QKA, ERISA, Qualified Retirement..., Plan Design, Compliance Testing, Relius Administration, Defined Benefit, Defined Contribution, Pensions, Profit Sharing, Retirement
Education
Indiana University - Kelley School of Business
Business, Finance & Computer Information Systems
Aaron Massey's July Business Services Experience December 2011 - April 2013
Job Video Technology Consultant at InterviewStream
Industry Staffing and Recruiting
Experience
InterviewStream December 2013 - Present
July Business Services December 2011 - April 2013
Premier Pension Solutions, LLC March 2008 - December 2011
Skills
Retirement Planning, Financial Reporting, Microsoft Excel, 401k, Microsoft Office, Customer Service, Process Improvement, Retirement, PowerPoint, Pensions, Public Speaking, Microsoft Word
Education
Baylor University 2003 — 2007
Bachelor of Business Administration (BBA)
InterviewStream December 2013 - Present
July Business Services December 2011 - April 2013
Premier Pension Solutions, LLC March 2008 - December 2011
Skills
Retirement Planning, Financial Reporting, Microsoft Excel, 401k, Microsoft Office, Customer Service, Process Improvement, Retirement, PowerPoint, Pensions, Public Speaking, Microsoft Word
Education
Baylor University 2003 — 2007
Bachelor of Business Administration (BBA)
Heath Stock, C.P.A.'s July Business Services Experience 1999 - 2007
Job Accounting Manager
Industry Accounting
Experience
Holland Services July 2013 - Present
Bass Enterprises October 2012 - April 2013
Milliman January 2009 - September 2012
Central Texas Insurance Companies November 2007 - January 2009
July Business Services 1999 - 2007
Skills
Finance, ERISA, Analysis, Retirement, 401k, Insurance, Accounting, Pensions, Retirement Planning, Financial Analysis
Education
Baylor University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Financial Services & Planning
Holland Services July 2013 - Present
Bass Enterprises October 2012 - April 2013
Milliman January 2009 - September 2012
Central Texas Insurance Companies November 2007 - January 2009
July Business Services 1999 - 2007
Skills
Finance, ERISA, Analysis, Retirement, 401k, Insurance, Accounting, Pensions, Retirement Planning, Financial Analysis
Education
Baylor University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Financial Services & Planning
David Urrabazo's July Business Services Experience August 2006 - January 2008
Job
Industry Consumer Services
Experience
American Income Life November 2009 - December 2011
Convergy's Corporation January 2008 - November 2009
July Business Services August 2006 - January 2008
JPMorgan Chase April 2002 - July 2006
Mystic Realms June 2000 - April 2002
Skills
Training
Education
Hallmark Institute of Technology
A.A.S, Electronic Engineering
Lake Dallas High School
High School Diploma, General Education
San Antonio College
Nursing
American Income Life November 2009 - December 2011
Convergy's Corporation January 2008 - November 2009
July Business Services August 2006 - January 2008
JPMorgan Chase April 2002 - July 2006
Mystic Realms June 2000 - April 2002
Skills
Training
Education
Hallmark Institute of Technology
A.A.S, Electronic Engineering
Lake Dallas High School
High School Diploma, General Education
San Antonio College
Nursing
Joe Paolino's July Business Services Experience January 2008 - October 2011
Job Financial Administrator at ACC Dallas
Industry Financial Services
Experience
Antioch Community Church: Dallas August 2012 - Present
Acts Of Mercy International March 2012 - July 2012
July Business Services January 2008 - October 2011
Education
Baylor University 2003 — 2007
B.B.A., Finance
Baylor University - Hankamer School of Business 2003 — 2007
B.B.A., Finance
Dallas Theological Seminary
Antioch Community Church: Dallas August 2012 - Present
Acts Of Mercy International March 2012 - July 2012
July Business Services January 2008 - October 2011
Education
Baylor University 2003 — 2007
B.B.A., Finance
Baylor University - Hankamer School of Business 2003 — 2007
B.B.A., Finance
Dallas Theological Seminary
Andy McElhannon's July Business Services Experience December 2006 - Present
Job Retirement Plan Consultant at July Business Services
Industry Financial Services
Experience
July Business Services December 2006 - Present
Electronic Financial Group 2001 - 2006
Skills
Compliance, ERISA, Customer Relations, Retirement, 401k, MS Office Suite, Technical Writing, Relius, DFVC program, Retirement Plan..., Microsoft Office, Retirement Planning, Employee Benefits, Pensions, Mutual Funds, Insurance, Qualified Retirement..., Defined Benefit, Profit Sharing, Investments, Financial Services
Education
Baylor University 1991 — 1995
Bachelor's degree
July Business Services December 2006 - Present
Electronic Financial Group 2001 - 2006
Skills
Compliance, ERISA, Customer Relations, Retirement, 401k, MS Office Suite, Technical Writing, Relius, DFVC program, Retirement Plan..., Microsoft Office, Retirement Planning, Employee Benefits, Pensions, Mutual Funds, Insurance, Qualified Retirement..., Defined Benefit, Profit Sharing, Investments, Financial Services
Education
Baylor University 1991 — 1995
Bachelor's degree
Judy McKamie's July Business Services Experience December 1998 - Present
Job Retirement Plans
Industry Financial Services
Experience
July Business Services December 1998 - Present
Mary Kay Beauty Consultant September 2012 - Present
Skills
QKA, Microsoft Office, Microsoft Excel, Microsoft Word, Process Improvement, Social Networking, Leadership
Education
Texas Tech University
July Business Services December 1998 - Present
Mary Kay Beauty Consultant September 2012 - Present
Skills
QKA, Microsoft Office, Microsoft Excel, Microsoft Word, Process Improvement, Social Networking, Leadership
Education
Texas Tech University