July Business Services is a provider of financial services across Texas.

Consulting

Finance

Information Technology

July Business Services

July Business Services' headquarters in Waco, TX, United States

John Humphrey

Blake Willis

Ginger Gibbs

Michael Marks

Adam N. Barker, CPFA

Michelle LeCates

Sheri Baker

John Steinmeyer

Abdullahi Abdulrasheed

The Client Services Team at July Business Services is dedicated to enhancing client satisfaction through personalized support and effective service delivery. Comprising various roles, including Client Services Managers and Client Relationship Managers, the team ensures seamless communication, addresses client needs, and facilitates the implementation of financial solutions across Texas. Their focus is on building long-term relationships and delivering exceptional service to drive client success.

Client Services Team

This department focuses on managing and optimizing internal sales operations and strategies.

Internal Sales

This department provides expert guidance and support for retirement planning and management.

Retirement Plan Consulting

This department provides strategic direction and oversight for the organization.

Executive Leadership

This department oversees sales operations and strategies across various regions to drive business growth.

Sales Management

The Operations Team at July Business Services ensures the efficient delivery of financial services across Texas by managing day-to-day operations, overseeing recordkeeping processes, and ensuring compliance with regulatory standards. This team collaborates with various stakeholders to streamline customer service, enhance retirement plan administration, and maintain accurate and up-to-date client records, ultimately aiming to provide exceptional client experiences and operational excellence.

July Business Services

Org chart

Teams

Client Services Team

Internal Sales

Retirement Plan Consulting

Executive Leadership

Sales Management

Operations Team

Offices

July Business Services

Org chart

Teams

Client Services Team

Internal Sales

Retirement Plan Consulting

Executive Leadership

Sales Management

Operations Team

Offices

Related companies