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

Adam N. Barker, CPFA

Blake Willis

Michelle LeCates

Michael Marks

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

The Sales & Marketing Team at July Business Services is responsible for driving revenue growth through strategic sales initiatives and effective marketing campaigns. They work closely with internal consultants and regional directors to identify new business opportunities and build relationships with clients across Texas, while the marketing coordinator develops tailored communications to enhance brand visibility and engagement.

Sales & Marketing Team

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.

Operations Team

The Accounting and Finance Team at July Business Services is responsible for managing the company's financial operations, including payroll integration, revenue management, and actuarial services. This team works collaboratively to ensure accurate financial reporting, compliance with regulations, and effective budgeting, ultimately supporting the company's mission to provide top-notch financial services across Texas.

Accounting and Finance Team

The Leadership Team at July Business Services is responsible for setting the strategic direction and vision of the company, ensuring operational efficiency, and driving growth across financial services in Texas. They collaborate to optimize business development, enhance technological innovation, and maintain compliance, while fostering a culture of excellence and accountability throughout the organization.

Leadership Team

The Technical Development Team at July Business Services is responsible for designing and implementing innovative software solutions to enhance the company's financial services offerings. This team collaborates on both frontend and backend development, ensuring seamless user experiences and robust functionality while also supporting internal accounting and IT initiatives to optimize operational efficiency and security.

July Business Services

Org chart

Teams

Client Services Team

Sales & Marketing Team

Operations Team

Accounting and Finance Team

Leadership Team

Technical Development Team

Offices

July Business Services

Org chart

Teams

Client Services Team

Sales & Marketing Team

Operations Team

Accounting and Finance Team

Leadership Team

Technical Development Team

Offices

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