BP

Beth Parkinson

Sales at July Business Services

Beth Parkinson has a diverse work experience spanning over several years. Beth began their career in 1988 at Bank of America, where they worked in marketing and was responsible for assisting the Market area lead in charitable giving efforts and promoting the Bank of America brand. Beth also served as a member of the charitable giving Board in Austin and San Antonio.

In 2006, Beth joined Sterling Trust Company, where they worked in consulting and provided guidance to plan sponsors regarding their 401k plans. Beth also prepared quarterly and year-end testing reports for these plans.

Finally, in 2012, Beth joined July Business Services, where they focused on sales. Beth'sresponsibilities included consulting with investment advisors and 401k plan sponsors, preparing retirement plan proposals, and researching investments.

Overall, Beth Parkinson has a strong background in banking and financial services, with experience in marketing, consulting, and sales.

Beth Parkinson attended Midway High School, but there is no information available about the degree or field of study they pursued during that time. Additionally, in December 2011, Beth obtained a certification in the Accredited Investment Fiduciary from the institution fi360. No further information about their educational background is provided.

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Timeline

  • Sales

    September, 2012 - present