Diana M. Perri, QPA

Diana M. Perri, QPA, serves as the Regional Sales Consultant for the Southwest at July Business Services, a position held since August 2004, where innovation in retirement plan business development for advisors is a primary focus. Previously, Diana worked as the Regional Sales Director at The Hartford, managing growth in the 401(k) market in South Texas, and before that, held the role of Pension Enrollment Coordinator at John Hancock Retirement Services, facilitating bilingual enrollment meetings. Diana’s career began as a Pension Administrator/Consultant at Plan Data, Inc., where responsibilities included compliance testing and client consultation for a diverse clientele of 200.