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.
Caroline Martinez
Senior Recordkeeping Manager /...
Chadi Hayek
Customer Service Manager
Eric Reinhardt, QKA
Manager - Retirement Plan Admi...
Habriga Alex
ERISA Manager
Heather Stewart, ERP...
Vice President of Plan Complia...
Jesse Acosta
Recordkeeping Manager
Joshua Payne
Recordkeeping Daily Processing...
Kay Tlustos
Record keeping Team Manager
Sonja Pesina
Distribution Specialist
Taneil Irving-Pressl...
401(k) Recordkeeping Manager
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