Blake Willis
- Role
- Chief Operating Officer at July Business Services
- Location
- Waco, TX, US
- LinkedIn followers
- 500 followers
About Blake Willis
Strategic business owner and leader with 25+ years of experience in all aspects of…
Experience
Chief Operating Officer
Jan 2020 — Present
Lead and manage operations and service teams - Lead operationally focused strategic initiatives - Maintain key sales and institutional partner relationships - Empower, coach, and support key operational leaders in executing their roles - Ensure key operational processes are optimized for efficiency and quality - Speak at conferences and meetings across the US
Education
Baylor University
BBA, Master of Accountancy, Accounting
1995 — 2000
Skills
- Business Planning
- Defined Benefit
- Asset Allocation
- Pensions
- Profit Sharing
- Irs Enrolled Agent
- Retirement Planning
- Retirement Plan Consulting
- Qualified Retirement Plans
- Compliance
- Investments
- Series 7
- 401(K) Retirement Savings Plans
- New Comparability
- Plan Design
- Mutual Funds
- Cash Balance
- Financial Services
- 401k
- Retirement
- Defined Contribution
- Pension Funds
- Erisa
- Employee Benefits
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.