Blake Willis
Chief Operating Officer @July Business Services
Waco, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2020 — Present
Chief Operating Officer @July Business Services
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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
1995 — 2000
Baylor University
BBA, Master of Accountancy, Accounting
SKILLS
Business PlanningDefined BenefitAsset AllocationPensionsProfit SharingIrs Enrolled AgentRetirement PlanningRetirement Plan ConsultingQualified Retirement PlansComplianceInvestmentsSeries 7401(K) Retirement Savings PlansNew ComparabilityPlan DesignMutual FundsCash BalanceFinancial Services401kRetirementDefined ContributionPension FundsErisaEmployee Benefits
ABOUT BLAKE WILLIS
Strategic business owner and leader with 25+ years of experience in all aspects of…
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