John Humphrey
President and CEO at July Business Services - Helping advisors, employers, and employees build retirement security
- Role
- President and CEO at July Business Services
- Location
- Waco, TX, US
- LinkedIn followers
- 500 followers
About John Humphrey
ENTREPRENEUR, BUSINESS OWNER, AND EXECUTIVE WITH 23 YEARS OF EXPERIENCEAs a seasoned entrepreneur and executive, I have dedicated over two decades to building and managing a successful retirement plan recordkeeping and third-party administration firm. My extensive experience spans strategic planning, process improvement, software development, and change management within the retirement plan services industry.Currently, I provide hands-on leadership in all aspects of the business, including sales and operations, ensuring the highest standards of service and efficiency.SPECIALTIES- Strategic Planning, Team Building, and Organization Building- Process Improvement and Software Development- Daily Recordkeeping Services, Retirement Plan Design, Administration, Compliance, and Consulting- Collaborating with offshore groups to enhance efficiencies, reduce costs, and improve client servicesI am passionate about driving innovation and excellence in retirement plan services, leveraging my expertise to deliver exceptional results for clients and stakeholders.
Experience
President and CEO
Jan 2018 — Present · Waco, TX, US
Education
Baylor University - Hankamer School of Business
Masters, Tax
1984 — 1989
Skills
- Project Management
- Retirement Plan Consulting
- Cpa
- Qualified Retirement Plans
- Leadership
- Strategy
- Succession Planning
- Erisa
- Organizational Development
- 401k
- Lean Thinking
- Web Development
- Retirement
- Payroll Services
- Microsoft Sql Server
- Erisa Consulting
- Sales Management
- Outsourcing
- Pensions
- Retirement Planning
- Process Improvement
- Consulting
- Mutual Funds
- Strategic Planning
- Payroll
- Analysis
- Database Design
- Defined Benefit
- Sharepoint
- Operations Management
- Management
- Team Building
- Change Management
- Microsoft Office
- Software Development
- Aif
- Employee Benefits
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