Matt Welstead

About Matt Welstead

Matt serves as Vice President, Business/Process Analyst at JULY having previously led teams including the Recordkeeping, Distributions, and Participant Services teams. His primary focus is building proprietary software and solutions for JULY and its clients and providing operational support for the organization. Matt’s 20+ years in the industry have provided him experience in many areas including recordkeeping, payroll integration, distributions, plan administration, and plan documents. This experience enables him to identify and implement process improvements and software solutions for the organization such as integrating JULY’s Recordkeeping platform with outside payroll providers.

Experience

1. Senior Vice President, Operational Technology

   July Business Services

   Jul 2024 — Present

   Lead team dedicated to identifying and implementing operational improvements- Build proprietary software and solutions for JULY and its clients- Provide operational support for the organization specifically the Recordkeeping and trading- Provide guidance to overall software development plan- Executive team member and participate in strategic planning for JULY- Facilitate annual SOC 1 and CEFEX audits

Education

• Baylor University - Hankamer School of Business

  Bachelor of Business Administration (B.B.A.), Finance

  1996 — 2000

• Baylor University - Hankamer School of Business

  Master's degree, Taxation

  2000 — 2002

Skills

• Defined Benefit
• 401k
• Investments
• Cpa
• Microsoft Sql Server
• 401(K) Retirement Savings Plans
• Insurance
• Software Development
• Microsoft Virtual Server
• Operations Management
• Mutual Funds
• IT Operations Management
• Employee Benefits
• Outsourcing
• Qka
• Management
• Retirement
• Strategic Planning
• Retirement Planning
• Microsoft Exchange
• Key Performance Indicators
• Leadership
• Relius Administration
• Cefex
• Process Improvement
• Qualified Retirement Plans
• Microsoft Office
• Ssae 16
• Team Leadership