Matt Welstead
Senior Vice President, Operational Technology @July Business Services
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WORK HISTORY
Senior Vice President, Operational Technology @July Business Services
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
Baylor University - Hankamer School of Business
Master's degree, Taxation
SKILLS
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.
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