Adam N. Barker, Cpfa

Adam N. Barker, Cpfa Email and Phone Number

Vice President of TPA Partner Services @ July Business Services
Adam N. Barker, Cpfa's Location
Austin, Texas, United States, United States
Adam N. Barker, Cpfa's Contact Details

Adam N. Barker, Cpfa work email

Adam N. Barker, Cpfa personal email

n/a

Adam N. Barker, Cpfa phone numbers

About Adam N. Barker, Cpfa

Adam N. Barker, Cpfa is a Vice President of TPA Partner Services at July Business Services. He possess expertise in 401k, retirement planning, retirement, erisa, retirement plan consulting and 11 more skills. Colleagues describe him as "Adam is very client focused and works hard to go above and beyond client expectations. He has an excellent managerial gift and a natural tendency to step up and take on complex projects."

Adam N. Barker, Cpfa's Current Company Details
July Business Services

July Business Services

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Vice President of TPA Partner Services
Adam N. Barker, Cpfa Work Experience Details
  • July Business Services
    Vice President Of Tpa Partner Services
    July Business Services Aug 2024 - Present
    Waco, Texas, Us
    View
  • July Business Services
    Senior National Sales Director
    July Business Services Jan 2023 - Aug 2024
    Waco, Texas, Us
    View
  • July Business Services
    Senior Director Of Sales - West
    July Business Services Jan 2022 - Jan 2023
    Waco, Texas, Us
    View
  • July Business Services
    Regional Sales Director - West Coast
    July Business Services Jan 2018 - Jan 2022
    Waco, Texas, Us
    View
  • July Business Services
    Director Of Strategic Relationships
    July Business Services Jan 2014 - Jan 2018
    Waco, Texas, Us
    View
  • July Business Services
    Director Of New Business
    July Business Services Oct 2010 - Jan 2014
    Waco, Texas, Us
    View
  • July Business Services
    Outsourced Operations Manager
    July Business Services Jan 2008 - Oct 2010
    Waco, Texas, Us
    View
  • July Business Services
    Recordkeeping Specialist
    July Business Services Nov 2006 - Jan 2008
    Waco, Texas, Us
    View
  • Sterling Trust Company
    Customer Service Representative
    Sterling Trust Company Jan 2004 - Jul 2006

Adam N. Barker, Cpfa Skills

401k Retirement Planning Retirement Erisa Retirement Plan Consulting Employee Benefits Process Improvement Qualified Retirement Plans Customer Service Financial Services Defined Benefit Mutual Funds Operations Management Defined Contribution Profit Sharing 401 Retirement Savings Plans

Adam N. Barker, Cpfa Education Details

  • Baylor University
    Baylor University
  • Alamo Heights High School, San Antonio, Texas
    Alamo Heights High School, San Antonio, Texas

Frequently Asked Questions about Adam N. Barker, Cpfa

What company does Adam N. Barker, Cpfa work for?

Adam N. Barker, Cpfa works for July Business Services

What is Adam N. Barker, Cpfa's role at the current company?

Adam N. Barker, Cpfa's current role is Vice President of TPA Partner Services.

What is Adam N. Barker, Cpfa's email address?

Adam N. Barker, Cpfa's email address is ab****@****ces.com

What is Adam N. Barker, Cpfa's direct phone number?

Adam N. Barker, Cpfa's direct phone number is +125429*****

What schools did Adam N. Barker, Cpfa attend?

Adam N. Barker, Cpfa attended Baylor University, Alamo Heights High School, San Antonio, Texas.

What are some of Adam N. Barker, Cpfa's interests?

Adam N. Barker, Cpfa has interest in Economic Empowerment, Civil Rights And Social Action, Disaster And Humanitarian Relief, Animal Welfare, Arts And Culture.

What skills is Adam N. Barker, Cpfa known for?

Adam N. Barker, Cpfa has skills like 401k, Retirement Planning, Retirement, Erisa, Retirement Plan Consulting, Employee Benefits, Process Improvement, Qualified Retirement Plans, Customer Service, Financial Services, Defined Benefit, Mutual Funds.

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