Blake Willis Email and Phone Number
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Blake Willis personal email
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Strategic business owner and leader with 25+ years of experience in all aspects of retirement sales, plan design, administration, compliance, consulting, and daily recordkeeping.
July Business Services
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Chief Operating OfficerJuly Business Services Jan 2020 - PresentWaco, Texas, Us- 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
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ShareholderJuly Business Services Oct 1996 - PresentWaco, Texas, Us
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Chief Consulting OfficerJuly Business Services Jan 2006 - Jan 2020Waco, Texas, Us- Lead and manage sales team- Research and resolve complex and technical operational issues- Lead clients through IRS audits and DOL investigations- Speak at conferences and meetings across the US- Maintain key partner relationships
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Director Of Retirement Plan AdministrationJuly Business Services 2000 - 2006Waco, Texas, Us- Manage team of administrators and their workload- Manage team alignment, organization, and hiring- Participate in company-wide leadership meetings- Lead process improvement initiatives- Coordinate training for staff members- Monitor departmental KPIs and project deadlines- Resolve escalated client issues
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Adjunct Professor - Hankamer School Of BusinessBaylor University Jan 2006 - May 2013Waco, Texas, Us
Blake Willis Skills
Blake Willis Education Details
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Baylor UniversityAccounting
Frequently Asked Questions about Blake Willis
What company does Blake Willis work for?
Blake Willis works for July Business Services
What is Blake Willis's role at the current company?
Blake Willis's current role is Partner at July Business Services - Promoting retirement security through educating advisors and sponsors.
What is Blake Willis's email address?
Blake Willis's email address is bd****@****aol.com
What is Blake Willis's direct phone number?
Blake Willis's direct phone number is +125429*****
What schools did Blake Willis attend?
Blake Willis attended Baylor University.
What skills is Blake Willis known for?
Blake Willis has skills like 401k, Retirement Planning, Pensions, Retirement, Investments, Mutual Funds, Erisa, Retirement Plan Consulting, Qualified Retirement Plans, Defined Benefit, Business Planning, Asset Allocation.
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