Michelle Lecates Email and Phone Number

Currently manage Institutional Sales & Relationships, Product Development, Marketing and Communications, and M&A Initiatives.July Business Services (JULY) is a financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies. We bring our technology mind and independent expert knowledge to all facets of the relationship from customized products and plan design to implementing easy to use proprietary software solutions. JULY's Core Services: Recordkeeping, Plan Administration, ERISA Consulting, Payroll Services, Business Process Outsourcing, and Software Development.Prior Position: Vice President of Client Services Managed: Client Services, Relationship Management, Installations, and Participant Services

Schwab Retirement Plan Services Company provides full-service plan administration, recordkeeping, investments, communications, plan document, and trustee services for large to jumbo size plans. Supports defined contribution, defined benefit, and employer stock plans. Charles Schwab acquired The 401(k) Company in 2007. Positions at The 401(k) Company:- Senior Vice President, Plan Consulting/Relationship Management/Product Development- Vice President, Sales- Sales Consultant- Conversions and Client Services Supervisor (Conversions, Recordkeeping Operations)