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Sara Oneal Email & Phone Number
Team Lead, Retirement Plan Consultant
at
July Business Services
1 work email found
@themarketingarm.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Team Lead, Retirement Plan Consultant
Location
Plano, Texas, United States
Company size
Who is Sara Oneal? Overview
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Quick answer
Sara Oneal is listed as Team Lead, Retirement Plan Consultant at July Business Services, a company with 199 employees, based in Plano, Texas, United States. AeroLeads shows a work email signal at themarketingarm.com and a matched LinkedIn profile for Sara Oneal.
Sara Oneal previously worked as Retirement Plan Consultant at July Business Services and Senior Associate at Acuff & Associates. Sara Oneal holds Bachelors Degree, Business Administrator from University Of North Texas.
Company email context
Email format at July Business Services
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{first_initial}{last}@themarketingarm.com
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AeroLeads found 1 current-domain work email signal for Sara Oneal. Compare company email patterns before reaching out.
Profile bio
About Sara Oneal
Sara Oneal is a Team Lead, Retirement Plan Consultant at July Business Services. She possess expertise in customer service, process improvement, microsoft excel, finance, outlook and 11 more skills.
Listed skills include Customer Service, Process Improvement, Microsoft Excel, Finance, and 12 others.
Current workplace
Sara Oneal's current company
Company context helps verify the profile and gives searchers a useful next step.
July Business Services
7 roles
Sara Oneal work experience
A career timeline built from the work history available for this profile.
Retirement Plan Consultant
Current
Jul 2024 - Present
Senior Associate
*Acuff & Associates was acquired by July Business Services July 1, 2024
Feb 2020 - Jun 2024
Compliance Specialist
*Simpkins & Associates was acquired by National Benefit Services in February 2017.Successfully handle the compliance of over 150 qualified retirement plans including both small and large 401(k) and Profit Sharing plans.Accurately produce contribution calculations based on each client’s plan provisions and regulatory guidelines.Preform annual testing.
Jun 2016 - Jan 2020
Business Implementation Manager
Simpkins & Associates
Coordinated and completed the installation of all new business, including start up and takeover plans.Initiated weekly installation status calls with the client, broker and financial house.Gathered all necessary conversion data (i.e. complete census files, prior reports/government forms, mid year vendor reports,etc.)
Jun 2014 - Jun 2017
Distribution & Loan Processing Manager
Simpkins & Associates
Responsible for managing the processing of all distributions and loan withdrawals for 400+ clients.Research and correctly respond to distribution and loan questions in a timely manner to financial institutes, clients and participants.Required to calculate and verify vesting to accurately process distributions, determine the availability of loan amount.
Jan 2008 - Jun 2013
Human Resource Assistant/Internship
- Assisted in maintaining the Resume Inbox and Resume database for the company- Responsible for the making and upkeep of the employee binders- Assisted the head of Human Resource in multiple processes- Filled in on the phones for the Office Manager
Nov 2006 - Mar 2010
Team & coworkers
Colleagues at July Business Services
Other employees you can reach at julyservices.com. View company contacts for 199 employees →
PL
Pamela Leitschuh
Colleague at July Business Services
Brentwood, Tennessee, United States, United States
View →
SM
Steve Martin, Qka
Colleague at July Business Services
Nashville, Tennessee, United States, United States
View →
NH
Nicole Haddock
Colleague at July Business Services
Woodway, Texas, United States, United States
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RS
Rise Spiegel, Apa
Colleague at July Business Services
Prescott, Arizona, United States, United States
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JV
Jodi Vormezeele
Colleague at July Business Services
East Dubuque, Illinois, United States, United States
View →
TT
Teresa Taylor
Colleague at July Business Services
Waco, Texas, United States, United States
View →
SB
Sheri Baker
Colleague at July Business Services
Mansfield, Ohio, United States, United States
View →
CK
Christina Kubes
Colleague at July Business Services
Aubrey, Texas, United States, United States
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SM
Stephanie Mackey
Colleague at July Business Services
Pequot Lakes, Minnesota, United States, United States
View →
KS
Kelli Swisher
Colleague at July Business Services
Wichita, Kansas Metropolitan Area, United States
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Pamela Leitschuh
Colleague at July Business Services
Brentwood, Tennessee, United States, United States
View →
SM
Steve Martin, Qka
Colleague at July Business Services
Nashville, Tennessee, United States, United States
View →
NH
Nicole Haddock
Colleague at July Business Services
Woodway, Texas, United States, United States
View →
RS
Rise Spiegel, Apa
Colleague at July Business Services
Prescott, Arizona, United States, United States
View →
JV
Jodi Vormezeele
Colleague at July Business Services
East Dubuque, Illinois, United States, United States
View →
TT
Teresa Taylor
Colleague at July Business Services
Waco, Texas, United States, United States
View →
SB
Sheri Baker
Colleague at July Business Services
Mansfield, Ohio, United States, United States
View →
CK
Christina Kubes
Colleague at July Business Services
Aubrey, Texas, United States, United States
View →
SM
Stephanie Mackey
Colleague at July Business Services
Pequot Lakes, Minnesota, United States, United States
View →
KS
Kelli Swisher
Colleague at July Business Services
Wichita, Kansas Metropolitan Area, United States
View →
2 education records
Sara Oneal education
Bachelors Degree, Business Administrator
Associates Degree, Science
Blinn Junior College
FAQ
Frequently asked questions about Sara Oneal
Quick answers generated from the profile data available on this page.
What company does Sara Oneal work for?
Sara Oneal works for July Business Services.
What is Sara Oneal's role at July Business Services?
Sara Oneal is listed as Team Lead, Retirement Plan Consultant at July Business Services.
What is Sara Oneal's email address?
AeroLeads has found 1 work email signal at @themarketingarm.com for Sara Oneal at July Business Services.
Where is Sara Oneal based?
Sara Oneal is based in Plano, Texas, United States while working with July Business Services.
What companies has Sara Oneal worked for?
Sara Oneal has worked for July Business Services, Acuff & Associates, National Benefit Services, Llc, Simpkins & Associates, and The Marketing Arm.
Who are Sara Oneal's colleagues at July Business Services?
Sara Oneal's colleagues at July Business Services include Pamela Leitschuh, Steve Martin, Qka, Nicole Haddock, Rise Spiegel, Apa, and Jodi Vormezeele.
How can I contact Sara Oneal?
You can use AeroLeads to view verified contact signals for Sara Oneal at July Business Services, including work email, phone, and LinkedIn data when available.
What schools did Sara Oneal attend?
Sara Oneal holds Bachelors Degree, Business Administrator from University Of North Texas.
What skills is Sara Oneal known for?
Sara Oneal is listed with skills including Customer Service, Process Improvement, Microsoft Excel, Finance, Outlook, Team Building, Account Management, and Recruiting.
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