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Sara Oneal Email & Phone Number

Team Lead, Retirement Plan Consultant at July Business Services
Location: Plano, Texas, United States 7 work roles 2 schools
1 work email found @themarketingarm.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email s****@themarketingarm.com
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Current company
July Business Services
Role
Team Lead, Retirement Plan Consultant
Location
Plano, Texas, United States
Company size
199 employees

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 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.

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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
July Business Services
Team Lead, Retirement Plan Consultant
Plano, TX, US
Website
julyservices.com
Employees
199
AeroLeads page
Company profile
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7 roles

Sara Oneal work experience

A career timeline built from the work history available for this profile.

Senior Associate

Acuff & Associates

Plano, Texas, United States

*Acuff & Associates was acquired by July Business Services July 1, 2024

Feb 2020 - Jun 2024

Compliance Specialist

National Benefit Services, Llc

Dallas, Texas

*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 , including coverage, ADP/ACP and Top Heavy testing.Complete 5500 (short and long form), along with appropriate schedules.

Jun 2016 - Jan 2020

Business Implementation Manager

Simpkins & Associates

Dallas, Texas

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

Dallas, Texas

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 requested and calculate maximum amounts.Worked closely with the IT Department to create a paperless, internal distribution/loan tracking system.

Jan 2008 - Jun 2013

Human Resource Assistant/Internship

The Marketing Arm

- 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 →

RF Rhonda Fitch Rhonda Fitch Colleague at July Business ServicesWaco Area, United States View → HO Heather O'Connor Heather O'Connor Colleague at July Business ServicesNewark, Delaware, United States View → AW Ashley Williams Ashley Williams Colleague at July Business ServicesUnited States View → KT Kay Tlustos Kay Tlustos Colleague at July Business ServicesWaco, Texas, United States View → BM Ben Mckeown, Cpc, Qpa, Qka Ben Mckeown, Cpc, Qpa, Qka Colleague at July Business ServicesScottsdale, Arizona, United States View → JA Jesse Acosta Jesse Acosta Colleague at July Business ServicesWaco Area, United States View → JN Jenny Neff-Markham Jenny Neff-Markham Colleague at July Business ServicesWaco, Texas, United States View → LG Latisha Gilliam Latisha Gilliam Colleague at July Business ServicesWaco, Texas, United States View → GL Ginger Lehman, Apa Ginger Lehman, Apa Colleague at July Business ServicesThorndale, Texas, United States View → DP Daniel Printz, Crsp Daniel Printz, Crsp Colleague at July Business ServicesScottsdale, Arizona, United States View →
2 education records

Sara Oneal education

Bachelors Degree, Business Administrator

University Of North Texas

Activities and Societies: Majoring in Organization Behavior & Human Resource Management

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 Rhonda Fitch, Heather O'Connor, Ashley Williams, Kay Tlustos, and Ben Mckeown, Cpc, Qpa, Qka.

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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