Verified recordFinancial Services

Matt Welstead

Senior Vice President, Operational Technology at July Business Services

Based in Waco, United States

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Seniority

Other

Department

Other

Location

Waco

Industry

Financial Services

Company size

217

Contact information

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Email

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m•••••••@julyservices.com

Phone

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Background

About Matt Welstead

Matt serves as Vice President, Business/Process Analyst at JULY having previously led teams including the Recordkeeping, Distributions, and Participant Services teams. His primary focus is building proprietary software and solutions for JULY and its clients and providing operational support for the organization. Matt’s 20+ years in the industry have provided him experience in many areas including recordkeeping, payroll integration, distributions, plan administration, and plan documents. This experience enables him to identify and implement process improvements and software solutions for the organization such as integrating JULY’s Recordkeeping platform with outside payroll providers.

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