Blake Willis Email & Phone Number
President @ July Business Services
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Blake Willis Location
- Waco, TX, US
Blake Willis Work
- 2026 -now President @
- 1996 -now Shareholder @
- 2020 -2026 Chief Operating Officer @
- 2006 -2020 Chief Consulting Officer @
- 2000 -2006 Director of Retirement Plan Administration @
- 2006 -2013 Adjunct Professor - Hankamer School of Business @
Blake Willis Education
- Baylor University
BBA (Master of Accountancy, Accounting)
1995-2000
Blake Willis Skills
- ERISA
- 401k
- Compliance
- Defined Benefit
- Plan Design
- Retirement
- Retirement Planning
- Profit Sharing
- Pensions
- New Comparability
- Cash Balance
- Qualified Retirement Plans
- Retirement Plan Consulting
- Defined Contribution
- IRS Enrolled Agent
- Asset Allocation
- Business Planning
- Employee Benefits
- Investments
- Mutual Funds
- Series 7
- 401(k) Retirement Savings Plans
- Financial Services
- Pension Funds
- CPA
- Planning
- Qualified Retirement
- Financial Planning
- 401k Retirement Savings Plans
- Training
- Retirement Plan
- 401 Retirement Savings Plans
Blake Willis Summary
- Blake Willis, based in Waco, TX, US, is currently a President at July Business Services. Blake Willis brings experience from previous roles at July Business Services. Blake Willis holds a 1995 - 2000 BBA in Master of Accountancy, Accounting @ Baylor University. With a robust skill set that includes ERISA, 401k, Compliance, Defined Benefit, Plan Design and more. Blake Willis has 2 emails and 3 mobile phone numbers on RocketReach.
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