Luis Barbosa Email & Phone Number
Client Services Manager @ July Business Services
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Luis Barbosa Location
- United States
Luis Barbosa Work
- 2021 - now Client Services Manager @
- 2019 - 2021 Retirement Plan Account Administrator @
- 2015 - 2018 Senior Account Manager @
- 2014 - 2015 Client Service Manager @ Positive Retirement Outcomes, LLC
- 2014 - 2014 Laser Technician @
- 2014 - 2014 Project Coordinator @
- 2008 - 2013 Client Service Manager @
- 1996 - 2004 Operations Officer @
- 1994 - 1996 Plan Administrator @
Luis Barbosa Education
- Somerville High School (Massachusetts)
- Bunker Hill Community College
(Business Administration)
Luis Barbosa Skills
- Series 63
- Management
- Superior Client Service
- Relationship Management
- Client Services
- Employee Benefits
- Pensions
- Retirement
- 401k
- Defined Benefit
- Financial Services
- Retirement Planning
- Securities
- Mutual Funds
- Series 7
Luis Barbosa Summary
- Luis Barbosa, based in United States, is currently a Client Services Manager at July Business Services. Luis Barbosa brings experience from previous roles at SS&C Technologies, Transamerica, Positive Retirement Outcomes, LLC and Lake Region Medical. Luis Barbosa holds a Somerville High School (Massachusetts). With a robust skill set that includes Series 63, Management, Superior Client Service, Relationship Management, Client Services and more. Luis Barbosa has 2 emails and 2 mobile phone numbers on RocketReach.
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Top July Business Services Employees
Adam Barker
Senior Vice President, Sales
Austin, TX, US
Ginger Gibbs
Senior Vice President, Human Resources
Texas, United States
Heather Stewart
Vice President of Plan Compliance
Woodway, TX, US
Geremy Smith
Director, Payroll Services
Columbus, OH, US
Michelle Lecates
SVP, Business Development and Marketing
Round Rock, TX, US
John Steinmeyer
Chief Technology Officer
Florida, United States
Jim Hudson
Chairman
Waco, TX, US
Leslie Smith
Director of Marketing and Communications
Austin, TX, US
Blake Willis
Chief Operating Officer
Waco, TX, US
Greg Snyder
Senior Vice President of Engineering
United States
Brian Smith
Area Vice President of Sales
Columbus, OH, US
Pam Pryor
HR Director
Waco, TX, US
Jessica Maxwell
Vice President, Client Services
Houston, TX, US
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