2020 -now Vice President Business and Process Analyst @
2017 -now Vice President Operations @
2015 -now Vice President of Systems and Processes @
2011 -now Vice President of Operations Support @
1999 -now Retirement Plan Administrator @
2010 -2011 Director of Corporate Services @
2010 -2010 Director of Technology @
2007 -2010 Manager of Systems and Technology @
Matt Welstead Education
Baylor University - Hankamer School of Business
Master's degree (Taxation)
2000-2002
Baylor University - Hankamer School of Business
Bachelor of Business Administration (B.B.A.) (Finance)
1996-2000
Matt Welstead Skills
Process Improvement
Operations Management
Outsourcing
Qualified Retirement Plans
Software Development
CPA
QKA
Relius Administration
Team Leadership
Microsoft SQL Server
Microsoft Office
IT Operations Management
Microsoft Exchange
SSAE 16
CEFEX
Key Performance Indicators
Microsoft Virtual Server
Strategic Planning
401k
Defined Benefit
Leadership
Insurance
Management
Retirement
Retirement Planning
Employee Benefits
Investments
Mutual Funds
401(k) Retirement Savings Plans
jira
Confluence
Lucidchart
Telerik
Agile Project Management
Agile Methodologies
Software Requirements
payroll integration
Defined Contribution
SQL
401k Retirement Savings Plans
401 Retirement Savings Plans
Matt Welstead Summary
Matt Welstead, based in Waco, TX, US, is currently a Senior Vice President, Operational Technology at July Business Services. Matt Welstead brings experience from previous roles at July Business Services. Matt Welstead holds a 2000 - 2002 Master's degree in Taxation @ Baylor University - Hankamer School of Business. With a robust skill set that includes Process Improvement, Operations Management, Outsourcing, Qualified Retirement Plans, Software Development and more. Matt Welstead has 3 emails and 1 mobile phone numbers on RocketReach.
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