Michelle Lecates Email & Phone Number
SVP, Business Development and Marketing @ July Business Services
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Michelle Lecates Location
- Round Rock, TX, US
Michelle Lecates Work
- 2012 -now SVP, Business Development and Marketing @
- 1995 -2010 Director, Institutional Client Relationships @
Michelle Lecates Education
- Park University
Bachelor of Science (Accounting)
1996-1998 - Tarleton State University
Bachelor of Business Administration (Marketing & General Business)
1989-1993
Michelle Lecates Skills
- 401k
- Investments
- Pensions
- ERISA
- Asset Allocation
- Superior Client Service
- Mutual Funds
- Retirement Planning
- Operations Management
- Financial Advisory
- Defined Benefit
- Financial Services
- Business Planning
- Retirement
- Series 63
- CRM
- Series 7
- Management
- Team Building
- Client Services
- Leadership
- Employee Benefits
- Thought Leadership
- 401(k) Retirement Savings Plans
- Customer Relationship Management (CRM)
- Pension Funds
- Public Speaking
- 401k Retirement Savings Plans
- Marketing
- Business Development
- Meals
- Sales
- Wheels
- Strategy
- Sales Management
- Services
- Relationship Management
- Business Services
- Payroll
- Customer Relationship Management Crm
- Payroll Services
- 401 Retirement Savings Plans
- Customer Relationship Management
Michelle Lecates Summary
- Michelle Lecates, based in Round Rock, TX, US, is currently a SVP, Business Development and Marketing at July Business Services. Michelle Lecates brings experience from previous roles at Schwab Retirement Plan Services. Michelle Lecates holds a 1996 - 1998 Bachelor of Science in Accounting @ Park University. With a robust skill set that includes 401k, Investments, Pensions, ERISA, Asset Allocation and more. Michelle Lecates has 2 emails and 1 mobile phone numbers on RocketReach.
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