Cassie’s client-first approach combined with her knowledge of open architecture and experience serving registered investment advisors makes her a great fit for our team.
Waco, TX (PRWEB) March 20, 2014
July Business Services, a leading national retirement plan provider, has expanded its national advisor support team with its hire of Cassie Aragon as the company’s Southeast Regional Sales Consultant. Aragon joins a growing team of regional business development leaders that provide expert support to financial advisors and TPA partners on all facets of the sales process, including retirement plan design, proposals, and sales support.
Aragon draws on more than 14 years of experience working with advisors and third party administrators while with ASPire, Retirement Alliance, Inc., Regions Bank (formerly AmSouth Bank), and Pension Corporation of America. “We are excited to add Cassie to our team of experienced Regional Sales Consultants.” said John Humphrey, JULY’s COO. “Cassie’s client-first approach combined with her knowledge of open architecture recordkeeping, her background working with third party administrators, and her knowledge and experience serving registered investment advisors makes her a great fit for our team.”
JULY’s Regional Sales Consultants provide expert field support for retirement plan-focused financial advisors and third party administrators. They organize and host educational events, coordinate plan design illustrations, prepare and present proposals, and are speakers on topics relevant to industry professionals. Aragon will be responsible for working with advisors and other JULY relationship partners in the Southeast Region and will be based in Atlanta, Georgia. See JULY’s national sales map for more details.
July Business Services is a leading retirement plan provider that helps financial advisors and third party administrators deliver successful retirement plan strategies through its fully independent, open-architecture retirement plan platform. JULY brings unbiased, expert knowledge to all facets of the retirement plan process including customized plan design, leading technology, and hands-on implementation and management of the plan. JULY supports clients with an expansive, conflict-free investment platform, including Exchange Traded Funds (ETFs), collective trusts, professionally managed portfolios, and mutual funds. For more information about JULY, visit our website.