Teresa Taylor

Teresa Taylor has extensive experience in retirement plan consulting and internal sales, currently serving as an Internal Defined Contribution & Defined Benefit Retirement Plan Consultant and Manager of Internal Sales at July Business Services since 2003. In this role, Teresa collaborates with financial advisers and employers to deliver comprehensive retirement plan recordkeeping and administration, along with integrated cafeteria and payroll services. Prior to this, Teresa worked at Sterling Trust Company from 1997 to 2003 as a Client Services Manager, further honing expertise in client relations and service management within the financial sector.