Adam joined JULY in 2006 and has worked extensively with both internal and external sales teams to implement excellent processes to onboard new plans and to help foster highly productive relationships with advisors. Adam currently leads the company’s efforts to forge strategic alliances with other national service providers. Within this role, Adam works closely with strategic TPA partners, custodians, and DCIO’s to help support and grow their business. Adam graduated from Baylor University with a degree in International Political Science and Spanish. Adam enjoys traveling and exercise. He has visited more than 30 countries during his travels. Adam resides in Santa Monica, California where he continues to master the art of spotting Hollywood stars.