Dawn Spencer

Director Of Operations at Back Office Connection - Kirkland, WA, US

Dawn Spencer's Colleagues at Back Office Connection
Kristi Flynn

Consultant

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Shannon Saxton

Partner/President

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Tim Minneman

President

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Ambra Elmer

Consultant

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Jordan Ney

Operations Consultant

Contact Jordan Ney

Brandi Proper

Senior Consultant

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Kenneth Minneman

Consultant, Operations

Contact Kenneth Minneman

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Dawn Spencer's Contact Details
Email (Verified)
***@backofficeconnection.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
425-250-7500
Location
Duvall,Washington,98019,United States
Company
Back Office Connection
Dawn Spencer's Company Details
Back Office Connection logo, Back Office Connection contact details

Back Office Connection

Kirkland, WA, US • 20 - 49 Employees
Financial Services

Back Office Connection (BOC) is a full-service outsourcing firm for RIAs & Wealth Managers. We differentiate ourselves by providing comprehensive services encompassing Operations, IT and Compliance administrative support. Our services are customized to fit your firm. Although they are designed to integrate operations, IT and compliance to optimize efficiency and best practices, you can choose to outsource what you need today and expand over time.

Outsourcing Operations IT Compliance Administrative Support Advent PortfolioCenter Tamarac Orion Black Diamond APX Download & Reconciliation Billing Reporting Cost basis reconciliation Trade implementation (allocation uploads) Trade settlement verification New account setup Asset transfer facilitation RMD tracking & follow-up CRM maintenance Download & Reconciliation RMD tracking & follow-up Financial Services Financial Advisory Services
Details about Back Office Connection
Frequently Asked Questions about Dawn Spencer
Dawn Spencer currently works for Back Office Connection, Inc..
Dawn Spencer's role at Back Office Connection, Inc. is Director Of Operations.
Dawn Spencer's email address is ***@backofficeconnection.com. To view Dawn Spencer's full email address, please signup to ConnectPlex.
Dawn Spencer works in the Financial Services industry.
Dawn Spencer's colleagues at Back Office Connection are Kristi Flynn, Shannon Saxton, Tim Minneman, Ambra Elmer, Jordan Ney, Brandi Proper, Kenneth Minneman and others.
Dawn Spencer's phone number is 425-250-7500
See more information about Dawn Spencer