Jordan Ney

Operations Consultant at Back Office Connection - Kirkland, WA, US

Jordan Ney'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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Brandi Proper

Senior Consultant

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Kenneth Minneman

Consultant, Operations

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Jordan Ney'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
Greater Seattle Area
Company
Back Office Connection
Jordan Ney'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
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Frequently Asked Questions about Jordan Ney
Jordan Ney currently works for Back Office Connection.
Jordan Ney's role at Back Office Connection is Operations Consultant.
Jordan Ney's email address is ***@backofficeconnection.com. To view Jordan Ney's full email address, please signup to ConnectPlex.
Jordan Ney works in the Financial Services industry.
Jordan Ney's colleagues at Back Office Connection are Kristi Flynn, Shannon Saxton, Tim Minneman, Ambra Elmer, Brandi Proper, Kenneth Minneman and others.
Jordan Ney's phone number is 425-250-7500
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