Kristi Flynn

Consultant at Back Office Connection - Kirkland, WA, US

Kristi Flynn's Contact Details
HQ
425-250-7500
Location
Montpelier,Vermont,United States
Company
Back Office Connection
Kristi Flynn'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 Kristi Flynn
Kristi Flynn currently works for Back Office Connection, Inc..
Kristi Flynn's role at Back Office Connection, Inc. is Consultant.
Kristi Flynn's email address is ***@backofficeconnection.com. To view Kristi Flynn's full email address, please signup to ConnectPlex.
Kristi Flynn works in the Financial Services industry.
Kristi Flynn's colleagues at Back Office Connection are Shannon Saxton, Tim Minneman, Ambra Elmer, Jordan Ney, Brandi Proper, Kenneth Minneman and others.
Kristi Flynn's phone number is 425-250-7500
See more information about Kristi Flynn