Shannon Saxton

Partner/President at Back Office Connection - Kirkland, WA, US

Shannon Saxton's Colleagues at Back Office Connection
Tim Minneman

President

Contact Tim Minneman

Jordan Ney

Operations Consultant

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Thomas Epplin

Product and Platform Manager

Contact Thomas Epplin

Ambra Elmer

Consultant

Contact Ambra Elmer

Brandi Proper

Senior Consultant

Contact Brandi Proper

Kenneth Minneman

Consultant, Operations

Contact Kenneth Minneman

Kristi Flynn

Consultant

Contact Kristi Flynn

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Shannon Saxton'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
Shannon Saxton'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 Shannon Saxton
Shannon Saxton currently works for Back Office Connection.
Shannon Saxton's role at Back Office Connection is Partner/President.
Shannon Saxton's email address is ***@backofficeconnection.com. To view Shannon Saxton's full email address, please signup to ConnectPlex.
Shannon Saxton works in the Financial Services industry.
Shannon Saxton's colleagues at Back Office Connection are Tim Minneman, Jordan Ney, Thomas Epplin, Ambra Elmer, Brandi Proper, Kenneth Minneman, Kristi Flynn and others.
Shannon Saxton's phone number is 425-250-7500
See more information about Shannon Saxton