Tim Minneman

President at Back Office Connection - Kirkland, WA, US

Tim Minneman's Contact Details
HQ
425-250-7500
Location
Greater Seattle Area
Company
Back Office Connection
Tim Minneman'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 Tim Minneman
Tim Minneman currently works for Back Office Connection.
Tim Minneman's role at Back Office Connection is President.
Tim Minneman's email address is ***@backofficeconnection.com. To view Tim Minneman's full email address, please signup to ConnectPlex.
Tim Minneman works in the Financial Services industry.
Tim Minneman's colleagues at Back Office Connection are Jordan Ney, Thomas Epplin, Ambra Elmer, Brandi Proper, Kenneth Minneman, Kristi Flynn, Dawn Spencer and others.
Tim Minneman's phone number is 425-250-7500
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