Julien Mordecai – I have served independent advisor entrepreneurs for 15 years.  I co-founded AllBackoffice Consulting LLC with Lisa Welborn to fulfill my passion for working more closely with these business entrepreneurs as they strive to reach their goals and serve their clients best.  Throughout my career with several successful companies in roles of sales, support, marketing and management, the one role I have always played is that of an operations and technology consultant.  I started in 1995 providing data conversions, technical support, and sales production for Centerpiece at Schwab Performance Technologies.  I later developed and managed the sales team as we grew from less than 800 to over 3500 advisors.  I also served as VP of Sales at EAInvest Securities and then at etelligent Consulting, where we grew from serving three clients in 2003 to over 120 as of February 2008 when the company was sold to Schwab Performance Technologies.  Most recently, I helped B-Ready Outsourcing Solutions merge with the Open Finance Network.  At AllBackoffice Consulting it is our goal to remain completely independent and partner for the long run with our advisor clients, in the model of a boutique RIA.

I graduated from North Carolina State University with BA degrees in International Business Management and Spanish Language and Literature.  I have owned and foregone my NASD series 7 and 63 licenses and completed 2 stages of the College for Financial Planning’s CFP course work before realizing my passion is serving advisor entrepreneurs.  I am married to Patti Mordecai with three children and live in Edenton, NC.

Lisa Welborn - Before co-founding AllBackoffice Consulting, LLC, I worked for over 20 years in the financial industry serving Investment Advisers in many ways.  I am a project manager and quality assurance professional at heart, but most of all I respect my clients.  I am excited about the long term commitment we are making to serve our advisors in a trusted role with deliberate processes so we can offer the very best service in our niche industry!

My most recent position was as a Sr. Business Analyst for Charles Schwab working in the Investment Adviser Data Delivery area.  During my 14 year career with Charles Schwab, nine years were spent working at Schwab Performance Technologies in Tech Support and Quality Assurance.    Prior to my work at Charles Schwab, I founded Welborn Consulting in 1990.  Welborn Consulting has been servicing the needs of Investment Advisers with reliable, quality, and timely outsourced servicing of PortfolioCenter for over 20 years.  I hold a Bachelor of Science degree in Business Administration and Finance minor.  My husband Bob and I have two grown sons.

Kathy Moser – Prior to joining AllBackoffice Consulting LLC, I have worked with Lisa Welborn for the last 15 years in serving our advisors with outsourced PortfolioCenter support.  During the last 15 years I have worked with clients on data set up, maintenance, performance reporting, and special projects, addressing each client’s unique needs and challenges. By taking time to understand the bigger picture needs or our advisors, I have been very successful at getting PortfolioCenter to integrate within each client’s office processes. My focus on detail enables me to solve complex performance and corporate action issues as well as data conversion challenges. I am a strong verbal communicator which is a very important component in making our relationships with clients efficient.  I enjoy teaming with the clients to bring success to their businesses so I am excited to be working towards the long-term goals of our new advisor clients at AllBackoffice Consulting.

I hold a Bachelor of Science Degree in Business Management and Ethics Summa Cum Laude from Manhattan Christian College. I have been married to my husband Scott for over 20 years and we have two wonderful children Lacey and Ryan.