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.
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