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.
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