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.
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