Search Only:

Search Keyword worked

Total: 8 results found.

1. Cassie Luster
(AllBo Content/meet the team)
Technology Advisor – Cassie Luster has worked with independent advisors since 2007. Prior to working at AllBackOffice Consulting, Cassie worked for Etelligent Consulting which was later acquired by Schwab ...
... to gatekeepers in the independent advisor space. Morua spent 13 years with TD Ameritrade, beginning as a relationship manager in 1995. Since that time he has worked as an industry consultant. Read ...
3. Darlene Guillory
(AllBo Content/meet the team)
Darlene Guillory worked for Financial Support services part time from 2001 to 2004, becoming full time from 2005-2006. In 2007, she became an independent contractor with FSS until March 2013. In April ...
4. Claire Phillips
(AllBo Content/meet the team)
Claire Phillips has worked in various areas of the bookkeeping field since 1997. Beginning in 2000, Claire has worked exclusively in QuickBooks Pro or Premier during which time she worked with a local ...
5. Betty Thomas
(AllBo Content/meet the team)
... Associates degree in Computer Programming. She has worked in the field of computers and particularly in detailed customer service since the early 1980's. Betty has worked as a data entry specialist, ...
6. Julien Mordecai
(AllBo Content/meet the team)
CEO – Technology Advisor - Julien Mordecai has worked with independent advisors since 1994. Prior to founding AllBackoffice Consulting, Julien worked with Schwab Performance Technologies, B-Ready Outsourcing ...
7. Jeff LaMay
(AllBo Content/meet the team)
Technology Advisor - Jeff LaMay has been helping firms maximize technology since 1984. Prior to joining AllBackoffice in 2012, Jeff worked with Satuit Technologies concentrating on sales of reporting automation ...
8. Technology and Operations Consulting
(AllBo Content/bo content)
Our consultants have worked with advisors on average for more than 15 years.  We understand that technology consulting is not so much what products you have selected, but how best to leverage these towards ...