Our Talented Team

President

Julien Mordecai

Julien Mordecai has worked with independent advisors since 1994. Prior to founding AllBackoffice Consulting, he worked with Schwab Performance Technologies, B-Ready Outsourcing Solutions (OFN, then Envestnet) and Etelligent Consulting (later Schwab PortfolioServices). Julien remains focused on helping advisors push the envelope of efficiency and productivity using creative innovations in technology. He is committed to offering service with best-practice processes as its core foundation. Julien’s vision for AllBackoffice Consulting is to provide advisors with an independent, trusted technology partner to assist in operational and technology selection, configuration and ongoing management support with continuous operational evolution as the goal.

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Julien believes that selecting the best-fit technology is important; but how businesses successfully implement and evolve their technology for the benefit of their internal teams and clients is more important.

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Born in Managua Nicaragua with a move to Raleigh, NC, Julien graduated from North Carolina State University with BA degrees in International Business Management and Spanish Language and Literature. He obtained the NASD series 7 and 63 licenses and completed portions of the College for Financial Planning’s CFP course work before realizing his passion for serving advisor entrepreneurs. Julien, with wife Patricia and children, Wood, Beatrice and Harris, live in Edenton, NC. He is Treasurer for Edenton Rotary, and a member of St. PAULS Church.

Head of Advisor Solutions

Calvin Elliott

Calvin Elliott has worked with AllBackoffice from the beginning, starting out as an Operations Associate before taking on the role of IT Manager in 2016 and ultimately moving into his current role in 2019. Calvin holds a B.S. in Business Administration from North Carolina State University.

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Calvin was born in Elizabeth City, NC, but currently resides in Edenton, NC with his wife Ceili and daughter Adaline. Calvin is a very dedicated, determined, and honest individual. When not assisting ABC and its clients or spending time with his family, Calvin can be found in his woodshop creating masterpieces from blocks of wood.

Head of Onboarding & Account Manager

Shelbey Bateman

Shelbey Bateman has been a part of the AllBackoffice team since December 2015.  Shelbey graduated from the University of Phoenix with a B.S. in Accounting in 2018 and received an MBA in June 2020.  Shelbey is a dedicated team member that strives to provide the best support and experience for her clients.

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Currently residing in Edenton, NC, Shelbey enjoys attending her children’s after-school activities, kayaking, reading, and being outdoors. 

Head of Bookkeeping and Human Resources

Claire Phillips

Claire Phillips has worked in various areas of the bookkeeping field since 1997. Beginning in 2000, Claire worked exclusively in QuickBooks Pro and Premier while working with a local CPA, managing bookkeeping for various clients.

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Claire is an Edenton, NC native and resides with her husband Bill. Claire graduated from the University of North Carolina at Greensboro with a BA degree in Psychology. Outside of work, Claire loves spending time with her two horses.

Advisor Solutions Senior Account Manager

Darlene Guillory

Darlene Guillory graduated from The University of Texas at Austin with a Bachelor’s degree in Journalism.  She worked for Financial Support Services part time from 2001 to 2004, becoming full time in 2005. In 2007, she became an independent contractor with FSS. Then, in April of 2013, she began contracting with financial planners directly and with other back-office supporters such as AllBackoffice Consulting. She now works exclusively for ABC.

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Darlene was born in Morgan City, LA, but has resided in Texas most of her life and considers herself a Texan.  She is a service-minded team player, and a person with great integrity.  She enjoys watching football, bike riding, gardening, and driving the backroads of Texas. And chocolate.

Fintech and Technology Strategy

Chris Manker

Chris has been with AllBackoffice for more than twelve years, overseeing product development. Chris is also the founder of Nexa Insights.

Advisor Solutions Technology Lead

Sophie Talbot

Sophie Talbot has worked in client services for over 30 years and has worked with AllBackoffice since February 2014.  Sophie attended the University of Houston and the University of Arkansas where she received a degree in Industrial and Organizational Psychology and Abnormal Psychology, while she minored in Business Management.

Sophie was originally born in Keelung City, Taiwan, although she was raised on a chicken farm in Arkansas. After living in Kuala Lumpur, Malaysia, Sophie moved back to the states and now resides in North Carolina. Sophie enjoys spending time with her loved ones, hanging out with her animals, and watching comedies.

Marketing Research Associate

Catie McKinney

Catie McKinney is a Sophomore at High Point University, currently pursuing a major in Sociology/Anthropology and double minoring in Public & Professional Writing and Marketing, while also being a member of the honors scholar community on campus. Catie graduated as valedictorian from her high school in the spring of 2021 with her Associate in Arts degree. 

Catie started as an intern at AllBackoffice in the summer of 2022 and plans to continue working with the company through her time at college. Her primary job is to assist with marketing content.

In her free time, Catie can be found volunteering as Social Media Director of HPU's Habitat for Humanity club, going new places with her friends, or hanging out with her dogs and cats. 

Advisor Solutions Technology Associate

Luke McKinney

Luke McKinney is an operations team member and part-time IT personnel from Edenton, NC who now lives in Boone, NC. Luke provides technical support to Account Managers in a variety of tasks in Portfolio Center, BlueLeaf, CRM software, and many other platforms. Luke is efficient and reliable with both small and large tasks and is always willing to lend a hand at a moment’s notice. A graduate of Northeast Academy of Aerospace and Advanced Technologies, Luke went on to gain 2 years of undergraduate experience in High Point University's honors scholars program before transitioning to AllBackoffice for real-world experience. Luke's free time is spent learning computer science and cyber security.

Account Manager

Janet Swenson

Janet Swenson has worked at AllBackOffice Consulting since February 2022 and has shown a high level of growth and initiative from day one. Janet has an associate degree in business, and has 26 years of business management and QuickBooks experience in a variety of different business settings. Her professionalism and organization make her an excellent fit as our newest account manager. 

Personally, Janet is the financial manager of two non-profits in Edenton, NC, and has raised substantial funds for capital improvements for each non-profit. Janet is recently re-married and the proud mother of two daughters, ages 15 & 18, with whom she is very involved on an academic and spiritual level.

Account Manager & Account Aggregation Expert

Patti Smith

Patti Smith has worked in the financial industry for 14 years, during which time she developed a strong understanding of financial data including implementation services for RIAs. Patti has a strong financial software background having previously worked for two portfolio management software companies. Patti attended Garrett College in MD and has a degree in Business Management. 

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As an Account Manager at AllBackoffice Consulting, LLC, Patti hopes to help broaden the company’s ability to add more custodial availability for clients while providing superior customer service.

Advisor Solutions Account Manager

R.H. Partin

R.H. Partin has worked in various aspects of the financial services industry throughout his career. Starting out in Commercial Lending, then moving on to various sales roles in different capacities. All of these experiences have helped R.H. broaden his client services skillset. 

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R.H. recently moved back to his hometown of Edenton after almost two decades in Greenville and Raleigh North Carolina. R.H. received his BSBA with a concentration in Banking and Finance from Elizabeth City State University, and holds numerous certifications from the North Carolina Bankers Association, Risk Management Association, and Credit Risk Management Association. In his spare time, R.H. enjoys being on the golf course, tennis court, or on the water with his dog Emma.

Head of Business Development

Craig Stevenson

Craig Stevenson graduated from the University of Delaware with a Bachelor of Science in Economics. Craig began his career in wealth management at ByAllAccounts running sales, then went on to work at Tamarac, RedBlack Software, Blaze Portfolio, and Flyer Financial Technologies prior to joining AllBackOffice in 2022. Through his various roles in financial software sales, Craig has developed a deep knowledge of the RIA space.

In his free time, Craig enjoys reading, cooking, and sailing.

Head of Enterprise Solutions

Rob Major

Since 1992, Rob has spent his career working with financial professionals in order to deliver unique portfolio modeling, reporting, trading, and billing solutions for end clients. Prior to joining AllBackoffice, Rob founded three fintech startups: Techfi Corporation, MajTech Resources, and AssetBook, LLC.

With a combination of exceptional technical expertise, communication skills, and attention to detail, Rob brings a founder mindset and situational knowledge to AllBackoffice Consulting.

Rob graduated from Frostburg State University in Maryland in 1992 with a BS in Business Administration. Rob and his wife, along with two of his three children, live in the beautiful mountains of western Maryland. Rob has a passion for hiking, boating, and gardening, and is a self-proclaimed “foodie,” especially when it comes to Asian cuisine.