Back Office Connection, Inc. Information
Contact top employees from
Back Office Connection, Inc.
Summary
Back Office Connection (BOC) is a full-service outsourcing firm for RIAs & Wealth Managers. Our services are focused on achieving operational stability through efficiency and best practices. Our col...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Outsourcing, Operations, IT, Compliance Administrative Support, Advent, PortfolioCenter, Tamarac, Orion, Black Diamond, APX, Download & Reconciliation, Billing, Reporting, Cost basis reconciliation, Trade implementation (allocation uploads), Trade settlement verification, New account setup, Asset transfer facilitation, RMD tracking & follow-up, CRM maintenance
Founded
2007
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at Back Office Connection, Inc. shows a diverse range of experience levels:
7% have been with the company for less than 1 year7% for 1–2 years14% for 3–4 years21% for 5–7 years14% for 8–10 years36% have over 11 years of service at Back Office Connection, Inc.Contact top employees from
Back Office Connection, Inc.
Tim Minneman
Owner
Ambra Elmer
Consultant
Thomas Epplin
Product and Platform Manager
Shelbey Bateman
Senior Operations Platform Specialist
Bryna Riley
Senior Consultant
Dawn Spencer
Director Of Operations
Christina Spencer
Data Consultant
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FAQ
Back Office Connection, Inc. operates in the Financial Services industries. More details can be found on the official website: backofficeconnection.com.
The headquarters of Back Office Connection, Inc. are located in Poulsbo, United States.
Back Office Connection, Inc. currently employs 10-50 people.
