Julien Mordecai

About Julien Mordecai

I have been working with many of the best independent boutique RIA firms since 1994! Over time our advisor entrepreneurs have inspired me and my terrific team to achieve a similar level of commitment to results and outcomes that also drives their passion. We seek to be the closest and most productive problem solving partner that an entrepreneur can have. As a people company, we first seek common ground in vision and values before we partner, hire or serve. Honesty – Be Honest - Honesty is always a choice. Be honest with ourselves and all who depend on us, follow our passions, do what we love and are good at. This is the only thing we have 100% control over. Dependability - The quality of being able to be depended upon. Are we doing what we are supposed to be doing at the time? Being worthy of trust and delivering on our promises. Go Above and Beyond - In work, with our loved ones, with the world we live in, why just bump along, when you can really live? All it takes is love, passion, energy and real caring to be motivated enough to make a difference for our loved ones. High flying! People - Understanding that technology, infrastructure, planning, money, and our resources all provide leverage, but it still comes down to great people working together! Evolution/Adaptability - Without a commitment to evolution, all things stagnate. We simply have to keep learning, growing, evolving and getting better. Solve the Problem - Nothing gets better until you solve the problem.worry, blame, excuses, frustration, anger.are not solving the problem. God\'s love is not dependent on our performance. Grace on earth has been bestowed, and all we need to do is accept his love and pass it on!

Experience

1. Principal and Founder

   Allbackoffice Consulting, Llc

   Mar 2009 — Present · Edenton and Raleigh, NC

   Founded AllBackoffice to help Independent RIA entrepreneurs remain Independent! We are dedicated to supporting advisors with a fiduciary approach to our consulting, so that we remain focused on their goals for their practices and clients by leveraging best fit, low risk and proven technologies for their best benefit. Adding our expertise and workflow as we go.Support for Schwab Performance Technologies PortfolioCenter, Advent Axys, ByAllAccounts, QuickBooks, RedTail, Junxure, Advisor Products, Thompson Reuters, iRebal, TRXpert, TradeWarrior, TrueNorth Networks, Hyperfive, Make it a Great Day.

Education

• North Carolina State University

  BA, Business Management

  1987 — 1992

• North Carolina State University

  BA, Spanish Language and Literature

  1987 — 1991

Skills

• Investments
• Strategic Financial Planning
• Asset Management
• Investment Advisory
• Relationship Management
• Wealth Management
• Outsourcing
• Mutual Funds
• Sales
• 401k
• Asset Managment
• Alternative Investments
• Portfolio Management
• Financial Services
• Management
• Retirement
• Financial Planning
• Business Analysis