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.

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.

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. He is Treasurer for Edenton Rotary, and a member of St. PAULS Church.