Back Office Services provides contract, remote operations and support services to financial and investment advisors. We're more than just a temp or secretarial service -- we're highly qualified investment support professionals ready to help you streamline your processes, support your office or grow your client base.From meeting prep, client reports, and RIA billing to comprehensive client service (deposits, distributions, RMDs, rollovers, transfers, etc.), compliance, virtual office and special projects (audits, B/D changes, CRM creation/clean up or leave coverage for employees) -- we can provide as much or as little help you need to run a professional, efficient firm.

Breeder of the endangered Canadian Horse. Boarding, breeding and import services. Free range chicken and duck eggs, maple syrup, honey, and compost..As a child, my family would take "rescue"​ horses from the track for riding and rehab. My grandfather, an orthopedic surgeon, successfully set several horses'​ legs, something that was unheard of in the 50s, 60s and 70s. While not again rideable, the horses were pasture sound and could live out a decent retired life.I started riding at four and came up through the hunter/jumpers until middle school. I took a longer than expected hiatus from horses through high school and college and came back to them in my 20s, taking up dressage, competitive trail riding, and cross country jumping. I took over the family farm in Hamilton, MA in 1996, offering full board. After ten years of running a successful boarding business, we now offer available stalls for rough boarding. It was during this time that I started breeding quarter horses. We retired our foundation mare in 2008 and started researching other breeds for our program. The Canadian Horse appealed to me as they have wonderful conformation and movement, are fantastic movers and jumpers, are beautiful, smart, personable, and level-headed but still spunky. And, they are a critically endangered breed; so the idea of helping bring back such a wonderful horse really appealed to me.Our "boutique" type breeding program allows us to offer foals that are handled daily, well-adjusted, with early ground training so buyers walk away with a well behaved and ready-to-learn horse.For more information about our farm and what horses we have for sale or for breeding, please see our webpage www.threefoldfarm.com or our Facebook page: www.facebook.com/foldx3

Operations/back office, administrative and financial reporting for financial advisors and family office for the ultra-wealthy. Prepared trades, populated and processed business, prepared client communications and account reporting, compliance administration, billing, meeting preparation, etc. Regularly used the Schwab and Fidelity investment platforms. Financial reporting, analysis and reconciliation of family investments which included large data migration of client information to a new reporting system.

As Senior Client Service Manager for the investment advisor of a small investment and benefits firm, I managed all aspects of client service, business processing, relationship-building, communication, compliance tracking and documentation, fee management and billing, and business development support, including marketing programs and projects. Current programs used include Salesforce, ACT, NetEx, Schwab, Morningstar, Albridge, LaserApps, DTSVision, EMoney and the complete Microsoft Office suite of products.