Speaker Details
Speaker Name: Bryna S. Allen
Job Title: Director of Operations
Company: Back Office Connection
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Bryna S. Allen is director of operations at Back Office Connection, where she oversees portfolio administration and reconciliation, trading and settlement, transaction settlement, process evaluation and documentation, and reporting for investment advisor clients.
Ms. Allen brings 12 years of experience in financial services, including brokerage, money management and financial consulting. Before joining Back Office Connection, she managed the operations department at a mid-sized RIA. Ms. Allen is a CFP professional and has a bachelor’s degree in economics from Whitman College in Walla Walla, Washington.