Barbara Richardi
Director, Client ServicesT: 781.380.1015 |
Barbara Richardi is the Director of Client Services for Legacy Investment Advisors, Inc.. She is responsible for all aspects of client service, as well as the day to day operation of the office and its staff. She sets the guidelines for the preparation, review and processing of all client enrollments of multi-life and multi-disability income cases, as well as the underwriting of all individual cases. Her responsibilities also include the supervision of all staff members involved in these processes. Barbara is extremely detail oriented and has a keen ability to foresee potential problem areas in all the projects she is involved in . She has developed close personal relationships with key contacts of the numerous carriers we do business with, which is crucial in this industry. She has 13 years of client service experience while working with Legacy Investment Advisors, Inc., The Westport Group, HRH, Willis and Westport Worldwide. Prior to this, Barbara was a Series 6 registered representative for Fidelity Investments. She was originally hired by Fidelity to launch their broker-dealers; Fidelity Distributors Corporation and Fidelity Brokerage Services. She was the Manager of Fidelity’s Registration Department and it’s 11 employees, which had the responsibilities of licensing the broker-dealers, registered representatives as well as the registration and sales monitoring of all of the Fidelity Funds registered in the US and Puerto Rico. Barbara was also Assistant to the Director of the Massachusetts State Securities Division and was the testing coordinator between the North American Securities Administrators Association and the NASD for the piloting sessions for the birth of the NASD’s Central Registration Depository (CRD). |