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Senior Associate
Louisville
Client and Corporate Services
Barbara is a Senior Associate in the Louisville office. She is the manager of operations for the Risk Management group and is a licensed insurance agent. Her main goal is to provide excellent service to clients and provide an insurance strategy that best suits her client’s needs. Barbara is also responsible for training case managers and operations team members and coordinating the insurance credentials and licenses for the firm.
Prior to joining Cerity Partners, Barbara was a Client Experience Manager with ARGI Financial Group.
Associate
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Partner & Chief Operating Officer for Client Service & Development
Principal & Director of Training
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