Senior New Business Case Manager973-265-1223
Barbara Ackerly joined the Allied Wealth Partner’s team in April of 2016. As a member of the case management team, Barbara is responsible for reviewing, processing and managing Insurance & Investment new business for her assigned advisors. She works with underwriters on a daily basis and acts as a resource and advocate on behalf of her advisors to ensure that new business is processed in a timely manner. Additionally, Barbara assists Mara Morris, the senior case manager on the team with the licensing and registration process. A team player, Barbara is always available to provide training and mentoring to the other case managers.