Linda Bready
Linda has been in the financial services industry for over twelve years. Linda founded B-Ready Outsourcing in 1998 to provide virtual back-office outsourcing solutions to independent wealth management firms. Prior to founding B-Ready Outsourcing, Linda worked with The Lyons Companies, a small investment advisory firm in Waltham, MA, where she served as Director of Client Investments. Previous to this, Linda worked with Peerman & Davis, a small investment advisory firm in Nashville, TN, where she served as Director of Investment Data Management and Reporting, and managed the firm’s initial implementation of Centerpiece© in 1993. Linda has a B.A. in Medieval English History from Northwestern University and San Diego State University. Linda attained her Series 7 license in 1994, but subsequent to the founding B-Ready Outsourcing, Linda allowed the Series 7 to lapse to avoid any perceived conflict of interest.
- Client reporting and reconciliation
- Account openings
- Asset transfers
- Day-to-day flow of operations