Jessica Riccardi
About Jessica Riccardi
Jessica Riccardi serves as a Regional Leader at Primerica, where she has been instrumental in managing nearly $25 billion in client assets since 2010. She contributes to the company's mission of helping families eliminate debt and save for the future, supporting a client base of 6 million across North America.
Work at Primerica
Jessica Riccardi has served as a Regional Leader at Primerica since 2010. In this role, she is part of a large team that includes over 100,000 licensed representatives and 24,000 licensed mutual fund representatives, making it the largest sales force in North America. Her responsibilities include managing securities clients' assets, contributing to the overall management of nearly $25 billion under Primerica's oversight. Riccardi's work directly supports Primerica's mission to assist families in eliminating debt and saving for their future.
Background
Jessica Riccardi is based in Duluth, Georgia, United States. She has been with Primerica for 14 years, during which she has developed extensive experience in the financial services industry. Her role as a Regional Leader involves overseeing a significant number of representatives and ensuring effective management of client assets.
Client Engagement and Services
Riccardi plays a vital role in serving Primerica's client base, which includes approximately 6 million clients across the United States, Canada, and Puerto Rico. Her contributions are integral to the company's efforts in providing financial solutions and support to families, helping them navigate financial challenges and plan for their future.
Financial Management Expertise
In her position, Jessica Riccardi is involved in managing a substantial portfolio of securities clients' assets. This responsibility underscores her expertise in financial management and her commitment to ensuring that clients receive appropriate guidance in asset management, reflecting Primerica's dedication to client success.