KATHLEEN BAILEY

CHIEF OF OPERATIONS | EXECUTIVE ASSISTANT TO TODD PURICH

Kathleen leads our platinum client service team, with a focus on concierge experiences for our clients and their families. As Todd’s executive assistant, Kathleen manages his schedule and serves as his client coordinator

She also oversees the daily administrative and operational functions of Legacypcs, working closely with Todd to establish policies and procedures that promote company culture and vision. Her focus is to remove obstacles and build paths to success for the advisors at Legacypcs and the clients we serve.

Kathleen has an Associate's Degree in Paralegal Technology from Johnston Community College and a North Carolina Life and Health Insurance License.

Before joining Legacy Private Client Services, she worked in the settlement services and title insurance industry for over 17 years in Las Vegas, Nevada. Kathleen brings her unique skill set that was honed while working in the settlement services and title insurance industry as an Escrow Officer, Branch Manager, and Escrow Operations Manager.

Kathleen enjoys doing Pilates, spending time with her family and friends, reading a great book, and escaping to the beach whenever possible.