Investment Associate | Boulder
Barbara is responsible for supporting clients and managing operational systems and processes related to client accounts. Prior to joining First Western Trust, she was the Client Services Manager for Reber/Russell Company. Barbara has distinguished herself in the area of client service, establishing a culture of responsiveness and professional assistance in the financial services industry. She is experienced at overseeing and completing quality checks, processing daily trades, confirming investments and transactions, account set-up, payment processing, transfers, loans and distributions. She also has a strong command of pension regulations, human resources, and accounting software programs.
Getting to Know Barbara
What trait do you most value in your friends?
What is your most treasured possession?
What is your motto?
Never give up and always be positive!
- Associates of Applied Science from Pueblo Community College