Barbara Marshall Email & Phone Number
OSJ Director of Operations @ iTP Partners
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Barbara Marshall Location
- Ponte Vedra Beach, FL, US
Barbara Marshall Work
- 2024 -now OSJ Director of Operations @
- 2016 -now Operations Manager @
- 2000 -2016 Financial Services @
Barbara Marshall Education
- University of North Florida
Bachelor's Degree
2004-2007
Barbara Marshall Skills
- Salesforce.com
- Management
- Financial Analysis
- Financial Risk
- Risk Assessment
- Research
- Electronic Trading
- Investments
- Customer Service
- Morningstar
- Finance
- Account Management
- Financial Modeling
- Financial Reporting
- Investment Strategies
- ETFs
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Event Planning
- Office Administration
- Office Management
- Social Networking
- Microsoft Office
- Leadership
- Social Media
- Budgets
- Equity Research
- Equity Trading
- Front to Back Office
- Digital Signatures
- Marketing
- Social Media Marketing
- Volunteering
- Financial Services
- AlBridge Wealth Reporting
- Salesforce.com Administration
- MoneyGuide Pro
Barbara Marshall Summary
- Barbara Marshall, based in Ponte Vedra Beach, FL, US, is currently a OSJ Director of Operations at iTP Partners. Barbara Marshall brings experience from previous roles at iTP Partners and AXA Advisors. Barbara Marshall holds a 2004 - 2007 Bachelor's Degree @ University of North Florida. With a robust skill set that includes Salesforce.com, Management, Financial Analysis, Financial Risk, Risk Assessment and more. Barbara Marshall has 5 emails on RocketReach.
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