Karin Barber Email & Phone Number
Director of Family Office Services @ Northwest Trustee & Management Services, LLC
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Karin Barber Location
- Portland, OR, US
Karin Barber Work
- 2025 -now Director of Family Office Services @
- 2006 -2025 Managing Director and Senior Trust Officer @ First Republic Bank (Acquired by JP Morgan Chase Bank)
- 1994 -2006 Vice President and Trust Officer @
Karin Barber Education
- City University
Master of Business Administration (M.B.A.)
- Lawrence University
Bachelor of Science (BS) (Political Science and Government)
Karin Barber Skills
- Wealth Management Services
- High Net Worth Individuals
- Estate Planning
- Relationship Management
- Leadership
- Private Banking
- Series 7
- Management
- Series 63
- Mutual Funds
- Fixed Income
- Hedge Funds
- Retirement
- Uniform Combined State Law
- Estate Tax Planning
- Mortgage Lending
- Trusts
- Life Insurance
- Capital Markets
- Investment Strategies
- Credit
- Wealth
- Bloomberg
- Finance
- Banking
- Training
- Uniform Combined State
- Strategic Planning
- High Net Worth
- Wealth Management
- Portfolio Management
- Microsoft Excel
Karin Barber Summary
- Karin Barber, based in Portland, OR, US, is currently a Director of Family Office Services at Northwest Trustee & Management Services, LLC. Karin Barber brings experience from previous roles at First Republic Bank (Acquired by JP Morgan Chase Bank) and U.S. Trust. Karin Barber holds a Master of Business Administration (M.B.A.) @ City University. With a robust skill set that includes Wealth Management Services, High Net Worth Individuals, Estate Planning, Relationship Management, Leadership and more. Karin Barber has 2 emails on RocketReach.
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