Marsha Harbert, CTFA
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Executive Summary
Marsha Harbert is a highly experienced professional with 17.6 years of work experience in various fields such as loans, investments, team building, portfolio management, public speaking, wealth management, marketing, customer service, financial analysis, asset management, finance, commercial banking, certified paralegal, registered paraplanner, strategic financial planning, investment properties, mutual funds, securities, retail banking, financial planning, leadership, small business, sales, strategic planning, cash management, public relations, management, business development, Microsoft Office, trusts, event planning, financial services, retirement planning, and marketing strategy. She is based in Grand Junction, Colorado, United States. Marsha's focus is to help individuals develop an estate plan and strategy to leave a lasting legacy for generations to come.
Contact Information
Current Workspace
Two Rivers Trust Co.
senior trust officer at two rivers trust co
senior trust officer at two rivers trust co
Professional Background
Personal Interests
Colleagues
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