Barbara J. Root, CTFA, AIF

VP, Relationship Manager at Columbia Trust Company
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Contact Information
us****@****om
(386) 825-5501
Location
Tacoma, Washington, United States, US
Skills

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Bio

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Credentials

  • Accredited Investment Fiduciary
    Center for Fiduciary Services
    Dec, 2010
    - Nov, 2024
  • Certified Trust and Financial Advisor
    American Bankers Association
    Aug, 2007
    - Nov, 2024

Experience

  • Columbia Trust Company
    • United States
    • Financial Services
    • 1 - 100 Employee
    • VP, Relationship Manager
      • Jan 2016 - Present

      Trust and Estate Administration Trust and Estate Administration

  • Columbia State Bank
    • Tacoma, WA
    • VP, Senior Fiduciary officer
      • Mar 2010 - Dec 2015

      Merged into Columbia Trust Company Past Trust Administration Committee Chair, Watch List Committee Chair, Policies and Procedures Committee, Merger Integration Team, Compliance and Operations Committee member, past Board Trust Committee Secretary Merged into Columbia Trust Company Past Trust Administration Committee Chair, Watch List Committee Chair, Policies and Procedures Committee, Merger Integration Team, Compliance and Operations Committee member, past Board Trust Committee Secretary

  • American Marine Bank
    • Banking
    • 1 - 100 Employee
    • VP, Fiduciary Officer
      • Jun 2004 - Feb 2010

      Merged with Columbia Bank Trust Administration Committee Chair, Board Trust Committee Secretary, and Trust Compliance Officer Merged with Columbia Bank Trust Administration Committee Chair, Board Trust Committee Secretary, and Trust Compliance Officer

Education

  • Highline College
    Legal Assistant/Paralegal
    1992 - 1994
  • Washington State University
    General Business Administration and Communications
    1982 - 1986

Community

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