Head of Operations
Barb Trimbur joined Realta in December 2014. Prior to joining Coastal she gained extensive experience in the banking industry and the running of her own business. In her role of Senior Operation Associate she communicates directly with financial professionals and assists them with their daily operation needs and requests. Barb also works directly with the operations team on day to day tasks that need to be completed. She is also responsible for training internal staff and working hand in hand with the onboarding of all new financial advisors.
Barb attended Penn State University and studied Elementary Education.
You are now leaving the Realta Wealth site to enter a secure site for CoastalOne. Realta Wealth was formerly known as CoastalOne. Please click below to continue.
You are now leaving the Realta Wealth site to enter a secure site for CoastalOne. Realta Wealth was formerly known as CoastalOne. Please click below to continue.