Barbara Ray Email & Phone Number
Managing Member @ Bridge Generations Wealth Management
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Barbara Ray Location
- Salt Lake City, UT, US
Barbara Ray Work
- Managing Member @ (July 2024 - Present)
- Financial Advisor @ (January 2019 - January 2025)
- CEO, Managing Member @ Vantage Point Advisors (January 2003 - January 2019)
- Past Chair Finance Committee, Past Chair Investment Committee, Past Vice Chairman @ (January 2002 - July 2016)
- Exec. Finance and Accounting @ (January 1995 - January 2000)
- Exec. Finance Operations @ (January 1992 - January 1995)
- Sr. Manager @ (January 1983 - January 1992)
Barbara Ray Education
- University of Utah
EMBA (Executive MBA)
1998-2000 - Regis University
BS (Accounting, Business Admin)
1977-1981
Barbara Ray Skills
- Executive Compensation Planning
- CPA
- PFS
- Private CFO
- Strategic Planning
- Exit Strategy Planning
- Estate Planning & Coordination
- Family Mission
- Tax Management
- Wealth Transfer
- Business Strategy
- Stock Option Plans
- Change Management
- Risk Management
- Relationship Management
- Process Improvement
- Management Consulting
- Tax
- Estate Planning
- Mission
- Mergers & Acquisitions
- Leadership
- Business Development
- Estate Planning And Coordination
- Microsoft Office
- Mergers and Acquisitions
Barbara Ray Summary
- Barbara Ray, based in Salt Lake City, UT, US, is currently a Managing Member at Bridge Generations Wealth Management. Barbara Ray brings experience from previous roles at Forum Financial Management, LP, Vantage Point Advisors, SelectHealth and American Stores. Barbara Ray holds a 1998 - 2000 EMBA in Executive MBA @ University of Utah. With a robust skill set that includes Executive Compensation Planning, CPA, PFS, Private CFO, Strategic Planning and more. Barbara Ray has 2 emails and 3 mobile phone numbers on RocketReach.
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