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
- 2024 -now Managing Member @
- 2019 -2025 Financial Advisor @
- 2003 -2019 CEO, Managing Member @ Vantage Point Advisors
- 2002 -2016 Past Chair Finance Committee, Past Chair Investment Committee, Past Vice Chairman @
- 1995 -2000 Exec. Finance and Accounting @
- 1992 -1995 Exec. Finance Operations @
- 1983 -1992 Sr. Manager @
Barbara Ray Education
- University of Utah
EMBA
1998-2000 - Regis University
BS
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 @ 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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