James Gray Email & Phone Number
Chief Strategy Officer @ Greenleaf Trust
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James Gray Location
- Kalamazoo, MI, US
James Gray Work
- Chief Strategy Officer @ (June 2016 - Present)
- Chief Investment Officer @ (January 2014 - June 2016)
- EVP, Director of the Client Centric Team and Research @ (December 2012 - January 2014)
- EVP, Director Wealth Management Division @ (January 2012 - December 2012)
- Vice President, Director Of Research and Assistant Director Wealth Management Division @ (December 2009 - February 2012)
- Research Analyst @ (March 2008 - December 2009)
- Director Finance North America Region @ (March 1997 - March 2008)
- Various Financial Roles @ Whirlpool Financial Corporation (October 1990 - March 1997)
James Gray Education
- University of Southern Indiana
Finance (Finance, Economics)
1985-1989 - The University of Chicago Booth School of Business
Executive Education Mergers & Acquisitions
James Gray Skills
- Asset Allocation
- Business Strategy
- Cross-functional Team Leadership
- Equity Research
- Finance
- Financial Analysis
- Financial Reporting
- Financial Services
- Forecasting
- Investments
- Leadership
- Management
- Mutual Funds
- Portfolio Management
- Pricing
- Pricing Strategy
- Process Improvement
- Product Development
- Risk Management
- Strategic Financial Planning
- Strategy
- Strategy Development
- Wealth Management
James Gray Summary
- James Gray, based in Kalamazoo, MI, US, is currently a Chief Strategy Officer at Greenleaf Trust. James Gray brings experience from previous roles at Greenleaf Trust. James Gray holds a 1985 - 1989 Finance in Finance, Economics @ University of Southern Indiana. With a robust skill set that includes Asset Allocation, Business Strategy, Cross-functional Team Leadership, Equity Research, Finance and more. James Gray has 1 emails on RocketReach.
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Top Greenleaf Trust Employees
Thomas Drews
Chief Operating Officer
Kalamazoo, MI, US
Tracy Gauthier
SVP, Director of Compliance
Mattawan, MI, US
Nicholas Juhle
Chief Investment Officer
Kalamazoo, MI, US
David Mange
Vice President and Sr. Research Analyst
Kalamazoo, MI, US
James Curry
Senior Vice President, Director of Wealth Management
Kalamazoo, MI, US
Oliver Krings
Chief Information Security Officer
Kalamazoo, MI, US
Karen Bouche
Executive Vice President, Family Office Advisor
Kalamazoo, MI, US
Steve McKiddy
Chief Financial Officer
Kalamazoo, MI, US
Sarah Johansson
Senior Vice President, Director of Marketing
Kalamazoo, MI, US
Thomas Demeester
Managing Director
Grand Rapids, MI, US
Wendy Cox
Chief Fiduciary Officer
Detroit, MI, US
Bill Feldmaier
Managing Director - Southeast Michigan
Detroit, MI, US
Nicole Asher
Senior Vice President, Senior Wealth Management Advisor
Kalamazoo, MI, US
John Welch
Senior Vice President - Market Director
Traverse City, MI, US
James Gray
Chief Strategy Officer
Kalamazoo, MI, US
Dan Rinzema
President
Kalamazoo, MI, US
Dawn Moore
Vice President, Senior Trust Officer
Philadelphia, PA, US
Jennifer West
Managing Director
Midland, MI, US
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