Joe Ray Email & Phone Number
Experienced Manager of Trust and Investment Services
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Joe Ray Location
- Oklahoma City, OK, US
Joe Ray Work
- Experienced Manager of Trust and Investment Services @ Self-employed (May 2021 - Present)
- VP, Board Member @ (January 2017 - Present)
- Board Member @ (April 2019 - Present)
- Manager of the Oklahoma City Region @ (April 2018 - May 2021)
- Managing Director, The Private Bank @ (October 2008 - April 2018)
- SVP - Mgr. Portfolio Management Group @ (April 1997 - October 2008)
- Board President @ Sunbeam Family Services (January 2013 - January 2015)
Joe Ray Education
- Oklahoma City University
Masters (Business Administration)
1988-1990 - Oklahoma State University
Bachelor of science (Finance)
1978-1982 - Northwest classen hs
- Northwestern University
Joe Ray Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Banking
- Bonds
- Cash Management
- Commercial Banking
- Commercial Lending
- Consumer Lending
- Credit
- Credit Analysis
- Credit Risk
- Customer Oriented
- Customer Satisfaction
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Risk
- Financial Services
- Fixed Income
- High Net Worth Individuals
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Loan Origination
- Loans
- Management
- Mutual Funds
- Non-profit Volunteer
- Personal Financial Planning
- Portfolio Management
- Private Banking
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Small Business Lending
- Strategic Financial Planning
- Strategic Planning
- Treasury Management
- Treasury Services
- Trust Services
- Wealth Management
- Wealth Management Services
- Fiduciary
- Public Speaking
- Net
- Non Profit Volunteer
- Solutions
- Business Strategy
Joe Ray Summary
- Joe Ray, based in Oklahoma City, OK, US, is currently a Experienced Manager of Trust and Investment Services at Self-employed. Joe Ray brings experience from previous roles at CATHOLIC FOUNDATION OF OKLAHOMA INC, Oklahoma State University Alumni Association, Trust Company of Oklahoma and Bank of Oklahoma. Joe Ray holds a 1988 - 1990 Masters in Business Administration @ Oklahoma City University. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment and more. Joe Ray has 2 emails and 2 mobile phone numbers on RocketReach.
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