Bob Gray
Senior Vice President - Trust at First State Bank and Trust
- Role
- Senior Vice President - Trust at First State Bank and Trust
- Location
- Hudson, WI, US
- LinkedIn followers
- 500 followers
About Bob Gray
Senior Executive with extensive experience in Trust Administration, Investments, Banking, Defined Benefit and Defined Contribution Plans, Account Management, Insurance, Employee Benefits, Sales, Operations, Strategic Planning, and Human Resources.Specialties: Duties consist of trust administration, portfolio management, financial and estate planning, investment analysis, business development and client relationship management.
Experience
Senior Vice President - Trust
Jan 2020 — Present · Bayport, MN, US
My responsibilities include acting as the personal representative of an estate, trust, guardianship or investment management arrangement. My duties consist of portfolio management, financial and estate planning, investment analysis, trust administration, business development, and client relationship management. In addition, I participate in support of community, philanthropic and professional organizations.
Education
University of Iowa
BA, Business and Public Relations
1978 — 1984
Cannon Financial Institute
Cannon Trust II
2014 — 2014
Cannon Financial Institute
Cannon Trust III
2015 — 2015
Cannon Financial Institute
Cannon Trust I
2013 — 2013
Skills
- Sales
- Retirement
- Insurance
- Strategic Financial Planning
- Financial Advisory
- Crm
- Trusts
- Portfolio Management
- Trust Services
- Human Resources
- New Business Development
- Investments
- Estate Planning
- Leadership
- Management
- Banking
- Finance
- Account Management
- Small Business
- Employee Benefits
- Business Development
- Retirement Planning
- Strategic Planning
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