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Bob Gray
Senior Vice President - Trust @First State Bank and Trust
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WORK HISTORY
Senior Vice President - Trust @First State Bank and Trust
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
Cannon Financial Institute
Cannon Trust II
Cannon Financial Institute
Cannon Trust III
Cannon Financial Institute
Cannon Trust I
SKILLS
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.
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