Joe Ray

About Joe Ray

I have over thirty years of experience in Investment Management and Trust Management services with the vast majority being served as a fiduciary. I have built and developed Portfolio Management groups including everything from due diligence duties to asset allocation decision making. My career has been primarily concerned with the implementation of asset fiduciary services for customers who want professional management of their Trusts and Assets. Complete customer satisfaction is my goal in helping them meet the diverse and intricate challenges that face the affluent and emerging affluent members of the communities I serve.

Experience

1. Board Member

   Oklahoma State University Alumni Association

   Apr 2019 — Present · Stillwater, OK, US

Education

• Oklahoma State University

  Bachelor of science, Finance

  1978 — 1982

• Oklahoma City University

  Masters, Business Administration

  1988 — 1990

Skills

• Treasury Management
• Customer Satisfaction
• Asset Managment
• Non-Profit Volunteer
• Treasury Services
• Trust Services
• Financial Analysis
• 401k
• Consumer Lending
• Personal Financial Planning
• High Net Worth Individuals
• Retirement Planning
• Management
• Banking
• Asset Allocation
• Mutual Funds
• Risk Management
• Leadership
• Private Banking
• Credit Risk
• Securities
• Estate Planning
• Credit
• Investment Advisory
• Investments
• Cash Management
• Credit Analysis
• Fixed Income
• Portfolio Management
• Loans
• Relationship Management
• Wealth Management Services
• Financial Risk
• Asset Management
• Commercial Banking
• Investment Management
• Customer Oriented
• Commercial Lending
• Retirement
• Bonds