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Joe Ray

Board Member @Oklahoma State University Alumni Association

Oklahoma City, OK, US
EMAILS
[email protected]
MOBILE NUMBERS
+14•••••••61

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WORK HISTORY

Apr 2019 — Present

Board Member @Oklahoma State University Alumni Association

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Stillwater, OK, US

EDUCATION

1978 — 1982

Oklahoma State University

Bachelor of science, Finance

1988 — 1990

Oklahoma City University

Masters, Business Administration

SKILLS

Treasury ManagementCustomer SatisfactionAsset ManagmentNon-Profit VolunteerTreasury ServicesTrust ServicesFinancial Analysis401kConsumer LendingPersonal Financial PlanningHigh Net Worth IndividualsRetirement PlanningManagementBankingAsset AllocationMutual FundsRisk ManagementLeadershipPrivate BankingCredit RiskSecuritiesEstate PlanningCreditInvestment AdvisoryInvestmentsCash ManagementCredit AnalysisFixed IncomePortfolio ManagementLoansRelationship ManagementWealth Management ServicesFinancial RiskAsset ManagementCommercial BankingInvestment ManagementCustomer OrientedCommercial LendingRetirementBonds

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.

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