Michael Ray
✓ Senior Manager of Operations ✓ Financial Services Operations Manager ✓ Investment Operations
- Role
- Senior Manager of Operations at Equity Trust Company
- Location
- Lakewood, OH, US
- LinkedIn followers
- 500 followers
About Michael Ray
For more than 20 years, I have managed financial services and investment operations…
Experience
Senior Manager of Operations
Aug 2022 — Present · Westlake, OH, US
As Senior Manager of Operations, I oversee three managers and their teams (50+ indirect reports) covering Account Services (all opening, closing, and maintenance accounts), Transfers (all incoming/outgoing transfers), and the BPAD team (manages distributions, estate resolutions, and divorce activity). Evaluate performance of 20+ staff and develop corrective action plans to reshape the organization into impactful teams to support clients. Hired more than 10 new employees over the course of two years. Reduce operational risk and improve efficiency by updating internal controls and dozens of outdated procedures across three teams; additionally, I created cheat sheets for the salesforce to aid in their processes.
Education
Baldwin Wallace University
Master of Business Administration - MBA, Strategic Marketing
2022 — 2024
Baldwin Wallace University
Bachelor of Arts - BA, Business Administration and Management, General
2015 — 2022
Skills
- Financial Services
- Management
- Risk Management
- Series 6
- Retirement Planning
- Customer Service
- Process Improvement
- Retirement
- Business Analysis
- Securities
- Vendor Management
- Alternative Investments
- Finance
- Portfolio Management
- Series 7
- Investments
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