Bob Gray, Ctfa, Crpc®

Bob Gray, Ctfa, Crpc® Email and Phone Number

Senior Vice President - Trust @ First State Bank and Trust
bayport, minnesota, united states
Bob Gray, Ctfa, Crpc®'s Location
Hudson, Wisconsin, United States, United States
Bob Gray, Ctfa, Crpc®'s Contact Details

Bob Gray, Ctfa, Crpc® personal email

n/a

Bob Gray, Ctfa, Crpc® phone numbers

About Bob Gray, Ctfa, Crpc®

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.

Bob Gray, Ctfa, Crpc®'s Current Company Details
First State Bank and Trust

First State Bank And Trust

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Senior Vice President - Trust
bayport, minnesota, united states
Website:
bayportbank.com
Employees:
43
Bob Gray, Ctfa, Crpc® Work Experience Details
  • First State Bank And Trust
    Senior Vice President - Trust
    First State Bank And Trust Jan 2020 - Present
    Bayport, Mn
    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.
    View

Bob Gray, Ctfa, Crpc® Skills

Insurance Investments Portfolio Management Leadership Finance Management Strategic Planning Employee Benefits Banking Business Development Sales Estate Planning Financial Advisory New Business Development Retirement Retirement Planning Trust Services Crm Account Management Small Business Human Resources Trusts Strategic Financial Planning

Bob Gray, Ctfa, Crpc® Education Details

  • University Of Iowa
    University Of Iowa
    Business And Public Relations
    View
  • Cannon Financial Institute
    Cannon Financial Institute
    Cannon Trust I
  • Cannon Financial Institute
    Cannon Financial Institute
    Cannon Trust Ii
  • Cannon Financial Institute
    Cannon Financial Institute
    Cannon Trust Iii

Frequently Asked Questions about Bob Gray, Ctfa, Crpc®

What company does Bob Gray, Ctfa, Crpc® work for?

Bob Gray, Ctfa, Crpc® works for First State Bank And Trust

What is Bob Gray, Ctfa, Crpc®'s role at the current company?

Bob Gray, Ctfa, Crpc®'s current role is Senior Vice President - Trust.

What is Bob Gray, Ctfa, Crpc®'s email address?

Bob Gray, Ctfa, Crpc®'s email address is bo****@****ank.com

What is Bob Gray, Ctfa, Crpc®'s direct phone number?

Bob Gray, Ctfa, Crpc®'s direct phone number is +165143*****

What schools did Bob Gray, Ctfa, Crpc® attend?

Bob Gray, Ctfa, Crpc® attended University Of Iowa, Cannon Financial Institute, Cannon Financial Institute, Cannon Financial Institute.

What skills is Bob Gray, Ctfa, Crpc® known for?

Bob Gray, Ctfa, Crpc® has skills like Insurance, Investments, Portfolio Management, Leadership, Finance, Management, Strategic Planning, Employee Benefits, Banking, Business Development, Sales, Estate Planning.

Who are Bob Gray, Ctfa, Crpc®'s colleagues?

Bob Gray, Ctfa, Crpc®'s colleagues are Amy Alwin, Jamie Hindahl, Parker Klementz, Scott Faust, Dan Conley, Erin Crowder, Scott A. Johnson.

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