Joe Ray

Joe Ray Email and Phone Number

Experienced Manager of Trust and Investment Services @ CATHOLIC FOUNDATION OF OKLAHOMA INC
Joe Ray's Location
Oklahoma City, Oklahoma, United States, United States
Joe Ray's Contact Details
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.

Joe Ray's Current Company Details
CATHOLIC FOUNDATION OF OKLAHOMA INC

Catholic Foundation Of Oklahoma Inc

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Experienced Manager of Trust and Investment Services
Joe Ray Work Experience Details
  • Self-Employed
    Experienced Manager Of Trust And Investment Services
    Self-Employed May 2021 - Present
  • Catholic Foundation Of Oklahoma Inc
    Vp, Board Member
    Catholic Foundation Of Oklahoma Inc 2017 - Present
    Oklahoma City, Oklahoma, Us
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  • Oklahoma State University Alumni Association
    Board Member
    Oklahoma State University Alumni Association Apr 2019 - Present
    Stillwater, Ok, Us
    View
  • Trust Company Of Oklahoma
    Manager Of The Oklahoma City Region
    Trust Company Of Oklahoma Apr 2018 - May 2021
    Tulsa, Ok, Us
    View
  • Bank Of Oklahoma
    Managing Director, The Private Bank
    Bank Of Oklahoma Oct 2008 - Apr 2018
    Tulsa, Ok, Us
    Responsible for the seamless delivery of financial and fiduciary solutions to High net worth and emerging affluent clients.My duties included being responsible for all client facing personnel including Private Bankers, Trust Officers, and Investment Advisors in terms of their adherence to policy/ procedures and client satisfaction.These responsibilities involved servicing existing clients and growing our market share by finding and adding new customers.
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  • Bank Of Oklahoma
    Svp - Mgr. Portfolio Management Group
    Bank Of Oklahoma Apr 1997 - Oct 2008
    Tulsa, Ok, Us
    Responsible for building, managing and motivating a team of experienced investment professionals. Also responsible for creation and monitoring of policies and procedures.
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  • Sunbeam Family Services
    Board President
    Sunbeam Family Services 2013 - 2015
    Oklahoma City, Ok, Us
    View

Joe Ray Skills

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

Joe Ray Education Details

  • Oklahoma City University
    Oklahoma City University
    Business Administration
  • Oklahoma State University
    Oklahoma State University
    Finance
  • Northwest Classen Hs
    Northwest Classen Hs
  • Northwest Classen Hs
    Northwest Classen Hs
  • Northwest Classen Hs
    Northwest Classen Hs
  • Northwestern University
    Northwestern University
  • Northwestern University
    Northwestern University
  • Northwestern University
    Northwestern University

Frequently Asked Questions about Joe Ray

What company does Joe Ray work for?

Joe Ray works for Catholic Foundation Of Oklahoma Inc

What is Joe Ray's role at the current company?

Joe Ray's current role is Experienced Manager of Trust and Investment Services.

What is Joe Ray's email address?

Joe Ray's email address is lj****@****ail.com

What is Joe Ray's direct phone number?

Joe Ray's direct phone number is +140521*****

What schools did Joe Ray attend?

Joe Ray attended Oklahoma City University, Oklahoma State University, Northwest Classen Hs, Northwest Classen Hs, Northwest Classen Hs, Northwestern University, Northwestern University, Northwestern University.

What skills is Joe Ray known for?

Joe Ray has skills like Portfolio Management, Banking, Investments, Finance, Wealth Management, Management, Credit Analysis, Financial Analysis, Financial Advisory, Loans, Private Banking, Commercial Banking.

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