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Michael Ray is listed as Senior Manager of Operations at Equity Trust Company, a company with 343 employees, based in Lakewood, Ohio, United States. AeroLeads shows a work email signal at trustetc.com and a matched LinkedIn profile for Michael Ray.
Michael Ray previously worked as Senior Operations Manager/Head of Soft Dollar Committee at Victory Capital Management and Operations Manager at Pnc Investments. Michael Ray holds Master Of Business Administration - Mba, Strategic Marketing from Baldwin Wallace University.
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For more than 20 years, I have managed financial services and investment operations, including high-performance team development. As Senior Manager of Operations, I take pride in following best practices to ensure success by aligning internal systems with business goals and customer service needs.RECOGNIZED FOR:• Leading process improvement and cost reduction initiatives that save up to 10% annually.• Boosting performance of 20+ staff to create impactful teams.• Improving operational efficiency through internal controls updates.EARLIER EXPERIENCEEarlier in my career, I served as a supervisor for investment operations. This included managing a $1.4MM budget and directing 11 cross-trained professionals providing operational support to 200+ third-party investment managers and two large internal organizations.In that role, I took charge of the company’s strategic direction, including reducing staff and automating processes where possible.WORK PHILOSOPHYOn Operations Management:“We are what we repeatedly do. Excellence, then, is not an act but a habit.”-Aristotle✉ I invite you to connect!TOP FIVE STRENGTHS1. Operations Management2. Financial Services3. Investment Operations4. Team Leadership5. Process Improvement
Listed skills include Risk Management, Alternative Investments, Vendor Management, Customer Service, and 12 others.
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Westlake, Ohio, United States
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.
Brooklyn, Ohio, United States
While at Victory Capital Management, I led a middle operations team of 10 through three mergers and acquisitions totaling $120B AUM. Additionally, I managed relationships for 11 individual franchises globally, including in the U.S., London, Hong Kong, and Singapore. Directed the Soft Dollar Committee of 10 and Proxy Committee of six, including meetings as.
Cleveland, Ohio
For the last year while at PNC Investments, I managed the BOSS (Brokerage Operations Service and Support) unit team of 10 to support call center escalations. I mitigated risk of complex issues, often resolving complaints same day.I also served as a subject matter expert for escalations. As such, I reduced repeat issues 30% by delivering training to.
Cleveland, Ohio, United States
For the first three years with PNC Investments, I managed operational activities of three teams (up to 26 staff) in IRA, Asset Services, and Estate Resolution—as well as oversight of hundreds of distributions and outgoing transfers each day. Oversaw estate resolution team that processed deceased accounts with a white glove concierge service—which was.
Other employees you can reach at trustetc.com. View company contacts for 343 employees →
Kelly Halladay
Colleague at Equity Trust Company
Lakewood, Ohio, United States, United States
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Crystal Dennis
Colleague at Equity Trust Company
Grafton, Ohio, United States, United States
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Matthew Sullivan
Colleague at Equity Trust Company
Cleveland, Ohio, United States, United States
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Scott Locker
Colleague at Equity Trust Company
Brecksville, Ohio, United States, United States
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Lisa Negron
Colleague at Equity Trust Company
Brook Park, Ohio, United States, United States
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Mario M.
Colleague at Equity Trust Company
Greater Houston, United States
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Lysa Warden
Colleague at Equity Trust Company
Cleveland, Ohio, United States, United States
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Jo Ann Lacinak
Colleague at Equity Trust Company
Elyria, Ohio, United States, United States
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Grace Ortiz
Colleague at Equity Trust Company
United States, United States
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Jonathan Randall
Colleague at Equity Trust Company
Cleveland, Ohio, United States, United States
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Quick answers generated from the profile data available on this page.
Michael Ray works for Equity Trust Company.
Michael Ray is listed as Senior Manager of Operations at Equity Trust Company.
AeroLeads has found 1 work email signal at @trustetc.com for Michael Ray at Equity Trust Company.
Michael Ray is based in Lakewood, Ohio, United States while working with Equity Trust Company.
Michael Ray has worked for Equity Trust Company, Victory Capital Management, and Pnc Investments.
Michael Ray's colleagues at Equity Trust Company include Kelly Halladay, Crystal Dennis, Matthew Sullivan, Scott Locker, and Lisa Negron.
You can use AeroLeads to view verified contact signals for Michael Ray at Equity Trust Company, including work email, phone, and LinkedIn data when available.
Michael Ray holds Master Of Business Administration - Mba, Strategic Marketing from Baldwin Wallace University.
Michael Ray is listed with skills including Risk Management, Alternative Investments, Vendor Management, Customer Service, Management, Process Improvement, Business Analysis, and Securities.
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