Chief Financial Officer
CurrentFractional CFO and consultant bringing accounting and finance expertise to Aramis Group Holdings, CCMS & Associates and ION.
Oct 2020 - Present
AeroLeads people directory · profile
Bill Gray Email & Phone Number
Experienced Finance Executive, Institutional Investor, Portfolio Manager, Retirement Planning, Accounting, and Treasury
at
CCMS & Associates
1 work email found
@bankersinsurance.com
2 phones found area 727
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Experienced Finance Executive, Institutional Investor, Portfolio Manager, Retirement Planning, Accounting, and Treasury
Location
Greater Tampa Bay Area, United States, United States
Who is Bill Gray? Overview
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Quick answer
Bill Gray is listed as Experienced Finance Executive, Institutional Investor, Portfolio Manager, Retirement Planning, Accounting, and Treasury at CCMS & Associates, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a work email signal at bankersinsurance.com, phone signal with area code 727, and a matched LinkedIn profile for Bill Gray.
Bill Gray previously worked as Chief Financial Officer at Ccms & Associates and Founder and Managing Partner at Suncoast Wealth Advisors, Llc. Bill Gray holds Bachelor Of Science (Bs), Business Administration (Economics, Finance) from University Of South Florida.
Company email context
Email format at CCMS & Associates
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*@bankersinsurance.com
68% confidence
AeroLeads found 1 current-domain work email signal for Bill Gray. Compare company email patterns before reaching out.
Profile bio
About Bill Gray
Performance-driven, insightful executive with a proven ability to achieve and exceed all business-development and performance-generation goals in high-pressure environments. Proven leadership, management and team-building experience, coupled with the ability to build and manage institutional relationships in a client driven environment. Ten years of experience with comprehensive knowledge in managing numerous investment instruments across diverse asset classes including fixed income government and corporate, MBS/CMO, ABS, preferred and common equity, LLPs, venture capital, real estate and oil/natural gas. Extensive accounting background in both GAAP and STAT disciplines.Preparation and presentation to C-level executives as well as Board of Directors. Extensive experience in managing cash office and numerous treasury operations. Excelled in finding and creating operational efficiencies across various departments and functions in Accounting and Treasury.
Listed skills include Leadership, Alternative Investments, Financial Advisory, Team Building, and 47 others.
Current workplace
Bill Gray's current company
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5 roles · 24 years
Bill Gray work experience
A career timeline built from the work history available for this profile.
Founder And Managing Partner
Current
Suncoast Wealth Advisors, Llc
Consultative approach to working with clients and companies to maximize their current financial position, protect family and businesses, and plan a pathway to achieve financial security. Advise business owners and "C" level executives in tax efficient exit strategies. Collaborate with companies to impact revenue and return on investments. Assist.
2012 - Present
~14 yrs 4 mos
Board Of Trustees
Current
Dunedin Municipal Firefighters Pension Fund
The Dunedin Municipal Firefighters Pension Trust Fund is a City of Dunedin board that has the responsibility to administer a defined benefit pension fund for the certified Firefighters of Dunedin Fire Rescue. The five member board is comprised of two citizens appointed by the City Commission and live in the City of Dunedin, two Firefighter members elected.
2009 - Present
~17 yrs 4 mos
Vice President - Investments
As a company officer, I was responsible for investment decisions and asset allocations of four insurance companies and three non-insurance subsidiary’s investment portfolios. I directed and managed all accounting and treasury functions including monthly/quarterly/annual financial reporting for investment and treasury assets of four insurance companies.
2002 - Apr 2012
Various
Bankers Insurance Group
Held a number of positions across different departments to improve quality and automate processes. Positions included accounting, supervision, IT programming, business systems analysts and technical account management.
Jul 1993 - 2002
1 education record
Bill Gray education
-
University Of South Florida
FAQ
Frequently asked questions about Bill Gray
Quick answers generated from the profile data available on this page.
What company does Bill Gray work for?
Bill Gray works for CCMS & Associates.
What is Bill Gray's role at CCMS & Associates?
Bill Gray is listed as Experienced Finance Executive, Institutional Investor, Portfolio Manager, Retirement Planning, Accounting, and Treasury at CCMS & Associates.
What is Bill Gray's email address?
AeroLeads has found 1 work email signal at @bankersinsurance.com for Bill Gray at CCMS & Associates.
What is Bill Gray's phone number?
AeroLeads has found 2 phone signal(s) with area code 727 for Bill Gray at CCMS & Associates.
Where is Bill Gray based?
Bill Gray is based in Greater Tampa Bay Area, United States, United States while working with CCMS & Associates.
What companies has Bill Gray worked for?
Bill Gray has worked for Ccms & Associates, Suncoast Wealth Advisors, Llc, Dunedin Municipal Firefighters Pension Fund, Bankers Financial Corporation, and Bankers Insurance Group.
How can I contact Bill Gray?
You can use AeroLeads to view verified contact signals for Bill Gray at CCMS & Associates, including work email, phone, and LinkedIn data when available.
What schools did Bill Gray attend?
Bill Gray holds Bachelor Of Science (Bs), Business Administration (Economics, Finance) from University Of South Florida.
What skills is Bill Gray known for?
Bill Gray is listed with skills including Leadership, Alternative Investments, Financial Advisory, Team Building, Banking, Accounting, Fixed Annuities, and Fixed Income.
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