Bill Gray Email and Phone Number
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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.
Ccms & Associates
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Chief Financial OfficerCcms & Associates Oct 2020 - PresentDunedin, Fl, UsFractional CFO and consultant bringing accounting and finance expertise to Aramis Group Holdings, CCMS & Associates and ION.
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Founder And Managing PartnerSuncoast Wealth Advisors, Llc 2012 - PresentConsultative 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 transitioning clients on 401k rollover strategies and tax advantaged income solutions.www.SuncoastWealthAdvisors.com
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Board Of TrusteesDunedin Municipal Firefighters Pension Fund 2009 - PresentThe 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 by the Firefighters and these four members appoint a fifth member who is also a citizen of Dunedin.
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Vice President - InvestmentsBankers Financial Corporation 2002 - Apr 2012St. Petersburg, Fl, UsAs 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 (P&C, Life) and nine non-insurance subsidiaries in a shared services environment. -
VariousBankers Insurance Group Jul 1993 - 2002Held 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.
Bill Gray Skills
Bill Gray Education Details
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University Of South FloridaFinance)
Frequently Asked Questions about Bill Gray
What company does Bill Gray work for?
Bill Gray works for Ccms & Associates
What is Bill Gray's role at the current company?
Bill Gray's current role is Experienced Finance Executive, Institutional Investor, Portfolio Manager, Retirement Planning, Accounting, and Treasury.
What is Bill Gray's email address?
Bill Gray's email address is wm****@****nce.com
What is Bill Gray's direct phone number?
Bill Gray's direct phone number is +172748*****
What schools did Bill Gray attend?
Bill Gray attended University Of South Florida.
What skills is Bill Gray known for?
Bill Gray has skills like Leadership, Alternative Investments, Financial Advisory, Team Building, Banking, Accounting, Fixed Annuities, Fixed Income, Bonds, Corporate Finance, Executive Management, Insurance.
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