Joe Ray
VP, Board Member at Catholic Foundation Of Oklahoma Inc
Based in Oklahoma City, United States
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Seniority
Vp
Department
General Business & Management
Location
Oklahoma City
Industry
—
Company size
1 to 10
Contact information
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j•••••••@cfook.org
Phone
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Background
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.
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