Kathi Ray is a high-level professional, working in Bip Wealth main office of which is in 187. on the position of Chief Operating Officer since 2018. This person has earned professional experience in more than eight positions at different companies. Kathi Ray went to the University of North Carolina at Chapel Hill and received education there from 2016 to 2017. This person has the following qualifications: Professional In Human Resources and Shrm-Cp. Atlanta, Georgia is the city, where this professional was lastly known to be situated. This expert's phone and email are easily accessed through this website by request.
Name variants:
Kathi Ray
Last updated May 30, 2024
Contact Information
Last Update
Jul 7, 2022
Email
kr**@evestment.com
Location
Atlanta, GA
Company
Bip Wealth
Workplace
Chief Operating Officer
Work History
Chief Operating Officer
3575 Piedmont Rd northeast, Atlanta, GA 30305
May 2018 — Jan 2019
Vice President Client Success and Growth
3575 Piedmont Rd northeast, Atlanta, GA 30305
As the VP of Client Success and Growth, I am charged with helping to set the vision and strategy for the firm and then executing on that strategy to promote growth and support a positive cli...
Oct 2017 — May 2018
Chief of Staff
191 Peachtree St, Atlanta, GA 30303
Charged with coordinating and managing the day to day operations of the firm which at its peak managed ~$10 billion in assets under management with ~42 - 52 employees. Tasked to operate from...
Jun 2012 — Jul 2016
Director of Operations
1370 Center Dr SUITE 202, Atlanta, GA 30338
Directly responsible for the day to day operations and staff management of the firm and was also intricately involved in the firm’s business development and client servicing.
Nov 2009 — Jun 2012
Product Management
1180 Peachtree St, Atlanta, GA 30309
Product Management (04/07 – 05/08) – Provided key firm and product information for over 300 primarily Institutional clients, delivering both written and verbal stances on the general market ...
Apr 2005 — May 2008
Analyst
1585 Broadway, New York, NY 10003
Analyst – Client Share Reporting and Member of Request for Proposal (RFP) Team - Lead the month-end closings, which included the proper assessment of client specific income, fund performance...
Nov 2002 — Nov 2004
Senior Portfolio Accountant
1555 Peachtree St, Atlanta, GA 30309
Senior Portfolio Accountant - Managed a team of six accountants quarter-end and month-end requirements.
Apr 2000 — Mar 2002
Education
2016 — 2017
1992 — 1997
Occupations
Executive
Chief Operating Officer
Accountant
Finance and Accounting Specialist
General and Operations Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Mutual Funds
Product Management
Accounting
Wealth Management
Equities
Asset Allocation
Process Improvement
Marketing
Asset Management
Finance
Business Planning
Team Leadership
Employee Relations
Human Resources
Securities
FAQs about Kathi Ray
What's the main profession of Kathi Ray?
This professional's job is Head of Omni Services
What are the main profession of Kathi Ray?
These person's professions are Executive and Chief Operating Officer
Where is Kathi Ray currently located?
Kathi is currently located in Atlanta, Georgia.
What is Kathi's email?
Kathi Ray's email is kr**@evestment.com.
How many companies did Kathi Ray work at?
The professional worked at eight jobs.
What education does Kathi Ray have?
Kathi studied at the University of North Carolina at Chapel Hill from 2016 to 2017.
What are the certifications of Kathi Ray?
This professional received the following certifications: Professional In Human Resources and Shrm-Cp.
Are there any professional industries, that Kathi Ray works in?
This person works in Financial Services industry.