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Karen Ray
President at K. Ray Financial Services
Financial expert specializing in retirement planning and customer service.
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Location
Marysville, Ohio, United States, US
Skills
- Retirement
- Investments
- Strategic Planning
- Customer Service
- Risk Management
- Show all
Bio
Generated by
Topline AI
Karen Ray is a seasoned financial expert with 21 years of experience in retirement planning, investments, and customer service. She has a strong background in project management, team building, and risk management. Ray holds degrees in Banking, Corporate, Finance, and Securities Law from Franklin University and Business Education from Ohio State University-Marion Campus.
Experience
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K. Ray Financial Services
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Delaware, Marion, Franklin, and Union Counties
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President
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Jan 2003 - Present
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Delaware, Marion, Franklin, and Union Counties
I work with individuals to help them achieve their retirement goals. We will work out a plan to make sure that they will not run out of money as they grow older. We also do Medicare planning including Supplements, Advantage Plans and Prescription Drug Plans. We will be able to assist anyone with the Federal Health Care Exchange plans.
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Assistant Vice President
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Feb 1974 - Oct 2003
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Education
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Franklin Univeristy
Banking, Corporate, Finance, and Securities Law -
Ohio State University-Marion Campus
Business Education
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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