Wright
Founder and CEO at Elev8te | Greensboro--Winston-Salem--High Point Area
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As a Senior Manager at F2 Strategy, Wright leverages his extensive background in wealth management and fintech to drive transformative initiatives that enhance operational efficiency and client engagement for firms in the wealthtech space. With a robust foundation in SaaS, CRM, and portfolio management, he plays a pivotal role in aligning technology platforms with the evolving needs of wealth managers, family offices, and registered investment advisors (RIAs). Wright's expertise in document management and trust systems allows him to implement innovative solutions that streamline operations and improve service delivery, ensuring that clients receive the high-quality experience they expect.
Currently, Wright is spearheading key projects that focus on optimizing partnership account solutions and enhancing operations workflow solutions. His strategic approach not only improves business efficiency but also fosters executive visibility, enabling stakeholders to make informed decisions based on real-time data. By leading SaaS delivery teams, he ensures that technology implementations are seamless and tailored to the unique requirements of each client, thereby driving adoption and maximizing return on investment.
Wright's leadership experience in family offices and trust companies enriches his understanding of the complexities and nuances of wealth management. This background empowers him to provide actionable insights and strategic guidance that resonate with clients, helping them navigate the challenges of a rapidly evolving industry. His commitment to process improvement and innovation positions him as a trusted advisor, dedicated to enhancing the operational capabilities of firms and ultimately elevating the client experience in the wealth management landscape.
Founder and CEO at Elev8te in November 2024 to Present
Senior Manager at F2 Strategy in May 2023 to October 2024
Vice President, Product Delivery at Skience in October 2020 to March 2023
Sr. Manager, Solutions Management Salentica at SS&C Technologies in April 2019 to October 2020
Product Manager, Salentica at SS&C Technologies in July 2017 to April 2019
Associate Director at Salentica in October 2015 to July 2017
Managing Director, Information Technology & Operations at Piedmont Trust Company in March 2011 to October 2015
Senior Manager & Trust Officer at Piedmont Trust Company in May 2005 to March 2011
Manager at Piedmont Trust Company in July 2001 to May 2005
Black Belt Process Excellence at Conseco Capital Management in October 2000 to July 2001
Manager, Investment Operations at Conseco Capital Management in June 1998 to October 2000
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Jack Welch Management Institute, Master of Business Administration (MBA), January 2014 to January 2017
University of Evansville, B.S.
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CRM Software
Technical Proficiency
Service Delivery
Professional Services
International Expansion
Executive Visibility
Customer Satisfaction (CSAT)
Channel Relationships
Business Efficiency
Strategic Consulting
FinTech
Agile Methodologies
Product Management
Cross-functional Team Leadership
Leadership
Financial Services
Customer Relationship Management (CRM)
Alternative Investments
Investments
Portfolio Management
Wealth Management
Hedge Funds
Investment Strategies
Information Technology
Strategy
Vendor Management
Strategic Financial Planning
Disaster Recovery
Solution Architecture
Business Analysis
Budget Management
IT Solutions
Business Process Improvement
Project Management
Integration
Strategic Planning
Salesforce.com
Management
Team Leadership
Contract Negotiation
Development Of Employees
CRM Databases
Account Portfolio Management
IT Transformation
Business Case Development
Cross-functional Collaborations
Financial Software Implementation
Conference Presentations
Patience
Innovation
Creativity
Loyal
Family Office Operations
Operations Leadership
Implementing Efficiencies
Process Improvement
Training
Teamwork
Problem Solving
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What is Wright email address?
Email Wright at [email protected], [email protected] and [email protected]. This email is the most updated Wright's email found in 2026.
How to contact Wright?
To contact Wright send an email to [email protected], [email protected] or [email protected]. (updated on May 06, 2024)
What company does Wright work for?
Wright works for Elev8te
What is Wright's role at Elev8te?
Wright is Founder and CEO
What is Wright's Phone Number?
Wright's phone +44 ** **** *792
What industry does Wright work in?
Wright works in the Information Technology & Services industry.
Wright Email Addresses
Wright Phone Numbers
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