Compliance Risk Senior Assoc.
Current
Feb 2022 - Present
AeroLeads people directory · profile
Octavia Wright, Mba Email & Phone Number
Compliance Risk Senior Assoc.
at
Grant Thornton Advisors, LLC
1 work email found
@grantthornton.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Compliance Risk Senior Assoc.
Location
Charlotte, North Carolina, United States
Who is Octavia Wright, Mba? Overview
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Quick answer
Octavia Wright, Mba is listed as Compliance Risk Senior Assoc. at Grant Thornton Advisors, LLC, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at grantthornton.com and a matched LinkedIn profile for Octavia Wright, Mba.
Octavia Wright, Mba previously worked as Compliance Officer at Allspring Global Investments and Compliance Analyst at Lpl Financial. Octavia Wright, Mba holds Master Of Business Administration (Mba), Accounting from Capella University.
Company email context
Email format at Grant Thornton Advisors, LLC
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*@grantthornton.com
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AeroLeads found 1 current-domain work email signal for Octavia Wright, Mba. Compare company email patterns before reaching out.
Profile bio
About Octavia Wright, Mba
I am an experienced professional with a successful career in Banking and Investment Services. I have excelled at interfacing with others at all levels to ensure organizational goals are attained. My proactive approach has resulted in minimizing risk for the firm and stabilizing policy management. I possess excellent interpersonal, analytical, and organizational skills and continues to thrive in highly competitive environments where leadership skills are the keys to success.
Listed skills include Loans, Access, Portfolio Management, Analysis, and 17 others.
Current workplace
Octavia Wright, Mba's current company
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7 roles
Octavia Wright, Mba work experience
A career timeline built from the work history available for this profile.
Compliance Officer
- Provide day-to-day oversight of assigned Fund Management Group lines of business to ensure activities are conducted in accordance with applicable FINRA laws.
- Evaluate the adequacy and effectiveness of policies, procedures, processes, initiatives, products and internal controls.
- Responsible for maintaining Written Supervisory Procedures and Plan of Supervision.
- Research new developments in the industry, identify impacts to the business, and implement changes required to the compliance program.
Jul 2017 - Jan 2022
Compliance Analyst
- Ensures the development and maintenance of a strong compliance culture by testing supervisory controls and monitoring program in accordance with regulatory expectations and best practices
- Analyze testing review findings and perform root cause analysis
- Follow up on deficiencies identified during the review and testing process and assist with the corrective action plans for remediation
- Identify and assist in resolving compliance and control issues
- Continually improve the program to review, revise and test supervisory controls in accordance with 3120/3130 standards
- Assist in the updating and maintaining of policies and the firm’s written supervisory procedures
Apr 2015 - 2017
Associate Service Consultant
- Provides expert knowledge and counsel to Financial Advisors with regards to FINRA rules and regulations
- Research and analyze past trends on investment portfolios to resolve complex issues
- Counsel high net-worth individuals and corporate clients with regard to investment opportunities, risk analysis, and monetary returns.
- Effectively review and analyze service reports to ensure service levels are exceeding expectations
- Serve as a subject matter expert
Dec 2012 - Apr 2015
Jr. Business Analyst
- Performed investment research and analytical duties to support Financial Advisors
- Investigated and resolved complex issues in a timely manner
- Acted as a liaison between Financial Advisors and third party vendors
- Assisted high net worth clients with obtaining proper credential to access accounts
Jan 2009 - Jul 2012
Contract Programmer
Maersk, Inc
- Programmed contract terms in oracle and automated systems
- Reviewed and analyzed spreadsheets to ensure accuracy correspondence of publication
- Prioritized and completed special projects by deadline
- Maintained an effective dialogue throughout the company that conveyed programming terminology
Oct 2006 - Aug 2007
Branch Support Representative
Federal Credit Union
- Effectively balanced and summarized branch’s totals for Accountants review
- Reviewed and analyzed financial statements
- Counseled clients with regards to policies and procedures
- Helped build and maintain banking relationships with customers by making sales referrals when appropriate
Jan 2005 - Aug 2006
2 education records
Octavia Wright, Mba education
Master Of Business Administration (Mba), Accounting
Capella University
Bachelor Of Science, Banking And Finance
Fayetteville State University
FAQ
Frequently asked questions about Octavia Wright, Mba
Quick answers generated from the profile data available on this page.
What company does Octavia Wright, Mba work for?
Octavia Wright, Mba works for Grant Thornton Advisors, LLC.
What is Octavia Wright, Mba's role at Grant Thornton Advisors, LLC?
Octavia Wright, Mba is listed as Compliance Risk Senior Assoc. at Grant Thornton Advisors, LLC.
What is Octavia Wright, Mba's email address?
AeroLeads has found 1 work email signal at @grantthornton.com for Octavia Wright, Mba at Grant Thornton Advisors, LLC.
Where is Octavia Wright, Mba based?
Octavia Wright, Mba is based in Charlotte, North Carolina, United States while working with Grant Thornton Advisors, LLC.
What companies has Octavia Wright, Mba worked for?
Octavia Wright, Mba has worked for Grant Thornton Advisors, Llc, Allspring Global Investments, Lpl Financial, Lpl Finanical, and Wells Fargo Advisors.
How can I contact Octavia Wright, Mba?
You can use AeroLeads to view verified contact signals for Octavia Wright, Mba at Grant Thornton Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Octavia Wright, Mba attend?
Octavia Wright, Mba holds Master Of Business Administration (Mba), Accounting from Capella University.
What skills is Octavia Wright, Mba known for?
Octavia Wright, Mba is listed with skills including Loans, Access, Portfolio Management, Analysis, Investments, Forecasting, Leadership, and Finance.
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