Spencer Wright

Spencer Wright Email and Phone Number

Vice President, Medical Wealth Advisor @ Truist Wealth
Atlanta, GA, US
Spencer Wright's Location
Atlanta, Georgia, United States, United States
Spencer Wright's Contact Details

Spencer Wright personal email

n/a
About Spencer Wright

Spencer Wright is a Vice President, Medical Wealth Advisor at Truist Wealth. They possess expertise in microsoft excel, microsoft word, powerpoint, microsoft office, customer service and 11 more skills. They is proficient in English and Spanish - basic.

Spencer Wright's Current Company Details
Truist Wealth

Truist Wealth

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Vice President, Medical Wealth Advisor
Atlanta, GA, US
Website:
truist.com/wealth
Employees:
1736
Spencer Wright Work Experience Details
  • Truist Wealth
    Vice President, Medical Wealth Advisor
    Truist Wealth
    Atlanta, Ga, Us
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  • Truist Wealth
    Wealth Associate,Truist Wealth Sports & Entertainment Group
    Truist Wealth Nov 2018 - Present
    Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure
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  • Suntrust Robinson Humphrey
    Investment Banking Analyst
    Suntrust Robinson Humphrey Sep 2017 - Nov 2018
    Support Investment Banking verticals including Consumer & Retail, Technology Media & Telecommunications, and Industrials, as well as Mid-Atlantic and Northeast Corporate Banking coverage teams to pitch Asset Based Loans to prospects and clients, leveraging assets to support credit facilities ranging from $10MM - $1BN + - Create monthly and quarterly models projecting future financial performance of clients' and prospective clients' working capital and liquidity needs in order to structure unique financial solutions for acquisitions, dividend recaps, and working capital purposes- Prepare and present screening memorandums to Risk Team and Senior Management including company overviews, credit merits, risks, historical and projected financial performance, industry trends, and profitability analysis- Develop pitch materials detailing SunTrust Robinson Humphrey platform and propose asset based financial solutions while considering broader capital markets, advising on ideal structure to minimize cost of capital and optimize execution
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  • Suntrust Robinson Humphrey
    Compliance Analyst
    Suntrust Robinson Humphrey Jun 2016 - Sep 2017
    Govern highly confidential information by maintaining the firm's Watch List of transactions where the firm has MNPI in house including IPOs, FOs, Bonds, M&As, PIPEs, ATMs, etc. Communicate frequently with Investment Banking and Capital Markets teams to ensure Watch List accuracy. Calculate and input equity research restrictions post transaction for IPOs and FOs.- Monitor employees' personal trading activities for potential Watch List violations and misuse of MNPI. Synthesize and distribute account data to holding firms to initiate electronic delivery of trade data for review against Watch List- Supervise email and phone communication between private side and public side teammates to ensure compliance with Information Barrier Policy- Work directly with Chief Compliance Officer on special projects including: FINRA examination tracking, internal audit tracking and remediation schedule, Risk Committee updates, reports to CEO, compliance departmental action plan and task list, and compliance reports to Senior Business Management and Senior Compliance Management
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  • Deutsche Bank
    Agency Securities Lending - Operations Analyst
    Deutsche Bank Feb 2016 - Jun 2016
    Collaborate with team to facilitate the managing, processing, reallocating, approving, and funding of approximately $1 billion of securities loans per day. Maintain consistent operations of multiple high-volume programs to communicate with traders in New York while simultaneously managing loan settlement process between custodial banks and securities trading counter parties.Fluently operated securities lending programs including Global One, Depository Trust Clearing, Loanet, RMW, Microsoft Office and Microsoft Excel. Individually responsible for updating securities pricing, securities warehouse positioning, re-allocations and monitoring loan positions and instructions. Computer efficiency training, operating multiple high-volume programs effectively to reduce time and increase productivity. Participate in continuous Development Cross-Collaboration Training
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  • Deutsche Bank
    Global Transaction Banking - Regulatory Reporting Analyst
    Deutsche Bank Jan 2016 - Feb 2016
    Facilitated timely completion of daily operations reports, and assisted with monthly regulatory reports and escheatment research. Fluently operated banking programs including Saber, CHIL, Global Plus, Global Office and Microsoft Excel. Ensured timely completion of daily reports including SunGard vendor monitoring and OPSWIP 9. Assisted in completion of TIC Form S and BL-2 regulatory reports, escheatment research, and OFAC reporting.
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  • Northwestern Mutual
    Financial Representative Intern
    Northwestern Mutual May 2015 - Aug 2015
    Created, developed, and maintained affluent client base to provide tailored financial solutions in the Charlotte, NC area. Completed extensive sales training through the #1 rated Financial Services Internship by Forbes. Achieved North and South Carolina Life and Health Insurance Licenses.Ambitiously and successfully prospected qualified individuals to provide personal financial consultation. Analyzed financial portfolios to determine client needs and make appropriate investment recommendations. Selected as a top intern and qualified to participate in NM's Annual National Conference in Milwaukee, WI. Executed personalized planning analyses, wrote life insurance ledgers and managed internal database system serving over 30 high value clients, contributing to $300,000 in policy submissions.
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  • Southern Valet
    Valet Driver
    Southern Valet Apr 2013 - May 2015
    Delivered outstanding customer service by parking customer’s luxury cars at upscale hotels and restaurants in the Columbia region. Developed a client pool of contacts with some of Columbia’s highest net worth individuals. Forecasted, calculated, and adjusted work schedule to obtain the most lucrative working hours. Collaborated with owners to identify potential businesses to engage in valet operations.
  • City Of North Myrtle Beach
    Ocean Lifeguard
    City Of North Myrtle Beach May 2010 - Aug 2012
    Ocean Safety Patrol: Ensured the safety of beach patrons by constantly scanning the ocean to make sure each swimmer was safe and employed CPR/First Aid to assist in medical emergencies. On duty from 9 AM to 5:30 PM, 6 days a week. Communicated and explained rules, laws, and ordinances to beach patrons. Implemented an intense work ethic to maximize safety. Facilitated the rescue of 14 drowning victims. Volunteered for extended shifts and duties and received the 2010 Rookie Guard of the Year award.
  • Perry Medical
    Operations Technician
    Perry Medical May 2008 - Aug 2010
    Facilitated pickup, delivery, setup and pre-patient testing of SLT (Selective Laser Trebeculectomy) lasers to Ophthalmology clinics and surgery centers in the Charlotte, NC and Upstate SC areas.Communicated operational requirements to staff. Interrogated laser post setup and implemented modifications to ensure accurate operations. Summarized and resolved problems to facilitate proper functionality of laser prior to surgery.

Spencer Wright Skills

Microsoft Excel Microsoft Word Powerpoint Microsoft Office Customer Service Sales Financial Analysis Public Speaking Teamwork Financial Planning Investments Leadership Time Management Insurance Social Media Social Networking

Spencer Wright Education Details

Frequently Asked Questions about Spencer Wright

What company does Spencer Wright work for?

Spencer Wright works for Truist Wealth

What is Spencer Wright's role at the current company?

Spencer Wright's current role is Vice President, Medical Wealth Advisor.

What is Spencer Wright's email address?

Spencer Wright's email address is sp****@****ust.com

What schools did Spencer Wright attend?

Spencer Wright attended University Of South Carolina-Columbia.

What skills is Spencer Wright known for?

Spencer Wright has skills like Microsoft Excel, Microsoft Word, Powerpoint, Microsoft Office, Customer Service, Sales, Financial Analysis, Public Speaking, Teamwork, Financial Planning, Investments, Leadership.

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