AeroLeads people directory · profile
Tracy Wright Email & Phone Number
Senior Vice President, Private Client Services
at
Lido Advisors
1 work email found
@fountainhead-advisors.com
3 phones found area 917, 801, and 309
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Vice President, Private Client Services
Location
Fanwood, New Jersey, United States
Company size
Who is Tracy Wright? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tracy Wright is listed as Senior Vice President, Private Client Services at Lido Advisors, a with 360 employees, based in Fanwood, New Jersey, United States. AeroLeads shows a work email signal at fountainhead-advisors.com, phone signal with area code 917, 801, 309, and a matched LinkedIn profile for Tracy Wright.
Tracy Wright previously worked as Senior Vice President, Practice Management at Fountainhead Advisors and Vice President, Practice Management at Fountainhead Advisors. Tracy Wright holds B.S.B.A., Management from Bucknell University.
Company email context
Email format at Lido Advisors
This section adds company-level context without repeating Tracy Wright's masked contact details.
{first}@fountainhead-advisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for Tracy Wright. Compare company email patterns before reaching out.
Profile bio
About Tracy Wright
Analytical and detail-oriented Business Analyst/Project Manager providing organization and structure through 20 years of professional and volunteer experience. Effectively builds and manages strong client relationships while utilizing excellent communication skills to partner with all levels from planning through implementation. Always identifying processes to improve efficiency and effectiveness of programs. High level of commitment to deliver results.
Current workplace
Tracy Wright's current company
Company context helps verify the profile and gives searchers a useful next step.
Lido Advisors
8 roles
Tracy Wright work experience
A career timeline built from the work history available for this profile.
Senior Vice President, Practice Management
Vice President, Practice Management
Business Development Manager
Instructional Aide
Mar 2021 - Dec 2021
Director Of Administration And Logistics
Organized Transitions Llc
Nov 2019 - May 2021
Director/Project Manager
Managed $5 million program to improve infrastructure, performance and scalability of the Finance IT reporting component to support current and future business requirements for internal management and external regulatory reporting. ● Coordinated a global team of business analysts, technical resources, and global testers. ● Developed governance structure, set scope, and worked with business analysts to define requirements.● Developed and managed project plans including resources and budget, and determined tasks to meet necessary milestones while identifying potential risks and facilitating resolution. ● Conducted regular working groups and steering committee meetings with senior Finance and Finance IT management globally to ensure scope, priorities, issues, risks and dependencies were clearly communicated to ensure stakeholder service would be achieved at all levels.● Coordinated development, testing, and implementation with other programs to support the delivery of other key finance deliverables.● Successfully implemented technical solutions, tested disaster recovery plans and documented BCP procedures to meet regulatory/audit requirements.
Jun 2002 - Mar 2008
It Consultant/Team Lead - Management Consulting Services
Pwc Consulting
● Developed and implemented technical solutions combined with business process redesign to improve performance, decrease costs, and increase resource utilization for clients such as Union Planters Bank, Raytheon, Citigroup, and TD Waterhouse Bank.● Led teams of business management, users, and developers to meet critical deadlines. Analyzed existing processes, prepared new system designs, and assisted in deployment activities. Supervised system configuration and testing, wrote detailed training manuals for three major implementations, and conducted user-training sessions for up to 200 people.
Jul 1999 - Jun 2002
Team & coworkers
Colleagues at Lido Advisors
Other employees you can reach at lidoadvisors.com. View company contacts for 360 employees →
RJ
Robert J. Barnes, Cfa, Cfp®
Colleague at Lido AdvisorsBellevue, Washington, United States
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SH
Sterling H.
Colleague at Lido AdvisorsDallas-Fort Worth Metroplex, United States
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GR
Garin Rydalch
Colleague at Lido AdvisorsColumbus, Ohio, United States
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HO
Heather Oconnor
Colleague at Lido AdvisorsSan Diego, California, United States
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AB
Anna Belatonni
Colleague at Lido AdvisorsEstonia
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EL
Evan Levy
Colleague at Lido AdvisorsLos Angeles, California, United States
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AH
Abigail Hernandez
Colleague at Lido AdvisorsEl Salvador
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JZ
Joanna Zimny
Colleague at Lido AdvisorsNiles, Illinois, United States
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CF
Charles Faulhaber
Colleague at Lido AdvisorsDenver Metropolitan Area, United States
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LF
Louis Flamino
Colleague at Lido AdvisorsScottsdale, Arizona, United States
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Robert J. Barnes, Cfa, Cfp®
Colleague at Lido AdvisorsBellevue, Washington, United States
View →
SH
Sterling H.
Colleague at Lido AdvisorsDallas-Fort Worth Metroplex, United States
View →
GR
Garin Rydalch
Colleague at Lido AdvisorsColumbus, Ohio, United States
View →
HO
Heather Oconnor
Colleague at Lido AdvisorsSan Diego, California, United States
View →
AB
Anna Belatonni
Colleague at Lido AdvisorsEstonia
View →
EL
Evan Levy
Colleague at Lido AdvisorsLos Angeles, California, United States
View →
AH
Abigail Hernandez
Colleague at Lido AdvisorsEl Salvador
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JZ
Joanna Zimny
Colleague at Lido AdvisorsNiles, Illinois, United States
View →
CF
Charles Faulhaber
Colleague at Lido AdvisorsDenver Metropolitan Area, United States
View →
LF
Louis Flamino
Colleague at Lido AdvisorsScottsdale, Arizona, United States
View →
1 education record
Tracy Wright education
FAQ
Frequently asked questions about Tracy Wright
Quick answers generated from the profile data available on this page.
What company does Tracy Wright work for?
Tracy Wright works for Lido Advisors.
What is Tracy Wright's role at Lido Advisors?
Tracy Wright is listed as Senior Vice President, Private Client Services at Lido Advisors.
What is Tracy Wright's email address?
AeroLeads has found 1 work email signal at @fountainhead-advisors.com for Tracy Wright at Lido Advisors.
What is Tracy Wright's phone number?
AeroLeads has found 3 phone signal(s) with area code 917, 801, 309 for Tracy Wright at Lido Advisors.
Where is Tracy Wright based?
Tracy Wright is based in Fanwood, New Jersey, United States while working with Lido Advisors.
What companies has Tracy Wright worked for?
Tracy Wright has worked for Lido Advisors, Fountainhead Advisors, Scotch Plains-Fanwood Public Schools, Organized Transitions Llc, and Ubs.
Who are Tracy Wright's colleagues at Lido Advisors?
Tracy Wright's colleagues at Lido Advisors include Robert J. Barnes, Cfa, Cfp®, Sterling H., Garin Rydalch, Heather Oconnor, and Anna Belatonni.
How can I contact Tracy Wright?
You can use AeroLeads to view verified contact signals for Tracy Wright at Lido Advisors, including work email, phone, and LinkedIn data when available.
What schools did Tracy Wright attend?
Tracy Wright holds B.S.B.A., Management from Bucknell University.
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