![Kelli M. Wright](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Kelli M. Wright
Compliance Officer at Willis Investment Counsel, Inc.
Profile
Ms. Kelli M.
Wright is a Chief Compliance Officer & Vice President at Willis Investment Counsel, Inc. She oversees securities trading, the portfolio accounting and client reporting systems, and portfolio monitoring for client specific investment policy compliance.
Prior to joining WIC, Ms. Wright served as a financial advisor for the private banking group of Wachovia Bank of Georgia (now Wells Fargo).
Ms. Wright holds a Bachelor of Science degree and an MBA degree (concentration in finance) from Auburn University.
She holds the IACCP designation.
Kelli M. Wright active positions
Companies | Position | Start |
---|---|---|
Willis Investment Counsel, Inc.
![]() Willis Investment Counsel, Inc. Investment ManagersFinance Willis Investment Counsel, Inc. (WIC) is an independent, SEC-registered investment advisor headquartered in Gainesville, Georgia. The firm was founded in 1979 by Robert T. Willis, Jr. WIC manages assets for a wide array of clients such as individuals, corporations, captive insurance companies, foundations, endowments, and pension/401(k) plans. | Compliance Officer | 01/09/1999 |
Former positions of Kelli M. Wright
Companies | Position | End |
---|---|---|
Wachovia Wealth Management
![]() Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Corporate Officer/Principal | - |
Training of Kelli M. Wright
Auburn University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Willis Investment Counsel, Inc.
![]() Willis Investment Counsel, Inc. Investment ManagersFinance Willis Investment Counsel, Inc. (WIC) is an independent, SEC-registered investment advisor headquartered in Gainesville, Georgia. The firm was founded in 1979 by Robert T. Willis, Jr. WIC manages assets for a wide array of clients such as individuals, corporations, captive insurance companies, foundations, endowments, and pension/401(k) plans. | Finance |
Wachovia Wealth Management
![]() Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Finance |
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