DONALD E.

WRIGHT
11800 Sunset Hills Road, #820, Reston, Virginia 20190
202-841-6794
donwright57@gmail.com

WEALTH MANAGEMENT RELATIONSHIP MANAGER

Hands-on, solution-focused financial services professional, demonstrating outsta
nding performance and flexibility in business financial / operational management
. Proactive and consistent in bringing tasks to successful completion, combining
implementation of strategic and collaborative operational initiatives that enha
nce financial performance and company growth. Highly organized, detail-oriented,
and recognized for exceptional work ethic and commitment to excellent service.
Reliable and analytical with sound business practices. Proficient in Streetscape
, and Insite Client Management Systems, Fidelity Retirement Planning, and Wealth
Station Financial Planning programs.

Key strengths include:

- Wealth and Trust Management
- Training Development
- Communication Skills
- Investment Management
- Public Speaking Mentoring and Team Building

PROFESSIONAL EXPERIENCE

SUNTRUST INVESTMENT SERVICES

First Vice President, Senior Financial Advisor ~ Silver Spring, MD 2009-Pre
sent
Assume full responsibility in handling investment management, client retention,
and client servicing of established book of High Net Worth business as well as i
n proficiently mentoring and coaching licensed branch employees, partnering with
insurance specialists, and fostering profitable relationships with mortgage and
business banking lines.
- Played a key role in maintaining 93% retention of assigned book of busin
ess through persistent contact campaign utilizing phone, mail, and e-mail
- Instrumental in the initiation of a broader based financial planning str
ategy to introduce estate planning, wealth transfer, and tax sensitive solutions
- Demonstrated exceptional performance in formalizing wealth management te
am of attorney, insurance specialist, and retirement planning specialist to inte
grate overall planning capability

Group Vice President, Regional Manager ~ Vienna, VA 2007-2009

Provided efficient management to Northern Virginia and Washington, DC region com
prised of 30 licensed professionals and 20 licensed bank employees, making it th
e largest sub-region in SunTrust. Involved in the integration of STIS profession
als and bank personnel to ensure complete delivery of broad range of financial s
ervices.
- Successfully increased headcount of producers to 10 through personal rec
ruitment activities of wire houses, banks, and regional brokerages
- Led the initiation of specific and strategic marketing approaches based
on production levels as well as the development of branch employee training to e
nhance the referral program
- Pivotal in the increase of production from an average of $500K monthly t
o $1M
- Involved in the attainment of $1B threshold of assets under management a
s well as 50% increase in assets program

CHEVY CHASE FINANCIAL SERVICES

Vice President, Wealth Management ~ Bethesda, MD 2005-2007
Established and maintained positive working relationship between high net worth
capabilities of Chevy Chase Trust and Chevy Chase Financial Services in attainin
g goal of expanding business. Worked closely with teams in specialized settings
requiring estate planning, insurance, and asset management applications.
- Organized and facilitated public seminar and in-house training presentat
ions on high net worth planning and implementation
- Took part in achieving more than $100M in placed business for the first
year, which is 75% increase over the expected goal

Vice President, Wealth Management, Regional Branch Manager ~ Bethesda, MD

1998-2005
Provided effectual direction to Northern Virginia and Washington, DC region with
licensed professionals, 88 branches, and more than $500M worth of client assets
. Utilized superior leadership skills in overseeing financial services delivery
by collaborating with bank management team and more than 500 staff.
- Instrumental in bringing three of four service districts from 4th to 5th
quintile production levels to 1st and 2nd quintile production in the first year
- Developed a system-wide training and tracking process to increase branch
referrals to financial service; expanded professional staff from 6 to 11 while
increasing broker production levels by
- Successfully created and utilized interdisciplinary model for high net w
orth clients, coordinating

EARLIER EXPERIENCE
CRESTAR SECURITIES CORPORATION
Vice President, Senior Financial Consultant ~ Vienna, VA 1996-1998
WELLS FARGO SECURITIES (Formerly Signet Financial Service)
Vice President, Senior Financial Consultant ~ Vienna, VA 1990-1996
MERRILL LYNCH
Financial Consultant ~ Rockville, MD 1987-1990
RBC (Ferris and Company)
Investment Executive ~ Bethesda, MD 1984-1987

EDUCATION/CREDENTIALS
Bachelor of Arts in Economics
UNIVERSITY OF MARYLAND ~ College Park, MD
FINRA License Series 6, 7, 24, and 65
Registered Investment Advisor
Life and Health Insurance License ~ Maryland, District of Columbia, and Virginia
Chartered Retirement Planning Counselor (CRPC)

COMMUNITY INVOLVEMENT
Flower Valley Citizens Association Area Director
Flower Valley Bath and Racquet Club Board Member
Montgomery County Recreation Department Coach
Community Basketball Treasurer
Blake High School Assistant Tennis Coach
National Heart Walk Team Lead