Kelly Wright

Chief Operations Officer

Ms. Wright has a background in financial analysis and CFD/AD formation and administration. Since joining DTA in 2003, Ms. Wright has been involved in all aspects of the formation and implementation of Community Facilities Districts and Assessment Districts throughout California. Her work has involved the preparation of tax spread proforma analyses and overlapping debt analysis for the formation and sale of bonds for over 50 special districts established throughout the State. Additionally, Ms. Wright has worked closely with senior staff at DTA on its work as the Assessment Engineer and Administrator for the California Statewide Communities Development Authority – Statewide Community Infrastructure Program (“SCIP”) and has also contributed to DTA’s efforts in implementing Community Facilities District Financing within the State of Washington.

Ms. Wright is actively involved in the administration of a number of special districts in California and is familiar with the preparation of annual budgets, the annual levying of special taxes, preparation of continuing disclosure reports and CDIAC yearly fiscal status reports, delinquent special tax monitoring and follow up, as well as parcel change, subdivision, and development research.

Ms. Wright also has experience in the preparation of Fiscal Impact Reports, AB 1600 Nexus Studies, Enhanced Infrastructure Financing Districts, and the New Market Tax Credit Program.

In her role as the firm’s COO, Ms. Wright is responsible for the daily operation and efficiency of the firm, and as such, spearheads development, communication, marketing, and implementation of effective growth strategies and processes, while collaborating with other members of the management team to ensure the day-to-day operations mirror the adopted mission and core values of the organization.

Ms. Wright received her B.S. in Health Science from California State University – Fullerton and is an active member of the Urban Land Institute, the Building Industry Association of Southern California, the California Special Districts Association, and Women in Public Finance.

Phone: 800-969-4DTA
5000 Birch Street, Suite 6000
Newport Beach, California 92660
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