Reagan Bush Email & Phone Number

Jacksonville, Florida, United States

• In tandem to previous role, transforms, analyzes, and loads historical performance data into the Black Diamond Financial Performance Software• Regularly engages with clients and internal stakeholders to consult on performance history projects as a portion of a firm’s implementation project• Using Python scripts, extracts and transforms custodial account files for Black Diamond consumption and reconciliation• Manages and coordinates regular reviews of Data Conversion team KOPs

Jacksonville, Florida, United States

• Assisted with implementing newly onboarded investment advisory firms, with AUM ranging from $1 million to $2 billion, into the Black Diamond Financial Performance Software• Oversaw the addition of hundreds of custodial accounts onto Black Diamond• Escalated firm-specific matters that ranged from financial data reconciliation to complex performance report designs• Built custom asset schemas as a way for firms to segment and classify their clients’ assets• Collaborated with 3rd party vendors such as Plaid and ByAll to allow firms to feed their data into Black Diamond• Trained new hires on client account addition processes and bulk data imports

Jacksonville, Florida, United States

• Governed the KYC (Know Your Client) periodic review process for 150,000 active clients globally• Delivered reports to senior management utilizing key data sources across KYC Operations• Liaised with senior CLM and business stakeholders to achieve alignment and compliance on at-risk populations for 8 regions throughout the globe• Received CLM Americas Spotlight Award as a subject matter expert at just 6 months into service• Designed Alteryx workflow to generate a complex, high demand report, slashing 4 hours of FTE• Implemented key operating procedures for business as usual while remediating client population

St. Augustine, Florida

• Tutored 2-8 students per shift in courses ranging from College Algebra up to Calculus 3• Guided students towards an intuitive understanding of the material rather than giving exact steps to a problem• Evaluated students post-meeting in a description of their progress on the coursework

Jacksonville, Florida

• Standardized operating procedures for new hires• Designed template that automates and analyzes data for improving 4 key performance outcomes at Wound Care Centers using Six Sigma methodology• Analyzed market data and wrote white paper for new service to be offered to patients

Bachelor'S Degree, Finance, General, Cumulative Gpa - 3.5

Activities and Societies: Student Athlete - Flagler Cross CountryMathematics, Economics minors

Non-Degree - Credit Only, Computer Programming, A

Intro to Computer Programming

Associate Of Arts - Aa, Statistics

Completed Associate of Arts degree Completed Mathematics courses through Calculus 3