Regan Bragg Email & Phone Number

New York, NY, US

Columbia, South Carolina, United States

• Oversee and monitor cash flow and budget exceeding $2,000,000 to maintain profitability of <$100 by fiscal year end, ensuring fiscal responsibility and alignment with organizational objectives.
• Analyze current and historical budget data trends to allocate funds among 44 officers, optimizing resource utilization.
• Produce comprehensive reports detailing all accounts, income, and expenditures, providing transparent insight into financial performance, and ensuring accountability.
• Manage monthly balances for 433 chapter members, overseeing accounts receivable processes to ensure accurate tracking and timely resolution of outstanding balances.Oversee accounts payable processes with over 1000.

Columbia, South Carolina, United States

• Assistant to the VP of Philanthropy
• Assign and negotiate sponsorships with values up to $1,500 communicating with over 20 companies
• Consult with PR chairman to promote philanthropy events through social media
• Work with treasurer to budget events costing upwards of $50,000 involving 1,000+ attendees
• Communicate with Sales Representatives and outside organizations to facilitate community partnerships
• Plan and organize 2 philanthropy events that generated a total of $74,000 for Breast Cancer Education and Awareness

Columbia, South Carolina, United States

• Managed clerical duties and maintained confidentiality of sensitive client information, ensuring data accuracy across various platforms.
• Led key projects, including the implementation of a MyRepChat compliant messaging system and data cleanup in eMoney, enhancing operational efficiency.
• Utilized Redtail and Wealthbox CRM to organize client data and improve engagement through effective keyword categorization.
• Audited data for investment accounts, verifying accuracy across financial reports and ensuring compliance.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to.

Westport, Connecticut, United States

• Contact and recruit corporate sponsors regarding sponsorship opportunities
• Design and execute creation of event website and flyer
• Negotiate and forge a sponsorship with a beverage company

Westport, Connecticut, United States

• Balance and account cash and credit card transactions of $1,500+ in sales through cash transmittal and sales report forms daily
• Supervise daily operations at Westport’s three beaches to ensure completion of operational objectives
• Oversee customer experience for over 5,000 customers weekly by implementing rules and regulations
• Assist in coordination and execution of special events involving 5,000-10,000 attendees
• Schedule and manage 14+ on duty staff daily including maintenance, gate attendants, and lifeguards

• Support execution of outbound marketing campaign communications by creating graphics on Canva
• Organize show orders with Microsoft Excel and prepare onsite marketing collateral
• Conduct data analysis with Microsoft Excel to evaluate contacts
• Create contact lists using ZoomInfo to add to database of relevant contacts for outreach

Bachelor Of Science, Business Administration, Finance

Bachelor Of Science, Business Administration, Finance, General

Activities and Societies: GARNET Student Advisory Board, Zeta Tau Alpha, Women In Business

Education record

Activities and Societies: Taft Financial Society, Admissions Council, Debate Club