Peter Reese

Peter Reese has a diverse work experience that spans several industries and roles. Peter started their career at Zions Bancorporation, where they served as a Financial Service Specialist, responsible for managing investment accounts for eight affiliate banks. Peter then joined Goldman Sachs as a Financial Analyst, where they reconciled investment accounts and worked closely with external sponsor firms.

Peter later moved to Select Portfolio Servicing as a Financial Analyst, reporting loan performance and managing distributions to investors and portfolio managers. At Envestnet, Inc, they worked as a Portfolio Analyst, analyzing trade errors and maintaining communication with brokers and investors.

Peter then transitioned to Rubin and Raine, where they served as a Business Analyst, reporting on insurance and payments for hospitals nationwide. Peter continued their financial analysis career at VISTA Staffing Solutions, Inc, where they worked as a Financial Analyst, providing forecasting, reporting, and variance analysis to senior leadership.

In 2017, Peter joined Carta as an Implementation Manager, overseeing the migration of capitalization tables and securities onto the platform. Peter also led LLC implementations and collaborated with clients and attorneys to ensure successful implementations.

Peter's next role was at PowerSchool Group LLC as an Implementation Specialist, where they assisted school districts in implementing teacher professional development and evaluation plans on the Powerschool platform.

Peter then joined Drip as an ECRM Solutions Consultant, working on client migrations, building relationships, and optimizing email marketing automations. Currently, Peter is working at Collective Health as a Partnerships Manager, responsible for managing the onboarding process for complex clients and coordinating with internal teams to ensure client satisfaction and success.

Throughout their career, Peter has demonstrated strong analytical and communication skills, as well as the ability to manage client expectations and deliverables.

Peter Reese completed their Bachelor of Science degree in Economics from the University of Utah in the period from 2004 to 2008. Additionally, in 2004 and 2005, they also attended Utah State University, where they studied Business/Commerce, General. However, no degree from Utah State University is mentioned.