Thomas Reid

Thomas is responsible for managing the billing for LibertyFi’s partner-firms executed through the Envestnet platform. This function serves 20,000 client accounts each quarter, and he works to ensure their accuracy while making certain that advisors are paid their fees, on time.

Prior to LibertyFi, Thomas worked in a financial reporting and analysis role with BBVA Compass before moving to Regions Bank in the Controller’s group. He worked directly with Regions’ business partners, specifically Credit, Risk, and HR-Compensation, to make their processes and policies more efficient and compliant. Additionally, he and his group were responsible for the bank-wide implementation of new accounting standards. Prior to that, Thomas spent four years in public accounting at Sellers, Richardson, Holman & West (now RSM, LLP) where his work centered on high-net-worth individual, family, and trust tax planning and compliance and had a specialization serving large multi-state manufacturing and distribution clients. Thomas earned his undergraduate credentials as well as a Masters degree in Accounting and Taxation from the University of Alabama.