Sydney manages Green Square’s performing reporting platform, Black Diamond, creating custom reports for client’s based on their reporting needs. She works closely with the Green Square Capital teams to create presentation material and customized reports for monthly / quarterly client performance review meetings, institutional board meetings, and private foundations. She facilitates tax season coordination, coordinates the interfacing of alternative investment custodians within Black Diamond, and due diligence. Prior to joining Green Square, she was a Reporting Analyst for Raymond James. Sydney received her Bachelor of Administration in Accounting, with honors, from the University of Memphis and is an active member of the Alumni Association.
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