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Reagan Bonlie

Co-Founder and CEO at Nudge Money

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Overview

Reagan Bonlie is Co-Founder and CEO of Nudge Money[1][3], a fintech company that helps credit unions identify deposit and loan growth opportunities and achieve financial wellness goals by analyzing member data to predict product opportunities and generate personalized marketing messages rooted in behavioral science[2]. Bonlie previously spent 12 years at JPMorgan Chase Bank, N.A., holding positions including Private Client Banker from May 2010 to December 2015[6], Vice President of Investment from December 2015 to December 2020[5], and Executive Director of Wealth Management from December 2020 to June 2022[4]. Before joining JPMorgan Chase, Bonlie founded and scaled companies across industrial technology and other industries[2]. Bonlie also served as Managing Partner at the Bonlie Company from January 2011 to June 2022[7] and at TransIndustrial from January 2006 to January 2010[8]. Bonlie attended the University of Arizona[9].

Profile introduction
Source excerptLinkedIn [2]

Founder and CEO of Nudge Money, helping credit unions identify and convert up to $24MM of deposit and loan growth, while achieving their financial wellness mission. We analyze member data to predict product opportunities, and generate personalized marketing messages and nudges rooted in behavioral science. Before founding Nudge Money, I spent 12 years at JPMorgan Chase. I leveraged my cross-selling and financial planning expertise to lead a 45 branch team, and help people achieve their goals. Before JPMorgan, I founded and scaled various companies across industries like industrial tech, cons…

Career history

  1. Co-Founder and CEOJun 2022 to presentNudge Money
  2. Executive Director of Wealth ManagementDec 2020 to Jun 2022JPMorgan Chase Bank, N.A.
  3. Vice President of InvestmentDec 2015 to Dec 2020JPMorgan Chase Bank, N.A.
  4. Private Client BankerMay 2010 to Dec 2015JPMorgan Chase Bank, N.A.
  5. Managing PartnerJan 2011 to Jun 2022Bonlie Company
  6. Managing PartnerJan 2006 to Jan 2010TransIndustrial

Education

  1. University of Arizona

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