Thomas Trageser

Thomas Trageser has a strong background in finance and strategic planning. Thomas started their career at Goldman Sachs as an Associate, where they developed a client information database and analyzed investment funds. Thomas then moved to Merrill Lynch, where they held various roles including Director and CFO. During their time there, they successfully integrated self-directed brokerage platforms and identified revenue opportunities. Trageser later joined Bank of America Merrill Lynch Global Wealth and Retirement Services as Director of Strategy and Business Development, where they were a founding member of the Impact Investing platform and led efforts to increase transparency in client pricing. Most recently, Trageser has held the position of Chief Financial Officer at Bright Harbor Healthcare, Ocean Mental Health Services, Inc., and Girl Scouts Heart of New Jersey.

Thomas Trageser completed their education at two institutions. From 1991 to 1994, they attended Manhattan College and earned a Bachelor of Science degree in Accounting. Later, from 1998 to 2000, they pursued an MBA degree in Finance at Pace University - Lubin School of Business. In addition to their formal education, Thomas Trageser also holds additional certifications including an MBA with Series 7 and a USCG-100 Ton Masters, though the specific institutions and years of completion are not provided.