Trap Kloman Email & Phone Number

Waltham, Ma, Us

Waltham, Ma

Serve as president and chief operating officer at Commonwealth Financial Network. Commonwealth is focused on being known as the indisputable best partner to client-centric advisors, through a comprehensive platform delivering integrated technology, tier one support services, and differentiated business solutions that enables advisors to optimize their success through all stages of their firm’s life-cycle. Joining the firm in 2015 as CFO, servant leader delivering on the company’s mission every day to help clients live their best lives by delivering an indispensable advantage to advisors, which has contributed to Commonwealth being ranked #1 in independent advisor satisfaction by J.D. Power eleven times in a row. Responsibilities span across leading the evolution of the business product offering, launching our advisor investment and RIA platforms, and overseeing the firm’s technology, operations, compliance, legal, risk and finance operations.

Greater Boston Area

Responsible for broad set of financial and strategic leadership roles for a company in transformation, as it evolved from founder-led private company, to PE backed, to public, while experiencing substantial organic and inorganic growth,Senior Vice President - Investor Relations - Built and led investor relations program post-IPO developing and communicating corporate strategy, capital structure and financial performance with investors and analysts.Vice President - Corporate Finance - Managed firm-wide investment analysis, business case design, budgeting and forecasting activities. Led IPO process, including coordinating with internal teams to prepare for public company responsibilities, working with bankers and outside counsel and meeting with investors and analysts.Vice President - Corporate Development - Led due diligence, valuation analysis and negotiations on multiple acquisitions of broker-dealers and technology companies to help scale company and position for ongoing success in a consolidating industry. Explored international expansion opportunities in China and Canada.

Manager - Financial Planning & Analysis responsible for budgeting, forecasting and M&A analysis for publicly traded technology consulting company, aligning business segment strategy with financial performance. Company was undergoing significant transformation as recently spun out from KMPG and publicly listed. Directly supported CEO and CFO on interactions with investors and analysts.

Analyst - Healthcare - Contributed to M&A, IPO and debt financing projects supporting healthcare technology and services companies.

Analysts - Defense, Aerospace and Technology - Focus on leveraged finance transactions.