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Zack Trygstad, Mba Email & Phone Number

Principal | Senior FinTech Product Manager | Cerity Partners at Cerity Partners
Location: Minneapolis, Minnesota, United States 11 work roles 2 schools
1 work email found @ceritypartners.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Current company
Cerity Partners
Role
Principal | Senior FinTech Product Manager | Cerity Partners
Location
Minneapolis, Minnesota, United States
Company size
211 employees

Who is Zack Trygstad, Mba? Overview

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Quick answer

Zack Trygstad, Mba is listed as Principal | Senior FinTech Product Manager | Cerity Partners at Cerity Partners, a company with 211 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at ceritypartners.com and a matched LinkedIn profile for Zack Trygstad, Mba.

Zack Trygstad, Mba previously worked as Principal at Cerity Partners and Senior Product Manager at Ascent Private Capital Management. Zack Trygstad, Mba holds Master Of Business Administration (Mba) from The University Of North Dakota.

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Email format at Cerity Partners

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*@ceritypartners.com
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Profile bio

About Zack Trygstad, Mba

Current Principal - Product Manager for Cerity Partners, specializing in FinTech (Addepar) reporting and working to grow my professional network. Cerity serves high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. • Master of Business Administration (MBA): University of North Dakota 2016

Listed skills include Time Management, Critical Thinking, Teamwork, Teaching, and 55 others.

Current workplace

Zack Trygstad, Mba's current company

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Cerity Partners
Cerity Partners
Principal | Senior FinTech Product Manager | Cerity Partners
new york, new york, united states
Website
ceritypartners.com
Employees
211
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11 roles · 18 years

Zack Trygstad, Mba work experience

A career timeline built from the work history available for this profile.

Principal

Current
Cerity Partners

Minneapolis, Minnesota, United States

Nov 2021 - Present

Senior Product Manager

Ascent Private Capital Management

Minneapolis, Minnesota

  • Lead in the design, implementation, and enhancement of FinTech reporting engine, Addepar
  • Monitor onboarding, data aggregation, dynamic reporting, along with mobile app for over $20B on SaaS wealth management platform
  • Deliver digital tools to enhance client experience, which grew engagement from twelve to over one hundred active clients and counting
  • Oversee product vision and roadmap, along with market research to identify client requirements and trends
  • Consult with… Show more
  • Consult with advisors, subject experts, and senior leadership to improve product features, set key success metrics, and generate new business Show less
Aug 2019 - Nov 2021

Fintech Project Analyst

Ascent Private Capital Management

Greater Minneapolis-St. Paul Area

  • Implemented, analyzed and monitored financial reporting platform, Addepar
  • Established and oversaw data governance standards for investment performance reporting, including benchmark oversight, no investment responsibility securities and alignment of portfolio accounting
  • Solicited and prioritized investment advisor feedback related to performance reporting issues and/or enhancements
  • Partnered with internal stakeholders to implement Wealth Management governance standards and… Show more
  • Partnered with internal stakeholders to implement Wealth Management governance standards and ensure SLAs are met Show less
May 2018 - Aug 2019

Investment Reporting Associate

Ascent Private Capital Management

Greater Minneapolis-St. Paul Area

  • Created core investment performance report packages, using proprietary system, for portfolio managers to use in client meetings and presentations
  • Ongoing data maintenance on proprietary investment reporting application including new account setups, security classifications, benchmark assignments and portfolio allocations
  • Assisted senior portfolio managers in reviewing their clients' holdings and preparing necessary documentation required for U.S. Bank and OCC Regulation 9 compliance… Show more
  • Assisted senior portfolio managers in reviewing their clients' holdings and preparing necessary documentation required for U.S. Bank and OCC Regulation 9 compliance standards
  • Effectively communicated with multiple regional front offices to efficiently and accurately fulfill reporting platform requests and provide ad hoc investment reporting support Show less
Mar 2017 - May 2018

Graduate Assistant

University Of North Dakota

Gamble Hall

 Facilitated student success through providing career placement advice Maintained and created record keeping surveys using Qualtrics Utilized database knowledge to customize student services

Aug 2015 - Dec 2016

Volunteer Assistant Baseball Coach

University Of North Dakota

Grand Forks, North Dakota

 Generated scouting reports for every game along with post-game analysis and tendency reports Analyzed player performance Consulted with coaches regarding player performance Served as the catching coach and bullpen manager during games

Jan 2015 - May 2016

Private Wealth Management Intern

Ubs

Minneapolis, Minnesota

 Conducted product, market, and client research, synthesized data and performed product suitability analysis for clients  Generated performance review reports along with balancing and updating client portfolios Communicated with clients, accountants, wholesalers, and other third parties regarding client matters and questions

Jun 2015 - Aug 2015

Customer Service Teller

Beacon Bank – Shorewood • Excelsior • Eden Prairie • Downtown Duluth • Duluth Miller Hill

Shorewood, Minnesota

Assisted customers on a daily basis with deposits, withdrawals, and resolution of problemsReliably processed accurate transactions for all types of deposit and loan accountsAnalyzed bank financial performance over time and reported results to bank management

Aug 2014 - Nov 2014

Wayzata Legion Baseball Coach

Plymouth Wayzata Youth Baseball Assoc.

Wayzata, Minnesota

Jun 2013 - Aug 2014

Finance Intern

Nantucket Financial/Kevin Hoy & Assoc.

Excelsior, MN

 Reviewed, analyzed and matched loan applicant with the most appropriate lending source Met with clients and analyzed the value of collateral for loans Assessed credit quality needs of clients and worked with lenders on behalf of loan applicants

Jun 2013 - Aug 2013

Zack Trygstad Private Hitting Instructor

Plymouth Wayata Youth Baseball Association

Plymouth, Minnesota

Began my own business providing instructional baseball lessons to youth in the community. Developed pricing structure, sales and marketing efforts to drive new business.

2008 - 2012 ~4 yrs
Team & coworkers

Colleagues at Cerity Partners

Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →

DP Dean Parker Dean Parker Colleague at Cerity PartnersPowder Springs, Georgia, United States, United States View → CE Clint Eakles, Cfp® Clint Eakles, Cfp® Colleague at Cerity PartnersBowling Green, Kentucky, United States, United States View → BV Barbara Vanetti-Passafiume Barbara Vanetti-Passafiume Colleague at Cerity PartnersUnited States, United States View → JB Jared Brown Jared Brown Colleague at Cerity PartnersLouisville, Kentucky, United States, United States View → ZN Zahid Nisar Zahid Nisar Colleague at Cerity PartnersPakistan, Pakistan View → WL William Lincoln William Lincoln Colleague at Cerity PartnersLos Angeles, California, United States, United States View → SP Simona Platukyte Simona Platukyte Colleague at Cerity PartnersChicago, Illinois, United States, United States View → RA Rug Ali Rug Ali Colleague at Cerity PartnersTonbridge, England, United Kingdom, United Kingdom View → OT Onari Tariah, Cfp® Onari Tariah, Cfp® Colleague at Cerity PartnersReston, Virginia, United States, United States View → PM Peter Martin, Cpa Peter Martin, Cpa Colleague at Cerity PartnersFort Worth, Texas, United States, United States View →
2 education records

Zack Trygstad, Mba education

Banking And Financial Economics

The University Of North Dakota

Activities and Societies: 4 Year Student-Athlete & Captain on the University of North Dakota Baseball Team Graduated with a Bachelor's in.

FAQ

Frequently asked questions about Zack Trygstad, Mba

Quick answers generated from the profile data available on this page.

What company does Zack Trygstad, Mba work for?

Zack Trygstad, Mba works for Cerity Partners.

What is Zack Trygstad, Mba's role at Cerity Partners?

Zack Trygstad, Mba is listed as Principal | Senior FinTech Product Manager | Cerity Partners at Cerity Partners.

What is Zack Trygstad, Mba's email address?

AeroLeads has found 1 work email signal at @ceritypartners.com for Zack Trygstad, Mba at Cerity Partners.

Where is Zack Trygstad, Mba based?

Zack Trygstad, Mba is based in Minneapolis, Minnesota, United States while working with Cerity Partners.

What companies has Zack Trygstad, Mba worked for?

Zack Trygstad, Mba has worked for Cerity Partners, Ascent Private Capital Management, University Of North Dakota, Ubs, and Beacon Bank – Shorewood • Excelsior • Eden Prairie • Downtown Duluth • Duluth Miller Hill.

Who are Zack Trygstad, Mba's colleagues at Cerity Partners?

Zack Trygstad, Mba's colleagues at Cerity Partners include Dean Parker, Clint Eakles, Cfp®, Barbara Vanetti-Passafiume, Jared Brown, and Zahid Nisar.

How can I contact Zack Trygstad, Mba?

You can use AeroLeads to view verified contact signals for Zack Trygstad, Mba at Cerity Partners, including work email, phone, and LinkedIn data when available.

What schools did Zack Trygstad, Mba attend?

Zack Trygstad, Mba holds Master Of Business Administration (Mba) from The University Of North Dakota.

What skills is Zack Trygstad, Mba known for?

Zack Trygstad, Mba is listed with skills including Time Management, Critical Thinking, Teamwork, Teaching, Powerpoint, Microsoft Excel, Microsoft Word, and Statistics.

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