Zack Trygstad, Mba Email & Phone Number

Minneapolis, Minnesota, United States

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 • 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 advisors, subject experts, and senior leadership to improve product features, set key success metrics, and generate new business Show less

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 • 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 ensure SLAs are met Show less

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 • 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 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

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

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

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

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

Wayzata, Minnesota

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

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.

Master Of Business Administration (Mba)

Banking And Financial Economics

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