Trap Kloman

Trap Kloman

President & COO at Commonwealth Financial Network

Commonwealth Financial Network•Waltham, Massachusetts, United States

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Experience27+ Years
LevelCXO

Executive Overview

Extensive experience in the financial and consulting services industries growing, scaling and transforming businesses to ensure their fiscal strength, drive change in evolving industries, elevate the firms' cultures and enhance the customer experiences. Through various roles as President, COO and CFO, lead corporate strategy and finance, business transformations, M&A, LBO’s, IPO’s, and have spun out an internal SaaS solution into an independent company. Commonwealth Financial Network®, Member FINRA (http://www.finra.org/) /SIPC (http://www.sipc.org/). Please review our Terms of Use. (http://www.commonwealth.com/termsofuse.html)  Opinions expressed on this page are personal and do not represent Commonwealth Financial Network®

Career Timeline

Professional employment history
  • Apr 2015–Present· 11 yrs 6 mos
    • Managing Principal, President and Chief Operating OfficerCurrent
      Apr 2015–Present
  • Dec 2004–Apr 2015· 10 yrs 4 mos
    • Senior Vice President
      Dec 2004–Apr 2015
  • Mar 2002–Dec 2004· 2 yrs 9 mos
    • Manager, Information Technology
      Mar 2002–Dec 2004
  • May 2000–Feb 2002· 1 yr 9 mos
    • Analyst
      May 2000–Feb 2002
  • 1999–2000· 1 yr
    • Analyst
      1999–2000

Education

Bachelor of Arts

Economics and Foreign Affairs

University of Virginia

Executive Relationship Map

Reports To
Trap Kloman
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer

Executive Network Preview

BizKonnect has mapped this leadership network including reporting hierarchies, peer connections, and cross-functional relationships.

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Skills & Expertise

20 of 20 skills
Team LeadershipFinancial AnalysisFinancial ModelingPublic SpeakingMicrosoft ExcelOperating BudgetsCapital AllocationCash Flow ForecastingInvestor RelationsEquity Capital MarketsFinancial ForecastingDue DiligenceFinancial ServicesBusiness StrategyFinancial ReportingDebt ManagementInvestmentsCorporate CommunicationsTechnology ServicesCapital Management