Director, Asset Analysis
Jeremy Nagler graduated from the University at Albany, State University of New York, in 2013 with a BS in Actuarial and Mathematical Sciences and a BS in Economics. Additionally, he has a minor in Business.
Mr. Nagler began his professional career at Heritage Strategies, LLC in 2014. In his role as a Client Services Associate, his main responsibilities include generation and maintenance of technical spreadsheets–which simplify complex planning strategies–and client asset sheets, which summarize estate value and annual cash flow in a clear, concise format. He analyzes corporate documents, personal and business financial information, qualified plans, and tax documents to ensure consistent and reliable reporting.
Mr. Nagler is currently pursuing his Associate with the Society of Actuaries. He currently resides in Plainview, New York.