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Jeremy Nagler has a diverse work experience spanning over a decade. Jeremy'smost recent role was as a Vice President at Summit Trail Advisors, which they started in February 2021. Prior to that, they worked at Heritage Strategies LLC for over six years, starting in October 2014. At Heritage Strategies LLC, Jeremy held the position of Director of Asset Analysis and was responsible for managing affluent families and individuals' estate plans. Before joining Heritage Strategies LLC, Jeremy worked at Tritech Healthcare Management as a College Assistant for almost six years, from November 2008 to October 2014. In this role, they were involved in data entry, medical records archiving, medical billing processes, and payment evaluation. Jeremy also worked on special projects involving analysis of unpaid medical bills and customer account processing.

Jeremy Nagler earned their Master of Science degree in Quantitative Finance from Hofstra University from 2018 to 2020. Prior to that, they attended the University at Albany, SUNY from 2009 to 2013, although information regarding their degree and field of study during that time is not provided.