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Thomas Packert Email & Phone Number

Wealth Management Analyst at Invenio Wealth Partners, LLC
Location: Miami, Florida, United States 6 work roles 2 schools
1 work email found @tiaabank.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email t****@tiaabank.com
LinkedIn Profile matched
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Role
Wealth Management Analyst
Location
Miami, Florida, United States

Who is Thomas Packert? Overview

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Quick answer

Thomas Packert is listed as Wealth Management Analyst at Invenio Wealth Partners, LLC, based in Miami, Florida, United States. AeroLeads shows a work email signal at tiaabank.com and a matched LinkedIn profile for Thomas Packert.

Thomas Packert previously worked as Analyst at Invenio Wealth Partners, Llc and Administrative Assistant Wake Forest University Office of the University Registrar at Wake Forest University. Thomas Packert holds Bachelor Of Science - Bs, Finance, General from Wake Forest University.

Company email context

Email format at Invenio Wealth Partners, LLC

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{first}.{last}@tiaabank.com
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AeroLeads found 1 current-domain work email signal for Thomas Packert. Compare company email patterns before reaching out.

Profile bio

About Thomas Packert

Thomas Packert is a Wealth Management Analyst at Invenio Wealth Partners, LLC.

Current workplace

Thomas Packert's current company

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Invenio Wealth Partners, LLC
Invenio Wealth Partners, Llc
Wealth Management Analyst
AeroLeads page
6 roles

Thomas Packert work experience

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

Administrative Assistant Wake Forest University Office Of The University Registrar

Winston-Salem, NC, US

  • Filed papers, answered phone calls, printed forms, and assisted students who came into the office
  • Participated in an experiment that found switching to a new website would expedite the registration process for students and the office alike
Aug 2019 - May 2023

Lender Finance Summer Analyst

Jacksonville, Florida, US

  • Managed and analyzed 16 senior secured facilities across three asset classes to non-bank financial institutions through bankruptcy remote specialized vehicles ranging from $30 million to $150 million
  • Performed due diligence including reviewing credit agreements, financial statements, collateral summaries, and legal documents to communicate with internal counsel to assess credit strength and confidence of repayment
  • Updated client financial statements to ensure the quality of monthly reporting servicers and borrowing base reports complied with loan covenants
Jun 2022 - Aug 2022

Brew U Campus Ambassador

New York, New York, US

Brew U is Morning Brew's student ambassador program to expand our community of modern business leaders to college campuses. Here's the website from our most recent iteration of the program if you want to tell people more about the program: https://brewu.morningbrew.com/spring2021

Jan 2021 - Mar 2021

Accounting Intern

Greater Winston-Salem Minority Grant Program
  • Reviewed financial statements of Black and Latinx-owned small businesses in Forsyth County for 5 hours per week to rate the applicant's ability to make an impact based on the grant goals of job creation, job retention.
  • Interviewed two business owners in the due diligence stage to dig deeper into use of funds, assess the business, the management, and the likelihood that impacts will be made if the business were to be awarded the funds
Oct 2020 - Dec 2020
2 education records

Thomas Packert education

Bachelor Of Science - Bs, Finance, General

Wake Forest University

Education record

Christopher Columbus High School
FAQ

Frequently asked questions about Thomas Packert

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

What company does Thomas Packert work for?

Thomas Packert works for Invenio Wealth Partners, LLC.

What is Thomas Packert's role at Invenio Wealth Partners, LLC?

Thomas Packert is listed as Wealth Management Analyst at Invenio Wealth Partners, LLC.

What is Thomas Packert's email address?

AeroLeads has found 1 work email signal at @tiaabank.com for Thomas Packert at Invenio Wealth Partners, LLC.

Where is Thomas Packert based?

Thomas Packert is based in Miami, Florida, United States while working with Invenio Wealth Partners, LLC.

What companies has Thomas Packert worked for?

Thomas Packert has worked for Invenio Wealth Partners, Llc, Wake Forest University, Tiaa Bank, Xendoo Online Accounting, and Brew U.

How can I contact Thomas Packert?

You can use AeroLeads to view verified contact signals for Thomas Packert at Invenio Wealth Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did Thomas Packert attend?

Thomas Packert holds Bachelor Of Science - Bs, Finance, General from Wake Forest University.

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