Thomas Packert

Thomas Packert Email and Phone Number

Wealth Management Analyst @ Invenio Wealth Partners, LLC
Thomas Packert's Location
Miami, Florida, United States, United States
Thomas Packert's Contact Details

Thomas Packert work email

Thomas Packert personal email

n/a
About Thomas Packert

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

Thomas Packert's Current Company Details
Invenio Wealth Partners, LLC

Invenio Wealth Partners, Llc

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Wealth Management Analyst
Thomas Packert Work Experience Details
  • Invenio Wealth Partners, Llc
    Analyst
    Invenio Wealth Partners, Llc Jun 2023 - Present
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  • Wake Forest University
    Administrative Assistant Wake Forest University Office Of The University Registrar
    Wake Forest University Aug 2019 - May 2023
    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
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  • Tiaa Bank
    Lender Finance Summer Analyst
    Tiaa Bank Jun 2022 - Aug 2022
    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
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  • Xendoo Online Accounting
    Accounting Intern
    Xendoo Online Accounting Jun 2021 - Aug 2021
    Fort Lauderdale, Florida, Us
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  • Brew U
    Brew U Campus Ambassador
    Brew U Jan 2021 - Mar 2021
    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
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  • Greater Winston-Salem Minority Grant Program
    Accounting Intern
    Greater Winston-Salem Minority Grant Program Oct 2020 - Dec 2020
    ● 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, and business survivability● 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

Thomas Packert Education Details

  • Wake Forest University
    Wake Forest University
    General
  • Christopher Columbus High School
    Christopher Columbus High School

Frequently Asked Questions about Thomas Packert

What company does Thomas Packert work for?

Thomas Packert works for Invenio Wealth Partners, Llc

What is Thomas Packert's role at the current company?

Thomas Packert's current role is Wealth Management Analyst.

What is Thomas Packert's email address?

Thomas Packert's email address is th****@****ank.com

What schools did Thomas Packert attend?

Thomas Packert attended Wake Forest University, Christopher Columbus High School.

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