Thomas Sabol Email & Phone Number

Conshohocken, Pennsylvania, United States

I am using my experience in investments, compliance and client services to ensure a seamless execution of fund management operations between PPB Capital Partners and our industry partners.Launched in 2008, PPB Capital Partners brings premier alternative investment solutions and streamlined processing to the wealth advisor community. PPB builds and operates customized private fund solutions for wealth advisory firms nationwide. In addition, PPB provides wealth advisors entry points to a roster of best-in-class institutional alternative investment managers in strategies ranging from private equity, private credit, hedge funds, real estate, venture capital and alternative income.

Jenkintown, Pennsylvania, United States

Uniondale, Ny

Provide quality support to clients with transactions and service on a daily basis. Assist clients by responding to phone, email and other inquiries regarding company products, services and procedures. Respond to client questions on BNY Mellon product features and provide technical assistance.

Devon, Pa

▪ Completed comprehensive analysis of loan applications and obtained sufficient documentation required for underwriting.▪ Managed correspondence with upper management and sales team to ensure accuracy at the inception of the loan process.▪ Procured necessary certifications and documents to facilitate the progression of the application.▪ Evaluated assets, income, and employment history of applicants. ▪ Administered training to new hires in best practices of the Loan Quality Assurance Department.▪ Responsible for mainting daily work volume report for the department.▪ Gained experience in Microsoft Word, Excel, and Outlook.

Bachelor Of Science (B.S.), Marketing

Education record