Thomas Wagenberg

Operations Associate

Miami, Florida, United States1 yr 8 mos experience
AI EnabledAI ML Practitioner

Key Highlights

  • Built multi-asset portfolio reviews for high-net-worth clients.
  • Implemented cost controls reducing spending by 18%.
  • Developed AI-driven decision systems for finance.
Stackforce AI infers this person is a Fintech professional with expertise in investment analysis and AI strategy.

Contact

Skills

Core Skills

Financial ManagementInvestment AnalysisFinancial ModelingCustomer RetentionLead GenerationOperational EfficiencyClient Relationship Management

Other Skills

Problem SolvingAccountingDue DiligenceCommunicationLBO ModelingLeadership and Decision-MakingData AnalysisPerformance Metrics AnalysisCRM ManagementPromotional Campaign ExecutionDigital Marketing AnalyticsData-driven Decision MakingPresentation SkillsTime ManagementResearch Skills

About

Most finance programs produce one kind of graduate. Mine took a different path: a B.S. in Financial Valuation and Investment Management with a minor in American Law. The coursework spans contract law, securities regulations, and wealth transfer structures alongside portfolio management, investment theory, and LBO analysis. That combination is rare. It is also directly useful. At Premier Wealth Partners, a $100M+ AUM Ameriprise advisory practice, I built multi-asset portfolio reviews for high-net-worth clients, analyzed retirement planning scenarios, and translated complex financial data into advisor-ready deliverables. As Treasurer of Sigma Alpha Epsilon, I manage the chapter's operating budget, implemented cost controls that reduced spending by 18%, and present monthly financial statements to executive leadership. My coursework in AI in Action: Innovative Strategies and Business Intelligence gave me a concrete foundation for understanding how AI systems function within business workflows. That grounding, combined with close tracking of AI applications in portfolio construction, credit underwriting, and deal sourcing, has shaped a clear perspective: the value of AI in finance is not speed — it is better judgment. That distinction matters when building analytical processes that are actually defensible. Real estate finance has been a specific area of focus. South Florida's development cycles, cap rate compression in multifamily, and debt structuring in commercial deals are subjects I follow and analyze. The legal side of my curriculum adds context most analysts miss: easements, title structures, and partnership agreements that surface in due diligence. I have built LBO frameworks and run discounted cash flow analyses across multiple asset classes, stress-testing assumptions under shifting rate environments. Bloomberg Finance Fundamentals certified. 3.94 GPA. Graduating May 2026. Graduate study in AI strategy and innovation is the deliberate next step. Not to pivot — but to build at a higher level. The analytical foundation is in place. Completing Wealth Management Capstone and Business Strategy this semester. What comes next is learning to design and deploy AI-driven decision systems inside organizations — not just analyze their outputs.

Experience

1 yr 8 mos
Total Experience
1 yr 7 mos
Average Tenure
--
Current Experience

Premier wealth partners, a private wealth advisory practice of ameriprise financial, llc

Wealth Management Intern

May 2025Jun 2025 · 1 mo

  • Analyzed retirement planning scenarios and investment portfolios for high-net-worth clients at a $100M+ AUM advisory practice under Ameriprise Financial, converting complex financial data into advisor-ready deliverables.
  • Built comprehensive client portfolio reviews assessing asset allocation across equities, fixed income, and alternative investments, applying structured analytical frameworks to multi-asset client accounts.
  • Coordinated client relationship operations, including meeting preparation, portfolio performance reporting, and advisor-client communications, supporting a high-touch wealth advisory model for affluent clientele.

Sigma alpha epsilon fraternity

Treasurer

May 2024Present · 2 yrs · Florida, United States · Hybrid

  • Manage full chapter operating budget across events, recruitment, philanthropy, and administrative costs; build quarterly forecasts and present monthly P&L summaries to executive leadership.
  • Cut total event and operations spending by 18% through vendor renegotiation and cost controls; reallocated savings to recruitment programming and chapter development.
  • Led fundraising campaigns that exceeded chapter revenue targets by 15%, expanding funds available for events and member programming.
  • Collaborate with chapter officers across operations, recruitment, and membership to align budget priorities with chapter goals; maintain audit-ready financial records and compliance with national SAE financial standards throughout the fiscal year.
Problem SolvingAccountingFinancial ManagementDue DiligenceCommunicationLBO Modeling+2

Mark wahlberg chevrolet of avon

Internet Sales Representative

May 2024Aug 2024 · 3 mos · United States · On-site

  • Managed a digital inbound/outbound sales pipeline, converting online leads into closed transactions through structured follow-up sequences and consultative client conversations that addressed financing options and total cost-of-ownership.
  • Drove a 15% increase in digital sales over 4 months by optimizing lead response time and implementing consistent CRM-tracked follow-up protocols.
  • Improved customer retention metrics by 10% through systematic post-sale relationship management, building repeat business and referral pipeline.
  • Collaborated with marketing on summer promotional campaigns that generated a 20% lift in website traffic, increasing top-of-funnel lead volume.
Performance Metrics AnalysisCustomer RetentionCRM ManagementLead GenerationPromotional Campaign ExecutionDigital Marketing Analytics+1

Crown acura- cleveland ohio

Sales Operations & Client Services Intern

May 2023Aug 2023 · 3 mos · Cleveland, Ohio, United States · On-site

  • Supported a high-volume sales operation by preparing and delivering product presentations that converted prospect inquiries into closed transactions, contributing to a 15% increase in customer satisfaction scores.
  • Coordinated multi-stage delivery logistics for 50+ client accounts, managing scheduling, documentation, and post-transaction follow-up to ensure a seamless client experience.
  • Maintained inventory records and tracked unit status across incoming and outgoing transactions, improving delivery efficiency through accurate operational data.
  • Resolved customer concerns proactively across the sales and delivery process, applying sound judgment to protect client relationships and uphold service standards.
Operational EfficiencyProblem SolvingPresentation SkillsTime ManagementData AnalysisResearch Skills+2

Career break

Voluntary work

Jan 2023Feb 2023 · 1 mo · Boca Raton, Florida, United States

  • Led logistics and execution of community outreach initiatives, including environmental cleanups and donation drives, impacting over 100 local residents.
  • Coordinated a team of students to deliver care packages to foster children, improving resource distribution through organized project timelines.
  • Raised awareness for mental health through targeted campaign planning and engagement events, enhancing community involvement by 30%.
  • Developed key project management and stakeholder communication skills, contributing to the successful delivery of multiple concurrent initiatives.

Adventure subaru

Inventory Operations & Asset Documentation Intern

Jan 2022Mar 2023 · 1 yr 2 mos · Ohio, United States

  • Cataloged and documented 500+ inventory assets with consistent accuracy, maintaining structured records to support pricing, sales operations, and digital listing requirements.
  • Conducted inventory management audits that identified process gaps, contributing to a 15% improvement in operational efficiency and a 20% increase in team productivity.
  • Developed and applied documentation standards to ensure compliance with organizational requirements, improving data accuracy and reducing processing time across the team.
  • Coordinated with the sales team to ensure inventory data was current and accessible, enabling faster client conversion and supporting data-driven operational decisions.
Problem SolvingPresentation SkillsTime ManagementResearch SkillsTeamwork

Choolaah

Line Cook

Nov 2021May 2022 · 6 mos · United States

  • Delivered high-volume customer service with 98% satisfaction scores, ensuring seamless front-end operations and client retention.
  • Processed and fulfilled 100+ daily orders with 99% accuracy, reinforcing operational precision and time-sensitive execution.
  • Streamlined order management workflow by implementing organization systems, reducing fulfillment errors by 15%.
Problem SolvingSelf-MotivatedTime ManagementCustomer ServiceResearch SkillsTeamwork

Doordash driver app

Door dash

Jun 2021May 2022 · 11 mos

  • Delivered 150+ orders with a 98% on-time rate, ensuring high customer satisfaction and operational reliability in dynamic environments.
  • Optimized delivery routes in real time, improving fulfillment efficiency and reducing average delivery time by 12%.
  • Collaborated with 25+ restaurant partners to ensure order accuracy and streamline prep-to-delivery workflows.
Problem SolvingSelf-MotivatedTime ManagementCustomer ServiceResearch SkillsTeamwork

Classic lexus

Porter

Feb 2020Jun 2021 · 1 yr 4 mos · Classic lexus

  • Executed high-quality detailing services for 100+ vehicles, maintaining strict quality standards and enhancing customer satisfaction scores.
  • Collaborated with sales and service teams to streamline vehicle turnover processes, reducing delivery prep time by 20%.
  • Prioritized and managed multiple detailing projects simultaneously, improving operational throughput during peak service hours.
Problem SolvingSelf-MotivatedTime ManagementCustomer ServiceResearch SkillsTeamwork

Adventure dodge chrysler

Car Porter

Aug 2018Feb 2020 · 1 yr 6 mos

  • Delivered high-standard detailing and porter services for 100+ vehicles, contributing to a 95%+ customer satisfaction rate.
  • Coordinated with sales and service departments to streamline vehicle turnover, reducing wait times and enhancing operational flow.
  • Managed multiple service requests under tight deadlines, improving efficiency and supporting peak-hour throughput.
  • Maintained quality assurance through meticulous vehicle inspection and care, ensuring brand consistency and customer retention.
Problem SolvingSelf-MotivatedTime ManagementCustomer ServiceResearch SkillsTeamwork

Adventure subaru

Auto Detailer

Jun 2018Feb 2020 · 1 yr 8 mos

  • Delivered high-quality detailing services across 75+ vehicles, consistently exceeding customer expectations and supporting dealership brand standards.
  • Applied expert-level equipment handling and precision techniques to maintain vehicle condition, contributing to a 20% reduction in rework or service callbacks.

Education

Lynn University

Bachelor of Science - BS — Financial Valuation and Investment Management

Aug 2022May 2026

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