Thomas Wagenberg — Operations Associate
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.
Stackforce AI infers this person is a Fintech professional with expertise in investment analysis and AI strategy.
Location: Miami, Florida, United States
Experience: 1 yr 8 mos
Skills
- Financial Management
- Investment Analysis
- Financial Modeling
- Customer Retention
- Lead Generation
- Operational Efficiency
- Client Relationship Management
Career 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.
Work Experience
Premier Wealth Partners, A private wealth advisory practice of Ameriprise Financial, LLC
Wealth Management Intern (1 mo)
Sigma Alpha Epsilon Fraternity
Treasurer (2 yrs)
Mark Wahlberg Chevrolet of Avon
Internet Sales Representative (3 mos)
Crown Acura- Cleveland Ohio
Sales Operations & Client Services Intern (3 mos)
Career Break
Voluntary work (1 mo)
Adventure Subaru
Inventory Operations & Asset Documentation Intern (1 yr 2 mos)
Choolaah
Line Cook (6 mos)
DoorDash Driver App
Door dash (11 mos)
Classic lexus
Porter (1 yr 4 mos)
Adventure Dodge Chrysler
Car Porter (1 yr 6 mos)
Adventure Subaru
Auto Detailer (1 yr 8 mos)
Education
Bachelor of Science - BS at Lynn University