Thomas Croft
Wealth Management Intern at Members' Wealth- Claim this Profile
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Bio
Credentials
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Financial Basics Everyone Should Know
LinkedInOct, 2022- Nov, 2024 -
Foundations of Business Banking
LinkedInOct, 2022- Nov, 2024 -
Leadership Tips, Tactics, and Advice
LinkedInOct, 2022- Nov, 2024 -
Certified Instructor Autodesk Revit Architecture
AutodeskNov, 2019- Nov, 2024 -
Autodesk AutoCAD User Certification
AutodeskNov, 2018- Nov, 2024
Experience
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Members' Wealth
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United States
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Investment Management
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1 - 100 Employee
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Wealth Management Intern
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Feb 2023 - Present
- Utilize Excel to create options payoff diagrams, Monte Carlo simulations, and cash flow models - Explore the Morningstar database to evaluate Mutual Funds, ETFs, and other investment products - Note weekly market updates, conduct investment due diligence on a variety of products using the 4 P’s - Utilize Excel to create options payoff diagrams, Monte Carlo simulations, and cash flow models - Explore the Morningstar database to evaluate Mutual Funds, ETFs, and other investment products - Note weekly market updates, conduct investment due diligence on a variety of products using the 4 P’s
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Delta Sigma Pi
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United States
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Professional Training and Coaching
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700 & Above Employee
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Fundraising Chair
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Dec 2022 - Present
- Raise capital for the Zeta Upsilon chapter of Delta Sigma Pi: Professional Business Fraternity - Lead and allocate workload to a committee of 3 associates - Control the finances of all income generated by fundraising means - Plan 10+ formal events and numerous other informal events - Raise capital for the Zeta Upsilon chapter of Delta Sigma Pi: Professional Business Fraternity - Lead and allocate workload to a committee of 3 associates - Control the finances of all income generated by fundraising means - Plan 10+ formal events and numerous other informal events
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Innovate VT
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United States
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Higher Education
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1 - 100 Employee
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Social Media Manager Intern
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Aug 2022 - Feb 2023
Innovate Social Media Manager: - Manage social media accounts with upwards of 10,000+ impressions - Collaborate with numerous other Living-Learning Communities - Create captivating posts using graphic design: Canva Pro - Develop online networks through direct messaging Innovate Living-Learning Student - Learn about the entrepreneurial mindset - Practice and develop professional development - Balance work-life relationships - Network through various events - Attend weekly fire-side chats with diverse guest speakers Show less
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Sabor Latin Street Grill
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United States
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Food and Beverage Services
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1 - 100 Employee
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Kitchen Manager
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Jan 2022 - Aug 2022
- Trained approximately 10 employees throughout my time- Remembered individual customer orders to improve the dining experience- Learned and memorized the entire menu to accelerate order times-Founded new ideas for the menu and specials
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Lead Cashier
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Jul 2020 - Jan 2022
- Front-of-the-house manager of 10+ employees- Implemented and facilitated new sales techniques designed to upsell- Created numerous marketing strategies: Different daily specials designed to grab customer attention-Trained over 15 cashiers-Named "Best Cashier of the Year" by numerous customers-Received 5+ five-star reviews specifically mentioning my name and service
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Eon Clan
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Charlotte, North Carolina, United States
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Business Owner
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Jun 2018 - Aug 2019
Started a gaming team and social media company called Eon Clan. At its peak, Eon Clan had roughly 50,000 followers on social media and had 28 unpaid/paid employees. The team was comprised of video editors, graphic designers, managers, professional video game players, and content creators. The team was founded and controlled fully by me throughout its entire duration. Started a gaming team and social media company called Eon Clan. At its peak, Eon Clan had roughly 50,000 followers on social media and had 28 unpaid/paid employees. The team was comprised of video editors, graphic designers, managers, professional video game players, and content creators. The team was founded and controlled fully by me throughout its entire duration.
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Education
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2022 - 2026
Virginia Tech
Bachelor of Science - BS, Finance and Financial Management Services -
2022 - 2026
Virginia Tech
Bachelor of Science - BS, Human Resources Management/Personnel Administration, General -
2020 - 2022
Central Piedmont Community College
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2018 - 2022
Ardrey Kell High School
High School Diploma
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