Thomas Stone
Howell,MI
Summary
Dynamic and results-driven professional with internship experience at Greystone Financial Group, excelling in financial research and client relationship management. Proven ability to enhance investment strategies through data analysis and deliver exceptional customer service, fostering strong client connections. Adept in Microsoft Excel and skilled in effective communication, ensuring compliance and operational excellence.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Wealth Management Intern
Greystone Financial Group
West Bloomfield, MI
05.2025 - 08.2025
- Assisted advisors with client account maintenance, research, and reporting to support wealth management strategies.
- Reviewed Form 5500 filings to identify potential 401(k) prospects and compiled contact lists for outreach.
- Participated in client service projects, enhancing knowledge of fiduciary standards and investment planning.
- Conducted market research to support investment strategies and recommendations.
- Supported compliance efforts by reviewing documentation for regulatory requirements.
Weekend Pro Shop Manager
Faulkwood Shores Golf Club
Howell, MI
05.2020 - 08.2025
- Promoted from cart staff to management, overseeing weekend operations and supervising staff.
- Managed member relations, scheduling, inventory, and cash handling for the pro shop.
- Delivered exceptional customer service to high-volume clientele in a professional setting.
Server – Dementia Care
Provision Living
East Lansing, MI
02.2024 - 05.2025
- Provided compassionate service to elderly residents, ensuring dietary needs and safety standards were met.
- Collaborated with care teams to maintain a supportive and respectful dining environment.
- Managed dining room setup and ensured cleanliness before meal service.
- Organized special events and themed dinners to engage residents socially.
Education
B.A. - Economics, Business, Law, Justice & Public Policy
Michigan State University
East Lansing, MI12.2025
Skills
- Financial Research & Analysis
- Client relationship management
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Data analysis and reporting
- Strong communication and presentation skills
- Customer service
Leadership And Community Involvement
Howell All-Inclusive Playground Project, Howell, MI, Fundraiser & Volunteer, 01/21, 12/22, Contributed to raising $220,000 for a community playground accessible to children of all abilities., Personally raised $17,000 through outreach, events, and donor engagement.
Certification
- Series 65
Timeline
Wealth Management Intern
Greystone Financial Group
05.2025 - 08.2025
Server – Dementia Care
Provision Living
02.2024 - 05.2025
Weekend Pro Shop Manager
Faulkwood Shores Golf Club
05.2020 - 08.2025
B.A. - Economics, Business, Law, Justice & Public Policy
Michigan State University
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