Introducing the Trust & Wealth Management

Class of 2009 & 2010...

Ahuja - Bechtold  |  Berry - Bullock |  Cavenaugh - Cooke  |  Cooley - Delarue Dodd - Fryar

Galvan - Grant | Guilleman - Herring | Hilburn - Kang | Kinlaw - Lawrence | Lightner - Manning

Matthews - Medlin  |  Melton - Mulcare Mull - North  |  Pattishall - Register Rivera - Smith, B.

Smith, D. - Stephenson  |  Strause - Umberger Wallace - White  |  Whitlow - Williamson

Wise - Wright Yoder - Yuhase

 

EDUCATION:

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2009; Overall GPA: 3.85, Major: 4.0. President’s List; Dean’s List; Presidential Scholarship; Dorm Scholarship.

 

WORK EXPERIENCE:

Emory University, Atlanta, GA, tennis coach and counselor, June-August 2006. Lakevue Athletic Club, Pittsburg, PA, May-August 2007.Worked as a tennis professional and managed the front desk. Duties included small cash transactions, friendly and professional interaction with the public, and quick and reliable service. Skills required included drawing in regular clientele, handling customer relations and complaints, and knowing how to react in stressful situations.

 

EXTRACURRICULAR ACTIVITIES:

Phi Eta Sigma Honor Society, Varsity Tennis Team, Athlete Mentor, Member of SAATH (South Asian Awareness through Humanities), International Student Club.

 

EDUCATION:

Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning. Expected graduation date: December 2008.

 

WORK EXPERIENCE:

Wachovia Trust, Concord, North Carolina. May 2007 – August 2007, Trust Associate Intern. Duties included providing quality administration of assigned accounts in accordance with governing instruments tax and fiduciary laws, and Wachovia Trust Policy, researching and responding to request as related to trust, estate and agency administration, supporting assigned trust advisors and trust associates on estate, trust, custodians, guardianships and agencies, working closely with assigned trust advisor to ensure the clients investment strategy, goals, objectives, risk tolerance, tax implications and customized benchmark were met and exceeded,  maintaining effective systems and controls to assure account administration activities met internal and external regulatory requirements, completing 61 Administrative Reviews in conjunction with Wachovia Trust Policy and Procedures as required by the Fiduciary Risk Management Team, preparing Trust Advisor with researched materials to allow response to oral and written questions from clients, internal business, partners or senior management, utilizing UNITY PORTAL and CLIENT COM to research and investigate trust account information per project assignment for the Concord Market, identifying client fee schedule and contact information for completion of client mailings for the Value Pricing Alignment (VPA) Initiative for the Concord Market. Learning included exceeding expectations, teamwork for shared success, and winning spirit. Campbell University, Buies Creek, North Carolina. May 2005 – May 2007, International Admissions Ambassador. Duties included: assisting the Director of International Admissions in the recruiting process, coordinating activities for the International Student Club, and facilitating in communications as a fluent Spanish /English. Special skills include a hundred percent fluency and dual translation experience in English/Spanish and Spanish/ English.

 

EXTRACURRICULAR ACTIVITIES:

Campbell Collegiate Tennis Team. Recipient Full Athletic Scholarship (Tennis), Tennis Team Captain, Mentor, SAAC (Student Athletic Advisory Committee), International Student Club (President 2006-2007), Gilbert T. Stephenson Trust Club.

 

EDUCATION:

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected Date of Graduation: May 2010; Overall GPA: 3.681; in Major: 3.714. President’s List; Dean’s List; Presidential Scholarship; Baptist Scholarship; Shaw, Eunice Campbell & David L. Scholarship; Southeastern Trust School Trust Management Scholarship; Centerville Baptist Church Scholarship; Valedictorian of Wilmington Christian Academy (2005); Class Treasurer, Wilmington Christian Academy.

 

WORK EXPERIENCE:

The Roger Bacon Academy/Charter Day School, Leland, NC, May, July-August 2007: Assistant to the Director of Finance: Main duties included processing charges and payments to all daycare accounts, paying bills, receiving payments, working on payroll, reviewing employees’ retirement plans, copying, faxing, working with accounts payable and accounts receivable: Learning included experience with QuickBooks, reviewing a budget, receiving training in the school’s financial accounting system. Campbell University Pine Burr Yearbook Editor-in-Chief, August 2006-present: Worked on the yearbook staff during 2005-2006 school year and then became the Editor-in-Chief: Duties include being in charge of a staff of 10-15 members, designing layouts, interviewing, and making sure all deadlines are met on time.

 

EXTRACURRICULAR ACTIVITIES:

Campbell University Study Abroad: London, June 2007; Phi Eta Sigma; Centerville Baptist Church: Children’s Church teacher, Nursery worker, in charge of publications including the church directory which is published through Olan Mills, and worker in the sound room.

 

EDUCATION: 

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning.  Expected date of graduation: May 2010.  Scott-Ellis Scholarship.

 

WORK EXPERIENCE: 

Carolina Country Club, Raleigh, NC (Summer 2007).  Served members of North Carolina’s most elite and prestigious country club with dependability and people skills in an upbeat and professional manner.  Eckerd Pharmacy, Raleigh, NC (2005).  Pharmacy Technician counting pills, filling prescriptions, assisting doctors, insurance companies, and patients, managing cash, insurance policy information, and a computer system.  Dealt with problem solving and patient relations in a constantly busy and serious environment with poise, efficiency, and friendliness.

 

EXTRACURRICULAR ACTIVITIES: 

North Carolina Student Legislature, Gilbert T. Stephenson Trust Club, College Republicans, elected Student Government Association Men’s Campus President and Co-Chairman of Student Life Committee (2006-2007), elected Student Government Association Class Representative (2007-2008).  Hobbies include golfing, traveling, and boating.

 

EDUCATION:

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management: Expected date of graduation: May 2010.

 

WORK EXPERIENCE:

Campbell University Intramural Sports.  Assistant Manager of the fitness centers since January 2007: Main duties included inspecting the equipment for proper working order and scheduling employees for all shifts and making random spot checks on their assigned shift.  Allied Personnel Services, Bethlehem, PA.  Temporary Employee March 2005-August 2005 May 2006-August 2006:  Responsible for unloading and loading tractor trailers at Walgreen’s Warehouse.  Filled totes with various products that were shipped out to various stores.  Weis Markets, Bethlehem, PA, August 2002-March 2005.  Responsibilities included customer checkout, running the self-checkout machines, and assisting customers.  Required excellent customer service and handling the exchange of cash at a point-of-sales-system.

 

EXTRACURRICULAR ACTIVITIES:

Trust Club; Baptist Student Union; Campbell Circle K; Campus Crusade for Christ; Intramural basketball and flag football

 

EDUCATION:

Campbell University, Master of Business Administration, BBA in Trust and Wealth  Management, BBA in Computer Information Systems: Expected date of graduation: May 2010. 

 

WORK EXPERIENCES:

Northwood Temple Church Technical Staff, Fayetteville, NC, Fall 2000-Present: Main duties included maintaining and processing technical tasks which included wiring sound systems, implementing monitors and screens throughout the facility.  Other duties included the action of performing live mixing of sound and video for various events;  Walmart Stores, Inc, May 2007 – Present: Duties included creating a quality image for Walmart Stores Inc on the sales floor for our customers and for our store.  Customer interaction played a key role in order to sell yourself and also the product.  Other duties included unloading freight and maintaining a safe work environment; Crown Ford, Fayetteville, NC, Dealer Transfer Associate.  Duties included handling various dealer transfers per request of the customer and/or the inventory control manager.

 

EXTRACURRICULAR ACTIVITIES: 

Trust Club; CIS Club; Intramural Basketball, Campus Crusade (CRU), Baptist Student Union (BSU).

 

EDUCATION: 

Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning:  Expected date of graduation:  May 2009.  Presidential Scholarship

 

WORK EXPERIENCE:

Kerr Drug Inc., Four Oaks, NC, Certified Pharmacy Technician, July 2006-Present:  Work duties include filling prescriptions for patients in effective and efficient manner, taking prescriptions from medical professionals, and handling the exchange of cash at the register.  These duties require the need for excellent personal interaction skills, disgruntled patient management, the ability to multi task, and working in high stress environment.  Goldsboro Drug Co., Certified Pharmacy Technician and Cashier, June 2003-July 2006:  Work duties include filling prescriptions for patients, taking prescriptions from medical professionals, and filing prescriptions for yearly audits.  Work duties require time management skills, and the understanding of efficient filing techniques.  Western Sizzlin, Goldsboro, NC, Wait Staff, June-August 2005:  Work duties include professional and friendly customer interaction, small cash transactions, and quick and reliable service.

 

EXTRACURRICULAR ACTIVITIES: 

Pre-Pharmacy Club; Trust Club; Intramural football; Volunteer tutoring services at low-income schools.

 

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EDUCATION:

Campbell University, Bachelor of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: December 2009. Wake Technical Community College: Associate of Arts: July 2007. Dean’s List; 2006-2007 National Dean’s List; Scott-Ellis Transfer Scholarship.

 

WORK EXPERIENCE:

 JcPenney, Cary, NC, Pricing Accuracy, March 2006-Current: Main duties include signing for sales events, manage pricing utilities, marking clearance.        JcPenney, Cary, NC, Sales Associate, August 2004- December 2005: Main duties included customer service, sales transactions, balancing the money till, and keeping the fitting rooms clear of excess clothing.    Zaxby’s, casual dining, Garner, NC, Food Service Engineer, February 2004-August 2004: Main duties included customer service, minor food preparation, and dining room maintenance.

 

EXTRACURRICULAR ACTIVITIES:

Campus Crusade; Active member of Colonial Baptist Church; AWANA (Cubbies) Leader; Secretary of the Economics Club, Wake Technical Community College, Fall 2006.

 

EDUCATION: 

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning; Expected Date of Undergrad Graduation: December 2007; Expected Date of Grad School Graduation: May 2009; Recipient of an Athletic Scholarship for Men’s Soccer; 2006 Atlantic Sun All-Academic Team


WORK EXPERIENCE: 

Bank of America, St. Louis, MO, May 2007-August 2007, Trust Intern, Duties included ensuring that future fee files were on the PACE system, attending meetings such as DAC and AIRC, completing forms such as UPIA calculations and financial reports, miscellaneous research and work for TO’s, and composing business letters.  Midtown Sports & Wellness, Albuquerque, NM, May 2006-August 2006, Blast Camp Counselor.  Duties included working with diverse customers as apart of a team with fellow counselors on a daily basis, instructing and monitoring large groups of children, making weekly schedules of activities and implementing them daily.  No. 1 Striker Camps, Kenosha, WI, July 2005, Camp Counselor.  Duties included taking care of campers, instructing them in the sport of soccer, teaching them fundamentals to the sport and good sportsmanship.  Burger King, Oshtemo, MI, Summer of 2004, Team Member.  Duties included preparing food, dealing with customers, cleaning at closing time, and running a cash register.  Western Sizzlin, Dunn, NC, Spring 2004, Cooking line.  Duties included preparing plates of food, cleaning at closing time, and other miscellaneous activities around the kitchen.  Design Evolutions, Kalamazoo, MI, May 2001-August 2003.  Office Assistant.  Duties included cleaning the office, answering the phone, making copies of documents or house plans, and other miscellaneous office duties, at the discretion of my boss.


EXTRACURRICULAR ACTIVITIES:  

Campbell Men’s Soccer 2003-2006

 

EDUCATION:

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning, Expected date of graduation May 2009; Presidential Scholarship.

 

WORK EXPERIENCE:

Progress Software Corporation Business Operations Intern (June 2007 – August 2007): Reported directly to Vice President of Business Operations.  Created an electronic archival system for OEM contracts.  Reviewed and archived over 1000 active and inactive account files.  Paragon Commercial Bank Loan Support Intern (May 2006- August 2006): Maintained and updated electronic archival of credit and collateral documents.  Responsible for processing client payment due and over due notices.  Tasked with special project by Vice President of Commercial Real Estate to create and organize a complete archive of commercial construction draws.  Office Assistant for Adams, Portnoy, & Berggren, PLLC (May 2005 - August 2005.)  Prepared mortgage packages for real estate closings.  Balanced real estate trust account.  Maintained schedule for court dates and real estate closings.  Generated mailings for potential clients and organized file system.  Answered phones and fielded general questions.  Couriered bank deposits to Paragon Commercial Bank

 

EXTRACURRICULAR ACTIVITIES:

Charter Member Phi Alpha Delta Law Association (2007-2008);  Member of Gilbert T Stephenson Trust Club; Campbell University Student Government Association (Senior Class Vice President, Rules Committee Chair, Treasurer/Secretary Junior Class, Rules Committee, Finance Committee); Member of Campus Republicans; Treasurer, Phi Beta Lambda Business Club (2005-2006).

 

EDUCATION: 

Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning:  Expected date of graduation:  May 2009; Overall GPA:  3.03; in Major:  3.17.  Dean’s List; Scott-Ellis Scholarship; East Duplin High School (2005).

 

WORK EXPERIENCE: 

Mad Boar Restaurant, Wallace, NC, server, March 2007-August 2007.  Duties include providing fast and reliable service to customers, small cash transactions, and friendly and professional interaction with the public.  Skills acquired include maintaining a working relationship with restaurant management, developing leadership while working with a team, providing food service to a vast variety of clientele, and knowing how to react in stressful situations.  Dixie General Contractors, Wallace, NC, Administrative Assistant, May 2006-August 2006, December 2006.  Experience acquired include greeting clients and directing phone messages to correct personnel and assisting in preparation of bid proposals and estimation costs.

 

EXTRACURRICULAR ACTIVITIES: 

Campbell Trust Club; hobbies include reading, and spending time with friends and family

 

EDUCATION: 

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning:  Expected Date of Graduation:  May 2009; Overall GPA: 3.402; In Major: 3.765.  Scott-Ellis Scholarship, Dean’s List, PCS Corporate Scholarship.

 

WORK EXPERIENCE: 

U.S. Trust, Bank of America Private Wealth Management, Chicago, IL, Summer Intern, May 2007 - August 2007.  Acquired knowledge on the day-to-day operations and divisions of the Private Bank.  Attended all Discretionary Review Committee, Investment Review Committee, and AIRC Committee meetings held, prepared discretionary request forms, participated in the decision-making process and case analysis required for consideration of potential clients, completed auditing project for two trust officers, which involved preparing a spreadsheet and extensively reviewing files for compliance forms, and participated in several research projects to acquire tax cost-basis information.  First South Bank, Loan Administration and Operations Center, Washington, NC, Summer Intern, May 2004-August 2006.  Duties included overseeing the annual tax project to verify payment of property taxes on collateral addresses for active loans, working with management to correct data entry errors incurred during conversion, assisting the Exceptions and Loan Closing departments with ensuring the accuracy and presence of all legal documents required for completion of loan files, and assisting customers, loan officers, and tellers with telephone inquiries concerning payments, payoffs, and loan closings.  Tayloe’s Hospital Pharmacy, Washington, NC, Sales Clerk, June 2003-March 2004.  Duties included serving as a cashier, providing assistance to customers, taking customer prescription refills by telephone, and placing orders for new inventory.   

   

EXTRACURRICULAR ACTIVITIES: 

Gilbert T. Stephenson Trust Club, Youth Choir Musician for St. Anna M. B. Church, Blounts Creek, NC.

 

EDUCATION: 

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning:  Expected date of graduation:  May 2010; Overall GPA: 3.776; in Major: 4.0.  President’s List; Presidential Scholarship; James E. & Mary Z. Bryan Foundation Scholarship; Major Sam Byrd Trust Education Scholarship; Southeastern Trust School Trust Management Scholarship.

 

WORK EXPERIENCE: 

Campbell University, Intramurals Department, basketball and softball official, January-May 2007:  Duties included officiating and maintaining order in numerous intramural sporting events including season games and tournaments.  Coordinated with other officials and supervisors to ensure all games were covered.  Maintained composure and professionalism when dealing with angry participants on a regular basis.  Alonzo Parrish, Stedman, NC, Computer Technician/Warehouse Worker/Landscaper, August 2002-August 2005:  Organized and developed plans for furniture layouts.  Familiarized self with photo-editing software such as Adobe Photoshop to edit the appearance and coloration of furniture.  Organized and maintained spreadsheets and databases using Microsoft Excel and Access.  Moved and shaped wood materials into finished furniture products.  Maintained and enhanced the appearance of private grounds.  Bohem’s Golf, White House, NJ, Sales Clerk/Groundskeeper/Cook, May 2002-July 2002:  Duties included organizing and stocking range store and handling small cash from customers for purchases.  Maintained the grounds by watering, raking, laying seed, fertilizing, and hole-positioning.  Assisted in the operation of a small eatery by operating cash register and performing basic cooking tasks.

 

EXTRACURRICULAR ACTIVITIES: 

Trust Club; Adam Smith Club; Intramural Basketball team captain, coach, and player.

 

EDUCATION:

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2009; Presidential Scholar, Dr. Walter and Genevieve L. Harmon Grant Recipient

 

WORK EXPERIENCE:

Belk Department Store, Sales Associate, June '05-April '06. Duties included assisting customers, handling multiple cash transactions throughout the day, balancing cash drawers, and customer service. Campbell University Intramurals, Referee, September '05-May '05. Hibbett Sports, Sales Associate, September '06-March '07. Duties included opening and closing the store, customer service, operating the cash register and performing various transactions throughout the day. Friedman's Jewelers, Sales Associate, June '07-present. Duties include opening and closing the store, customer service and assistance, operating the cash register and performing various transactions.

 

EXTRACURRICULAR ACTIVIES:

Gilbert T. Stephenson Trust Club, Blood Donor, Averasboro Battlefield volunteer, Campbell University Intramurals participant

 

EDUCATION: 

Campbell University Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May 2009. 

 

WORK EXPERIENCE: 

Staples, Fuquay-Varina, NC, July 2007-Present.  Sales associate duties include:  Customer interaction as well as cash register operations.  Knowledge of the store products as a whole.  Northwestern Mutual Financial Network, Raleigh, NC, May 2007-August 2007. Summer intern.  Insurance sales.  Received an insurance license to sell health and disability insurance to the public.  Duties included:  Calling clients to set up appointments, meeting with different individuals on a daily basis, insuring that the perspective clients will have a possibility of receiving insurance coverage, learning about the financial aspect of insurance policies. Microtel Inns and Suites, Lillington, NC, September 2005-July 2007.  Front desk/Guest services, Night auditor.  Front desk/ Guest services includes: checking in and out guest in a timely manner, making reservations, handling cash and credit card billing, answering phone calls, ensuring the comfort and security of our guest.  Night Auditor duties includes: totaling and balancing all cash and credit card transactions for the day, successfully backing up the computer system, performing credit card transmittals, reviewing the main audit and the posted reports, and reviewing the cashier reports for the previous shifts.  Pizza Inn, Kinston, NC, June 2005-August 2005, summer job only.  Server/Waitress.  Duties included: preparing and serving food, refilling drinks in a timely manner, sitting the customers, and providing outstanding service to the customers. 

 

EXTRACURRICULAR ACTIVITES: 

Member of the Trust Club at Campbell University as well as the Adam Smith Club.  Member of ST. James A.M.E Church Young Peoples Department, volunteered with Lenoir County Red Cross, and spending time with friends and loved ones

 

EDUCATION: 

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2009; overall GPA: 3.29; in Major: 3.00.  Recipient of Campbell University Presidential Scholarship; Dean’s List. 

 

WORK EXPERIENCE: 

Ralph Lauren Polo, Carolina Premium Outlets, Smithfield, NC, sales associate, July 2006-present.  Duties include ensuring optimal customer service, monitoring loss prevention, operating a cash register, obtaining and maintaining customer information, informing customers of specials and sales, unloading shipments, tagging merchandise, and stocking merchandise.  Vector Marketing, Cutco Direct Sales, Charlotte, NC office, independent contractor, active May-August 2005, currently contracted.  Attended high energy seminars learning alternative sales methods intended to hone sales skills.  Duties included scheduling appointments with customers, presenting the product, securing the sale, and handling the customer’s payments and invoices.  Learning included valuable sales and communication skills.  

 

EXTRACURRICULAR ACTIVITIES: 

Gilbert T. Stephenson Trust Club; Campbell Intramurals; Literacy Council of Union County; Weddington United Methodist WV Mission Team, McDowell Missions.

 

EDUCATION:

Campbell University, BBA in Trust and Wealth Management; Minor in Financial Planning. Expected date of graduation: May 2009. Presidential Scholarship.

 

WORK EXPERIENCE:  

Sears Holdings, Garner, NC, Receiving Associate, April 2007-August 2007. Main duties included receiving, processing, and organizing $120,000 merchandise on average per day. Duties also included processing and filing claims for damaged merchandise as well as communicating with vendors and warehouses to meet the needs the of customers. Lowes Foods, Matthews, NC, Deli Associate, December 2004- August 2005. Main duties included customer service, preparation of customer orders, cleaning and closing the deli department, and ordering need supplies. McGee Brothers, Inc., Monroe, NC, Brick Mason Laborer, December 2003-August 2005. Main duties included prepping work sites, and delivering needed to materials to brick masons.

 

EXTRACURRICULAR ACTIVITIES:

Campbell University Trust Club, Presidential Scholars Club, Volunteer Firefighter/EMT with Buies Creek Fire/Rescue and Fairview Fire & Rescue, active member of Hopewell Baptist Church.

 

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EDUCATION: 

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning:  Expected date of graduation: May 2010; GPA in Major: 3.43.  Dean’s List; Scott-Ellis Scholarship, Thomas Jack Lynch Scholarship

 

WORK EXPERIENCE:

Brookdale Senior Living, Carolina House of Asheboro, NC. Summer RCA, May-August 2007:  Main duties include providing assistance for Alzheimer patients, assisting in the personal daily care of patients, which involves maintaining hygiene, nutritional care, physical activity, ensuring safety and security, and supervision of patients on outdoor excursions.  Chick-fil-a, Asheboro, NC. July 2004-Present.  Duties include operating in a customer service environment, providing food service along with assisting management with customer complaints, closeout procedures, maintaining an acceptable store appearance, and operating a point-of-sale system.  Goodyear Tire & Rubber Co., Asheboro, summer 2005.  Duties include maintaining supply of raw resources for production into usable product, disposed of excess waste, and maintaining a level of cleanliness to ensure safety at production site. The Cato Corporation, Sales Associate. Duties include sale of corporate product which required excellence in communication and customer service, assisted management with store appearance, closeout procedures and monetary duties, assisted with theft prevention and shrinkage by means of inventory control, and restocked sales floor.

 

EXTRACURRICULAR ACTIVITIES:

Extracurricular Activities: Member, Trust Club and Sunday school record keeper.  

 

EDUCATION: 

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning, Minor in Computer Science; Expected Date of Graduation: May 2009

 

WORK EXPERIENCE: 

Monroe Insurance Agency, Monroe, NC, May 2000-May 2005, Insurance Agent.  Duties included working with diverse clients and potential clients as a part of a team with another associate on a daily basis, practicing good work ethics, filing, and using general accounting principles.  Roadhouse Grill, Mathews/Pineville/Concord, NC, December 1999-August 2004, Certified Corporate Trainer in all areas of work.  Duties included opening new store locations, training new employees, scheduling, issuing payroll, coordinating overall operations, maintaining accounting principles, inventory control, working with diverse employees while supervising, maintain customer satisfaction, working with Corporate offices and Management in future expansion projects, and maintaining the integrity of the company. 

 

EXTRACURRICULAR:  Gilbert T. Stephenson Trust Club; Member, Adam Smith Club; Campbell Trust Club; Campbell Intramurals year round; North Carolina Life Accident and Health Agent; Other hobbies include soccer, golf, and coin collecting.

 

EDUCATION:

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning; Expected Date of Graduation: May 2009; Overall GPA 3.0; in Major: 3.5. Dean’s list, Varsity Tennis Athletic Scholarship.

 

WORK EXPERIENCES:

Tennis Instructor at Le Touquet Tennis Academy; France (summer 2000/2007). Skills development for adults and children by group of 4or 6 and individual sessions, managing ball boys schedules.  Front desk work for the International Student Center at Campbell University (May 2005/Present). Duties include overseeing the students check in and check out, organizing activities for the International Student Center.   Administrative assistant for Philippe Delarue Tapissier Seillier, France (summer 2003/ 2007). Responsibilities included timely delivery of goods, keeping stock up to date, consulting and clerical work.

 

EXTRACURRICULAR ACTIVITIES:

Gilbert T. Stephenson Trust Club, Campbell University Tennis Team 2005/2007, University of New Orleans Tennis Team 2004, Campbell Intramural Soccer, hobbies include Volleyball, Music, Skiing.

 

EDUCATION:

Campbell University BBA in Trust and Wealth Management Master of Business Administration, Minor in Financial Planning: Expected Graduation May 2009
 

WORK EXPERIENCE: 

Resident Life (Campbell University) June 2007 Duties included peer mentoring, ensuring a safe and secure environment for learning for 50 residents, promoted goodwill while enforcing housing regulation. Barnes and Noble (Campbell University) Buies Creek, NC July2007-present Duties included sales clerk, handling customer relations in person and on-line, stock management, Aramark Dining Services (Campbell University) Buies Creek NC January 2005-present Duties included sales clerk, server, cook, catering events and handling customer relations. Campbell University Carrie Rich Library (Federal Work Study) Buies Creek, NC August 2004- present Reference assistant and Computer Lab personnel. Securitas USA Greensboro NC Summer 2005 Patrol Officer. Duties included patrolling and security checks.  Salvation Army Reidsville NC January 2003-January 2004 Youth Coordinator Duties included coordinate youth activities throughout the year taught bible studies, and attend summer camps

 

EXTRACURRICULAR ACTIVITES:

Ministry of A.C.T.S(President, Treasurer, Logistics Coordinator), Gospel Choir(President), SGA (Senior Class Representative), United Ministries Council, Campus Ministry, Multicultural Council(Student Chair), Campus Activities Board, Youth Chapter of NAACP(President),Freshman First Year Experience Mentor, Trust Club, UFO (University Friends Organization), Designed Helper(DHer), Phi Beta Lambda (1st in the State Competition for Business Ethics), Adam Smith Club, Diversity Committee(Chair), Kingdom Purpose Mime and Dance Ministry, and International Student Club. HOBBIES INCLUDE: tennis, drumming and singing

 

EDUCATION:

Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2009

 

WORK EXPERIENCE:

2005 – Present, Campbell Intramurals. Worked as an official for basketball volleyball and as a score keeper for the same sports including soccer and baseball. Required the respect and trust of fellow peers and students and entrusted with the integrity of the department from athletic and administrative staff to uphold regulations.  June 2006, Local Church Outreach Program. Assisted the Pastor and collected and compiled the information for his Community wide Program that met weekly. This program informed Youth and Adults alike about the dangers of certain music and other forms of entertainment by applying Biblical applications to everyday living. June 2005, Haynes Department Store. Assisted in the Movement and Upkeep of Clients Furniture until it reached them. Assisted in the time destination and maintenance of the furniture so it would reach the clients’ home on time with the assembly of their furniture. June 2004, Brick Mason. Mixing cement, laying brick, laying down house foundation, creating welcoming signs to new developments, creating new structures for former developments

 

EXTRACURRICULAR ACTIVITIES:

Work Study Scholarship, Trust Club, Intramural Employee, Campus Crusade for Christ

 

EDUCATION:

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management Pre-Law, Minor in Financial Planning:  Expected date of graduation:  May 2009; In Major GPA: 3.416.  Scott-Ellis Scholarship, Rufus Warren Johnson Memorial Scholarship, Evander Washington & Mina West Jackson Scholarship, Dean’s List.  State of North Carolina Certified Notary Public, Fayetteville Technical Community College.

 

WORK EXPERIENCE: 

Steve Bunce, Attorney at Law, Fayetteville, NC, Real Estate Legal Assistant and Real Estate Paralegal. March 2003 - Present.  Trained in all aspects of North Carolina real estate title examinations, including searching and examining the public records (including the Register of Deeds, Clerk of Court, Tax Office and other Municipal Offices of Cumberland County, NC and all neighboring counties).  Conducted limited and complete title examinations on a daily basis.  Coordinated closings with Real Estate Agents, Mortgage Companies and Brokers.  Prepared HUD-1 Settlement Statements for various loan closings including Conventional, FHA, VA and Construction loans.  Ordered and faxed Preliminary and Final Title Opinions. Presented and prepared documents for execution by Borrowers and Sellers. Baywood Golf Club, Fayetteville, NC from October 2002 – Present.  Pro Shop Assistant.  Assisted in tournament operations, merchandising and customer service.  Position requires leadership, responsibility and ability to multi task.

 

EXTRACURRICULAR ACTIVITIES: 

Trust Club, FFA, Campbell Intramurals, Golf and Church activities.  Special skills include knowledge of Microsoft Word, Corel WordPerfect, SoftPro Closing and Title Software, PowerPoint, Excel, and Access.

 

EDUCATION:

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2009; overall GPA: 3.938; in Major: 4.0. Presidential Scholar, Deans List, Presidents List, BB & T Scholar, Bank of America School of Business Trust Scholarship, Thomas Jack Lynch Scholarship, Lewis and Annabelle Fetterman Scholarship, Jerry and Betty Wallace Trust Scholarship.

 

WORK EXPERIENCE:

Bank of America, Trust Service Center, Summer Intern, Providence, RI. May 2007 – August 2007. Responsibilities included preparing discretionaries and disbursement requests, completing administrative reviews and regulation 9 reviews, working directly with trust officer with day to day operations and client connections process, demonstrating proficiency on Bank of America’s major computer systems (Trustweb, PACE, First, TSD), researching and setting up remaindermen, and completing various projects to increase the overall efficiency of the center including end of summer presentation. Wachovia Trust, Hickory, NC, summer intern, May 2006 – August 2006.  Internship consisted of taking inventory of will vault, creating a mailing list for clients with current wills, assisting with an internal audit, updating client information online, and completing various administrative tasks. Yankee Candle, Hickory, NC. Sales associate.  May 2005 – January 2006.  Job responsibilities included providing customers with sales assistance, processing shipment, stocking shelves, and voiding and editing prices. Rock-ola Café, Hickory, NC. Server. May 2004 – July 2004. Work consisted of ensuring customer satisfaction through accurate transactions and positive customer service, processing guest payment, and maximizing overall efficiency through team service.

 

EXTRACURRICULAR ACTIVITIES:

Deans Undergraduate Advisory Council, Campus Crusade, Campbell University Intramurals (basketball, soccer, and softball), Student Mentor for new students of business school, Resident Assistant (2007-2008).

 

EDUCATION: 

Campbell University, Master of Business Administration, Bachelor of Business Administration in Trust and Wealth Management, Minor in Financial Planning; Expected date of graduation:  May 2010; overall GPA:  3.672 President’s List, Dean’s List, Phi Eta Sigma Honor Society, Scott-Ellis Scholar, NCAR & EMS Inc. Scholar, Marvin Drake Johnson Trust Management Scholar, BB&T Scholar.   

 

WORK EXPERIENCE:

 Campbell University, Admissions Intern, August 2007-present.  Duties include assisting Admissions Counselor in daily duties pertaining to the recruitment of perspective students; secretarial duties, including assisting in travel plans; and giving campus tours, requiring an extensive knowledge of Campbell University.  Campbell University, Resident Assistant, August 2006 to May 2007.  Duties included ensuring safety and well-being of about 85 residents, organizing residence hall activities for students, providing assistance in adapting to college life, providing peer counseling and conflict resolution between roommates and suitemates, and promoting goodwill while enforcing housing regulations to ensure safety of all residents.  TJMaxx, Burlington, North Carolina, Sale Associate, August 2003 to August 2004, December 2005 to present.  Duties include providing friendly assistance to all customers, assisting in stocking sales floor with merchandise, operating registers in customer service and layaway, and assisting in receiving merchandise and preparing it for the sales floor.  James T. Andrews, C.P.A., Liberty, North Carolina, Accounting Office Assistant, July 2004 to March 2005.  Duties included organized and completed depreciation schedules, payroll checks, and balance sheets, gained knowledge of accounting related computer programs and accounting practices.

 

EXTRACURRICULAR ACTIVITIES: 

Student Mentor for Business Administration 100 (2007-present); Representative for Becker CPA Review (2007-present); Campbell University Praise and Worship Team (2006); IOC Representative, Accounting & Financial Planning Club (2006-07); Member, Gilbert T. Stephenson Trust Club (2007-present); Volunteer Teacher, Vacation Bible School (2005-present); Volunteer, Business School Fall Festival (2006); Volunteer, Relay for Life (2007); Volunteer, Gulfport, MS Mission Trip (2007).

 

EDUCATION:

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management: Expected date of graduation: May 2009.  Presidential Scholarship; Southern Baptist Scholarship, Florence, Lee, McDonald recipient.

 

WORK EXPERIENCE: 

Five Star Entertainment, Fayetteville, NC, disc jockey/event planner, Spring 2003 – present.  Job included event pre planning for clients, providing recommendations of facilities and services, and on site event coordination.  Events included wedding receptions, corporate events, high school and college formals, bar and bat mitzvahs, and private functions.  Additional duties included on site job training for new employees: instructing trainees upon how to coordinate any given function and adapt to the ever changing needs and wants of the clientele.  During any given time over $75,000 worth of professional equipment was entrusted to my supervision.  Chicora Country Club, Dunn, NC, lifeguard/shift supervisor, summer 2007.  Duties consist of maintaining grounds, coordinating schedules, directing and recording cash flows, and supervising children while on the premises.  Triton High School, Erwin, NC, station manager/on air personality, 2002 – 2005.  Responsibilities included selecting appropriate music for chosen demographic, soliciting sponsors, pre show planning, recording public service announcements for on-air play, and receiving phone calls during on-air shifts.

 

EXTRACURRICULAR ACTIVITIES: 

Campbell University Trust Club; Chicora Country Club swim team coach, Relay for Life, Big Brother Big Sister, Campbell University Intramural football, basketball, and softball, active member First Baptist Church, Dunn, NC

 

EDUCATION: 

Campbell University, Master of Business Administration, BBA in Trust Management.  Expected date of graduation:  May 2010; Overall GPA:  3.5; in Major 3.8.  President’s List, Deans List; Presidential Scholarship, Moen Endowed Scholarship, Southeastern Trust School Trust Management Endowed Scholarship.

 

WORK EXPERIENCE: 

Wachovia Bank, Charlotte NC.  Summer Intern May 21- Aug. 10, 2007.  Personal Trust Associate Intern.  Provided quality administration of assigned accounts in accordance with governing instruments, tax and federal laws, and Wachovia Trust policy.  Supported assigned Trust Advisor and Associates on estates, trusts, custodians, guardianships, and agencies.  Worked closely with assigned Trust Advisor to ensure the client’s investment strategy, goals, objectives, risk tolerance, tax implications, and customized benchmark were met and exceeded.  Participated in monthly Wachovia Trust Administrative Committee (WTAC) and Account Review Committee (ARC) meetings to review new accounts, terminated accounts, discretionary distributions, and completion of Regulation 9 review on selected trust accounts.  Assured that account set-up, maintenance, and termination were performed properly and timely with the Administrative Services Unit.  Created, maintained, and implemented asset tracking spreadsheet for over 1900 trust accounts for use by seven Trust Advisors within the Charlotte/South Park market.  Prepared Trust Advisors with researched materials to allow response to oral or written questions from clients, internal business partners, or senior management.  Attended and actively participated in professional development classes: “7 Habits of Highly Effective People,” “Confidence, Credibility, and Composure,” and “Speak and Be Heard.”  CVS Pharmacy, Huntersville, NC 2003-2007 (intermittent).  Customer service, cashier, photo lab operator.  Campbell University Federal Work-Study (2005-2007), men’s fitness center attendant, men’s dorm lobby attendant.

 

EXTRA CURRICULAR ACTIVITIES: 

Campbell Varsity Baseball Team (2005-present).  Buies Creek Elementary School Volunteer (2005).  Campbell Campus Life Volunteer (2006).

 

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EDUCATION:

Campbell University, Master of Business Administration, BBA in Trust, Wealth Management and Pre-Law with a minor in Financial Planning: Expected date of graduation May 2009; overall GPA: 3.11; in Major: 3.33. Scott-Ellis Scholarship, Dean’s List, Scott-Ellis Scholarship Non-Designated, Administrative Dorm Scholarship.

 

WORK EXPERIENCE:

Progressive Rehab Care, Therapy Technician and Receptionist, Lillington NC, July 2006-Present. Duties include working one on one with patients treating them with ultra-sound and e-stem, managing the daily paperwork, scheduling appointments, greeting patients, preparing their room for their session of therapy and making sure they are comfortable.  Yamato, Server, Sanford, NC, May 2006-Present. Duties include greeting the customers, providing a customer friendly environment, distributed food and assured that all of their needs were met. New Breed Christian Child Care, Teacher’s Assistant for Three Year Olds, Lillington, NC, Aug 2005-Feb 2006. Duties included planning daily activities for the children, preparing for upcoming activities, and leading the children in their daily routine. Jones Gym, Gym Associate, Buies Creek, NC, Dec 2005-May 2006. Duties Included maintenance and upkeep of the gym and providing a friendly work out environment. DaVinci’s: Hostess, Server, Cashier, Hickory, NC, May 2002-Jan 2006. Duties included organizing the nightly seating arrangements for the customers, providing a welcoming environment, distributing food in a helpful manner, catering to the customers needs, working with money and record keeping of nightly charges. Patrick Harper Dixon Law Firm, Summer Internship, Hickory, NC, June-July 2002. Duties included analyzing legal documents, attending mediations and litigations and preparing files for current cases.

 

EXTRACURRICULAR ACTIVITIES: Trust Club

 

EDUCATION:

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2010; Overall GPA: 3.12; Presidential Scholar; Presidential Scholarship; Dean’s List; Cottrell, Helen & E F Scholarship; Maryland Bar Association Scholarship (Wicomico County Chapter).

 

WORK EXPERIENCE:

Hooper’s Crab House, Ocean City, MD, server, bartender, and expediter, May 2006- September 2006 and May 2007- September 2007: Main duties included interacting with customers to create a friendly atmosphere to improve the dining experience. Required to know an extensive menu of food and beverages. Up sold more expensive menu and beverage items to increase restaurant revenue and indirectly increasing personal income through increased tips. Responsible for overseeing kitchen activity in a fast paced high intensity work environment. Campbell University Intramurals, Buies Creek, NC, referee September 2005- Present: Responsible for overseeing and managing various sporting events. After Hour Sports, Salisbury, MD, Camp Instructor, July 2005, July 2006, July 2007: Main duties include teaching the fundamentals and etiquette of the game of baseball to children of ages ranging 7-16. Provide one-on-one personal training on the importance of proper playing techniques. Sears, Salisbury, MD, cashier and sales associate, May 2005- August 2005: Responsible for providing customers with friendly and expert assistance to optimize the buying experience. Responsible for selling MRA’s (Merchandise Replacement Agreements) to customers in order benefit their long term needs and to increase store revenue and personal income.

 

EXTRACURRICULAR ACTIVITIES:

Intramural and Recreational sports, Golf, Fishing, Trust Club

 

EDUCATION:

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning, Expected date of graduation: May 2010

WORK EXPERIENCE:

Dress Barn, Fayetteville, NC, sales associate, May 2007-August 2007: Main duties included assisting customers, cashier, and putting out stock.  P