Introducing the Trust & Wealth Management

Class of 2008...

EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management. Expected date of graduation: May 2008. E.R. Behrend Trust Fund Scholarship, Student Athletic Scholarship.

WORK EXPERIENCE:
Sales Associate 2002-2004. Duties included handling customer relations and promoting credit, provided quality customer service on a continuous basis to insure a pleasant experience and repeat customer visits. Greeted and assisted customers with check-out and provided information as requested. Designed and planned displays and placed inventory to appeal to customer needs. Pennbriar Athletic and Racquet Club, Erie, PA, Receptionist 2002-2003. Performing duties of administration including the composition of letters, memos, planning events, handling projects, ensuring customer satisfaction, and conflict management. Fox and Hound Pub and Grille, Cary, NC, Waitress Summer 2005. Duties included working in a stressful, fast paced environment catering to large groups of people.

EXTRACURRICULAR ACTIVITIES:
Campbell University Varsity Women’s Tennis Team, SAAC (Student Athletic Advisory Committee), Team Captain, Mentor, Gilbert T. Stephenson Trust Club
 

EDUCATION:

EDUCATION:

Campbell University, Master of Business Administration, B.B.A. in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May, 2008; Overall GPA: 3.022; In Major GPA: 3.33; Scott-Ellis Scholarship, Optimist Club Scholarship, National Wild Turkey Federation Scholarship, Deans List

WORK EXPERIENCE:

Campbell University, Department Assistant for Clinical Research, August 2006 to present: Provide a main campus link for Course Directors located on a satellite campus, proctor tests and take attendance regularly, also assist any instructors with lecture material preparation and technical support. Campbell University: Audio Visual Technician- February 2006-present: Diligently assist in the daily functions of the Audio Visual Department. Provide technical support with professionalism for Law and Pharmacy School, as well as important events on campus such as graduation, orientation, and Alumni Board meetings. CarVaga Industries/Preserve Resources, Inc.: Promoted to Warehouse Coordinator May-July 2005: Coordinated projects within the warehouse such as the re-organization of over half of the materials stored, supervised other employees, scheduled shipping/receiving trucks, and helped do office work. McDonalds Inc.: Crew Member: August-December 2001: Developed excellent skills working with the public as well as keeping a positive, team-oriented attitude. Dance Family Farm: 1999-present; work with my father to help manage and maintain the well being of our family farm which is a tremendous responsibility.

EXTRACURRICULAR ACTIVITIES:

Campbell Trust Club, Campbell Intramural Sports, fishing, golfing, hunting, archery, and amateur photography.

EDUCATION:

Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of Graduation: August 2008

WORK EXPERIENCE:

Hyannisport Golf Club, Hyannisport, MA, Summer Intern with Assistant Professional status, May to August 2006. Assisted in merchandising, swing instruction, tournament operations, and sales. Coordinated weekly junior clinics. Assisted in Bag Room storage. Held opening and closing duties for the pro shop. Ridgemont Country Club, Rochester, N.Y. April 2001 to August 2005. Bag Room Attendant. Assisted in merchandising, practice facility maintenance, tournament operations, and golf club repair. Extensive experience in customer service.

EXTRACURRICULAR ACTIVITIES:

Volunteered for St. Peters Kitchen, Rochester, N.Y. Helped prepare and serve food to Rochester’s less fortunate families. Campbell Intramurals (flag football, softball). Hobbies include golf, hockey, and football.

EDUCATION:

Campbell University, BBA, Trust and Wealth Management, Minor in Financial Planning; expected date of graduation: May 2008; overall GPA 3.109; in Major 3.41. Deans list. North Carolina Legislative Scholarship, and North Carolina Contractual Scholarship.

WORK EXPERIENCE:

First Citizens Bank, Hendersonville, NC May 2007- Aug 2007. Duties include working on Administrative reviews, Reg 9’s, and discretionary reviews. Worked with clients to resolve any problems or needs related to them. Trained extensively in learning the new rules and regulations of the banking industry. Interacted with Real Estate, Special Assets, Tax, and the Investment side of the bank.  J Arthurs Restaurant, Maggie Valley, NC, Waiter, May 2004-August 2006. Duties include dealing with customer’s needs and food preparation. Experiences derived from this job include dealing with stressful situations and handling customer complaints.  Buffalo Creek F.L.P, Waynesville, NC, Construction worker,  May-August 2006. Duties include designing, building, and manufacturing a log home.  Maggie Valley Country Club, Maggie Valley, NC, Pro shop attendant,  May 2002-August 2003. Duties include answering phones, collecting money, setting up tee times, and dealing with customers. Experiences derived from this job include dealing with customer problems and organizing day to day activities.

EXTRACURRICULAR ACTIVITIES:

Phi Beta Lambda business club; Adam Smith Club; year round Campbell Intramurals.

EDUCATION: 

Campbell University, Bachelor of Business Administration in Trust and Wealth Management, Minor in Financial Planning:  Expected date of graduation:  July 2008; One Semester on Dean’s List.

WORK EXPERIENCE:

Office Depot, July 2002-Present, Sales Associate.  Duties included handling customer relations, providing quality customer service on a continuous basis to insure a pleasant experience and repeat customer visits.  Greeted and assisted customers with check-out, assisted and resolved customer complaints and provided information as requested. 

Eckerd Drug, May 1999-June 2002, Service Assistant Manager.  Duties include handling customer complaints, providing good customer service, managed cash, daily bank deposits, and monitor all employee activities.

EXTRACURRICULAR ACTIVITIES: 

Trust Club; Member of SAATH club (South Asian Awareness through Humanity)

EDUCATION: 

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, minor in Financial Planning.  Expected date of graduation:  May 2008.  Presidential Academic Scholarship, Dean’s List.

WORK EXPERIENCE: 

Bank of America Private Bank, Hartford, CT.  May-August 2007.  Global Wealth and Investment Management Intern.  Regularly attended various committee meetings, including TOC, AIRC, UPIA, Trust Real Property, Estate Settlement, Philanthropic Management, and CMP.  Completed discretionary distribution requests, client profiles and account summaries, changed coding in PACE, divided assets to fund a GRAT, attended a deep dive meeting, processed foreign wires, claimed unclaimed property, completed assignments through the Associate Learning Portal, and processed checks and recipient letters for a scholarship fund.  Followed more than thirty UPIAs through the entire process – completed determination and analysis forms, attended the committee meetings, changed coding in PACE to reflect the adjustment decision, set up ticklers in PACE, sent notification letters to beneficiaries as needed, and verified that all beneficiaries and remaindermen were receiving statements.  Handled looking up ticklers on PACE and sending client letters regarding required minimum distributions from retirement accounts.  Shadowed experienced employees in the Trust Real Estate, Event Planning, Specialty Asset Management, and Philanthropic Management departments.  Outside of the office, attended a probate court hearing, represented the bank at a Bank of America-sponsored Boys and Girls Club event, and attended several seminars concerning elder law, charitable giving, estate planning, and stock concentrations.  Adam and Beth Katz, Buies Creek, NC.  January 2003-present.  Babysitter.  Provided supervision and care for three children, ages five through nine, at least one day per week.  Developed and utilized skills such as conflict resolution, time management, multitasking, and organization.  Hollowell Law Offices, P.A., Raleigh, NC.  April-August 2006.  Receptionist and Legal Assistant.  Responsibilities included directing calls on a multi-line telephone system, creating and maintaining both hard-copy and electronic client files, logging all incoming and outgoing correspondence, transcription, drafting of documents and correspondence, occasional legal research, and miscellaneous office duties.  National Agents Alliance/Katz Agency, Dunn, NC.  May 2005-April 2006.  Receptionist, Sales Coordinator, and Human Resources Director.  Duies included answering the telephone and directing calls, conducting preliminary telephone interviews with individuals who expressed interest in becoming a contracted agent with NAA, scheduling qualified candidates for interviews with the agency director, filing, and organizing and distributing weekly sales assignments to agents throughout the country.  Worked closely with another team member to recruit more than sixty new agents over a three-month period.  Occasionally completed tasks from home, which required trustworthiness and motivation.  Campbell University, Buies Creek, NC.  September 2003-May 2005.  Student Worker.  Employed in the Office of Alumni Relations and Special Events.  Worked as a team with other students to acquire and file alumni and current student information and assisted with any special events held on campus, such as Homecoming, Christmas at Campbell, senior fairs, and the 2004 University Presidential Inauguration.  The Limited, Cary, NC.  May-August 2004.  Sales Associate.  Assisted customers in selecting clothing and accessories, filed credit card applications, rang up purchases and returns, and changed floor sets according to company specifications.  Was able to work well with other members of the staff to reach the company’s sales goals.  Kerr Drug Pharmacy, Fuquay-Varina, NC.  August 2001-July 2003.  Pharmacy Cashier.  Served patrons by ringing up their purchases at the counter and at the drive-thru window, and returned to stock prescriptions which were not picked up.

EXTRACURRICULAR ACTIVITIES: 

Presidential Scholars, Campus Crusade for Christ, Hospitality Team, Women’s Cell Group, University Friends Organization, Gilbert T. Stephenson Trust Club, Grace Community Church.  Comfortable with Amicus Attorney V, PACE, First, and Trust Web software.

EDUCATION:

Campbell University: Master of Business Administration, BBA in Trust and Wealth Management. Expected date of graduation: May 2008; Overall GPA: 3.503; In Major GPA: 3.86. Scott-Ellis Scholar, President’s List, Dean’s List.

WORK EXPERIENCE: 

Nordstrom salesperson, Durham, N.C. May-July 2004, 2005, and 2006, December 2004, and 2005. Learning included developing communication skills to be able to effectively and efficiently fulfill customer’s needs and wants, developing stronger human relation skills, demonstrating and building responsibility and dependability, and working well in a team driven environment. Food Lion stockperson, Apex N.C, July 2002-March 2003. Through this experience I learned important time management skills in completing a task in a certain amount of time. Special skills include being able to relate to people and work well in a team.

EXTRACURRICULAR ACTIVITIES:

Presidential Scholars Club, Adam Smith Club, Intramural sports

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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 2008; Overall GPA: 3.632;  Dean’s List Fall ‘03-Spring ‘04. President’s List Fall ‘04-Spring‘07; Presidential Scholarship; Baptist Scholarship, Croft, Herbert Stanley Trust Education Scholarship, Mary Paschal Trust Scholarship, FCA Leadership Scholarship, BB&T Scholars Program and Wix Dana Corporation Scholarship.

WORK EXPERIENCE:

Bank of America Global Wealth Investment Management Intern (May 2007-August 2007):   Assisted Fiduciary Officers in day to day activities including client requests, GRAT funding, UPIA Calculations and Approvals, Account Openings/Terminations. Completed coding and fee projects, participated in meetings for various Risk-Avoidance and Compliance Committees, prepared client presentations.  Bank of America Global Wealth Investment Management Intern (May 2006-July 2006): Assisted Regional Trust Officers in their daily tasks of discretionary reviews, account administrative reviews, Regulation Nine reviews, discretionary ratifications, overdrafts, proactives and client interaction; Completed discretionary clean up-projects, tax fee projects and document retrieval projects; Participated in Administrative and Investment Review Committee Meetings as well as phone conference seminars; Branch Banking and Trust Corporation Teller (July 2003-Present): Responsible for client services to both large scale commercial clients and personal account holders in the Charlotte-Metro Region and areas of Harnett County. Performed basic teller tasks including but not limited to accepting deposits and loans payments, verifying cash and endorsements, cashing checks, issuing cashier checks and money orders, and redeeming savings bonds. Vault and ATM teller at various branches in the Charlotte-Metro Region and led Perfect Client Experience meetings to enhance the approach of client service in the branches; Campbell University Student Support Services Note Taker (2004-Present); Campbell University Student Support Services Tutor (2004-Present)

EXTRACURRICULAR ACTIVITIES:

Campbell University School of Business Mentor; Dean’s Undergraduate Advisory Council; Campbell University Student Government Association Senior Rep., Junior Class Secretary/Treasurer, Elections Committee, Congressional Member of the Year 2006); Chairwoman, Campus Activities Board Formal Committee; Gilbert T. Stephens Trust Club; Mt. Beulah S.M.I.L.E. Team Leadership Program for Youth

EDUCATION:

Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning; expected date of graduation: May 2008. Scott-Ellis and Student Athletic Scholar, Atlantic Sun All-Academic Athlete.

 
WORK EXPERIENCE:

Mary Perry Ragsdale Family YMCA, Fitness Room, Jamestown, NC, Fitness Staff, Christmas 2004 and Summer 2005. Duties included organizing and conducting new-member orientations and fitness evaluations, dealing with member questions and concerns, cleaning and maintaining all equipment, teaching a class on the benefits of fitness and proper use of fitness room to ages 12-15, staff scheduling, and pay-roll responsibilities. Gained experience in personal relations among members and staff with the responsibility of knowing all equipment. Ham's Restaurant, High Point, NC, Host Staff, Christmas 2003. Duties included welcoming and seating customers and helping wait-staff when needed. Gained experience in handling customer questions and concerns. Green Valley Park, Swimming Pool, Greensboro, NC, Head Lifeguard, Summer 2001-2004. Duties included overseeing daily operations of the pool, monitoring petty-cash, organizing swim meet and social events, instructing swim-lessons, staff scheduling, handling customer questions and concerns, working in cooperation with pool management and board members, monitoring pool chemicals, and maintaining the cleanliness of the pool deck, restrooms, parking lot, and grounds. Gained experience in customer relations and resource management. Green Valley Park, Grill, Greensboro, NC, Summer 1999-2002. Duties included taking customer orders, preparing food, maintaining a clean environment, handling customer questions and concerns, totaling daily sales, handling voids, and monitoring cash-intake on a daily basis. Gained experience in personal relations with customers and upper management with the responsibility of overseeing monetary profit and loss.

EXTRACURRICULAR ACTIVITIES:

Member of the Campbell University Women's Soccer Team, Habitat for Humanity volunteer.

EDUCATION:

Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning; Expected date of graduation: May 2008; overall GPA 3.843; in Major: 3.  Presidential Scholarship, President’s List, Mr. and Mrs. Todd and Elva Scarborough Scholarship, Principal Scholarship.

WORK EXPERIENCE:

 Sherrill Phipps Trucking, INC., Four Oaks, NC, summer job, Secretary and Golf Car Technician. May 2006 – Present.  Learning included payroll techniques, filing documents, reporting mileage, learning book-keeping skills, and accessorizing golf cars.  Edmond’s/Libby’s, Benson, NC, summer job, Public Relations.  May 2006. Duties included handling customer feedback, assisting potential buyers, informed public of unique merchandise, and created eye-catching displays.

EXTRACURRICULAR ACTIVITIES: 

Banner Chapel Advent Christian Church member and youth speaker; Volunteer for Young People’s Ministry; Member of Stone’s Creek Church Softball Team; Member of Benson Recreation Volleyball League; National Honor Roll member; National Scholars Honor Society member; Gilbert Stephenson Trust Club; Adam Smith Club

EDUCATION:

Campbell University, Master of Business Administration focus in Finance and Marketing, BBA in Trust and Wealth Management, Minor in Financial Planning; Expected date of graduation:  May 2008. 

WORK EXPERINCE:

Wachovia Bank, Wilmington, NC, Personal Trust, Part time Trust Associate May 2007 – Current. Maintained and Updated Trust Department Will and Standby Trust File. Duties involving: corresponding with clients to ensure most recent documents on file, coordinating with trust advisor, managing director, central will vault, and EPDRU to ensure new business is accepted in compliance with bank policy; Further duties involved interpreting document to ascertain the directives of the grantor. Additional activities included supporting Trust Advisors during annual personal trust client meetings, which duties included: preparation of presentations for client meetings, assisting Trust Advisor and helping clients to understand changes made in investments scenarios and how this coincided with achieving the goals initially set out by trust documents. Further daily activities included assisting Trust Advisor with account compliance and regulation issues. Worked with Estate Settlement Group: Duties included helping with preparation of probate applications and inventories, reconsolidation of bank accounts, document interpretation, and following up with creditors of the estate to ensure claims are cleared with Probate Clerk of Court. Homesafe inc. 2002-2005. Duties consisted of managing financial statements, tracking business transactions, interrupting contracts and dealing with manufactures to ensure completion before contract deadline. Additional duties in charge of engineering and programming of all weather alert radios; Further duties included providing technical support for customer service.

EXTRACURRICULAR ACTIVITIES:  Pole-Vaulted for Campbell University track team. Adam Smith Club, 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 2008; Overall GPA: 3.769; In Major: 4.0; In MBA: 4.0. Presidential Scholar, Hupman Scholar, Narron Scholar, Schilpp Scholar, President’s List.

WORK EXPERIENCE: 

Campbell University, Buies Creek, NC, July 2007- Present, Graduate Assistant for the Lundy-Fetterman School of Business.  Duties include taking incoming phone calls, assisting students with their school related issues, working with the 3 BADM 100 classes as the mentor coordinator, and preparing memos and letters for the Dean.  Central Carolina Community College, Harnett Campus, Lillington, NC, December 2006- May 2007, Business Program Research Assistant.  Duties included writing tests, grading tests, guest lecturing a business law class, developing case study assignments, and filing student records.  Bank of America, Northeast Trust Center, Providence, RI, May 2006- July 2006, Intern Trust Officer.  Duties included working on a discretionary cleanup project of all disbursements made in the month of March, completing discretionary requests, completing 51 Reg 9 reviews that were submitted and approved by committee and approximately 10 more that were auto approved, shadowing a portfolio manager, reviewing accountings, and reviewing fees and fee schedules for a fee project.  Also became comfortable using both TSD and PACE.  American Eagle Outfitters, Southpoint, Durham, NC, May 2005-March 2006, Sales Associate.  Duties included working with a diverse customer base as apart of a team with fellow associates on a

daily basis, promoting brand loyalty, completing credit applications, and handling transactions.  Subway Sandwiches, Mebane, NC, May 2004-August 2004, January 2003-August 2003, Sandwich Artist.  Duties included preparing food for customers, maintaining the store, handling transactions, training new associates, and closing the register and store at night. 

EXTRACURRICULAR ACTIVITIES:

Gilbert T Stephenson Trust Club (President 2006-2007, 2007-2008); Business School Mentor (2006); Dean’s Undergraduate Advisory Council (2006, 2007); Campbell Intramurals (2006); Baptist Student Union (2006-2007 Missions Coordinator; 2005-2006 Community Projects Coordinator), Gulfport, Mississippi Mission Team (2006), Belize Mission Team (2005), Arkansas Mission Team (2004), BSU Outreach Team Leader (2005-2006), BSU Outreach Team Member (2004-2005); Phi Eta Sigma; Chemistry Lab Teacher’s Assistant (2004); Pre-Pharmacy Club (2003).

EDUCATION:

Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2008; overall GPA: 3.908.  First Citizen’s Bank Scholarship, Presidential Scholarship, Boone Trail Ruritan Club Scholarship, President’s List, Dean’s List.

WORK EXPERIENCE:

Bank of America Private Bank, Chevy Chase, MD, Summer Intern, May-August 2007.  Experience included completion of all training courses relevant to the intern position, including online investment, customer service, and bank policy tutorials; visiting two real estate sites passing into trust in order to gain knowledge on trust real estate procedures; reviewing trust documents and wills prior to account opening; requesting updated brokerage statements from other financial institutions for accounts transferring into the Bank; determining appropriate application of UPIA adjustment powers to more than twenty existing trust accounts in the Chevy Chase, MD and Washington, DC offices; presenting accounts for committee approval regarding new account openings, discretionary matters, and UPIA adjustment determinations; contributing to client meetings, bank meetings, and conference calls; interacting with associates in other departments and offices at bank functions and through email and interoffice mail; and volunteering with Team Bank of America as an economics teacher at Stanton Elementary School, Washington, DC.  Booth Feeds, Lorton, VA, Sales Associate, June 2006-May 2007.  Duties included answering phone calls; accurately responding to customer orders, questions, complaints, and returns; handling cash and credit transactions; restructuring the inventory warehousing system and efficiently rearranging the warehouse; traveling to other Booth Feeds stores to arrange new product displays; managing inventory counts; and filling morning orders for five other Booth Feeds satellite stores.  Howard’s Barbecue, Lillington, NC, Waitress, January 2003-October 2006.  Waitress duties include opening and closing the restaurant, promptly seating customers, understanding customer desires and needs, communicating between the customer and the kitchen staff, and delivering customer orders in a timely and friendly manner.

EXTRACURRICULAR ACTIVITIES: 

Epsilon Pi Eta Honor Society member; Phi Eta Sigma Honor Society member; Trust Club member (2006-2007); Dean’s Undergraduate Student Advisory Council member (2004-2007), secretary (2004); Pleasant Union Christian Church active member; Hillmon Grove Baptist Church Alaska Mission Team member (2004).

EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning Expected date of graduation: May, 2008; Scott-Ellis Scholarship Recipient.

WORK EXPERIENCE:
Holden Beach Seafood, Inc.: Manager of wholesale and retail services May 2001-present. Promoted from sales clerk after first year. Responsible for placing large wholesale orders, distributing these orders to customers by scheduling delivery and pick up dates. Helped with billing and collection of large sums of money. Dealt with retail customers on daily basis.  Responsible for providing customer relations and customer service. Overseen over 10 other employees planning schedules, etc. Ludlum’s Produce, Inc.: Sales Clerk May-August 04-2005. Responsible for providing customer relations and customer service. Both professions helped develop management skills, team-oriented attitude and composure to get the job done even after regular business hours.

EXTRACURRICULAR ACTIVITIES:
Volunteer Income Tax Assistance (VITA) Campbell Intramurals.
 

EDUCATION: 

Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning:  Expected date of graduation:  May 2008; Scott Ellis Scholar.  Central Carolina Community College, 2004:  Certified North Carolina Automobile Safety/Onboard Diagnostics Inspector

WORK EXPERIENCE: 

Sills Auto Sales, Inc., Buyer/Salesman, Dunn, North Carolina, June 2004-Present.  Responsibilities include the purchasing of pre-owned motor vehicles, coordination of maintenance and repair, assisting in sales and computerized finance operations including proper documentation and collection of payments.  Ronnie’s Auto Cleaning, Inc., Assistant Manager, Dunn, North Carolina, August 2002-Present.   Responsibilities include overseeing daily operations, delegating detail tasks, maintaining employee productivity, addressing customer concerns, state vehicle inspection, payroll scheduling, and daily accounts.

EXTRACURRICULAR ACTIVITIES: 

Scheduling daily activities for developmentally disabled relative, Adam Smith Club

EDUCATION: 

Campbell University, Bachelor of Business Administration in Trust Management Pre-Law, Minor in Financial Planning:  Expected Graduation Date:  May 2008; Central Carolina Community College, Sanford, NC, Associate in Applied Science in Paralegal Technology with Certificates in Legal Research and Principles of Title Searching: Graduation Date:  May 09, 2002; GPA:  3.369 Associate in Arts Degree: Transferred.

WORK EXPERIENCE: 

Jackson Hewitt, Tax Preparer (Seasonal), Fayetteville, NC, 2005-Present. Duties Greet clients; explain services; analysis financial documents; determine forms needed to prepare tax return; interview clients to obtain additional information on taxable income and deductible expenses and allowances; verify forms of others Prepares to detect errors; process tax return; explain bank services and bank products available; explain forms to customers; file paperwork; record, print, and distribute checks and answer phone calls. Food Lion, Sales Associate, Dunn, NC, (part-time) 2005-Present. Duties: Assist customers, process financial transactions, and bag purchased items, keep register area neat and clean, straighten ale.  Wal-Mart Super Center, Sales Associate, Fuquay-Varina, NC, (Christmas Season 2002) Electronic Department. Duties: Assist/direct customer; processed financial transactions, answer department calls; shock shelves; maintain visual supervision of department merchandise; cleaned and closed department.  Dudley Beauty Center, Receptionist, Spring Lake, NC, 2002.  Duties: Greeted clients; scheduled and confirmed appointments; process all financial transactions; pulled/filed service records; recorded time log of services received; issued/assisted new clients with proper forms; informed stylist of clients arrival; answered calls; processed fax and copies as needed; drafted/mailed “thank you” cards to clients; received mail; stocked professional shelves; sold retail products.  Hope Child Care and Development Center, Teacher Aide, Dunn, NC (part-time) 2002. Duties:  Assisted in the implementation of weekly activities, maintained a safe and healthy environment for the children, maintained records and daily paper work; maintained visual supervision of children, kept room well organized and arranged properly; communicated with parents. Central Carolina Community College, Paralegal (internship/work study), Sanford, NC, 2002.  Duties: Paralegal for Mr. Richard Love, J.D., assisted with proofing, typing, and organizing the A.B.A. reporting process of the Paralegal curriculum; drafted and proofed wills, deeds, easements, leases, and performed legal searches on family law issues.  RTM Restaurants-Arby’s, Customer Service, Dunn, NC 2000-2002; Duties: Received and processed orders, assisted in employee training. Volunteer: Harnett County Department of Social Services Lillington, NC, File Clerk for Food Stamp and Medicaid Department.

EDUCATION:

Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected graduation date May 2008; overall GPA 3.216; in major 3.126.

WORK EXPERIENCE:

May 2005-Present. Sears Holdings Cary, NC. Merchandise and Customer assistant. Duties include: helping customers find what they are looking for, explaining to customers how certain products work, making online purchases for customers, pulling and setting up merchandise at the point of sale, checking out customers, handling customer complaints that arise from price discrepancies and ensuring the floor stays neat. Campbell University January 2005-May 2005. Note Taker. Duties involved: writing for students with disabilities, preparing study materials for students, assisting professor in delivery of study materials to the students.  

EXTRA CURRICULAR ACTIVITIES: Adam Smith Club, International Student Club, The Red Cross

EDUCATION:

Campbell University, BBA in Trust and Wealth Management Pre-Law: Expected date of graduation: May 2008.

WORK EXPERIENCE:

Financial Representative for Northwestern Mutual Financial Network, Raleigh, NC, May 2006-present day. Experience in building a client base, dealing with complications that often arise when dealing with types of insurance, work place experience, being essentially self employed within the company allowing for further development of independence and work ethic. Goody's Family clothing, Lumberton, NC, October 2002- June 2006. Experience dealing with customers on a daily basis as an associate. Multiple occurrences of problem solving, interpersonal relations, and multitasking. Admissions Ambassador in the Campbell University admissions office. At Campbell University. August 2003-present day. Multitasking, interpersonal skills, phone monitoring, calling, filing student’s information, handling strictly confidential information, information distribution. USFF Soccer Referee, Lumberton, NC, August 2001-2004 (seasonal). Leadership abilities proved on multiple occasions; problem resolution on a daily basis. 

EXTRACURRICULAR ACTIVITIES:

Baptist Student Union, Baptist Student Union Drama team (visiting a variety of churches for performance weekends), Campbell Honors Program (2003-2004), Campus Crusade for Christ, Campbell Theatre/musicals (2004-2005),Campbell intramurals, Camel Crazy, Varsity High school Soccer (2000-2003).

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