Introducing the Trust & Wealth Management

Class of 2008...

Batkiewicz - Fox |  Gadwal - Nitz  |  Phipps - Roach |  Sills - Zakaib 

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.
 

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