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; 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 3.246; 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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