Interns 2012 (H-M)
Andrew Ryan Hall
EDUCATION:
Campbell University, Masters of Business Administration, BBA in Trust and Wealth Management Pre-Law: Expected day of graduation: May 2015; GPA: 3.838. President’s List; Dean’s List; Phi Eta Sigma Honor Society; Presidential Scholarship; John Miller Cansler Scholarship; Southeastern Trust School Trust Management Scholarship.
WORK EXPERIENCE:
Campbell University, Student Activities, Information Desk Student Worker; January 2012-Present: Duties include answering any questions that concerned students, parents, or faculty may have: directing them to correct departments, seeking out answers to questions, and formulating solutions to problems. The Kid’s Studio, Pre-School Float; May 2012-August 2012: Duties include being flexible and competent with multiple age groups, ranging from six months to five year-olds. Communicated with parents well and maintained structure of the classroom in high-stress situations. Vector Marketing, CutCo Sales Representative; April 2011-August 2011: Duties include calling referrals and developing relationships with potential customers, being organized and scheduling appointments, and performing CutCo demonstrations. A. Yumang Rehab. Services, Custodian; August 2009-February 2011: Duties include cleaning and maintaining the facilities on a weekly weekend basis. CrossChurch Pinnacle Hills, Pre-School Ministry, Paid-Childcare Worker; May 2008-August 2011: Duties include taking care of children, maintaining the facility, and developing relationships with the parents.
EXTRACURRRICULAR ACTIVITIES:
Student Government Association: Junior Class President and Freshmen Class President, Ad-Hoc Dining Committee Chair, Student Conduct Council, Multi-Cultural Council; Campus Activity Board: Executive Member Weekends Chair, CAB Member of Weekends/Off-Campus Committee and Homecoming/Spring-Fling Committee; Phi Alpha Delta, Volunteered at local hospice.
Ethan Hancock
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust & Wealth Management, Minor in Financial Planning. Expected Date of Graduation: May 2014. GPA: 3.550. Dean’s List, NC Baptist Scholarship, Scott Ellis Scholarship.
WORK EXPERIENCE:
Bank of America, Summer Analyst, June – August 2012. Sat in on client calls, attended regular meetings, spoke with clients over the phone and accepted or denied discretionary requests made by clients. Completed all managerial requests. Kept work station clean and proper every day. Always reported issues and checked in with managers daily. Inside Investigations, Property Maintenance Specialist, July – August 2011. Investigated and made appropriate adjustments to foreclosed homes to re-sell. Maintained grounds and kept jobsites in best possible condition. Kept records of jobsite activities. Reported information to headquarters. Madison Park Apartments, Maintenance Associate, May – July 2011. Maintained property for all tenants. Repaired damaged or broken items within homes while communicating professionally with tenants. Dealt with problems and conflicts in a professional manner while protecting company assets. Answered company telephone and resolved tenant problems. Construction Assistant, May – August 2010. Assisted on construction site: measured all angles and areas needing improvement; gathered all equipment and hardware needed for project; made sure all was in working condition; practiced safety when dealing with equipment; contributed in rewiring an entire house; operated circular saws and other electrical equipment; and maintained a clean working environment. Norman A. Wiggins Memorial Library, Research Assistant and Circulation Assistant, Fall 2010 and Spring 2011 semesters. Controlled inflow and outflow of books and rented items. Gained proficiency with Campbell University’s Library computing system, SirsiDynix Symphony Workflows. Returned rentals and checked out items to original place while maintaining a clean environment. Assisted in all research related questions and aided in computer, book, and other resource searches. Ensured working condition of all electronics. Johnson Natatorium Pool Desk Associate, Spring 2009 semester. Welcomed facility patrons, filed all financial transactions for new members, kept record of patron usage, and maintained a clean and orderly work environment.
EXTRACURRRICULAR ACTIVITIES:
Campbell University Intramural Sports, CircleK Club, Gilbert T. Stephenson Trust Club, Operation Inasmuch, Operation Christmas Child, Habitat for Humanity.
Mark Hartenstine
EDUCATION:
Campbell University, pursuing a BBA in Trust and Wealth management with minor in Financial Planning: expected date of graduation – May 2014. Dean’s List. Current GPA 3.408. Scott – Ellis Transfer Scholarship and Wrestling Athletic scholarship.
WORK EXPERIENCE:
Laborer for Mark Hartenstine Home Improvements in Easton, PA, summer job from June 2006 to present. Duties include setting up construction equipment, maintaining a safe work environment, helping the contractor with various tasks including but not limited to drywall insulation, spackling, saw operation (measuring and cutting materials), roofing, sliding insulation, and cleaning the job site at the end of work day. Laborer for Wayne Griffith Remodeling in Easton, PA, summer job from June 2011 to present. Responsible for preparing the job site, minor demolition, picking up materials, preparing materials for insulation, and helping the contractor complete various tasks. Laborer for Mike Fleck Construction in Easton, PA, summer job from June 2011 to August 2011. Duties included preparing the job site by setting up equipment, picking up materials, preparing materials for insulation, and cleaning up the job site at the end of the work day.
EXTRACURRRICULAR ACTIVITIES:
Member of the Campbell University wrestling team (Team Captain); Volunteer at Gold Medal Wrestling Club and Palmer elementary school wrestling team in Easton, PA; SACC (Student Athletic Advisory Committee) representative during the 2011 – 2012 school year; Volunteer at Millstone 4 – H campground.
Andy Hemric
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust & Wealth Management, Minor in Financial Planning. Expected Date of Graduation, May 2015. GPA: 3.437. Janice Daniels and Clifford Russell Miller Scholarship. Southeastern Trust School Trust Management Scholarship. Scott-Ellis Scholarship.
WORK EXPERIENCE:
Student Assistant, Southeastern Trust School, Buies Creek, NC. Duties included: Assisted the director with planning and coordinating all functions dealing with the 43 year old national program. Lead Counselor, Grey Stone Baptist Church Kids Camp, Durham, NC, June 2010-August 2012. Camp served over 130 children annually. Duties included: Interacted and communicated with parents daily, supervised other counselors, conducted performance evaluations reported to the Camp Director and Co-Director on a regular basis to ensure the camp was operating effectively and efficiently. Recruited and trained junior counselors to step into leadership positions. Organized and conducted large-group assemblies. Assisted with payroll and billing weekly. Administered first-aid when necessary. Worked closely with co-workers to create a team oriented environment to provide campers with a safe and rewarding experience.
EXTRACURRRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club, Campbell University Intramurals, Business Leaders of Tomorrow Club. Volunteer Experiences: Grey Stone Baptist Church; Vacation Bible School assistant, Sarah P. Duke Gardens, Duke University; Plant Sale Assistant. Certifications: CPR
Jordan K. Hildreth
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning; Expected Graduation date of December 2014.
WORK EXPERIENCE:
Summer farm worker; Duties include nursing and pruning young grape vines as needed in order for new growth during the fall season. Maintenance of the vineyard such as repairing fencing, cutting grass, and assistance with spraying pesticides. Preparation assistant. Manufacturing boxes and placing stickers on containers for transporting the luxury produce. Landscaping(Summer of 2012); Duties including carving out driveways, preparing designated gardening areas, and planting shrubbery. Maneuvering trees and shrubs for lawn maintenance.
EXTRACURRRICULAR ACTIVITIES:
Member of the Campbell University Football Team; Member of Campbell University’s FCA; Volunteer Habitat for Humanity; Elementary EOG Testing Proctor.
Ashley Hobbes
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management: Expected date of graduation: May 2014; GPA: 3.796, Major GPA: 4.0. President’s List, Dean’s List, Scott-Ellis Scholarship, Gordon B. Rowland Trust Scholarship, Trust School Trust Management Scholarship.
WORK EXPERIENCE:
Wells Fargo Summer Intern, Wilmington, DE: Spent time assisting both center service and center owned teams by reading, interpreting and applying will and trust document language to specific situations, including irrevocable, revocable, custody, and agency administrative account reviews, new account set up, and account terminations. Assisted with team workflow by clearing overdrafts, sending letters to beneficiaries as well as contacting beneficiaries directly to resolve open items. Worked with systems such as SEI and CSS.
EXTRACURRRICULAR ACTIVITIES:
President, Campbell University Club Equestrian Team; Instructor, Saddletree Stables, Willow Springs, NC; Member, American Quarter Horse Association; Volunteer, Horse and Buddy Therapeutic riding program; Member, Fuquay Varina United Methodist Church
Parker Reid Holland
EDUCATION:
Campbell University, Masters of Business Administration BBA Trust and Wealth Management: Expected date of graduation: 2014. Awarded Scott Ellis Scholarship
WORK EXPERIENCE:
Social Media College Night Event Planner, Still Life, Raleigh, NC (Thursdays) Promoting and creating Facebook events for 2012-2013 “College Night”. Building and maintaining student database for email blast and attendance tracking. Arranging hired transportation for large groups and parties. Providing a seamless experience for attendees from different colleges within the area. Camp Counselor, Kraft Family YMCA, summer, 2012. Supervised children grades Pre-kindergarten through eighth grade alongside ten other counselors. Taught campers the fundamentals of a variety of sports and activities that focused on team building and good sportsmanship. Tutored groups of twenty to forty kids on homework in math, science and social studies. Counselor at RTP International Cultural Exchange located at Hopewell Academy, worked alongside translators to direct and teach seventy-five Asian exchange students American culture and lifestyle. Coached exchange students in basketball and baseball. Teacher at Salem Baptist Church Vacation Bible School - led worship groups and taught arts and crafts to elementary aged students. Volunteered at SAS Institute Summer Camp-Impact Athletics. Supervised seventy children a week, taught art projects, outdoor and indoor sports, drama and swimming to children ranging from seven to fourteen years of age.
EXTRACURRRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club. Campbell University Club Soccer, Intramural Basketball and Softball. Campbell University Relay for Life.
Brandon Hudson
EDUCATION:
Campbell University, Candidate for Masters of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May 2014. Scott-Ellis Scholarship, Mary Scott Sneeden Scholarship, Center Baptist Church Scholarship, BB&T Scholar.
WORK EXPERIENCE:
Wells Fargo Wealth Management, Winston-Salem, North Carolina, Trust Intern summer June-August 2012. Worked with Philanthropic Services Department, Center Owned team on projects including fee determinations for roughly 300 accounts as well as small account terminations for roughly 260 accounts. Read and interpret trust documents for various projects and complied relevant data onto spreadsheets for fellow team members. Worked with a group of interns on a project for the Trust Center handling original trust documents and life insurance policies for roughly 2500 accounts. Developed understanding of Wells Fargo systems including SEI/Trust 3000, ClientLink, Trust Gateway, and FileNet. Hudson Bay Seafood Restaurant, Fayetteville, North Carolina, currently Assistant Manager. Duties include, preparation for opening of restaurant as well as closing and clean-up of restaurant, accepting incoming deliveries and packages as well picking up of and stocking of items in proper places, serving customers as well as addressing concerns of customers, maintaining the restaurants Petty Cash fund daily to ensure money was on hand for the cash registers, balancing out cash registers at end of day, picking up of business’s weekly payroll and passing out of payroll checks, depositing large cash deposits nightly at bank, occasional preparation of the restaurants weekly working schedule for more that 25 waitress and front of house help, food preparation, maintenance on interior and exterior of building.
EXTRACURRRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club; Phi Beta Lambda Business Club-President, Vice President, IOC Representative; Student Government Association- Executive President, Executive Treasurer, Sophomore Class Representative, Finance Committee Chairman, Dining Services Committee Chairman; Lundy-Fetterman School of Business Student Mentor.
Matthew Inman
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2015; Cumulative GPA: 3.77. Business School GPA: 4.0. President’s List, Dean’s List, Scott Ellis Academic Scholarship, NC Baptist Scholarship, Southeastern Trust School Trust Management Scholarship, BB&T Scholar.
WORK EXPERIENCE:
First Citizens Bank and Trust, Charlotte, North Carolina, Full-Time Summer Floating Teller, Summer 2012. Worked closely with tellers, platform associates and wealth management advisors in the Charlotte-Metro and Union County regions to help reach sales goals. Processed financial transactions quickly and accurately with MAX! Teller software while maintaining a balanced drawer. Earned a 97% on final teller examination after a three-day training session. Served as an assistant to a mortgage banker for two weeks. Balanced the vault cash (~$500,000) for three weeks. Developed hands-on experience with financial products such as CDs and IRAs. Asked to return during the holidays by Manager of Retail Banking. Campbell University Annual Fund, Buies Creek, North Carolina, Call Team Leader, Call Team Member, Fall 2011-Present. Duties currently include training new hires, managing shifts and ultimately meeting fundraising goals. Developed customer service and salesmanship skills as a Team Member by making calls to Campbell Alumni. Called graduates from first-time donors to distinguished benefactors and encouraged them to give. Excelled in a fast-paced, competitive environment. Earned top caller in several categories including highest amount of credit card donations received and most calls made. Exceeded our final fundraising goal that was 25% greater than the previous year’s. Promoted to Call Team Leader in Fall 2012. Olde Sycamore Golf Course, Charlotte, North Carolina, Outside Services, Summer 2011. Tended to customers' needs and maintained appearance of the grounds. Responsible for keeping a steady flow of carts serviced and presentable. Set up the course for tournaments and weddings. Carried out the orders of the head golf professional and general manager.
EXTRACURRRICULAR ACTIVITIES:
Student Government Association (Executive Treasurer, Chairman of Finance Committee, Sophomore Class Secretary/Treasurer, Vice Chairman of Finance Committee), School of Business Peer Mentor, Gilbert T. Stephenson Trust Club, Club and Intramural sports, Baptist Student Union, avid golfer.
Micah Jones
EDUCATION:
Campbell University, Master of Business Administration and BBA in Trust and Wealth Management, Minor in Financial Planning; Projected Graduation: May 2015; Overall GPA: 3.90. President’s List; Dean’s List; Campbell University’s Scott-Ellis Merit Scholarship; Herbert Stanley Croft Trust Scholarship; Martin Scholarship; Marvin D. Johnson Trust Management Scholarship, and the Major Sam Byrd Trust Education Scholarship.
WORK EXPERIENCE:
Valet, Wildcat Cliffs Country Club, Highlands, NC, May-August 2009-2012: Earned spot as lead valet by appropriately interacting with affluent members. Maintained cordial appearance to guests despite being in pressure situations that required both caution and efficiency while entrusted with their vehicles. Selected to coordinate and work private events for club members. Tutor, Campbell University, Buies Creek, NC, 2012. Achieved qualifications to work as a Math, English, and Business tutor. Duties include teaching students who are in need of support in a variety of subjects by helping them develop important study techniques in order to prepare for exams. Rental Property Assistant, Franklin, NC, 2009-2010: Assisted in rental property management by consistently caring for the lawn and performing outside maintenance duties.
EXTRACURRRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club; Campbell University Intramural Sports; Served in Kicking for Hunger Program; Helped coach Special Olympics (basketball, soccer); Awarded First Place in the Strength-Quest CU Business School Essay Writing Contest.
Bradley Kelly
EDUCATION:
Campbell University, Masters of Business Administration, BBA in Trust & Wealth Management, Minor in Financial Planning. Expected Date of Graduation: May 2014. Overall GPA: 3.298, Major GPA: 4.0. Dean’s List, James E. & Mary Z. Bryan Scholarship, Willis & Marguerite Gupton Scholarship, Lewis M. and Annabelle L. Fetterman Business Scholarship, BB&T Scholar, Thomas Jack Lynch Scholarship.
WORK EXPERIENCE:
Campbell University, Student Services Graduate Assistant, August 2012 – Present. Assist the Director of Student Services and Retention with daily tasks, including, registering students with testing accommodations, weekly academic coaching for provisionally accepted students, and daily correspondence with professors regarding overall student success. Duties also include administering tests to students with testing accommodations, assisting front desk student workers, and updating student profiles. U.S. Trust, Bank of America, Private Wealth Management, Charlotte N.C, Summer Analyst, June 2012-August 2012: Assisted Trust Administrative Officers with daily administrative tasks including, account closings and openings, monthly Administrative Review Questionnaires, Know Your Customer and discretionary disbursements. Gained proficiency with computer systems, including PACE, TrustWeb and FIRST. Gained knowledge of fiduciary services careers by meeting with professionals specializing in Estate Settlement, Portfolio Management and Estate Planning. Inspected and documented the conditions of commercial trust property in the Charlotte area. Participated in community service project which provided used cell phones to domestic violence victims throughout the Charlotte area. First Citizens Bank and Trust, Raleigh, North Carolina, Summer Float Teller, May 2011 – August 2011. Worked closely with other tellers to open new accounts and meet goals within branches in the southern Raleigh district. Completed two weeklong in-branch training sessions earning an overall score of 98% on final teller examination. Operated MAX! Teller software to complete cash and check deposits, certified deposits, savings bonds, money orders, cashier’s checks and IRA accounts. Met both personal and branch sales goals by opening numerous checking, savings and business accounts throughout the quarter. Other responsibilities included referring customers to platform associates, check orders, and daily balancing. Campbell University Residence Life, Buies Creek, North Carolina, August 2010 – May 2011. Served as a Resident Advisor for a freshman dorm for the full 2010 – 2011 academic year. Responsible for the safety and well-being of nearly 100 residents. Conducted and documented safety and maintenance reports on a weekly basis. Duties included organizing and leading programs focused around university policies and regulations, attending both weeklong and interim training sessions, mediating and counseling amongst residents. YMCA Camp Counselor, Raleigh, North Carolina, June 2010 – August 2010. Served as an Assistant Camp Counselor to over 75 children. Worked closely with other staff members to create both recreational and educational activities for campers. Other duties included applying first aid when necessary, and creating a safe environment for campers.
EXTRACURRRICULAR ACTIVITIES:
Lundy Fetterman School of Business Student Mentor, Student Government Association – Senior Class Representative, Gilbert T. Stephenson Trust Club, Campbell University Relay for Life, Operation Inasmuch, Special Olympics Volunteer, Habitat for Humanity, Susan G. Komen Breast Cancer Foundation, Roanoke Rapids Mission Trip – December 2011
Andrew Kinlaw
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2014; Overall GPA: 3.485. Major GPA: 4.0. Dean’s List, Presidential Scholarship, Federated Investors Incorporated Trust Scholarship, Eugene Maloney Trust and Wealth Management Endowed Scholarship
WORK EXPERIENCE:
U.S. Trust, Bank of America, Private Wealth Management, Atlanta, GA, Summer Analyst, June 2012-August 2012: Responsibilities included assisting Trust Officers with their daily tasks including, preparing discretionaries, analyzing and interpreting trust documents, Administrative Review Questionnaires, Know Your Customer reviews, account closings and openings, creating administrative ticklers, reviewed account overdrafts, and completed discretionary disbursements. Developed the ability to use systems known as PACE, TrustWeb, FIRST, and eStatements. Helped coordinate a Philanthropic project to determine the beneficiaries from a charitable foundation in the state of Georgia. Gained knowledge of multiple professions of BoA careers by meeting with employees specializing in Estate Settlement, Wealth and Estate Planning, Special Asset Management, Philanthropic Solutions, and Portfolio Management. Participated in a volunteer community project at the Historic Oakland Cemetery to preserve multiple gravesites by properly caring for Iris’ which needed upkeep. Goldston's Red and White, White Lake, NC, Assistant Manager, Summer 2007-Summer 2011: Duties included providing customers with a positive atmosphere while in the store. Responsibilities included bagging groceries along with taking customer’s items to their vehicle. Acquired skills to run the cash register and provide customer service. Managed the frozen food department and was responsible for ordering appropriate merchandise to stock the store. Supervised the training of new employees and helping them develop social skills along with a productive work ethic. Developed relationships with customers and residents of White Lake and surrounding areas to ensure customer satisfaction. Responsible for the upkeep of the store ranging from sweeping and mopping along with maintenance of the coolers and freezers. Directed stock days in which new merchandise arrived and ensured that the store received the correct inventory. Acquired the ability to check in vendors and their merchandise for companies such as Wise and Pepsi. Kinlaw Services, Bladenboro, NC, Landscaper, May 2004-2007: Duties included designing and manicuring customer’s lawns and gardens ranging from local residents to housing developments. Technical skills included mowing, raking, edging, and laying sod, turf, and woodchips.
EXTRACURRRICULAR ACTIVITIES:
Lundy-Fetterman School of Business Student Mentor; Gilbert T. Stephenson Trust Club; Campbell University Club Soccer; 9/11 Day of Service volunteer; Campbell University Relay for Life; Intramural Sports; Montreat Youth Conference work crew member; Historic Oakland Cemetery volunteer.
Stephanie Lopez
EDUCATION:
Campbell University, BBA in Trust and Wealth Management: Expected date of graduation: May 2014. Scott-Ellis Award, G. Fred Hale Memorial Scholarship.
WORK EXPERIENCE:
Campbell University, Natatorium Desk Worker (Summer of 2012- Present): Duties include directing clientele into appropriate areas of the natatorium, accepting membership renewal payments, new membership payments, class/private lessons payments, crediting balances through recordkeeping, managing attendance daily, interacting with members, using my Spanish background to interact with International members as well. Stevenson Mazda-Kia of Wilmington; receptionist (2010): Duties included accepting calls from potential clients, transferring information from clientele to salesmen and higher authorities, processing information into car dealership database, preparing memos and letters for employees, managing annotations for other employees, greeting and directing clients, meeting their needs to the best of my abilities, interacting with a great variety of people on a daily basis. Skills acquired include the understanding of organizing information according to the needs of a major car dealership, and learning useful organizing techniques.
EXTRACURRRICULAR ACTIVITIES:
Campbell University’s Club Dance Team, Campbell University Cross Country/ Track and Field teams, Student-Athlete P.R.I.D.E. Mentor, Trust Club, Job Shadowing Attorney Geoffrey Hulse, Relay for Life Volunteer, Special Olympics- Torch Run Fundraiser Volunteer. Hobbies include dancing, singing, horseback-riding/racing, and any other activities dealing with sports.
Zachary Lover
EDUCATION:
Campbell University, Bachelor of Business Administration in Trust and Wealth Management, Minor in Financial Planning. Expected Date of Graduation: May 2014.
WORK EXPERIENCE:
Sunni Sky’s Homemade Ice Cream; April 2012-Present: Duties include customer service. Campbell University, Lobby Attendant; January 2011-May 2011: Duties include ensuring all visitors are signed in to a designated building. Carowinds, Area Supervisor in Food and Beverage; May 2007-August2011. Duties Include: Overseeing daily operation of several restaurants, scheduling, inventory, ordering, and hiring.
EXTRACURRRICULAR ACTIVITIES:
Campbell Varsity Football 2010-2011, Trust Club, Intramural Softball, Basketball, and Volleyball, Golfing.
Clint Mason
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management Pre-Law: Expected date of graduation: May 2015; Cumulative G.PA. 3.552, Major Undergraduate G.P.A.: 3.64. Dean’s List; Scott-Ellis Scholarship; Southeastern Trust School Trust Management Scholarship.
WORK EXPERIENCE:
Owned and managed a complete service landscaping business in the RDU district, November 2008-Present, Supervised a crew of four through various tasks based on the clients’ preference, Operated equipment, served additionally as foreman to maintain repeat clients’ business as well as acquiring new clients. Combined client’s complete satisfaction with loyalty for the foundation of the company. Acquired skills included proficiency in time and employee management, co-worker collaboration, clientele trustworthiness, and communication skills.
EXTRACURRRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club, Campbell Ducks Unlimited Chapter, Relay for Life, Weight Lifting, Singing/Performing/Songwriting for Christian Band Southpaw, Golf, Boating, Avid Outdoorsmen.
Sean Mannion
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2014; Cumulative Undergraduate GPA: 3.868. President’s List, Deans List, Betty and Allen Schilpp Scholarship, The Southeastern Trust School Trust Management Scholarship.
WORK EXPERIENCE:
Cassean Incorporated, Reidsville, NC, summer worker, June 2005-August 2012.Family business that I have worked for since thirteen years old. Current Inspection and Shipping Manager, promoted to larger jobs within the business as experience has developed. Manage all shipments and attention to detail is given to each shipped product. Tend to the needs of customers and meet with clients. Randy’s Fun Foods, Greensboro, NC, Summer worker, June 2011-August 2011. Team leader who managed four summer workers in the inspecting and shipping department. Oversaw inspection and shipping of all cotton candy products. Other work I have done includes local landscaping jobs. Customer service was given to all clients who requested work. Developed payment quotes and analyzed labor needs and costs. Effective and timely work done with strong reviews from clients.
EXTRACURRRICULAR ACTIVITIES:
Campbell University Varsity Cheerleading, Trust Club, working out with friends, played multiple team sports, worked in several charitable organizations and other volunteer work.
Ryan Mattes
EDUCATION:
Campbell University 3/2 Program, Masters of Business Administration, BBA in Trust and Wealth Management: Expected Date of Graduation: May 2014; GPA: 3.09, Presidential Scholarship.
WORK EXPERIENCE:
Detailed Cars at Auto Bell Car Wash, Retail Alliance Member package deliverer, Explained company mission and represented the positives to what Retail Alliance offers, Supervised a group of 4, Lead Referee for Great Neck Basketball League, Lead Umpire for Frank W. Cox Summer Season, Ran a Boat Detailing Business over the summer of 2009 and 2010, Baseball Pitching Coach for ages 8 to 14, Interned with Wells Fargo in Wilmington DE, imaged documents to database, performed discretionary requests and worked through SEI computer software.
EXTRACURRRICULAR ACTIVITIES:
Campbell University Baseball Player, Miracle League Buddy for Disabled children, Volunteer helper with Buies Creek Halloween Carnival, Volunteer helper with Buies Creek Elementary field day, Golfing and Fishing
Terrence McMillian
EDUCATION:
Campbell University, BBA in Trust and Wealth Management Prelaw, Minor in Financial Planning: Candidate for Law School; Expected date of graduation: May 2014; Cumulative Undergraduate GPA: 2.766. Shouse, James M & Alice Pruitt Scholarship; Jernigan, Robert S & Mattie McPherson Scholarship.
WORK EXPERIENCE:
Food Preparation Engineer at McDonalds (10/2011-07/2012). Main duties included upholding the highest standards of cleanliness and work to provide the finest quality food to customers in order to achieve 100% customer satisfaction. Other duties involved cleaning the lobby in addition to serving customers by being friendly and efficient in offering a pleasant experience to them.
EXTRACURRRICULAR ACTIVITIES:
Trust Club, Campus Activities Board, Active in Campbell’s intramural basketball.
Brendan McNamara
EDUCATION:
Campbell University, Masters of Business Administration, BBA in Trust and Wealth Management: Expected date of graduation: May 2015. GPA: 3.689. President’s List. Presidential Transfer Scholarship.
WORK EXPERIENCE:
U.S. Army, Fire Support Specialist, August 2006-February 2010. Duties included maintaining $50,000 of equipment, supervising and educating one other person, constantly maintaining a government security clearance, acting as a subject matter expert and advisor to superiors, and the integration and communication of various assets including ground vehicles, personnel on foot, and aircraft. Completed Basic Combat Training, Advanced Individual Training, and Airborne School successfully on first attempt. Selected above peers to act as Company Intelligence Analyst and liaison/advisor to local intelligence personnel in Baghdad, Iraq. Catalogued over 50 intelligence reports per day over an eight month period resulting in countless criminals being detected and identified allowing local Iraqi security forces to begin pursuit. Acted as manager to eight local Interpreters resulting in constant availability of translation services and no errors in work logs. Assisted the relocation of $2,000,000 worth of equipment resulting in no losses or damage to property. Received top marks when evaluated based on current performance and future potential prior to leaving the military. Belmont Pizza, Belmont, MA, Driver, September 2010-August 2011. Responsible for the safe and efficient delivery of products to customers across an area consisting of four towns, picking up supplies, preparing ingredients, customer service, and maintaining an accurate cash count throughout the day. D.M. Home Improvement, Bedford, MA, Laborer, February 2011-July 2011. Responsible for assisting multiple tradesmen on a daily basis, picking up and dropping off building supplies, driving company vehicles to and from job sites, and maintaining accountability of company property. Hollywood Video, Shift Director, August 2005-August 2006. Duties included customer service, operating one cash register, restocking merchandise, opening and closing a video rental store, maintaining the appearance of the store, as well as supervising other employees and keeping accurate records of the transactions performed throughout the day.
EXTRACURRRICULAR ACTIVITIES:
Co-founding a university chapter of Student Veterans of America and hiking.
Deidre Morrow
EDUCATION:
Campbell University, Bachelor of Business Administration in Trust Wealth Management Pre-law, Minor in Financial Planning: Expected date of graduation: May 2015; Current GPA 3.45. Scott-Ellis Scholarship.
WORK EXPERIENCE:
Legal Services of Southern of Piedmont, Charlotte, NC, Legal Assistant Summer Intern: January-May 2012. Main duties included working with an office of Attorneys and assisted with composing and execution of wills for elderly clients and the estate planning process from intake to document completion. Learned and operated the case management software program beginning at client intake to conclusion in a variety of practice areas; including but not limited to Wills, Estate, Family Law and Domestic Violence, managed courthouse runs to retrieve Criminal records and to file documents with the court, completed field research to improve referrals for the Legal Services Elderly hotline. Wells Fargo Advisors, Charlotte, NC, Estate Processing Operations Specialist 3: March 2006-November 2011: Responsibilities included processing IRA death claims to beneficiaries of deceased Well Fargo Advisors clients. Submitted journals between deceased and beneficiary accounts on IRA, Brokerage and Custodial accounts. Supported and corresponded with Financial Advisors on Estate Processing procedures and needed documents to process accounts. Interpreted legal documents; Trust, Letters of Testamentary, Tax waivers, and Affidavit of Domicile. Remitted correspondence to clients requesting needed documents for processing of their claim. Exhibited thorough understanding of IRS guidelines, legal procedures and state statutes. Researched legal procedures to remain current on documents required for specific states and processed claims from various countries becoming the liaison between the deceased and family representative and/or attorney. Educated and assisted inbound callers with required documentation needed to process claims on deceased account owners. Closed accounts and distributed funds from Command (CAP) and brokerage accounts to beneficiaries of the deceased. Disseminated IRA beneficiary options by speaking with claimants, estate attorneys, executors and administrators. Conducted outbound calls to follow up on pending issues. Proactively monitored various work queues for account maintenance, and re-routed for escalation when applicable. Met and exceeded service level standards established by management.
EXTRACURRRICULAR ACTIVITIES:
Women’s Employee Resource Network, Black African American Employee Resource Network, Latino Employee resource Network, Habitat for Humanities – Charlotte NC, Women’s Build Habitat for Humanity, Founder of Best You Ever Program.
Brandon Moss
EDUCATION:
Campbell University, BBA in Trust and Wealth Management: Anticipated date of graduation May 2014; Overall GPA: 3.4, Major GPA: 3.77. Dean’s List.
WORK EXPERIENCE:
Genesee Scientific, Morrisville North Carolina. Summer 2010-2012. Assistant Warehouse Manager. Duties consist of: training newly hired warehouse employees, accepting delivers, stocking shelves, preparing customers’ orders to be shipped, processing orders, communicating with customer service and trying to resolve any customer issues.
EXTRACURRRICULAR ACTIVITIES:
Habitat for Humanity.