Interns 2012 (N-Z)
Peter Newby
EDUCATION:
Campbell University, Masters of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2015; Overall GPA 3.217; Dean’s List; Phi Eta Sigma Honor Society; Scott-Ellis Scholarship; Norman Adrian and Mildred Harmon Wiggins Scholarship; The James W. Narron and C. Gray Johnsey Trust Scholarship; NC Baptist Scholarship; BB&T Scholar.
WORK EXPERIENCE:
Re-Elect Justice Paul Martin Newby Campaign (Raleigh, North Carolina), Campaign Coordinator; October 2011-Present: Duties include managing social media outreach for the candidate, organizing volunteers statewide, maintaining candidate’s website, traveling with candidate to events, and coordinating the distribution of campaign materials across North Carolina. Peter Newby Photography (2008-Present), Owner; Duties include networking with prospective clients, managing website and social media pages, and providing photographic, editing, and printing services for clients. Tucker Furniture (Wilson, North Carolina), Warehouse Department; (Summer 2011 and Sumer 2012) Assisted in the preparation and delivery of goods, managed inventory in the warehouse, transitioned inefficient paper inventory system onto online excel database to save time and money for the company, ensured customer satisfaction with furniture, and established an online presence for the business via social media to increase business opportunities. Lake Forest Ranch (Macon, Mississippi), Work Staff Member; (Summer 2010) Assisted with functional tasks of the camp including food preparation, maintenance, custodial work, and store operation. Worked with children who attended the camp as well as underprivileged children from the community.
EXTRACURRRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club; LFSB Student Mentor; Dean’s Undergraduate Advisory Council; Business Leaders of Tomorrow Club Officer; Business School Ambassador; Campbell University Student Government: Freshman Class President, Men’s Community Coordinator, Commuting Students Coordinator; Campbell University College Republicans: Chaplain, Treasurer; Campbell University Official Class Ring Committee; Pine Burr Yearbook Staff; Christ Baptist Church: Usher; Boy Scouts of America: Eagle Scout.
Paul Pizzuti
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2014; GPA: 3.48. Major GPA: 4.0. President’s List, Dean’s List, Presidential Scholarship, S.C. Foundation of Independent Colleges Scholarship, Gordon B. Rowland Trust Scholarship, Southeastern Trust School Trust Management Scholarship, Jimmy E. Witherspoon Trust Education Scholarship, Phi Eta Sigma Honors Society, Omicron Delta Epsilon Honors Society.
WORK EXPERIENCE:
U.S. Trust, Bank of America Private Wealth Management, Dallas, Texas, GWIM Summer Analyst, June 2012-August 2012. Gained proficiency in the Bank of America computer systems, including PACE, TrustWeb, FIRST, CRW, and eStatements. Trained for duties compatible to the Trust Administrative Officer position. Reviewed trust and governing documents, performing administrative reviews and engaging in several projects including family relationship management, opening of accounts, trust settlement and termination of accounts, charitable account migration, and account depletion analysis. Contacted clients for relationship and account information. Successfully completed generation skipping tax reviews on accounts. Performed the discretionary and disbursement process. Broadened my knowledge of the financial world by meeting with several professionals working in different departments of the bank. Attended networking events. Completed a community service project with Rainbow Days, spending time with underprivileged children. Pizza Hut, Dunn, NC, Server, Restaurant CSR, Team Member, Summer 2011-present. Began answering phones and dealing with customers, the computer, and cash register system. Required patience, quick thinking, and the ability to solve problems. Serving requires an outgoing personality and engaging in relationships with the customer to go along with patience, quick thinking and moving, with problem solving. Southeastern Trust School, Buies Creek, NC, Student Assistant, Summer 2011. Spread hospitality and any aid replied by the members of the event group to ensure an enjoyable week. I also attended their classes so the relationships could improve and I could learn as well. I met many people and understood the personality needed to make their stay worthwhile to go along with knowledge needed to succeed in the trust world. Professional Pharmacy Services, Inc., Florence, SC,Warehouse Technician Summer ’09, ’10, December ’09. Accomplished the upkeep of the warehouse through cleaning equipment, inventory checks, overall organization, lifting and moving heavy equipment. I was also a part of the delivery of heavy items such as electrical lift chairs and other large orders. I was able to understand the responsibility it took to be in the working world, as well as the personality to deal with many customers through the company.
EXTRACURRRICULAR ACTIVITIES:
Campbell University Football, Psychology Club, Gilbert T. Stephenson Trust Club.
Jordan Reaves
EDUCATION:
Campbell University, Masters of Business Administration, BBA in Trust and Wealth Management: Expected Date of graduation: May 2014; GPA 3.41. Scott- Ellis Scholarship and Administrative Scholarship.
WORK EXPERIENCE:
U.S Trust, Bank of America; Private Wealth Management GWIM Summer Analyst, Kansas City, MO (Summer 2012). Reviewed Trust/Governing documents. Created spreadsheets to organize the trusts by their net worth. Prepared discretionary distributions, disbursements, receipts, ARQ’s, GST Checklists, UPIA Adjustment Calculations, TSO forms, ODAMS and wrote letters to clients. Demonstrated a proficiency in using the computer systems FIRST, PACE, TrustWeb, TrustExpress, eStatements, and CMO. Shadowed different positions within U.S. Trust including the Trust Officers in Emerging Wealth, High Net Worth and Philanthropic; also shadowed Portfolio Managers, the Regional Fiduciary Officer, the Estate Settlement Services Officer, and the Special Asset Managers. Visited different properties including an office building and two different farms. Inspected the properties to assess their condition and worth. Attended a philanthropic foundation meeting at the Manhattan Zoo in Manhattan, Kansas. Worked a philanthropic event at the Kauffman Foundation in Kansas City, Missouri. Attended a Royals Baseball game with various clients of the bank. Campbell University Volleyball Student Coach for summer camps 2011 and 2010. Coaching and mentoring young players. Helping them improve their volleyball skills as well as life skills through comprehensive drills and exercises. Coached middle school and high school players and supervised up to ten girls at a time. Cashier and Floor Supervisor for Hollister Co. clothing store in 2008. Greeted customers and assisted them with clothing sizes and any other needs as well as insuring customer satisfaction and keeping the storefront clean and organized. Folded clothing and handled all merchandise as well as working the cash register, handling all forms of money. Cashier and crewmember at Edy’s Ice Cream, summer 2007. Greeted and served customers, insuring their food was handled in a sanitary manner and to the customer’s satisfaction. Worked the cash register handling money and helped the manager count the drawer at the end of the workday.
EXTRACURRRICULAR ACTIVITIES:
Campbell University Varsity Volleyball Team (2009-2011), Gilbert T. Stephenson Trust Club, Student Athletic Advisory Committee Representative (2010-2011), Relay for Life, Volunteer at the Holly Springs Library (Holly Springs, NC).
Dustin Roberts
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2015; Overall G.P.A.: 3.557. Dean’s List; Presidential Scholarship; Southeastern Trust School Trust Management Scholarship; Sauls, Dr. Ernest Paskel Business Scholarship; Ogburn, Gordon K. & Eleanor B. Scholarship.
WORK EXPERIENCE:
Northern Junior Athletic Association, Bahama, NC, Soccer Referee (2008-2009): Duties included calling a fair game while communicating with parents and coaches. Johnson Body Shop, Durham, NC, Owners’ Assistant, Summer 2011: Duties included driving customers’ cars from the estimate shop to the body shop, washing cars, organizing parts, communicating with parts companies, and resolving issues with office equipment. Acquired skills to interact with others over telephone and provide customer service. Developed an understanding of partnership business and ethics. Responsible for the safety of customers’ cars in progress between shops. Strawbridge Studios, Durham, NC, Clerk; August 2012: Duties included helping students dress for senior pictures and directing them to where they needed to go.
EXTRACURRRICULAR ACTIVITIES:
Food Bank volunteer, 9/11 Day of Service volunteer, Campbell University Relay for Life, Sony Inskip Wrestling Tournament volunteer (8 years), Assistant baseball coach for a 12 and under traveling team, Intramural Sports.
Victor Rodriguez
EDUCATION:
Campbell University, working on BBA in Trust and Wealth Management, Expected date of graduation: May 2014. Dean’s List in Spring 2012, Scott Ellis Scholarship, Mary Alice and Frank P Ward Scholarship, Dr. Ernest Paskel Sauls Business Scholarship, Athletic Scholarship.
WORK EXPERIENCE:
Soccer camp assistant at Campbell University, summer of 2011 and 2012 Assist the coach by supervising the practices and exercises of groups of up to 20 children from the ages of 6 to 17 years old, was left in charge of camp account credits. Skills acquired include dealing with large groups of players, management of said players, interacting with parents and sales experience while working at the camp store, handling of money. Worked as a dietary aid at Biaggi’s Italian Restaurant during the summer of 2011, tasks performed included cleaning of tables, removing dirty dishes, replacing soiled table linens; setting tables; replenishing supply of clean linens, silverware, glassware, and dishes. Learned how to work with high class clients, served many high end parties, set up tables for large parties.
EXTRACURRRICULAR ACTIVITIES:
Played for the Campbell Men’s Varsity Soccer team, while on the team, participated in community service efforts around the area which included clean up, painting and working camps for kids.
Lourdes Ros
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Candidate for a Master in Business Administration. Expected date of graduation is May 2014. GPA: 3.484. Dean’s List. Campbell University Athletic Scholarship. Southern Trust School Trust Management Scholarship. Fluent in Spanish.
WORK EXPERIENCE:
Wells Fargo Intern, Austin, TX, May 2012-August 2012 responsibilities included working closely with senior management and trust administrators to assist them in day to day operations. Reading, interpreting and applying will and trust document language to specific situations, including but not limited to Irrevocable, Revocable, Agency account reviews and Account Closings. Facilitated day to day account maintenance, including; imaging documents to appropriate accounts; analyzing and resolving account overdraft issues. Completed the Austin Tank Farm Project that included communicating directly with approximately 50 beneficiaries to answer questions about the closing process, while also making sure they completed the appropriate documentation needed by Wells Fargo to facilitate the account closing process. Latham Park Tennis Center an United State Tennis Association (USTA) endorsed facility, Greensboro, NC, Summers 2007-2011, Assistant Facility Manager. Oversee and manage court scheduling, court maintenance, facility supervision, customer service and record keeping. On court duties other than maintenance included teaching groups of five to eight students varying from different ages and levels of tennis. Green Valley Swim and Tennis Club, Greensboro, NC, Summers 2008 and 2009, Assistant Instructor to the head teaching professional. Specialized Quick Start instruction for young students of ages four to seven in groups of three to six.
EXTRACURRRICULAR ACTIVITIES:
Campbell University Varsity Women’s Tennis. Team Captain. Volunteered in Habitat for Humanity, Operation Christmas Child at Campbell University and USTA Multicultural Hispanic Outreach Program.
Isaac Scott
EDUCATION:
Campbell University, Bachelors of Business Administration (B.B.A) in Trust and Wealth Management, Minor in Financial planning. Expected date of graduation May 2014. Undergraduate G.P.A 3.0. BB&T Scholar, Scott Ellis Scholarship, Thomas Jack Lynch Scholarship, Virginia T & Carl E Fitchett Memorial Scholarship.
WORK EXPERIENCE:
South Carolina Office of Regulatory Staff, Financial Analyst Intern, Columbia, SC June 2012- August 2012. Collaborated with Chief Economist to analyze and compile market data for equity returns for South Carolina regulated utilities. Duties included updating and analyzing sales growth estimates, per share earnings, and developing excel macros to assist the economist in calculating expected returns using CAPM. Developed reports on financial data to assist gas and electric analysts in preparation for rate cases. Acquired knowledge to navigate Value Line, standard, mid, and small cap editions, as well SEC document filings 8-K, 10-K, and 10-Q. Worked heavily with valuation techniques GARCH, CAPM. South Carolina Office of Regulatory Staff, Intern Telecommunications and Water Audit. Columbia, SC June 2011-2012. Worked with Telecommunications department to conduct a marketing and research plan for government assisted telephone service Lifeline. Duties included updating financial account information for Lifeline customers, mailing posters and program information to different counties in South Carolina to spread knowledge about the program, and filing documents for record keeping. Collaborated with Water/Wastewater audit manager to analyze financial exhibits for South Carolina Rate cases. Used government database to execute audits of property tax for various areas in South Carolina to ensure that their tax information is up to date with the database.
EXTRACURRRICULAR ACTIVITIES:
Campbell University Football, Campbell Football Unity Council, Recognized for Pioneer Football League Academic Honor Roll, Gilbert T. Stephenson Trust, Club, Lundy Fetterman School of Business Mentor, Campbell University P.R.I.D.E. Mentor for freshman athletes.
Emily Sides
EDUCATION:
Campbell University, Candidate for Master of Business Administration. BBA in Trust and Wealth Management, Minor in Financial Planning; Expected graduation date: May of 2014, Campbell University, Buies Creek, NC. Cumulative GPA 3.834. Major GPA 4.0.
WORK EXPERIENCE:
Campbell University, Lundy-Fetterman School of Business Graduate Assistant (August 2012 – May 2014). Coordinates and leads thirty student mentors and approximately two hundred new business students of three sections of BADM-100 – New Student Forum; assists Dean of the School of Business with event organization and planning, special projects, and memorandums. Wells Fargo Bank, N.A., Wealth Management Intern (May 2012 - August 2012). Responsibilities included: assisting Center-Owned Trust Officers in managing and the administration of trust accounts by analyzing accounts for early termination and resignation, presenting accounts for Risk Management meetings, researching beneficiaries of trusts and trust documents, completing data validation for IFS Tax Services Disclosure Mailings, compiling FiTT transmittal packages, opening new accounts, and assisting RM team. Developed an understanding of SEI, Client Link, Task Management Tool, and Trust Portal systems. Campbell University, Study Abroad, Italy (May 2011 – June 2011). Adapted to cultural challenges in a fast-paced environment while cooperating in a group for hands-on learning in the area of Ancient and Medieval Theology. Managed Italian youth groups and minor group construction at l’Istituto Biblico Evangelico, Isola del’ Gran Sasso. Campbell University, Student Support Services (Spring 2010 – Spring 2012). Consults undergraduate students on research papers of all academic areas and cooperates in teams to develop the academic services provided to students. Advises students in Accounting I&II.
EXTRACURRRICULAR ACTIVITIES:
Dean’s Undergraduate Advisory Committee; Gilbert T. Stephenson Trust Club and Relay for Life Coordinator; Lundy-Fetterman School of Business Lead Mentor, Sigma Tau Delta, English Honor Society; Phi Delta Alpha, Young Women in Transition, Citizens Professional Development Series, Intramural Tennis.
Cecil Charles Smith, IV
EDUCATION:
Campbell University, Masters of Business Administration/ BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2014; Overall GPA: 3.2; Dean’s List; Scott-Ellis Scholarship; Thomas Jack Lynch Scholarship; Marvin Drake Johnson Trust Management Scholarship.
WORK EXPERIENCE:
Receptionist and shoe shine clerk at Hair Saloon for Men: began position as Professional Shoe Shiner for customers and was quickly promoted to include Receptionist’s responsibilities; duties included greeting customers, answering telephones, scheduling appointments, cleaning up stylists work areas, and shining shoes. Youth hockey camp counselor for Raleigh Youth Hockey Association: having played competitive travel hockey from the age of 6 to 18, camp counselor was a natural role; assisted with ice hockey day camp for emotionally and physically challenged children. Independent Landscape Technician: provided landscaping services including lawn mowing, edging, creating flower beds, mulching, and clean-up to residential homeowners.
EXTRACURRRICULAR ACTIVITIES:
Ice hockey; vintage truck owner; auto body repairs and restoration; physical fitness; golf; fishing; music including playing the bass, drums, trombone, and tuba
Jill Stallings
EDUCATION:
Campbell University, Masters of Business Administration, BBA in Trust and Wealth Management, Minor in Spanish: Expected date of graduation: May 2014; Overall GPA 3.877, Major GPA 4.0. President’s List, Dean’s List, Presidential Scholarship, Stephen Ross Angel Scholarship, Sidney Kess Scholarship American Business Women’s Association Scholar, Becky T. Kelly Trust Management Scholarship, BB&T Scholars Program.
WORK EXPERIENCE:
BB&T, Private Wealth; Winston-Salem, NC, Intern, Summer 2012. Served as support for Senior Vice President of Private Wealth. Shadowed daily activities of Private Advisors, Team Directors, Associates, Portfolio Managers, Financial Planners (Analysts and Strategists), Wealth Solutions Service and Sales Team, and Lending Underwriters. Participated in client meetings with Advisors involving Investment Counselors, Trust Specialists, and Portfolio Managers Completed projects, analyzing strategies to increase effectiveness in various areas of Private Wealth. Gained knowledge from internal computer systems (ProActiv, Bank Pro, Client Central, AddVantage).Participated in weekly sales calls, investment calls, and Private Wealth meetings. Assisted Private Sales and Service Analyst in monthly reports and internal processes. Cousin Couture; Fuquay-Varina, NC, Sales Associate/Assitant Manager, September 2011-May 2012. Assisted customers in a positive, flawless shopping experience. Completed inventory of merchandise, set-up of store front, and designed marketing material. Opened and closed boutique, balanced cash drawer, and assisted in creating balanced employee schedule. Promoted after 3 months, ran staff of 2 to 5. Southern Community Bank and Trust; Winston- Salem, NC, Teller, Summer 2011. Handled personal and business deposits, cashier’s checks, loan payments; in addition to maintaining a well balanced cash drawer. Served customers in the drive thru as well as assisting in the main lobby, while learning valuable skills in customer relations. JK Freedom Sales, Inc; High Point, NC, Office Assistant/Secretary, Summers 2010, 2009, 2008. Solely responsible for maintaining the books and files and assisted in E-bay transactions, along with delivery and inventory of salvage products. Responsibilities included presenting a balanced ledger and providing customers with a quality surplus salvage experience. Campbell University School of Pharmaceutical Sciences; Buies Creek, NC, Assistant to the Secretary of the Dean, Spring 2010. Revamped filing system, along with accomplishing everyday tasks of delivering mail, labeling items, and cleaning office areas. Elderly Care Giver for Pika Winslow; High Point, NC, January 2006 to July 2008. Assisted employer in domestic tasks and took personal attention to everyday physical and personal needs as presented; staying overnight to ensure safety and well-being of employer.
EXTRACURRRICULAR ACTIVITIES:
Sigma Beta Delta Honor Society, Omicron Delta Epsilon Honor Society, Who’s Who among Students in American Colleges and Universities, Lundy Fetterman School of Business Student Mentor, Dean’s Undergraduate Advisory Council, Gilbert T. Stephenson Trust Club, American Business Women’s Association Furniture Capital Chapter member, volunteer at West End Ministries.
Jeffrey Stevenson
EDUCATION:
Campbell University, Bachelor of Business Administration in Trust and Wealth Management, Minor in Financial Planning, Candidate for Law School: Expected date of graduation: May 2014; Undergraduate G.P.A.: 3.106. Dean's List; Lynch,Thomas Jack Scholarship, Lundy-Fetterman Mentoring Scholarship.
WORK EXPERIENCE:
Lorenzos Pizzeria; May 2010-Present: Duties include serving customers and being responsible for daily transactions with the cash drawer. Also responsible for maintaining merchandise inventory and closing operations. Juniors Pizzeria (Lorenzos Pizzeria's second location); May 2012- Present: Duties include serving customers and being responsible for daily transactions with the cash drawer. Also responsible for merchandise inventory and opening operations. Bagel Bin and Deli; Junuary 2008- 2011. Responsible for the preparation of the food. Duties also include kitchen cleanliness, restocking, and the closing out of the cash drawers.
EXTRACURRRICULAR ACTIVITIES:
Lundy-Fetterman Student Mentor (2011-2012); Trust Club (2012-Present); Accounting Club (2011- Present); BLT Club (2011-Present)
Jeroen Stone
EDUCATION:
Campbell University, BBA in Trust and Wealth Management. Expected date of Graduation: May 2014. Current Undergraduate GPA 2.517.
WORK EXPERIENCE:
Coats Senior Center, Coats, NC. Private Custodial Contractor. May 2009 to present. Custodial services including, but not limited to, cleaning the buildings’ floors, bathrooms, offices, kitchen, and general purpose stage. Also responsible for general appearance of said floors and their bi-annual stripping and re-surfacing. Carlie C’s Coat’s IGA, Coats, NC. Customer Service Representative, Stocker, Bagger, Cashier. November 2007 to present. Greeted customers throughout the day and assisted them with whatever needs they may have had. Worked bulk items onto the store shelves and made displays to place other merchandise elsewhere on the store floor. Bundled items that customers had bought into bags and personally carried them outside to the customer’s car. Ran the cash register and was responsible for exact and proper till count at the end of the days’ shift. Cleaned the floors at the end of nightshifts and often times trained new employees.
EXTRACURRRICULAR ACTIVITIES:
Campbell’s Adam Smith Club, Member of the Coats United Methodist church Teller Committee, and enjoys hiking, camping, boating, and swimming during free time.
Tyler Templin
EDUCATION:
Campbell University, Candidate for Masters of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning. Expected Date of Graduation: May 2015. Major GPA 2.73
WORK EXPERIENCE:
Harris Teeter Grocery Store, Cary, North Carolina, Customer Service Associate, June 2011 - Current. My goal is to help every customer have the best shopping experience possible. Manage up to seven “front end” associates in their daily tasks. Assist store management in training new hires. Responsible for manager overrides, western union wire transfers, money orders, refunds, returns, exchanges, lottery, and tobacco purchases. Collect and distribute cash tills for all registers and responsible for handling loans to registers. J Trent and Associates, LLC General Contractor, Raleigh, North Carolina, August 2012 - Current. Responsible for providing quality construction, demolition, tree removal, and clean up. Work in a safe and professional manner to finish each job quickly and efficiently with the highest quality standards. Technical skills include tree removal, chipping, demolition, and roof repair.
EXTRACURRRICULAR ACTIVITIES:
Ephesus Baptist Church Youth Group, Operation Christmas Child Volunteer, World Changers Mission Trips, Volunteer for MCHS Wrestling Matches and Tournaments.
Keegan Terry
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: June 2014; Overall GPA: 3.217; Major GPA: 3.455; President’s List, Dean’s List, Presidential Scholarship, Campbell University Athletic Scholarship, Classic League Soccer Scholarship.
WORK EXPERIENCE:
First Citizens Bank; Trust Support Services Intern, Raleigh, North Carolina (Summer 2012). Performed necessary duties to collect proper information for clients that were entitled to money from a Class-Action Case and deliver it to the company. Executed the daily tasks of performing Bank of New York settlements for First Citizens Bank which included entering/settling daily trades, notifying the necessary traders of unsettled trades, balancing the totals of both banks, and wiring the money First Citizens owed Bank of New York when necessary. Helped to create and implement new steps/procedures when dealing with the filing of a Will. Met and discussed multiple professions with First Citizens Bank employees. North Texas Soccer Association, Soccer Referee, 2003 to present. Managed players and coaches using man management skills while applying the rules to the game. Lipscomb University, Soccer Camp Coach, Summer 2011. Instructed and managed youth in soccer skills and techniques. Studio Movie Grill, Runner, May 2008 to June 2009. Delivered food and drinks to customers while working cooperatively with a team of 50. Shakes Frozen Custard, Server, May 2007 to September 2007. Made and distributed frozen custard to customers effectively and efficiently. Open and closed the shop independently.
EXTRACURRRICULAR ACTIVITIES:
Campbell University Division 1 Men’s Soccer Team, Gilbert T. Stephenson Trust Club, Participated in Support the Troops, Created Boxes for Toys for Tots, Volunteer for Habitat for Humanity, Member of Student Athlete Advisory Committee at Campbell University, Participated in Camels in the Classroom.
Cameron Tew
EDUCATION:
Campbell University, Candidate for Master of Business Administration, BBA in Trust and Wealth Management: Expected Date of Graduation: May 2014; GPA 3.342. Dean’s List, President’s List, Presidential Scholarship, Dr. Ernest Paskel Sauls Business Scholarship, Emmett C Sr. & Edna Bales Aldredge Scholarship, Administrative Dorm Scholarship, Administrative Special Award Scholarship.
WORK EXPERIENCE:
Carlie C’s IGA, Dunn, NC, Shift Manager, May 2009 - Present. Count registers to make sure each cashier has the correct amount of cash after their shift. Prepare deposits for the bank. Supervise over 30 employees any given shift. Order items for the store, count inventory, receive and review invoices. Provide leadership and serve as role model for many young kids. Worked both full time and part time. Parnell’s Green Path Nursery, Godwin, NC, Summer 2006 - Summer 2008. Planted and watered flowers for the selling season. Helped deliver flowers to churches and other locations. Assisted with any job that required any kind of strength as far as moving heavy plants or trees around.
EXTRACURRRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club, Presidential Scholars Club, Relay for Life.
Brice Thompson
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of Graduation: May 2014; G.P.A: 3.57. Scholarship for Campbell University Track and Field.
WORK EXPERIENCE:
Center for Renewing Relationships, Nassau, Bahamas, Personal Assistant; September 2011-August 2012. Entrusted with the protection and organization of over 2000 confidential client files. Created and prepared an accommodating atmosphere for clients. Transferred and updated old client files to a spreadsheet database. Bahamas Association of Athletic Associations; March 2012-May 2012, Special projects Assistant. Authorized to assist with the organization and storage of The Bahamas’ national uniforms for five different international competitions including the World Championships Track and field team 2011, assisted in the solicitation process for the funding of international competitions, collected checks and networked with businesses to obtain donations.
EXTRACURRRICULAR ACTIVITIES:
Bahamas National Track and Field Team-Under age 23 North American and Central American Championships, Campbell’s Track and Field Team.
Joshua Turner
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected Date of Graduation December 2015; GPA: 3.2
WORK EXPERIENCE:
Campbell University, School of Business Mentor Program, (2012) duties included managing a group of students, improving writing ability for students, planning and executing Business School events for students, Bill Carone GM and Ford Dealerships, (June 2010-August 2012). Duties included Inventory Management, inventory transportation, intern training, and vehicle detailing. (June 2007-August 2009) mowed five yards once per week and edged yards.
EXTRACURRRICULAR ACTIVITIES:
Trust Club, College Republicans
Tye Vaught
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Expected date of graduation May 2014; Undergraduate G.P.A.: 2.81, Ellis Scholarship
WORK EXPERIENCE:
Division C Science Olympiad, Assistant Coach (2010-present) Duties include preparing students for regional, state, and national competitions. Specializing in building, medical, chemistry, and math related events. Organizing tournament schedules, packing competition totes, as well as training every student as individuals and in teams. While also tracking the allocation of raised and school allotted funds to the program. Food Service Engineer (2011-2012) Duties included managing the floor and the food preparation and training a crew of five in food preparation. Keeping the restaurant running effectively and efficiently stressing the importance of satisfactory customer service; Home Health and Hospice Care, Certified Nurse Aide (Fall 2010), Directed the daily living plan of and individual patient in the home setting. Duties included medication administration, breathing treatments, catheter care, meal planning and preparation, and post-mortem care; Graebel Van Lines, Inventory Manager (Summer 2010) Duties involved the moving and transporting of furniture. Inventorying and logging each furniture piece, while also color coding it as a secondary form of identification. Kept record of the commissions paid out to hired workers for each particular move; Veterans Affairs Medical Center, Clinical Intern (2009-2010) Duties included formulating daily life plans for resident patients. Developed and maintained daily logs for the status and progress of each patient. Assisted doctors in the radiology, gastroenterology, and surgery departments.
EXTRACURRRICULAR ACTIVITIES:
North Carolina Youth Federation, Secretary; Adventist Youth Society, Drama Coordinator; Fayetteville Community Gospel Chorale, Chaplain; Trust Club
Eddie Vazquez
EDUCATION:
Campbell University, BBA in Trust and Wealth Management: Expected date of graduation: May 2014; Undergraduate G.P.A.: 2.423
WORK EXPERIENCE:
Coty, Sanford, NC, Material Handler; July 2012-August 2012: Duties included assisting in various tasks in preparing orders to be shipped out, maintain clean work area during the shift, aided others in completing their tasks during heavy workloads. Tart’s produce farm, Dunn, NC, Material Handler/Distributer; May 2012- June 2012: Duties included gathering and organizing produce to be sent storage, packaged and prepared produce for distribution. Food Lion, Lillington, NC Stocker/Frozen Food Handler, January 2011-August 2011: Duties included ensuring the shelves were fully stocked and maintained clean. Food Lion, Lillington, NC, Cashier; August 2009 – January 2011: Duties included assisting managers in various tasks during hectic hours in attempt to offer high quality customer service, executed close out procedures and collected and distributed money to customers. Starlite Firework Inc., Lillington, NC, Tent Operator Assistant/Manager Assistant; June 2007 – July 2007: Duties included providing welcoming attitude and assistance to all customers, performed assigned duties relating to daily opening and closing financial records, educated customers on items being sold.
EXTRACURRRICULAR ACTIVITIES:
Participate in the Eucharist of Saint Bernadette Catholic Church in Fuquay
Richard Whitman
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2013. Overall GPA: 2.963, Major GPA: 4.000. Dr. Walter H & Genevieve L Harmon Scholarship, Thomas Harold & Judith Oldhem Jr Scholarship.
WORK EXPERIENCE:
Pelican’s SnoBalls, 2012 to present. Assists managing the stand by making and cutting ice, cleaning the stand and the outside area, making sugar water, managing money, stocking and making of flavors, opening and closing the stand, dealing with potential customers interested in having events, prepping the mobile unit for events, driving mobile unit to events, assembling snoballs, and helping the owner by answering questions dealing with events that are uncertain if it could be profitable. Chicora Country Club Pool, Assistant manager, Lifeguard, Club Swim Coach, Swim Lesson Instructor, 2010-2012. Assisted managing the cleanliness of the pool area, selling and stocking of concessions, pump house operations, the enforcement of pool rules, and the cash drawer. Developed relationships with members on a daily basis. Lifeguarded everyone’s safety in and around the pool during special events or parties by enforcing the pool rules, observed everyone’s physical condition, monitored the weather conditions, and inspected the life saving equipment. Instructed and coached the children of the club swim team how to swim competitively and properly during a swim meet. Taught children of all ages how to swim, float during an emergency, and the importance of safety. Local violinist 2007-2010. Performed for weddings throughout the community and also for Harnett Regional Theatre musicals. Soccer Referee, 2007-2009. Umpired little league soccer games for the town of Erwin and Dunn. Responsible for starting all games on time and handling the game.
EXTRACURRRICULAR ACTIVITIES:
Adam Smith Club, Eagle Scout and Assistant Scoutmaster of Troop 157, Campbell University String Ensemble, Lift soundboard operator for Grace Community Church, Toys for Tots, Habitat for Humanity, Relay for Life, Miracle League Baseball of the Triangle, Salvation Army, Intramural Sports, Violin, Viola, Mandolin, Canoeing, Backpacking, Fishing, Basketball, Soccer.
Dylan Williams
EDUCATION:
Campbell University, Candidate for Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2015; Cumulative Undergraduate GPA: 3.758. Dean’s List; Pi Eta Sigma Honor Society; Scott Ellis Scholarship; Southeastern Trust School Trust Management Scholarship; Sauls, Dr Ernest Paskel Business Scholarship; Gregg, Ruby Badgett & G Edward Scholarship.
WORK EXPERIENCE:
Campbell University Alumni Engagement Position. Buies Creek, NC. August 2012-Present. Duty to engage Alumni, Parents and Friends. Responsible for updating information and secure support for the Universities Annual Fund. Must exhibit a friendly relationship with alumni, via phone conversation, encouraging their lasting involvement with campus. Tina’s Fresh Produce. Indian Land, SC. May 2012-August 2012. Duties included unloading produce orders, working through produce prior to opening the store, filled display with fresh produce, and assisted customers who have inquiries regarding produce. Responsibilities included maintaining store during operating hours. Campbell University Residence Life. Resident Advisor. Buies Creek, NC. August 2011-May 2012. Duties included administering a freshmen residence hall to provide mentorship and counseling through residence first year experience. Responsibilities included hall maintenance and cleanliness. Displayed leadership skills, and seen as a role model for freshmen residence. Rock Hill Farm Market. Rock Hill, SC. May 2011-August 2011. Responsibilities included driving small orders to other store locations. Duties included loading and unloading trucks delivering produce, stocked coolers after produce was unloaded, worked through produce prior to opening the store, filled display with fresh produce, and served customers who have inquiries regarding produce.
EXTRACURRRICULAR ACTIVITIES:
Summer Staff with Young Life Organization, Work Crew with Young Life Organization, Varsity Football (2010-2011), Gilbert T. Stephenson Trust Club Officer Position, Hiking, Camping.
Mike Wodzisz
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2014; Overall GPA: 3.51. President’s List, Dean’s List, Phi Eta Sigma Honor Society, Southeastern Trust School Trust Management Scholarship, Scott-Ellis Scholarship.
WORK EXPERIENCE:
Universal Studios Orlando, Orlando, FL, Attractions Attendant, May 2012-July 2012: Provided positive and informational guest service, managed time and delay logs to maximize ride efficiency, created enjoyable atmosphere for guests. Maric Supply Company, Doylestown, PA, Construction Inventory Facilitator, May 2011-Present: Handled sales returns and invoices, delivered professional customer service, accepted warehouse shipments and deliveries. Winthrop Construction, Chalfont, PA, Contractor’s Assistant, September 2009-Present: Demonstrated effective time management, directly assisted in project development and organization, adapted to needs of the customer as they arose.
EXTRACURRRICULAR ACTIVITIES:
Campbell University Freshman Seminar Student Mentor, President & Founder of Men’s Club Volleyball, Campbell University Relay for Life, Campus Outreach, Intramural Sports.
Brooke Worley
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Pre-Law, Minor in Financial Planning; Expected Date of Graduation: May 2014; GPA: 3.24; President’s List, Dean’s List, Scott-Ellis Scholarship, Scott, Chloe Avery, & George Thomas Scholarship, Whitehead, Lettie Pate Foundation Scholarship
WORK EXPERIENCE:
Four Oaks Bank and Trust Company, Wealth Management/ Financial Services Intern, May 2012-present; Duties include: scheduling appointments for the financial advisor with clients and prospects, filing paperwork for direct business, brokerage accounts, fixed business, etc., processing paperwork with the broker dealer, answering questions from clients via phone, email, and in person, responsible for a master review call list, representing the bank at Real Estate Investment Seminar, mastering various computer programs of Lincoln Financial Securities, revamping the filing system by color coding branches, labeling by account numbers, and type of account, printing all paperwork needed for each appointment with client, creating an updated spreadsheet of current clients, assisting in the platform change from CWD accounts to CWA accounts, familiarizing myself with laws governing various types of IRA accounts, faxing documents, picking up mail bi-weekly at the local branch, mailing forms to clients, responsible for letters, cards, memos, etc related to correspondence or advertising, working with the financial adviser, financial assistant, and operations manager to enhance the transfer of documents for approval, stamping and filing all client financial statements, discovering new ways to assist the financial adviser with tasks, buying office supplies. Campbell University, Gilbert T. Stephenson Library, Library Assistant, August 2011-present; Duties include: answering telephone, relaying messages, filing expired reading materials, replacing expired reading materials with current materials, answering questions regarding the copier/printer, providing technical support, monitoring computer usage, enforcing library rules, setting up reserves for faculty members, and handling circulation procedures. MaxRefund Tax Service, Smithfield, NC, Certified Tax Preparer, December 2009-April 2010; Duties included: performing secretarial duties, selling bank products, gathering financial information from customers, reviewing tax documents, preparing tax returns, presenting refund to customers, and calculating data.
EXTRACURRRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club, Sunday School Teacher (Ages 4-12) at Crossroads Church of God of Prophesy, Operation Inasmuch, ballet, tap, jazz, Club Softball
Justin Yakubowski
EDUCATION:
Campbell University, Masters of Business Administration, BBA in Trust and Wealth Management, Expected date of graduation: May 2014; GPA: 3.170. President’s List, Dean’s List, Scott-Ellis Scholarship, Major Sam Byrd Trust Education Scholarship, Caton A. and Linda Shermer Business Scholarship
WORK EXPERIENCE:
Citterio USA, General Summer Help; Summer 2012: Duties include being a heavy equipment operator, inventory control man, electric jack operator, dry-curing specialist, and upholding quality assurance. Campbell University, Residence Assistant for McCall Hall; August 2011- Present: Duties include providing a Christian Community, exemplifying a high moral standard, communicating with residents and administration, promote mutual respect between students, maintaining the safety of the residence hall, upholding and enforcing all Campbell University policies, maintaining and balancing the budget, and being a leader for the sixty-five residents. The Garlic Knot, Inc., Pizza Maker and Sanitarian; Summer 2011: Duties included being the head pizza maker, sanitarian, deliveryman, and inventory control. Campbell University, Residence Assistant for Kitchin Hall; August 2010- May 2011: Duties include providing a Christian Community, exemplifying a high moral standard, communicating with residents and administration, promote mutual respect between students, maintaining the safety of the residence hall, upholding and enforcing all Campbell University policies, being a leader for the seventy-two residents, and helping the freshmen to adapt to college. Arcola Country Club, Second Assistant Golf Professional; Summer 2010 Internship: Duties include managing the golf shop, inventory control, golf club fitting, golf club repair, golf lessons, and instructor for children’s golf camps.
EXTRACURRRICULAR ACTIVITIES:
Campbell University Residence Life, American Red Cross Volunteer and Donator, Campbell University Men’s Club Volleyball, Freeland YMCA Volunteer, MMI Preparatory School Camp Volunteer, Relay For Life, Gilbert T. Stephenson Trust Club, Intramural Basketball, Tennis, Flag Football, Softball, Volleyball, and Golf.