Internships 2014 (P-T)

 

Bryan Payne

EDUCATION:

Campbell University, Masters in Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May 2015; GPA: 3.6. Presidential Scholarship, Administrative Dorm Scholarship, Federated Investors Incorporated Trust Scholarship

WORK EXPERIENCE:

Campbell University Residence Life, Resident Assistant, August 2013-Present. I am learning how to supervise, facilitate, counsel, and lead others. SeaWorld(Orlando, Florida), Attraction Attendant, May 2013-July 2013. I gained valuable experience in problem solving and was challenged to think on my feet. I also gained valuable teamwork and team building skills by working with other team members. Lundy Fetterman School of Business Student Mentor Program, Student Mentor, August 2012-May 2013. Student mentoring challenged me to think for others and enabled me to Universal Studios Orlando (Orlando, Florida), Attraction Attendant, May 2012-July 2012. While at the greeting position I learned how to multitask- I had to answer questions, accommodate guests with special or particular needs, check heights, facilitate the queue lines, and extend the queue lines.

EXTRACURRICULAR ACTIVITIES:

Campus Outreach servant leader, I help facilitate meetings and lead a small group as well as a Bible Study. Club Soccer, I enjoy playing soccer and working with a team. Intramural Sports, I participate in intramural sports with friends and residents to stay active and encourage others to get involved.

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Collin Pearce

EDUCATION:

Campbell University, Masters of Business Administration, BBA in Trust and Wealth Management.  Expected Date of Graduation:  May 2016.  Overall GPA:  3.41.  Dean's List, Phi Eta Sigma Honor Society, Campbell University Circle of Distinguished Scholars, Scott-Ellis Scholarship, Peggy R. Lawrence Scholarship, Southeastern Trust School Trust Management Scholarship.

WORK EXPERIENCE:

Administrative Assistant, Henry Wurst Inc., Apex, North Carolina, Summer 2008-2010.  Duties included:  Researching prospect customers, which included taking a printed piece, determining the parent company of the company which the printed piece was for, and then locating the correct people inside the parent organization to contact for print purchasing services.  Filling out Request For Estimate's for numerous print jobs, which included determining the size of the final piece and how that final size could most effectively and efficiently be laid out inside the parameters of the press sheet, what the color process combination would be for the job, and detailing any final finishing instructions for folding, addressing, labeling, packaging, and shipping, into a document to be submitted the estimating department.  Creating and editing weekly press schedules, which included determining which jobs were ready for press and organizing the jobs with all of the other jobs ready for press in the most effective way to ensure that each job was run efficiently, with the least possible downtime, and most importantly, was ready for shipment before it was due.  Also completed some inventory work to confirm that the specific paper required by and the quantity needed for a job or potential job was on hand.  Proficient with Word, Excel, and PowerPoint.

EXTRACURRICULAR ACTIVITIES:

Gilbert T. Stephenson Trust Club, Relay for Life and former Relay for Life of Harnett County Committee Member, High School math tutor, Avid golfer and record collector

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Vincent Pittman

 

EDUCATION:

Campbell University, Master in Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Anticipated date of graduation: December 2015

WORK EXPERIENCE:

Intern for Levinson and Levinson Law firm, Benson, NC, and Levinson and Axford Law firm, Raleigh, NC, Summer 2013. Duties included, interviewing inmates and analyzing why they were incarcerated, organize Plea deals, reviewing cases, observing and participating in court, opening and closing files, money collecting to a specialized accounting system, and expanded knowledge of ACIS database. Southwestern Company Summer 2012: Sales School in Nashville, TN for one week learning a sales pitch on how to sell education books and an online work-study Door to Door to benefit school children. Sent with a group of 15 to Benbrook, TX early May, traveled throughout Tarrant, Johnson, and Denton counties. Responsibilities were mental stimulation of self perseverance, socially interacting with over 5,000 families, sold textbooks, managed budget, accounting income, phone conferences, group skills training, spent 80 plus hours a week walking door-to-door selling education books and the online work study, spent one week knocking on doors looking for a place to live, Top Salesmen in group, awarded Top First Year Dealer, Gold-Seal-Gold Award, Sizzler Award, Persistence Award, Dad’s Week Award, Mom’s Week Award, and recipient of Buffalo Pin and Knockers Pin. Networks Basketball Summer 2010-2011. Summer 2010 assigned assistant coach: taught children ages 5-15 the fundamentals of basketball, assisted in drill instruction, assess any of the kids and parents needs, help run lunch duty, organize and clean the gym. Summer 2011 Promoted to Head Coach, ran camp, led with two assistants per camp, ran the lunch, opened and closed the gym.

EXTRACURRICULAR ACTIVITIES:

Intramural Sports: Basketball, soccer, flag football

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William Roberson

EDUCATION:

Campbell University, Masters of Business Administration, BBA in Trust and Wealth Management, minor in Financial Planning, minor in Honors Interdisciplinary Studies: Expected date of graduation May 2015. Presidential Scholarship, Golden Leaf Foundation Scholar.

WORK EXPERIENCE:

Campbell University, Resident Assistant, August 2012-Present. Worked to inspire leadership, and community within a residence hall environment. Established programs to get residents involved.

EXTRACURRICULAR ACTIVITIES:

Campbell University Asian Student Association, Fellowship of Christian Athletes, Gilbert T. Stephenson Trust Club, Relay for Life, Operation Inasmuch.

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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.:  3.567.  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:

The Benefit Planning Group, Inc., Durham, NC, Internship (Summer 2013).  Gained knowledge in disability insurance and working with physicians.  Attended weekly meetings on a project with the American Medical Association.  Duties included creating spreadsheets to track client relationships, research for prospective clients, and attending and participating in financial education presentations to physicians.  Completed blogs for customer resources.  Gained an understanding of small firm operations.  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 business ethics.  Northern Junior Athletic Association, Bahama, NC, Soccer Referee (2008-2009).  Duties included calling a fair game while communicating with parents and coaches.

EXTRACURRICULAR ACTIVITIES:

Food Bank volunteer, 9/11 Day of Service volunteer, Campbell University Relay for Life, Sony Inskip Wrestling Tournament volunteer (10 years), Assistant baseball coach for a 12 and under traveling team, Intramural Sports, saltwater and freshwater fishing, and Golf.

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Jacob Roberts

EDUCATION:

Campbell University, Master of Business Administration, BBA in Trust & Wealth Management Pre-Law. Expected Date of Graduation: January 2016

WORK EXPERIENCE:

USF Holland, Greensboro, North Carolina, Logistics Specialist, March 2013-Present. Examined all Bills of Lading to ensure accurate weight and quantity for shipments. Insured shipments were correctly routed in order to reach their proper destinations. Insured all shipments were in compliance with all federal, state, and local regulations for the transportation of hazardous materials. Responsible for coordinating logistics of shipments for customers to ensure that all their shipping needs are met. Supervised facility maintenance. Coordinated efforts to reduce claims. UPS Freight, Greensboro, North Carolina, Logistics Specialist, June 2012-October 2012. Responsible for correct routing of shipments. Used critical thinking skills to increase profits.

EXTRACURRICULAR ACTIVITIES:

Elon University Varsity Football Team (2011-2012), Campbell University Varsity Football Team (2013), Help Thy Neighbor, Elonathon, The Human Race.

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Victor Rodriguez

EDUCATION:

Campbell University, pursuing Masters of  Business Administration and BBA in Trust and Wealth Management:>  Expected graduation date May 2015. GPA 3.101. Dean’s List Spring 2012, Scott Ellis Scholarship, Mary Alice and Frank P Ward Scholarship, Dr. Ernest Paskel Sauls Business Scholarship, Campbell Athletic Scholarship. 

WORK EXPERIENCE:

Business Administrative Intern at Legacy Wealth Strategies in March of 2013 to present, assisting financial advisors with administrative procedures. Executing processes necessary in opening and closing of brokerage, annuity and insurance accounts. Processing account distributions for various account types and amounts. Attending client-advisor meetings, including discovery meetings and annual reviews. Setting up reviews and responds to client request, via phone or email. Constructing forecasters for prospective clients that considered retirement plans, LTC, education funding, expenses, debts, and investments. Composing periodical reviews of portfolios that demonstrate asset allocations and return rates on individual accounts within the portfolio as well as the return on the entire portfolio. Gaining knowledge of client-advisor relationships, familiarization with Trust documents. Gaining proficiency in Webstation, Broadridge (Investigo), Profiles Forecaster, Impact PlanLab, NaviPlan, Aegis, and Branchnet Applications. Soccer camp assistant at Campbell University, July- August 2011, 2012 and 2013.  Managed camp account credits. Supervised the implementation of training routines, practices, and exercises to groups of up to 20 children from the ages of 6 to 17 years old. Skills acquired include directing large groups of players, management of players, and communicating with parents. Acquired transactional sales experience while working at the camp store, handled of monetary exchanges. Worked as a Table Clearer at Biaggi’s Italian Restaurant during June through August of  2011, tasks included removal of dishes, cleaning tables, replacement of>  soiled table linens; setting tables; replenishing supply of clean linens, silverware, glassware, and dishes. Learned how to interact high class clients, developed customer service skills, served many high end parties, set up tables for large parties.

EXTRACURRICULAR ACTIVITIES:

Played for the Campbell Men’s Varsity Soccer team, 4 years. While on the team, I participated in community service efforts around the area including SAFE, a safe house for victims of domestic violence. Volunteer activities included home restoration: cleaning, painting, and organizing. Volunteer at children’s activity camps at Campbell University.

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Landon Rogers

EDUCATION:

Campbell University, BBA in Trust and Wealth Management. Expected date of graduation is May 2015. Campbell University Athletic Scholarship.

WORK EXPERIENCE:

Assistant Tennis Professional, High Point Country Club, High Point, NC, 2011-2013 summers. Instruct private lessons, as well as clinics.  Coaching all ages and levels. Oversee and manage court scheduling, court maintenance, and customer service.

EXTRACURRICULAR ACTIVITIES:

Campbell University Varsity Men’s Tennis. Operation Christmas Child at Campbell University, Involved with Cystic Fibrosis charities.

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Ryan Schlick

EDUCATION:

Campbell University, Masters of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2016; GPA: 3.268.  Scott-Ellis Scholarship, Jimmy E. Witherspoon Trust Scholarship.

WORK EXPERIENCE:

Kroger Pharmacy, Certified Pharmacy Technician, August 2011- Present.  Licensed with the North Carolina Board of Pharmacy and the national Pharmacy Technician Certification Board(PTCB), duties include:  receiving written, electronic, and faxed prescription or refill requests and verifying that information is complete and accurate and then entering them into the computer system, maintaining proper storage and security conditions for drugs, answering telephones, responding to questions or requests, filling vials with prescribed medications(including controlled substances) typing and affixing labels, assisting customers by answering basic questions, locating items or referring them to the pharmacist for medication information, establishing and maintaining patient profiles, including lists of medications taken by individual patients, ordering, labeling, and counting stock of medications, chemicals, and supplies, and entering inventory data into the computer, total inventory of the Pharmacy ranges from $325,000- $400,000 on average, receiving and storing incoming supplies, verifying quantities against invoices, and inform supervisors of stock needs and shortages, prepare and processing medical insurance claim forms and records, contacting insurance agencies to resolve issues when necessary, compounding and mixing medications according to written prescriptions, operate cash registers to accept payment from customers,  price stock and mark items for sale, contacting physicians on issues or concerns regarding prescriptions, trained in using the Methcheck computer software system used for documenting pseudoephedrine sales, certified in HIPPA privacy laws.  Line/Prep cook at The Three Broomsticks in Universal Studios’ Wizarding World of Harry Potter: June-July of 2013, prepare food according to food handler’s guidelines, gained knowledge of proper cooking procedures, gained knowledge of safety protocol for kitchen equipment including fryer, steamer, high temperature ovens, cleaned and maintained kitchen equipment using chemicals and sanitary techniques, worked in co-operation with wait staff, translated and assisted front of house staff with Spanish-Speaking customers, assisted first and second cooks with deep cleaning projects.

 

EXTRACURRICULAR ACTIVTIES:

Club soccer member August 2011-present, Pre-Pharmacy Club August 2011-2012, Intramural Sports October 2011-present, Campus Outreach member December 2012-present, Kicking4Hunger volunteer March 2012.

 

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Isaac Scott

EDUCATION:

Campbell University, Bachelor of Business Administration (B.B.A) in Trust and Wealth Management, Minor in Financial planning.  Expected date of graduation December 2014.  Undergraduate G.P.A 3.0.  BB&T Scholar, Scott Ellis Scholarship, Thomas Jack Lynch Scholarship, Virginia T & Carl E Fitchett Memorial Scholarship.

EXPERIENCE:

Wells Fargo Wealth Brokerage & Retirement Analyst, Trust and Portfolio Services Group Analyst, Philadelphia, PA June 2013- August>  2013.  Attained proficiency on Wells Fargo computing systems, SEI, ClientLink, , Task Management Tool and Trust Gateway.  Worked closely with center serviced and center owned teams in the administration of trust accounts.  This included reviewing trust documents to determine discretionary ruling for distributions, researching beneficiaries for account closings, paying out discretionary bills, completing FiTT transmittal packages and presenting risk issues to Team Managers.  Worked closely with Portfolio Service Group developing asset allocation models for clients.  Trained in Moxy, learned how deliver safe and secure trades for client portfolios. 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.  

EXTRACURRICULAR 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.

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Luke Sirgo

EDUCATION:

Campbell University, Master in Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected graduation: May 2016: 3.126 GPA. Jimmy Witherspoon Trust Scholarship, Scott-Ellis Scholarship, Thomas Jack Lynch Scholarship, L. Stuart Surles Undergraduate Business Scholarship.

WORK EXPERIENCE:

Campbell University, School of Business, Graduate Assistant for Trust and Wealth Management Program; August 2013 – Present: Duties include planning and assisting in the coordination of the continuing education programs offered by the Trust Education Foundation, Inc.. Developing online placement bulletins for the trust program, and other miscellaneous tasks from the Dean of the School of Business and Director of Trust Program. Campbell University, Southeastern Trust School Student Assistant; Summer 2013: Duties included assisting the director, faculty, staff and students of the School. Audited classes and networked with faculty and students gaining insight to the trust industry. Classes attended included: fiduciary law, taxation, trust administration, investments, financial planning, estate planning, compliance, management of specialty assets and sales. Belltower Books Company, Student Salesman; 2012 – Present: market and sell products to students, responsible for sales and customer service following sale.

EXTRACURRICULAR ACTIVITIES:

Gilbert T. Stephenson Trust Club, Campbell University Varsity Football Team, Pioneer Football League Academic Honor Roll, Fellowship of Christian Athletes, Relay for Life, Operation Inasmuch.

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Joanna Smith

EDUCATION:

Campbell University, Masters of Business Administration, BBA in Trust and Wealth Management. Expected date of graduation: May 2016. Scott Ellis Scholarship.

WORK EXPERIENCE:

Impresa Boutique. Duties consist of: assisting customers in their retail purchases, managing cash flow and delivery of payment summaries and department summaries to main office, managing the recording of stock inventory using QuickBooks software, assisting in customer service needs and concerns, and using stock numbers to label and price retail merchandise. Ann Taylor Loft. Duties consisted of: assisting customers in their retail purchases, assisting customers in opening a credit account with Ann Taylor Loft, organizing the retail inventory for customer satisfaction and employee efficiency. Maggie Moos Ice Cream; Duties consisted of assisting customers with their purchases, handling the division of tips between employees and the organization of the register during the closing process.

EXTRACURRICULAR ACTIVTIES:

Campbell University incoming freshman student ambassador, Buies Creek First Baptist Church bible study member, volunteered in various positions as a member of Cary Teen Council.

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Brandon Stancil

EDUCATION:

Campbell University, BBA in Trust and Wealth Management, Minor in financial planning. Expected date of graduation: May of 2015. Scott-Ellis Scholarship

WORK EXPERIENCE:

Dedicated employee at Food Lion for two years while attending school, 2009-2011, promoted to sales assistant and later customer service representative. Worked with customers to resolve problems on a daily basis. Counted tills and large sums of money in safe. Managed sales floor with average of six workers under supervision. Carlie C’s IGA, 2011-present, two years also while attending school full time. Promoted to produce assistant manager, registered vendors, managed accounts, managed and sold large quantities of product: average $11,000 per week, developed relationships with suppliers and learned about sales. Developed schedules and interacted with a multitude of customers on a daily basis. Served as a student ambassador and mentor, 2011. Helped incoming students and tutored others who needed assistance. Volunteered for Special Olympics and helped with organization of event, 2010.

EXTRACURRICULAR ACTIVITIES:

Ducks Unlimited Member, Volunteered in Special Olympics, Relay for Life.

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Tyler Templin

EDUCATION:

Campbell University BBA in Trust and Wealth Management, Minor in Financial Planning. Expected Date of Graduation: December 2015. Major GPA 2.73

WORK EXPERIENCE:

Windstream Hosted Solutions Raleigh, North Carolina, Tier I Technician. May 4, 2013 – Current. Tier I Technician Responsibilities include customer support, initial troubleshooting, incident escalation, managing the ticket life cycle, and owning internal and external customer communication. Work with the ticketing system, be the customer liaison for Tier 2, and be the main contact for the customer throughout the ticket cycle. Ensure Service Level Agreement’s (SLA’s) are met in response to events and requests. Conduct customer follow up to ensure customer support requests have been completed to the customer’s satisfaction. Communicate and coordinate with third party Support and Network Operations Centers. Respond to events generated by monitoring systems, perform trouble analysis, and level one troubleshooting. Target, Apex, North Carolina, Meat and Seafood Team Member, September, 2012 – May, 2013. Stocked and rotated fresh meat and seafood using first in first out inventory technique. Answered any questions from guests about preparation or varieties of products. Cleaned and maintained a neat environment for the guests to shop in. Harris Teeter Grocery Store, Cary, North Carolina, Customer Service Associate, June 2011 – September, 2012. Managed up to seven “front end” associates in daily. Assisted store management in training new hires. Responsible for manager overrides, Western Union wire transfers, money orders, refunds, returns, exchanges, lottery, and tobacco purchases. Collected and distributed cash tills for all registers and responsible for handling loans to registers.

EXTRACURRICULAR ACTIVITIES:

Ephesus Baptist Church Youth Group, Operation Christmas Child Volunteer, World Changers Mission Trips, Volunteer for MCHS Wrestling Matches and Tournaments.

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Contact Us

LFSB Undergraduate Programs
Somer Johnson
smjohnson@campbell.edu
(910) 893 - 380

PGA Golf Management
Ken Jones
jonesk@campbell.edu
(910) 893 - 1395

LFSB Graduate Programs
Emily Holliday
hollidaye@campbell.edu
(910) 814 - 4308

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