Permanent Hires 2013 (I-Z)
Frank Jennings
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May 2013; GPA: 3.676. Dean’s List, President’s List, Presidential Scholarship, Chestnut, McNeil Trust & Wealth Management Endowed Scholarship, BB&T Scholar, Wright Investors’ Services Scholar.
WORK EXPERIENCE:
North Carolina State Legislature (Senator Tom Apodaca), Raleigh, NC; Intern/liaison to constituents (Feb-Aug. 2012): Duties included resolving issues that constituents voiced, aiding in the Senate Rules and Operations Committee investigation of the D.O.T., researching past legislation and current statute, personal interaction with Senators, Representatives, constituents, and lobbyists, personally assisted Senator Apodaca in his day-to-day tasks, gathered an extensive knowledge of the legislative process. W.B. Bateman and Sons Farms, Weeksville, NC; Summer Farmhand (2010-2011): Duties included operation of equipment, loading and unloading truck orders, preparing land for planting, assisting in the harvesting of crops, interacting with produce buyers, assisting in the repairing of machinery. Skills acquired include an understanding of machinery and related repairs and logistics knowledge related to wholesale produce. Whichard and Woolard Wealth Management; Intern (December 2010): Duties included assisting in the production of a presentation to entice potential investors. James Brothers Farms, Weeksville, NC; Summer Farmhand (2009): Duties included operation of equipment, loading and unloading truck orders, assisting in the harvesting of crops, assisting in the repairing of machinery.
EXTRACURRICULAR ACTIVITIES:
Senior Class Student Government Treasurer and Secretary; Campbell Men’s Club Soccer 2010-2011; College Republicans; Gilbert T. Stephenson Trust Club; Ducks Unlimited Camels Chapter; Lundy-Fetterman School of Business Mentor 2010-2011.
Caleb Jones
EDUCATION:
Campbell University, Master of Business Administration and BBA in Trust and Wealth Management, Minor in Financial Planning; Projected Graduation: May 2013; Overall GPA: 4.0. President’s List; Campbell University Presidential Merit Scholarship; BB&T Scholarship Program; Sutton Scholarship; Dr. Ernest Paskel Sauls Business Scholarship; Stephenson, Grace White & Gilbert Thomas Scholarship; Major Sam Byrd Trust Education Scholarship.
WORK EXPERIENCE:
Global Wealth and Investment Management Summer Analyst, U.S. Trust Bank of America, Atlanta, GA, June-August 2012: Supported primarily the Florida Client Relationship Team in an Emerging Wealth Regional Office; built upon previous internship and furthered proficiency using various systems; completed ARQs and GST checklists; worked on discretionary requests; completed a charity check project and a project indentifying expired discretionary requests for the Florida and Mid-Atlantic teams; presented a process improvement project to leadership team; composed family trees for Trust Officers; inputted contact management information; performed tickler maintenance; made outbound calls to clients; worked with Trust Relationship Officer to complete a past due accounting; attended weekly AIRC meetings; organized and sought resolution for miscellaneous items found on the desks of departing associates; shadowed Trust Officers, Portfolio Managers, Credit Specialists, Fiduciary Service Officers, and a Compliance Officer; attended sales training seminars; and participated in community service project at the Historic Oakland Cemetery. Global Wealth and Investment Management Summer Analyst, U.S. Trust Bank of America, Fort Lauderdale, FL, June-August 2011: Supported Trust Officers in both the Fort Lauderdale and Miami High Net Worth Offices; helped Miami office prepare files for an OCC audit and was present in office during the audit to help team respond to auditor’s requests; became proficient using the following systems: PACE, FIRST, ARS, CMO, TrustWeb, and DDI; completed various online courses to further education; attended conference calls and Lunch & Learn sessions; worked on Miami account cleanup project; met with Marine Lending Group and attended yacht show; worked on 2011 fee standardization project; completed initial and actual ARQs; read trust documents and completed summaries; updated various internal spreadsheets for trust officer’s accounts; worked on discretionary requests (ODAMs and DAFs); managed daily overdrafts/disbursements; updated ticklers; scanned documents into FIRST; researched potential client contacts in order to generate new business; and led a community service project that raised over $2,000 to sponsor a local child fighting cancer. Lundy-Fetterman School of Business New Student Mentor, Campbell University, Buies Creek, NC, Fall 2009-Present: Selected by the School of Business, through a series of interviews overseen by Dean Hawkins, to act as a mentor to incoming freshmen. Responsibilities include helping students transition to campus life, instilling in them the vision of the School of Business, and coaching them to reach their potential. Valet, Wildcat Cliffs Country Club, Highlands, NC, May-August 2008-2010; May 2011: 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. Tutor, Campbell University, Buies Creek, NC, Fall 2009-Fall 2010: Recommended by English professor to work in Writing Center. 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 and write papers. Campus Ambassador, Campbell University Admissions Office, Buies Creek, NC, Fall 2008-Spring 2009: Chosen by Campbell University admission counselors, through an interview process, to welcome, guide, and recruit prospective students to Campbell.
EXTRACURRICULAR ACTIVITIES:
Campbell Club Soccer, President; Gilbert T. Stephenson Trust Club; Campbell University Intramural Sports (soccer, flag football); Representative for the Sports Club Council; Served in Operation Inasmuch; Relay for Life; Coached Special Olympics (basketball, soccer).
Russell D. Jones
EDUCATION:
Bachelors degree in Trust and Wealth Management, minor in Financial Planning. Projected graduation date of December 2013.
WORK EXPERIENCE:
Warehouse employee, Jones Brothers Furniture; Smithfield, N.C. Nov.2004 - May 2008. Handled shipping and receiving of inventory. Organized inventory in warehouses; corroborate with shipping and receiving orders. Created attractive showroom floor displays. Maintained quality control of inventory. Managed customer relations in warehouses, and upon deliveries.
EXTRACURRICULAR ACTIVITIES:
Trust Club, Accounting and Financial Planning Club.
Adriuna Mills
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2013. Dean’s List, Scott-Ellis Scholarship, Calvin Lee Koonce, Jr. Scholarship.
WORK EXPERIENCE:
Child Care Provider, Summer Job to June 2005- August 2012. Duties includes provider care services for parents while away from home, responsible for safety, nutrition, activities, and bedtime. Cliffdale Regional Library, Volunteer Library Assistant from September 2007 to December 2007. Duties included delegating tasks to about five other volunteers, photocopied, cutting paper, cleaning and repairing books and also straightened shelves, or shelved books. JCPenney, Seasonal Sales Support Associate from November 2007–January 2007. Duties included assisted in restocking and recovery on the sales floor, maintained sizing and colorization and organization of merchandise as directed.
EXTRACURRICULAR ACTIVITIES:
Member of Gilbert T. Stephenson Trust Club, Relay for Life Campbell Chapter, Member of Campus Activity Boards (CAB) Homecoming & Spring Fling Committee.
Alyssa Mock
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2013. Scott-Ellis Scholarship. Thomas Joseph and Anne Bell Keith Business Scholarship, Rufus Warren Johnson Memorial Scholarship
WORK EXPERIENCE:
Wells Fargo Trust and Wealth Management, Trust Center, Winston-Salem, NC. Summer Intern, Center-service, summer 2011 & 2012. Roles included partnered with Senior Trust Administrators in a trust center service team environment to administer client accounts and/or respond to client requests regarding trust, agency and custody accounts supporting front office relationship managers in managing shared wealth management relationships. Read and interpreted trust document language assisting Trust Administrators on the team in applying that language to specific situations including discretionary distribution requests and an embedded fee review project. Reviewed and processed requests for stock and cash gifting as well as routine cash distribution requests from clients applying sound cash management analysis as well as complying with appropriate bank policies and procedures around the distribution process. Independently and efficiently completed account administrative reviews, verifying compliance with sound fiduciary principals as well as the bank’s internal policies and procedures. Assisted in the creation and implementation of various job aides and to increase efficiency within the team around the account closing process and discretionary distribution tracking. Aided in the review and preparation of closing packages, through the closing process. Completed new account reviews ensuring accuracy in the new account set-up process addressing issues when appropriate and escalating those that required an additional higher level review. Assisted in Trust Vault project and pledged account coding project. Developed an understanding of SEI/Trust 3000, Client Strata Station (CSS), Trust Portal/TMT, Trust Gateway, FileNet and Imageview systems. Participated in a Trust Center orientation class designed to familiarize new hires with the Trust Center, various work tools and systems as well as a high level understanding of bank policies and procedures. Increased and further enhanced understanding of the day to day workings of a wealth management firm as well as the practical application of sound fiduciary principals in a trust administration Service Team environment.
EXTRACURRICULAR ACTIVITIES:
Inter-Organizational Council Representative for Phi Beta Lambda Business Club, Member of Gilbert T. Stephenson Trust Club, Participant in Relay for Life, Student Government Association: Senior Class Representative
Redula Nieves
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected Date of Graduation: May 2013; Major GPA: 3.67. Dean's List, Scott Ellis Scholarship, Fitchett, Virginia T & Carl E Memorial Scholarship, Sauls, Dr. Ernest Paskel Business Scholarship, Kelly, Becky T Trust Management Scholarship, Academic Competitiveness Grant.
WORK EXPERIENCE:
Old Navy Retail Outlet Sales Associate- Fayetteville, NC, June 2012 to present. Participate in sales trainings and programs to enhance sales skills and techniques. Interact and communicate with customers on phone or in person to determine and meet their merchandise requirements. Responsible for responding to customer queries and update latest upcoming dress to customers. Inform customers of store policy and Old Navy Credit Card options. Assist customers with purchases, exchanges and item holding. Handle other essential tasks such as merchandising, housekeeping, reticketing and restocking. Campbell University Campbell Times, Student Assistant, August 2012 to present. Responsible for maintaining advertisements shown on Newspaper and website. Work with online product in order to create easy access for website visitors. Campbell University Pineburr Yearbook Photography Editor, Fall 2009 to present. Promoted from Photographer/Writer (2009-2010) to Manager (2010-2011) to Photography Editor (March 2012). Develop team spirit and relationships with staff and volunteer photographers and writers on a weekly basis. Supervise and facilitate the training of campus photographers. Assign projects and event coverage to staff members. Direct and organize photo shoots with spotlight students and faculty. Edit and place photographs into the publication. Provide assistance in Yearbook distribution. Pineburr Yearbook Club Manager, Fall 2010 to Spring 2011. Managed Campus Clubs section of yearbook; responsibilities included meeting with 40 club presidents, secretaries and representatives; creating a more efficient and effective scheduling process for club photo shoots; assigning photographers and assistants. Pineburr Yearbook Photographer/Writer, Fall 2009 to Spring 2011. Attended campus entertainment or educational events and documented the activities. Conducted interviews with potential students, faculty and staff spotlights. Reported perspective stories of event attendees and event staff for yearbook.
EXTRACURRICULAR ACTIVITIES:
Treasurer of Adam Smith Club, Gilbert T. Stephenson Trust Club, Mabel Powell English Club, Foreign Language Club, Ignite (Campus Religious Organization), Volunteer: 9/11 Day of Service, MLK Week of Service, Operation InAsMuch.
Abby Norris
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2013; GPA: 3.463. Dean’s List, President’s List, Presidential Scholarship, Southeastern Trust School Trust Management Scholarship, Sue Worthington and Garland Wayne Tuton Scholarship, Major Sam Byrd Trust Education Scholarship.
WORK EXPERIENCE:
Coats Pharmacy, Coats, NC, Retail Sales Associate, August 2010-Present. Responsibilities include merchandising retail products, construction of promotional sets, providing friendly customer service including gift wrapping and clerical duties and consulting customers about over the counter products and merchandise. US Trust, Bank of America, Fort Lauderdale, FL, and Portland, OR, Summer Analyst, June 2012-August 2012 and June 2011-August 2011. Responsibilities included creating discretionaries and disbursements, establishing new and future accounts, account closings and updating current accounts using internal systems, reviewing original trust agreements and related documents for liability, special language, and research, effectively communicating between clients, advisors, office teams and senior managers. Scotts Miracle-Gro Company, Fayetteville, NC, Retail Sales Manager and Product Counselor, April 2010-August 2010. Responsibilities included providing store service to retail partners, merchandising Scotts’ products in partner stores, in-store consumer counseling, executing store sets and constructing promotional materials, and educating consumers and retail customers on the selection and use of Scotts products as appropriate. Department of Natural Resources, Ellicott City, MD, Seasonal Ranger Patapsco Valley State Park, May 2009-August 2009. Supervised control attendants, maintenance staff and community service workers. Patrolled park day-use and outlying areas: daily interactions and cooperation with park patrons, local sheriff’s departments and Department of Natural Resources employees. Department of Natural Resources, Ellicott City, MD, Control Attendant/Maintenance, April 2005-October 2007. Responsible for providing friendly customer service to park patrons, receiving service tolls, making reservations, and assisting in park maintenance projects.
EXTRACURRICULAR ACTIVITIES:
Omicron Delta Kappa, Sigma Beta Delta, Dean’s Undergraduate Student Advisor Council, Gilbert T. Stephenson Trust Club, Circle K (Officer), Club Softball, Intramural Softball, Soccer, Basketball, Volleyball and Flag Football, Church League Softball.
Blain Pearson
EDUCATION:
Campbell University, Masters of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May 2013; GD GPA 3.4, UG GPA 3.33. Dean’s List, Phi Eta Sigma Honor Society, Gordon B Rowland Trust Scholarship, Scott Ellis Scholarship, Roy Marshall Scholarship, Southeastern Trust School Trust Management Scholarship, USBC Scholarship.
WORK EXPERIENCE:
The Small Business and Technology Development Center (SBTDC), Summer Intern (Raleigh, NC), May-July 2012. Worked diligently in researching various exporting needs of SBTDC’s clients. Gained proficiency in tailoring exporting solutions for businesses. Lead succession development project for clothing retailer. Campbell University, Alumni Engagement (Buies Creek, NC), July 2011-Present. Responsibilities include engaging alumni, parents, and friends to support annual funding. Building relationships to encourage lasting connection and involvement with Campbell University. Food Lion LLC, Customer Service Employee (Hickory, NC), February 2010 – December 2011. Responsibilities included opening and closing store, organizing and preparing store displays, dealing with customer concerns and complaints, helping service and clean store, handling and accounting for store money, and training new employees. Catawba Valley Community College, Learning Assistant (Hickory, NC), September 2008- December 2009. Responsibilities included serving as liaison between teachers and students with disabilities, working with placing tutors with tutees, scheduling activities and learning sessions between tutors and tutees, achieved highest level of training “Master Tutor.”
EXTRACURRICULAR ACTIVITIES:
Campbell University Pep Band, Campbell University Jazz Band and Wind Ensemble, President of Gilbert T. Stephenson Trust Club, Eagle Scout, FIRMA Student Member, Campus Ministries, Intramural Sports.
Nolan Perry
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2013. Dean’s List, Presidential Scholarship, James W. Narron & C Gray Johnsey Trust Scholarship, Southeastern Trust School Trust Management Scholarship, North Carolina Petroleum Marketers Association Scholarship, BB&T Scholar.
WORK EXPERIENCE:
Editor-in-Chief, Campbell Pineburr Yearbook, 2010 to present. Manage staff of 15 to 25 in the production of 300+ page book documenting academic year. Coordinate with University officials and third-party publishers. Ensure compliance with US and NC copyright laws. Maintain knowledge of Adobe software and cameras. Political Director, Renee Ellmers for Congress Committee, February 2010 to October 2010. Formulated and implemented grassroots and volunteer strategy, including the organization of town halls, phone banks, neighborhood canvassing, and literature distribution. Effectively communicated candidate’s positions and represented candidate at events in 10 counties. Served as liaison between local, state, and national political party officials. Examined voter registration and elector data. Server, Ruby Tuesday Restaurant, 2008 to 2009. Provided enjoyable dining experience while representing positive and professional image of company. Handled all proceeds from sales throughout shift. Provided training for new employees. Performed opening and closing shift duties. Cashier, Little J’s Pizza and Subs, 2007-2008. Maintained cash register during shift and count cash drawers at end of shift. Communicated with customers to take food orders and resolved all customer complaints. Supervise kitchen quality and function. Oversaw restaurant presentation and sanitation.
EXTRACURRICULAR ACTIVITIES:
Student Body Vice President, Student Government Association; Chairman, Inter-Organization Council; Former Chairman, Campbell College Republicans, Gilbert T. Stephenson Trust Club; North Carolina Student Legislature; Accounting Club; Dixie Youth League Baseball; Relay for Life.
Ethan Pond
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May of 2013; Overall GPA: 3.728; Major GPA: 3.833; Grad GPA: 4.000. Dean’s List; President’s List; Sigma Beta Delta Honor Society; Omicron Delta Epsilon Honor Society; Bank of America Trust Scholarship; Jimmy E. Witherspoon Trust Scholarship.
WORK EXPERIENCE:
Campbell University, School of Business Graduate Assistant for Trust & Wealth Management Program; (2011 - Current). Duties consist of planning and assisting to coordinate continuing education programs for the Trust Foundation including the Southeastern Trust School and Trust Advisors Forum; preparing memos, letters, and online bulletins for the trust department, speaking with incoming students about the trust program, and performing other miscellaneous tasks received from the Dean of the School of Business and Director of the Trust program. U.S. Trust, Bank of America; Private Wealth Management Intern EW, Atlanta, GA (Summer 2012). Completed ARQs, Discretionaries, Terminations, Overdrafts, GST checklists. Gained exposure to and administered Structured Settlement Trusts. Finished two projects on expiring Discretionaries and Charity Checklists. Called clients concerning discretionary requests and disbursements. Attended weekly AIRC meetings and met with PMs, FSOs, and Compliance Officer (as well as PCAs and RFO at the local office). Presented a Process Improvement Project to FSOs, MTDs, and RTD. Attended seminar on the “Charismatic Advisor” presented by David Richman. Volunteered in a community service project at the Historic Oakland Cemetery. U.S Trust, Bank of America; Private Wealth Management Intern HNW, Boston, MA (Summer 2011). Reviewed Trust/Governing documents and created spreadsheets to expose accounts in need of discretionaries. Prepared discretionaries, ARQs, KYCs, UPIA Adjustment Calculations, Crummey Letters and Notices of Gifts, and GST checklists. Developed the ability to use the FIRST, PACE, Trust Web, and eStatements computer systems. Met and discussed multiple professions with BoA employees specializing in the fields of Estate Settlement, Fiduciary Income Taxation, Wealth and Estate Planning, Portfolio Management & Investments, and Socially Innovative Investment Strategies. Took part in a community service project providing a free camp for children as a soccer coach in Medford, MA. Campbell University, Southeastern Trust School, Student Assistant (June 2010). Tended to the needs of any participant of the program inside and outside of the learning sessions. Attended all learning sessions.
EXTRACURRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club, Fellowship of Christian Athletes, Relay for Life, Operation Inasmuch, Intramural Sports, Campbell University Varsity Football Team (2008-2010).
Meghan Porter
EDUCATION:
Campbell University, BBA in Trust and Wealth Management Pre-law, Minor in Financial Planning: Expected date of graduation: May 2013. Dean’s List, Scott Ellis Scholarship, North Carolina State Contractual Scholarship, Administrative Dorm Scholarship.
WORK EXPERIENCE:
Wells Fargo Trust Center, Austin, NC, Trust and Wealth Management Intern June 2012- August 2012. Assisted Trust Administrators in the management of trust accounts including irrevocable, revocable, and agency accounts. Aided in the estate planning and settlement process. Completed real estate expense checklists, synoptics, discretionary distributions, closing and transitioning accounts. Assisted in an ongoing project that involved an account termination by directly contacting beneficiaries to collect pertinent tax and personal information and corresponding with clients on a daily basis to answer any questions. Developed an understanding of SEI/Trust 3000, Trust Portal/TMT, Trust Gateway, FileNet and Imageview systems. Participated in a Trust Center orientation class designed to familiarize new hires with the Trust Center and how to be efficient and successful within the workplace along with weekly conference calls. Developed a greater understanding of the daily workings of a trust and wealth management firm while applying concrete objectives and sound fiduciary principals within a service team environment. Belk, Dunn, NC, Patron Service Associate, June 2011- present. Expectations include responding to customer inquiries, utilizes mechanized systems to initiate and complete service orders and handle customer requests, continually maintain working knowledge of all company products, services and promotions, make recommendations according to customers’ needs on additional merchandise. CVS/Pharmacy, Dunn, NC, Customer Service Representative, June 2010- June 2011. Duties included providing excellent customer service by assisting customers with their questions and concerns over products, and handling customers' complaints, greeting customers with a positive attitude as they enter the store, handling cash, check and credit transactions, and stocking and merchandising products. Prestige Portraits, Fayetteville, NC, Senior Ambassador, May 2009- July 2009. Expectations included assisting photographers in daily portrait appointments, scheduling patron sessions, and traveling with photographers to both manage and organize portrait sessions. Howard’s Barbeque, Lillington, NC, Certified Shift Manager, February 2006- November 2008. Duties included supervising and coordinating activities of dining-room employees, engaging in courteous and rapid service to diners, greets guests and escorts them to tables, scheduling dining reservations, addressing complaints regarding food services or employee staff and training dining-room employees.
EXTRACURRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club, Phi Beta Lambda Business Club, Mission trip volunteer, Church of God Youth Camp counselor and Relay for Life.
Robert Stafford
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2013; Cumulative GPA - 3.163; Major GPA 3.750. Presidential Scholarship, Thomas Jack Lynch Scholarship. James W. Narron & C Gray Johnsey Trust Scholarship
WORK EXPERIENCE:
Wells Fargo Trust and Wealth Management, Managed IRA Department Intern, Summer 2012. Served as an IRA Administrator Intern in the Winston-Salem Trust Center. Assisted team members with daily work flow tasks and administration of Trusteed IRAs. Coordinated W4-P notification mailing and repapering of more than 1,500 accounts. Took part in a 2012 Audit of 400 Inherited IRA accounts. Assisted in creating new IRA distribution forms. Completed 18 Ascensus IRA Training modules. Participated in Irrevocable Life Insurance Trust project to review policies held in the vault. Greystone Golf and Country Club, Intern, May 2011 – August 2011. Worked in the golf services department assisting members in everyday activities at the facility. Conducted daily operations of the golf shop, which include opening and closing, answering telephone calls, and operation of tee sheet and point of sale systems. Vail Golf Club, Intern, May 2010 – October 2010. Performed daily operations of the golf shop. Facilitated weekly responsibilities as a starter, ranger, and concierge. The course averaged between 150 – 280 players a day and required excellent customer service. Green To Tee Golf Academy, Intern, May 2009 – August 2009. Daily set up and break down of the teaching facility. Assisted in phone support and scheduling of lessons and summer camps. Taught weekly summer camps with ranging age groups.
EXTRACURRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club, Phi Beta Lambda, and Golf
Nathaniel Strahin
EDUCATION:
Campbell University, BBA in Trust and Wealth Management: Expected Date of Graduation: May 2013; GPA: 3.5.
WORK EXPERIENCE:
BB&T Wealth Internship, Wilson, NC, Summer 2012. Responsibilities included reviewing and interpreting trust documents ensuring compliance with fiduciary principles. Completed administrative account reviews for IRA accounts. Obtained experience with various trust software programs such as AddVantage and TRMS. Al Dente Restaurant, Raleigh, NC, Server/ Shift Leader, Spring 2011 to present. Responsible for training employees. Lead crew of 4-6 staff members. Develops relationships with customers. Earns $3,000 per week for company. Bus tables and seat customers when needed. Responsible for counting nightly revenue. Cozumel Mexican Grille, Raleigh, NC, Server/Shift Leader, Fall 2009 to present. Responsibilities are to perform opening and closing duties. Train new employees, handle proceeds from sales. Assure customer satisfaction. Amedeo’s North Restaurant, Raleigh, NC, Server/ Bar Manager, Summer 2007 to Fall 2009. Responsibilities were ordering inventory, creating employee schedule, organizing events, and upholding relationships with distributors and suppliers. Rose Brothers Furniture, Wilmington, NC, Furniture Delivery, Summer 2006 to Summer 2007. Responsibilities to receive and assemble furniture shipments, load and unload furniture, map delivery routes, repair damaged furniture, insure customer satisfaction with furniture quality. CC Mangum Company, Raleigh, NC, Off Road Truck Driver/ Mechanic Assistant, Spring 2005 to Summer 2006. Responsible for delivering 100-120 loads of dirt per shift, serviced company trucks, organized and picked up parts and inventory.
EXTRACURRICULAR ACTIVITIES:
Triangle Adult Soccer League, Raleigh Parks and Recreation Youth Basketball Coach. Habitat for Humanity. House of Hope Guatemala Mission Trip.
Drake Strong
EDUCATION:
Campbell University, BBA in Trust and Wealth Management: Expected graduation: May 2013. Scott-Ellis Scholarship, Lynch, Thomas Jack Scholarship.
WORK EXPERIENCE:
TD Bank, N.A., Private Trust Intern, Summer 2012. Developed, prepared and refined financial spreadsheets, NC and SC trust law spreadsheets and client letters. Completed GST and governing law reviews on trust agreements. Researched and completed IRA special assets and account review project. Gained valuable experience during sales, account closing, and investment review client meetings. Assisted and shadowed a Trust Officer, Investment Officer, Real Estate Manager, and Credit Analyst. Utilized innovative technology software programs: TrustDesk, Joshua, and InvestEdge. Collaborated as a team member to develop an Environmental Awareness project. Nominated as Private Trust Star. Sams Club, Produce and Cart Assistant, Summer 2011. Duties include organizing and sorting produce, loading and unloading shipments, managing scrap and recyclables, closing and opening responsibilities, helping customers locate and load merchandise. North Carolina Families First, Campaign Assistant, Summer 2010. Utilized promotional techniques, located registered voters, mapped campaign routes, increased campaign efficiency, lead team members, provided voters with information, and completed campaign with successful result. Emerald Lake Golf Club, Maintenance Assistant, March 2008-May 2009. Duties included assisting members, managing golf cart operations, opening and closing pro shop.
EXTRACURRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club, Relay for Life, Operation Christmas Child Volunteer, Intramural Sports, and avid golfer.
Benjamin Yates
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May 2013. Major GPA: 3.75, Overall GPA: 3.293. Dean’s list Fall 2011, Spring 2012. Gordon B. Rowland Trust Scholarship, Marvin Drake Johnson Trust Management Scholarship.
WORK EXPERIENCE:
Wells Fargo Bank, NA Winston Salem, NC. Summer 2012 Intern, ILIT team. Duties included providing assistance to Trust Administrators by completing account reviews for ILIT accounts and doing various administrative tasks. Gained knowledge and experience by reading trust documents and reviewing language relevant to the administration of a trust accounts. Shadowed team members from various departments including: Insurance, Custody, Estate Tax and Investments. Worked with a team of interns to complete a project that involved reviewing over 2500 files containing original trust documents and insurance policies. National Dodge Chrysler Jeep in Jacksonville NC, Fall 2008-2011. Responsible for the complete detailing of new and used vehicles as well as maintaining the upkeep of up to 250 vehicles. MJE Telestructure: May 2010-December 2010. Laborer on a construction site in Cape Carteret, NC. Assisted employer, along with two professional home builders, to construct a three story personal home. Gained useful knowledge about home building and hard work. Developed close relationship with employer/small business owner. Learned valuable information concerning small businesses, accounting and inventory management.
EXTRACURRICULAR ACTIVITIES:
Gilbert Stephenson Trust Club, Student Government Association Class Representative Spring 2011-Present, Student Government Association Rules Committee Chair 2012-13 academic year, Campbell University Freshman Seminar Peer Mentor 2012-13 academic year, Campbell University College Republicans, Campus Activities Board (CAB) 2009-2010. Intramural basketball, co-ed volleyball.