Permanent Hires 2013 (A-H)
James Harrison Ashworth
EDUCATION:
Campbell University, Buies Creek, North Carolina. BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation – May 2013. Overall GPA: 3.244. Scott-Ellis Scholarship, Thomas Jack Lynch Scholarship, Janice Daniels Miller and Clifford Russell Scholarship.
WORK EXPERIENCE:
Wells Fargo Wealth Management. Intern. Summer 2012. Worked directly with trust officers to maintain client contact and account maintenance. Completed account reviews to comply with company policy and government statutes. Expanded knowledge of the trust industry by working in all aspects of a trust center. Brought highest quality of service for customers with an emphasis in building and maintaining relationships. Bentwinds Golf and Country Club. Fuquay-Varina, NC. Second Assistant to Head Golf Professional. May 2008 – August 2011. Managed a staff of seven; created schedules for prescribed duties; operated the cash register; opened and closed accounts using a specialized accounting system; completed all daily tasks; led monthly staff meetings; helped to achieve member expectations. Bentwinds Golf and Country Club. Fuquay-Varina, NC. General Staff Member. July 2006 – May 2008. Problem solved for facilities and equipment; met member expectations; delivered the highest level of service possible.
Southeastern Trust School. Buies Creek, NC. Student Assistant. June 2011. Expanded my knowledge of the trust environment; assisted participants with any needs; acquired methods of achieving success in the financial industry. Ashworth’s Clothing Inc. Sales Associate. Seasonal holidays, 2008 – 2010. Developed and sustained customer relationships; helped to serve client needs by using expertise in the clothing industry; prepared orders for custom sales; learned small business operations.
EXTRACURRRICULAR ACTIVITIES:
Campbell University Men’s golf team; Pilot’s Certificate; participate in regional and national amateur golf tournaments on an annual basis; Junior golf coordinator and mentor.
Michael Avent
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2013; Major GPA: 3.0. Presidential Transfer Scholarship, Elgie Lee May Scholarship, Ruth C. & Willard D. Scholarship
WORK EXPERIENCE:
Wells Fargo Trust Internship, Las Vegas, Nevada, Summer 2012. Trained on SEI and Bloomberg software. Contacted potential new clients with a relationship manager to help bring in new accounts. Worked closely with the Center Service Team developing a training tool for employees. Also, worked with Operations, CTO, Risk Management, PSG, and FITT teams contacting clients, field relationship managers, writing memos, analyzing trust documents, performing account audits and reviews. Campbell Recreation, Supervisor of Intramural Sports, May 2011 to June 2012. Manage intramural events, direct intramural sports, promote intramural sports to create interest in athletic and non-athletic events. Ticket operator and program seller for Campbell basketball, football, and baseball games. Highest seller in one game (75 programs). Became a intern at State Employees Credit Union, Raleigh, North Carolina, Summer 2010. Peak time employee, Managed , change and check order databases, assisted a staff of 10 full time employees, and scanned deposit slips at the end of the day.
EXTRACURRICULAR ACTIVITIES:
(VITA) Volunteer Income Tax Assistant, Mud Volleyball, Coed Intramural Basketball, Coed Intramural Flag Football, (FBLA) Future Business Leaders of America, (DECA) Distributive Education Clubs of America.
Rebekah Barker
EDUCATION:
Campbell University, Masters of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2013; GPA: 3.954. MBA GPA: 3.75. President’s List, Dean’s List, Presidential Scholarship, Major Sam Byrd Trust Education Scholarship, Bonner H. & Wilma D. Jones Scholarship, NC Baptist Scholarship, BB&T Scholar.
WORK EXPERIENCE:
U.S. Trust Bank of America Private Wealth Management, GWIM Summer Analyst (Dallas, TX), June-August 2012. Gained additional proficiency in BoA computer systems, including PACE, TrustWeb, FIRST, ARS, KYC and Trust Express. Interpreted trust documents and prepared discretionary action forms. Learned and executed account opening and closing procedures for different account types, including Grantor Retained Annuity Trusts (GRATs). Transferred and set up assets for accounts. Dealt with IRA Required Minimum Distribution (RMD) payments. Assisted with risk management for accounts involved in pending litigation. Completed annual reviews for multiple account types. Broadened knowledge of the financial industry by meeting with professionals across several lines of business within the bank, including Specialty Asset Management (SAM) and Oil & Gas. Attended several networking events and client meetings. Participated in a community service project that entailed spending time and building relationships with children in domestic violence/substance abuse situations in the Dallas area. U.S. Trust Bank of America Private Wealth Management, GWIM Summer Analyst (Boston, MA), June-August 2011. Gained proficiency in BoA computer systems, including PACE, TrustWeb, FIRST, and eStatements. Interpreted trust documents and prepared discretionary action forms. Created Crummey Letters and Notices of Gift, and performed UPIA calculations. Broadened knowledge of the financial industry by meeting with professionals across several lines of business within the bank. Attended several networking events. Participated in a community service project which provided a free soccer camp to underprivileged children in the Medford, MA area. Campbell University Admissions, Student Ambassador, 2008 to present. Assists prospective students on campus tours and Visitation Days and enters student information into Campbell’s database with adherence to student confidentiality. Became an intern to Director of Admissions Communications and International Compliance, and currently manages her travel schedule, assists in reviewing university publications and contacts students with incomplete files. O’Charley’s Restaurant, Hostess, Summer 2010. Developed relationships with customers on a daily basis. Solved placement issues for large parties. Also bused tables and served customers when requested. First Citizens Bank, Young Women in Transition Mentor program, 2009-2010. Met one-on-one with mentor focusing on personal branding. Acquired networking skills and knowledge of professionalism in the banking industry. Traveled to several financial conferences and learned about new legislation. Shadowed a trust officer and acquired methods of achieving success in the Trust industry. Coldstone Creamery, Shift Leader/Crew Member, Summer 2008, 2009; December 2009. Promoted to Shift Leader after two months of service. Managed store when owner was absent. In charge of customer service as well as delegating tasks and setting goals for crew of 3-8 per shift. Counted drawers and divided tip money to all employees and occasionally made deposits at bank.
EXTRACURRICULAR ACTIVITIES:
LFSB Student Mentor, University Choir, Campbell Voices, Praise Band Member for Baptist Student Union, Kicking4Hunger volunteer, Children’s worker volunteer and member of Handbell Choir at Buies Creek First Baptist Church.
Brittany Benassi
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: December 2012; Overall GPA: 3.35 Dean’s List, Scott-Ellis Scholarship, Sauls, Dr Ernest Paskel Business Scholarship, Chestnut, McNeil Trust & Wealth Mgmt Endowed Scholarship.
WORK EXPERIENCE:
Wells Fargo Bank, Real Estate and Special Assets, Summer Intern, Atlanta, GA June 2012-August 2012: Interpreted trust documents and prepared acceptance review checklist for new accounts. Drafted Regulation 9 reviews for regional management approval, performed in depth audit of real estate files in preparation for internal and O.C.C. audits, participated in the listing and sale of real property, participated in new business development opportunities, interacted daily with the Real Estate Operations Group, performed administrative tasks related to income processing, bill payment, insurance, file updates, etc. ,communicated daily with clients, tenants, vendors and other account related parties,gained proficiency in Wells Fargo systems, including TRMS, ClientLink & SEI, broadened knowledge of the industry by meeting with professionals across various lines of business within the bank. Fayetteville Granite Company, Sales Associate, April 2011-Present.Develop new customer accounts and maintain excellent customer service with individual clients and contractors, produce, adjust and process invoices and payments including past due accounts, assists in the implementation of company marketing plans as needed. Sikorsky Aircraft Company, Junior Process Engineer February 2009-August 2010. Provided technical support and developed improvements in manufacturing operations, evaluated critical part shortages and successfully coordinated fabrication for installation of parts, reviewed, evaluated and developed engineering changes into work instructions for fabrication, resolved issues with quick response and resolution for any shop or part related issues, successfully met deadlines and critical timelines for aircraft buildup. The Related Group June 2005-February 2009, Assistant Contract Administrator. Reviewed contracts for accuracy, assisted in management of contract process from sale through closing, processed over $2 million of internal and external commissions, provided support to sales team of 10 and internal departments, acted as resource on contract terms, conditions and developer policies, built and maintained excellent customer service standards, coordinated and scheduled 700 condominium units for walk-through and closing, acted as liaison between purchasers, lenders, title agencies and attorneys, implemented parking/storage grid and managed allocation and assignments
EXTRACURRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club, Ft. Bragg family readiness group volunteer.
Daytona Bordeaux
EDUCATION:
Campbell University, Bachelors of Business Administration in Trust and Wealth Management, minor in Financial Planning: Expected date of graduation: May 2013. Scott-Ellis Scholarship, NC Baptist Scholarship, School of Business Student Body Scholarship, BB&T Scholars Progam.
WORK EXPERIENCE:
Gilbert T. Stephenson Business Library – Library Assistant, Campbell University, Buies Creek, NC, August 2012-current. Duties include handling circulation procedures, enforcing library rules, and assisting students with various questions. First Citizens Bank and Trust, Raleigh, North Carolina, Intern Private Wealth Advisory Services, May 2012-August 2012, Worked hands-on with various projects to gain exposure in all areas of Wealth Management. Main project focus was building the Wealth Management Sharepoint site. Learned and developed the new site, completed all of the work in the transition from beginning to end, promoted and marketed it to all Wealth Management associates. Completed a Retirement Plan Services Revenue Analysis that calculated the net payments on Institutional Advisory Services plans to help figure out how much net revenue the bank earns each year. Constructed a spreadsheet that showed the 2012 bank fees in comparison with EPIC charges. Passed acquired information to financial payroll to support variable compensation calculations. Began a lost business analysis analyzing the new/lost business report to determine the reasons for lost business during 2012. Developed a spreadsheet with all lost accounts year-to-date. Goal was to see how much business had been lost due to controllable factors. Campbell University Lobby Attendant – Strickland Hall, August 2010 to current. Ensured the safety of the residents of Strickland by checking males in and out of the dorm at the appropriate times. Bruster’s Ice Cream, Crew Member/Ice Cream Scooper, March 2008 to current. Developed relationships with customers and was in charge of customer service. Completed store tasks and goals set each day. Managed money and assisted with both opening and closing duties. Worked within the framework of a team of 3-4 per shift as well as took on a leadership role when needed. American Eagle Outfitters, Sales Associate, March 2007 to September 2007. Maintained sales floor and organized inventory. Worked closely with customers.
EXTRACURRICULAR ACTIVITIES:
LFSB Student Mentor; Study Abroad – London with LFSB, May 2011; Gilbert T. Stephenson Trust Club; Business Leaders of Tomorrow – Vice President; Baptist Student Union; Campbell University Student Ambassador – Summer Orientations.
Michelle Brigham
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2013; GPA: 3.706. Dean’s List, Presidential Scholarship, Southeastern Trust School Trust Management Scholarship.
WORK EXPERIENCE:
Wal-mart, Sales Associate, Summer 2010: Responsible for computing and recording totals of transactions. Collecting and depositing over $30,000 from cashiers nightly. Providing friendly, swift, and thorough customer service, including resolving any customer complaints in order to properly represent and preserve the brand. International House of Pancakes, Server/Hostess, January 2008- May 2009: As a server, responsibilities included providing excellent customer service to ensure a pleasant dining experience. Listening to customers’ preferences in order to suggest menu items and individualize menu options. Also mastered essential time management skills in order to service up to 30 patrons simultaneously. As a hostess, duties included greeting customers and personalizing their dining experience to their needs. Effectively using written and oral communication skills to plan and organize a fair distribution of patrons among the wait staff. Food Lion, Cashier, February 2007- January 2008: Responsible for receiving and disbursing tills among cashiers, developing close relationships with customers on a daily basis. Also used computer based technology to enter, access, and retrieve merchandise data. BB&T, Intern, Summer 2012: Became integrated in several different business units within BB&T’s special accounts servicing group. Completed over 150 administrative account reviews, created and presented two multimedia presentations to senior and executive management. Actively assisted and shadowed a plethora of Wealth professionals, with over 100 years of combined expertise.
EXTRACURRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club, Student Tutor, Campbell University’s Campus Activities Board, Treasurer, (2011-2012): Responsible for monitoring the usage of the Board’s full budget and using effective and clear written and oral communication to present the financial standing of the organization. Campbell University’s Campus Activities Board, Community Outreach and Small Events Overseer.
Zeb Byrd
EDUCATION:
Campbell University, BBA in Trust and Wealth Management Pre-Law; Expected date of graduation: May 2013; Cumulative G.P.A. 3.345, Major UG GPA 3.385 Dean’s List Recipient, Campbell University Grant ($5,000 per year), Dr. Ernest Paskel Sauls Business Scholarship ($1,000 per year), Thomas H. & Judith O. Folwell School of Business Trust Management Scholarship ($750 per year).
WORK EXPERIENCE:
U.S. Trust, Bank of America, N.A., Atlanta, Georgia, Summer Analyst Intern, June 2011-August 2011. Duties included: conducting several administrative reviews for trust accounts, completing discretionary requests for trust clients, bringing three discretionary requests for ratification to AIRC meeting; all were approved by committee, familiarizing myself with several banking systems including PACE and TrustWeb, resolved expiring discretionary requests for Florida CRT team, shadowing several fiduciary service officers, analyzed/compared a trust agreement to a restatement of the agreement noting any changes made to the document and ways this would affect how the bank would administer the account, assisting a portfolio manger by completing investment policy statements, scrubbing old accounts to verify all documentation was recorded within the bank’s document repository, conducting a vault audit project to locate several insurance policies and had them sent to the Dallas vault for permanent holding, listening in on a client investment call, participating in a face-to-face client meeting regarding an educational family trust, presenting a project to senior trust officers regarding a potential mapping system that would assist trust officers in locating clients, and received an exceeded expectations final rating by manager of the Emerging Wealth Department. Potter’s House Outreach Center, Benson, NC, Data Entry Clerk for the non-profit organization, 2008 to Present. Duties included: greeting clients, collecting and entering personal information for clients on computer system, setting up appointments, compiling data and submitting monthly reports to the Central and Eastern North Carolina Food Bank. Potter’s House Outreach Center, Benson, NC, Stock and Delivery Clerk, summers 2008-2010. Duties included: transporting and delivering stock from Central and Eastern North Carolina Food Bank to local branch, taking inventory of stock at local pantry, restocking shelf items for pantry. Stillwater Lodge Christian Retreat, Dunn, NC, Camp Counselor, summers 2007-2008. Duties included: organizing camp activities for youth group and serving as a mentor to underprivileged children.
EXTRACURRICULAR ACTIVITIES:
Phi Alpha Delta Law Fraternity Membership Director, Member of the Lundy-Fetterman’s School of Business Trust Club, Delegate of the Junior Leadership Program of Johnston County, Volunteer for local food pantry affiliated with the Food Bank of Central and Eastern North Carolina.
Christina Carmon
EDUCATION:
Campbell University, Masters of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Anticipated date of graduation: May 2013; GPA: 3.776. President’s list, Dean’s List, Presidential Scholarship, the Miller, Janice Daniels and Clifford Russell Scholarship, the Grace White and Gilbert Thomas Stephenson Scholarship, and the Grabarek, Wensell and Marion Norris Scholarship.
WORK EXPERIENCE:
Chili’s Bar and Grill, Garner, NC and Burlington, NC, Certified Trainer, Waitress, and Bartender, December 2007-present. Duties included: giving prompt quality service to guests, guaranteeing guests’ satisfaction, working efficiently among a diverse group of team members, training new employees to perform with superiority, and maintaining a welcoming environment to the public. Many abilities were obtained including learning how to gain the trust of management and co-workers, dealing with stressful situations between guests and co-workers, balancing a healthy work environment, leading the restaurant, gaining adaptability to every type of situation, and maintaining a positive attitude even when in extremely demanding surroundings.
Southern Bank and Trust, Norfolk, VA, Summer Intern, Summer 2012. Duties included: conducting a full-scale audit of the trust department by reviewing trust documents and defining beneficiaries or resignation clauses, creating an Excel spreadsheet outlining every trust account’s key elements, aiding in the closing of trust accounts, and conducting an inventory of specialty assets held within the accounts. Also helping the trust officer with the transference of accounts to other financial institutions, as well as assessing the level of risk and liability the trust department is exposed to from a fiduciary standpoint.
US Trust, Bank of America Private Wealth Management, New York, NY, Summer Analyst, Summer 2011. Duties included: assisting Trust Officers with managing and reviewing trust accounts by revising administrative ticklers, specifically within IRA accounts, reading over trust documents and wills for fee and distribution purposes, as well as creating account spreadsheets to aid in the administration of accounts. Completed a thorough review of all Trust Officer’s IRA accounts, which included verifying the owners’ date of birth, minimum distribution requirements, and tax implications within each account. Acquired an understanding of the internal computer systems such as PACE, TrustWeb, First, and EStatements.
EXTRACURRICULAR ACTIVITIES:
Sigma Tau Delta, Presidential Scholars Club, Trust Club, Volunteer work at Burlington, NC Animal Adoption Agency, Volunteer Work at Buies Creek, NC Fire Department.
Hope Comer
EDUCATION:
Campbell University, BBA Trust and Wealth Management. Expected date of graduation: May 2013. Scholarship for University Pep Band and Campbell University Wind Ensemble, 2009 to present.
WORK EXPERIENCE:
Heritage Woods Senior Living through Kisco Senior Living, 2007 to present. “Making A Difference Every Day.” Assist elderly adults with enjoying their dining experience. Serving meals while helping put a smile on their face. Directed many functions at Heritage Woods to encourage support from the community.
EXTRACURRICULAR ACTIVITIES:
Campbell University Pep Band, Campbell University Wind Ensemble, Operation Christmas Child, Voluntary Community Service in Buies Creek, NC
Peter Comis
EDUCATION:
Pursuing a BBA at Campbell University in Trust Management and Pre-law: Expected date of graduation: December 2012. Scott-Ellis scholarship, Deans list, GPA with in major: 3.5
WORK EXPERIENCE:
Intern for Wells Fargo Bank Estate Settlement Department in Austin, Texas (summer of 2012) Developed excellent communication and project management skills. Worked on legal and compliance projects for the estate settlement department as they were assigned to me. Regularly interacted via telephone and email with beneficiaries, clients and other professional personnel to gather pertinent estate settlement information. Worked with Wells Fargo field partners to aid their ability to serve Wells Fargo clients and meet sales goals. Intern for Wells Fargo Bank in Philadelphia, PA (summer of 2011). I was part of the Philadelphia Trust Service Team. I analyzed and interpreted trust documents. Reviewed and completed Annual Account Reviews and Uniform Principal and Income Act assessments. Completed IRA payments and other distribution requests. Reviewed and organized numerous trust accounts for various Trust Officers. Worked with Wells Fargo field partners to assist their ability to serve Wells Fargo clients and meet sales goal
EXTRACURRICULAR ACTIVITIES:
Trust Club, Member of the first student council for FIRMA (Fiduciary and Investment Risk Management Association), Campbell University Wrestling team 2008-2011, running, and interacting with people.
Addison Dascombe
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Anticipated date of graduation: May 2013; Overall GPA: 3.51, Major GPA: 3.83. Sigma Beta Delta, President’s List, Dean’s List, Southeastern Trust School Trust Management Scholarship, Betty & Allen Schilpp Scholarship, Todd R. & Elva Scarborough Trust Scholarship, Marvin Drake Johnson Trust Management Scholarship, Jerry M. & Betty B. Wallace Trust Scholarship, Herbert Stanley Croft Trust Education Scholarship.
WORK EXPERIENCE:
Campbell University College of Pharmacy and Health Sciences, Buies Creek, NC, Student Affairs Graduate Assistant, August 2012-present: Organize events for over 600 graduate-level students, manage cash inflows and outflows under restrictive budgets, respond to student needs and resolve any issues that arise, complete survey analysis and offer recommendation. U.S. Trust, Bank of America, Private Wealth Management, Atlanta, GA, Summer Analyst, June 2012-August 2012: Analyzed and interpreted trust documents, directed a selective philanthropic granting project, completed numerous account openings for UTMA, IM, and IRA accounts, analyzed client relationship fees during a re-pricing initiative, prepared expense reports based on client direction, monitored and completed the daily tasks associated with a special needs trust, assisted the estate settlement team with filing probate, and completed annual account reviews and discretionary requests for TO’s and TAO’s. U.S. Trust, Bank of America, Private Wealth Management, Boston, MA, Summer Analyst, June 2011-August 2011: Analyzed and interpreted trust documents, prepared discretionaries and ODAM’s, competed monthly Administrative Review Questionnaires and Uniform Principal and Income Act assessments, assisted Trust Administrative Officers with account openings and closings including Know Your Customer completion, completed IRA payments and other principal and income disbursements, reviewed account overdrafts, set up administrative ticklers, analyzed and organized numerous trust accounts for various Trust Officers, gained an initial understanding of U.S. Trust business models, specifically, Estate Settlement, Fiduciary Income Taxation, Wealth and Estate Planning, Portfolio Management & Investments, and Socially Innovative Investment Strategies, and directed the Boston community service project for the entire Boston intern team – Soccer Nights. Fidelity Bank, Cary, NC, Account Representative, June 2010-December 2010: Attended a weeklong teller training class ultimately receiving a 99% on the final examination, served as a floating teller to Cary, Raleigh, Fuquay-Varina and Morrisville locations, assisted customers with transactions and made numerous referrals, recorded a 100% teller final balance efficiency, analyzed customer accounts and reviewed regional and departmental data, adhered to numerous Federal Regulations including Reg CC, Reg E, and Reg D.
EXTRACURRICULAR ACTIVITIES:
Dean’s Undergraduate Advisory Council, Gilbert T. Stephenson Trust Club, Student Government Association, Campbell University Club Volleyball and Club Soccer, Fellowship of Christian Athletes, Baptist Student Union, Campus Activities Board – Weekend and Off-Campus, Campbell University Relay for Life, Intramural sports.
Kelsey Eldredge
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected Date of Graduation: May 2013; Major GPA: 3.591; Graduate GPA: 3.25. Dean’s List; Ned B. Ball Business Scholarship; Gregory Lee Prillaman Trust Business Scholarship.
WORK EXPERIENCE:
U.S. Trust, Bank of America Private Wealth Management, St. Louis, MO, Summer Analyst, Summer 2012: assisted Trust Officers and Trust Administrative Officers in the managing and administration of High Net Worth clients by creating administrative reviews for various client relationships, analyzing spreadsheets and numbers to formulate solutions on an individual client basis for a company wide standardization, reviewing and updating cash and administrative ticklers to correspond with approved discretionary stop dates, verifying compliance procedures in relation to Generation Skipping Transfers for 60+ accounts, imaged and indexed wide range of documents in efforts to help office go paperless. Attended weekly sales meetings with Private Client Advisors, Private Client Managers, Trust Officers, and Portfolio Managers. U.S. Trust, Bank of America Private Wealth Management, Providence, RI, Summer Analyst, Summer 2011: assisted Trust Officers in the managing and administrating of trust accounts by creating and submitting discretionaries through internal administration program, deciphered and reviewed Trust, Investment Management, Individual Retirement and Will documents for future fee purposes, updated client information, solved and researched arising problems with regards to current and future beneficiaries. Developed an understanding of PACE, Trust Web, FIRST, and CMO systems. The Orleans Waterfront Inn, Orleans, MA, Waitress and Hostess, June 2005 – December 2011: duties include personable, yet professional interaction with the public, opening and closing responsibilities, dependable and rapid service, training of new employees, and small monetary transactions. Skills acquired include increasing regular cliental, appropriate conduct in high-stress and high-pressure situations, capability to adapt to various situations, handling customer complaints, and building teamwork among colleagues.
EXTRACURRICULAR ACTIVITIES:
Student Government Association: Parliamentarian; Phi Beta Lambda Business Club: Vice President; Gilbert T. Stephenson Trust Club; Relay for Life.
Gabe Hoffman
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning, Expected date of graduation: May 2013; GPA 3.46, Dean’s List
WORK EXPERIENCE:
Campbell University Campus Recreation, Coordinator of Club Sports, Buies Creek, NC; August 2012- Present: Duties consist of managing multiple Club Sports and their members. Assist all clubs with issues such as: long-term budgeting, scheduling sport events, assisting clubs in holding prospect interest meeting. Responsible for holding meetings with Club Presidents, allocating monies from a General Fund to Clubs based on several variables, and managing books for the Club Sports Department. Campbell University Residence Life, Resident Advisor, Buies Creek, NC; August 2009 - May 2012: Duties consist of supervising a freshman residence hall to serve as a mentor and counselor while also ensuring residents are abiding by university rules and regulations. Responsibilities include hall maintenance and cleanliness issues. Display leadership skills on a day-to-day basis, serve as a role model, and lead by example for freshman students. Bank of America, GWIM Summer Analyst, Hartford, CT, June - August 2011 and June - August 2012: Serviced clients in the High Net Worth division. Administrative responsibilities included interpreting trust documents for administrative purposes, working with Trust officers to develop an estate plan for clients, and working client events. Worked proficiently with Administrative Review Systems, Trust Web, and PACE. Citizens South Bank, Union County, NC, Customer Service provider and Rover Teller, May - August 2010: Traveled throughout Union County to several different branches who were in need of extra assistance. Duties as Teller included dealing with transactions and customer service at the branch level. Customer service consisted of handling cashier’s checks, selling of savings bond and redemptions, closing accounts, check ordering and limited account research.
EXTRACURRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club, Campbell University’s Intramural Sports (Flag Football, Volleyball, Softball, Basketball), Baptist Student Union Worship Team.
John Hughes
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, minor in Financial Planning: expected date of graduation May 2012; Overall GPA: 3.6. Presidential Scholarship, Marvin D. Johnson Trust Management Scholarship, Campbell University Athletic Scholarship
WORK EXPERIENCE:
Bank of America, US Trust, Boston, MA, Summer Analyst: June-August 2012. Duties included creating and submitting discretionary action forms, researching trust instruments for pertinent provisions, preparing materials for Trust Officers’ client meetings, completing and testing a Trust Officer/Portfolio manager training program for Trust Administrative Officers and Portfolio Manager Associates, organizing and leading a collective intern community service project, and providing general assistance to all Trust Department staff. Advance Auto Parts, Dunn/Nashville, NC, Mobile Parts Pro: November 2011-May 2012. Duties included managing in-store sales, maintaining sales levels, making sales calls to local auto shops, making deliveries to local auto shops, maintaining relationships with shop owners, inventory management.Bank of America, US Trust, Houston, TX, Summer Analyst: June-August 2011. Duties included researching trust provisions and providing pertinent situational instructions for Trust Officers, preparing financial and provisional information for clients, creating and submitting discretionary action forms, taking minutes in client meetings, updating account information within the fiduciary platform, sitting in on conference calls and team meetings, providing general assistance to Trust Officers, Trust Administrative Officers, and Portfolio Managers, assisting in account opening procedures, compiling account information to submit to the court in answer to a subpoena, assisting Specialty Asset Management officers with routine property inspections, preparing and filing account documents. Caraway Conference Center and Camp, Boys Camp, Asheboro, NC, Camp Counselor, Lifeguard: June-August 2010, June-August 2009. Duties included managing, teaching, leading, and ministering to a cabin of 9-16 ten to twelve year old boys, keeping a Christ-centered outdoor atmosphere, and protecting the well-being of patrons in swimming facilities. Campbell University, Writing Center, Buies Creek, NC, writing tutor: August to December 2008. Duties included offering writing advice and structural options as well as effective expressional methods within a wide variety of writing styles, managing time productively and effectively while maintaining an open and helpful atmosphere.
EXTRACURRICULAR ACTIVITIES:
Campbell University Varsity Cheerleading, Benson First Assembly of God praise and worship team, Elite Gymnastics open competition team, Relay for Life, weight lifting, running, singing/performing/songwriting
Logan Hughes
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2013; Overall GPA: 3.767. President’s List; Dean’s List; Phi Kappa Phi Honor Society; Omicron Delta Epsilon Honor Society; Sigma Beta Delta Honor Society; Phi Eta Sigma Honor Society; Presidential Scholarship; W. Rufus and Elizabeth S. Hartness Scholarship; Major Sam Byrd Trust Education Scholarship; T. Harry Gatton Trust Scholarship; Gordon B. Rowland Trust Scholarship; Mary Paschal Trust Scholarship; Campbell University Alumni Association Business Scholarship; Delaware Legislative Essay Scholarship.
WORK EXPERIENCE:
BB&T Wealth; Winston-Salem, NC, Wealth Portfolio Management Intern, June 2012-August 2012: Served in an analyst role focused on quality control, process improvement, and project implementation. Demonstrated proficiency with internal computer systems; Smartleaf, APX, and Prima. Conducted interviews with each Director of Portfolio Management and select Regional Portfolio Managers; topics included Smartleaf compliance reporting, process and interface system improvements, and their day-to-day operational experience. Developed a comprehensive executive briefing that addressed concerns with the Smartleaf system and compliance reporting process that highlighted concerns, proposed alternative solutions, and led discussions on improvement opportunities. Designed and implemented Portfolio Management survey on five core capacities: Internal relationships between Wealth team members, external relationships between Wealth team members and client prospects, prospect identification and referral processes, BB&T Wealth product lines, and client retention. Active participant in Wealth Portfolio Management Directors’ meeting, Client Strategy meetings, and Compliance Review meetings. Gained a fundamental understanding of BB&T Wealth business model, specifically Portfolio Management, Wealth Management, and Execution and Innovation. U.S. Trust, Bank of America Private Wealth Management; Houston, TX, GWIM Summer Analyst, June 2011-August 2011: Served in an operational role to support day-today activities for Trust Officers, Trust Administrative Officers, and a Regional Fiduciary Advisor. Aided in administration of trust accounts. Reviewed trust documents and prepared summaries of trust agreements to assist in the completion of Administrative Review Questionnaires and Uniform Income and Principal Act Reviews. Administered Philanthropic trust accounts; reviewed requests, created a grantor disbursement proposal, reviewed final disbursement of grants, and drafted reward letters. Demonstrated fundamental proficiency in internal computer systems (TrustWeb, TrustExpress, PACE, FIRST). Participated in Special Asset Management property inspections and tenant meetings; assets included residential and commercial real estate, farm or ranch property, and closely held businesses. Prepared discretionaries, disbursements requests, other discretionary action matters (ODAMs), and cost basis analysis for Trust Officers. Participated in account open procedure for creation of client profiles. Campbell University, Lundy-Fetterman School of Business; Buies Creek, NC, Student Mentor, April 2009 – May 2011: Provided freshman, transfer, and returning student orientation for BADM-100 New Student Forum and BADM-202 Business Skills. Instructed over 100 students in developing goals, refining communication skills, and local community interactions. Maintained administrative records for over 70 students. Provided insight on course material, student challenges, and teaching strategy during weekly mentor review meetings. Actively participated in the selection process of new student mentors.
EXTRACURRICULAR ACTIVITIES:
Dean’s Undergraduate Advisory Council; FIRMA Member; Gilbert T. Stephenson Trust Club; Business Leaders of Tomorrow; Club Rugby; Intramural Flag Football; Intramural Soccer; Intramural Softball; Weight Training; Operation Inasmuch.