Permanent Hires (A-L)
This page was updated (9/26/11).
Brandy Elizabeth Bell
EDUCATION:
Campbell University, Bachelor of Business Administration in Trust Wealth Management Pre-Law. Minor in Financial Planning, Expected date of graduation: May 2012. NC Contractual Scholarship; Campbell University Scholarship; Leon Levine Scholarship; Poplar Springs Christian Church Scholarship.
WORK EXPERIENCE:
EDKA Transport Incorporated, Raleigh NC, Financial Assistant: August 2010- present. Main duties include assisting with all financial aspects of the company, preparing expense reports through excel as well as other various reports for taxes, filing important documents, ensuring that the company is up to date with its liabilities, and running imperative errands. 21st Century, Raleigh NC, Substitute Teacher: March- June 2011. Responsibilities included assisting elementary school students with homework, tutoring of students in preparation for End of Grade Testing, and helping students to use their creativity through various prospects. North Carolina General Assembly, Raleigh NC, Intern: February- April 2010. Duties included assisting Representative Angela Bryant in day to day constituent concerns; developing a better understanding of the duties of our state government; duties also included communicating with her constituents to aid in resolving their issues, attending mandated meetings on her behalf, typing various types of letters and certificates to constituents, and the discussing of matters with Senators as well as other Representatives. Pullen Park Amusements, Raleigh NC, Cashier and Concession Stand worker: June 2007- December 2009. Job included assisting customers to ensure that they enjoyed their stay at the park. Tasks included taking food orders. Prepared customers food efficiently. Cleaned work area constantly to assure that it met sanitary requirements. Managed inventory as well as placed food orders. Poplar Springs Christian Church, Raleigh NC, Summer Intern: July- August 2007. Internship included various administrative duties answered multi line telephones, edited and constructed bulletins. Organized multiple member envelopes and inventoried church supplies and ran errands.
EXTRACURRICULAR ACTIVITIES:
President, Raleigh Praise On the Move Dancers January 2011- present; Secretary, Raleigh Youth Leadership March 2010- present; Volunteer, Raleigh Horses for Hope, 2010- present; Volunteer, Raleigh Men’s Homeless Shelter, 2004- present; Volunteer United Methodist, Feeding the homeless; Poplar Springs Christian Church, various committees.
Carl Blain
EDUCATION:
Campbell University, BBA in Trust and Wealth Management; Anticipated Graduation: May 2012. Scott Ellis Scholarship; Thomas Jack Lynch Scholarship; Dr Ernest Paskel Sauls Business Scholarship.
WORK EXPERIENCE:
U.S. Trust, Bank of America, Dallas, TX, Summer Intern, June 2011-August 2011. Duties included but not limited to: aiding Trust Officers with the reviewing of Trust documents and Wills, performed multiple discretionaries and ODAMs, submitting Administrative Review Questionnaires and GST checklists, made distributions and payments using BOA systems of Trust Web and PACE. Assisted Portfolio Managers with Asset Allocations and accounts that could trigger Reg 9’s. Attended weekly Discretionary Forum meetings and regional calls. Assisted with Overdraft Management, gaining insight to the various reasons that cause overdrafts and the many solutions for clearing, utilizing the trust document as a guide. Made several calls to clients giving updated information and receiving necessary information. Also, Participated in a company supported intern community service project with Habit for Humanity helping to build a house. Damon’s Grill’s Myrtle Beach, SC; Waiter (Summers April 2008-Present) informed patrons daily specials, ensured patrons enjoyed their meals, take action to resolve any problems, served food and/or beverages to patrons, made sure service area was clean and organized, prepared checks that itemized total meals cost and taxes. Host (May 2006-April 2008) greeted patrons as they arrived, escorted customers to tables, made sure orders were made in an efficient amount of time, answered customer questions over the phone and within the facility. Busboy (May 2005- May 2006) supervised all of the busboys; cleaned, sanitized, and reorganized tables after patrons left; cleaned facilities throughout my shift including bathroom and kitchen.
EXTRACURRICULAR ACTIVITIES:
Campbell University Football.
William Bouldin
EDUCATION:
North Carolina State University, B.S. in Biological Sciences May 2005; Minor in Biotechnology, Minor in Genetics. Campbell University, MBA in Finance May 2011, G.P.A.: 3.83. Campbell University, Master of Trust and Wealth Management, Expected date of graduation: August 2012.
WORK EXPERIENCE:
Insight Property Group, full service commercial real estate brokerage, management, and investment company, Commercial Real Estate Broker; March 2008 to present: utilize cold calling, proactive long term marketing, prospecting, and networking to engage, develop, and retain profitable customers; provide comprehensive investment research, advisory, financing, and transaction services to create and preserve client wealth; maintain active troubleshooting and negotiating involvement to hedge risk, build equity, shelter income, and advance core business profitability; develop short-term sales targets and programs as well as long-term sales strategy; execute property due diligence to evaluate return on investment, property portfolio statistics and cash flows, and equity buildup over time. Gentris Clinical Genetics, leading global provider of pharmacogenomic services. Staff Scientist, November 2005 to October 2007: designed, optimized, and implemented genetic tests to be utilized under company’s standard operating procedures; re-engineered procedures to increase profit and enhanced testing capabilities to function across multiple platforms in order to diversify company services; re-engineering of DNA sequencing procedure resulted in a two to eight fold cost reduction of the most expensive reagent depending on the size of the DNA fragment targeted; led and motivated three associate staff scientists through their enterprise-wide professional development including orientation and continuing education; supervised daily activities of the lab and prioritized work to guarantee timely delivery of results to clients and to ensure efficient communication with study directors.
EXTRACURRICULAR ACTIVITIES:
Service Raleigh, Raleigh Young Professionals, Triangle Commercial Association of Realtors, North Carolina Roadrunners Club.
Callie Guthrie Brooks
EDUCATION:
Campbell University, Master of Business Administration and Bachelors of Business Administration, concentration in Marketing, major in Trust and Wealth Management, minors in Financial Planning and Accounting. Projected graduation date is May 2012.
Undergraduate GPA: 4.0; Graduate GPA: 4.0. President’s List, Dean’s List; Presidential Scholarship, Francis London Scholarship, Gatton T Harry Trust Scholarship, Sauls Dr. Ernest Paskel Business Scholarship, Peggy R. Lawrence Scholarship. Valedictorian of Perquimans County High School (2007).
WORK EXPERIENCE:
Neighborhood Expert, Applebee’s Restaurant, Garner, NC, November 2007 - Present: Responsibilities are to train other employees, earn $500-$1500 for corporation per shift, handle all proceeds from sales throughout shift, perform opening and closing duties, provide an enjoyable dining experience, and portray the positive, professional image of the company.
Summer Analyst, US Trust, Bank of America Private Wealth Management, Richmond, VA, Summer 2011:Responsibilities were to compose letters to clients explaining the termination and discretionary processes, research the removal and resignation language for 30 accounts in a relationship that was leaving the firm, collaborate with specialists from specialty asset management to create a 60 slide presentation for a new product, analyze family relationships with multiple accounts containing business, managed, and remainder interests, and complete statement waivers and security name change forms. Summer Analyst, US Trust, Bank of America Private Wealth Management, Atlanta, GA, Summer 2010:Responsibilities were to create and submit discretionaries through internal trust administration program, complete administrative reviews and generation skipping tax questionnaires, reclaim properties held by various states’ unclaimed property bureaus, clear overdrafts in accounts by implicating long term solutions, execute terminations of accounts through multiple processes, complete a life insurance trust review of 33 accounts, and mail court accountings and communications to clients.
Teller I, First Citizens Bank, Raleigh, NC, Summer 2009: Responsibilities were to cross sell bank services and products, refer at least 10 customers a week to platform associates, process transactions for customers, order checks for customers, assist platform associates, balance daily transactions, and verify cash totals. Hostess, Server, and Expo, Ruby Tuesdays, Elizabeth City, NC, October 2006 - August 2007: Responsibilities were to train other employees, run the company’s curbside to-go service, ensure that every customer’s meal was expedited with perfection, control the layout of seating chart for the entire restaurant, greet and seat customers, and to serve customers with excellence.
EXTRACURRICULAR ACTIVITIES:
Phi Kappa Phi, Dean’s Undergraduate Advisory Panel, Trust Club, Young Women in Transition mentor program, Shampoo for Shelters collection organizer, Hanover Humane Society collection organizer, and Multiple Sclerosis Walk volunteer.
Jasmine Brooks
EDUCATION:
Campbell University, BBA in Trust and Wealth Management Pre-Law, Minor in Financial Planning. Expected Graduation Date: May 2012. Whitehead, Lettie Pate Foundation Scholarship, Foundations for the Carolinas Scholarship, Delta Sigma Theta Sorority Inc. Scholarship and Pleasant Grove Baptist Church Scholarship.
WORK EXPERIENCE:
Wells Fargo (Trust Center Intern) Austin, TX May 2012-August 2012 responsibilities included working closely with senior management and trust administrators to assist them in day to day operations. Reading, interpreting and applying will and trust document language to specific situations, including but not limited to Irrevocable, Revocable, Custody, and Agency account reviews, Discretionary Distribution requests, and Account Closings. Facilitated day to day account maintenance, including administering account ticklers for periodic disbursements, statements and taxpayer identification; imaging documents to appropriate accounts; analyzing and resolving account overdraft issues; confirming account memorandum ticklers with field offices and taking pertinent action; and transferring accounts to different trust centers through transition tool interface. Completed the Austin Tank Farm Project that included communicating directly with approximately 160 beneficiaries to answer questions about the closing process of their trust account, while also making sure they completed the appropriate documentation needed by Wells Fargo to facilitate the account closing process. As I developed proficiency with Wells Fargo’s day to day operating systems, I became a viable resource on research projects that arose on various accounts, such as fee discrepancies, missing beneficiaries, and outstanding audit report items. JC Penney (Shoe Department) Pineville, NC May 2010-August 2010 responsibilities included providing great customer service, meeting productivity goal sales for the month, performing opening and closing duties and procedures, and showing a positive and professional image for the work environment. Circuit City (Customer Service Associate) Charlotte, NC November 2007-January 2009 responsibilities included use of Point of Sales system, providing services such as returns, special orders, scheduling of home deliveries and inventory checks at the customer service desk. Always focusing on going above and beyond expectations required showing great customer satisfaction. My personal skills include producing and writing up invoices, business contracts, and business proposals as I assist my father with all paperwork needed to run a professional and successful business. I am also very capable of running and producing work on Microsoft Word, Excel and PowerPoint.
EXTRACURRICULAR ACTIVITIES:
High School: Junior/Varsity Cheerleading, Student Council Vice President, and Habitat for Humanity-Charlotte. College: Campus Activity Board Diversity Club, International Business Club (Secretary), Gilbert T. Stephenson Trust Club, Relay for Life and Science Olympiad Volunteer.
Zeb Byrd
EDUCATION:
Campbell University, BBA in Trust and Wealth Management Pre-Law; Expected date of graduation: May 2012; Cumulative G.P.A. 3.388, Major UG GPA 3.75. Dean’s List Recipient, Campbell University Grant ($5,000 per year), Dr. Ernest Paskel Sauls Business Scholarship ($1,000 per year), Peggy R. Lawrence Scholarship ($600).
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 manger 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.
Jessica Case
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning, Expected date of graduation: May 2012; Mamie Victoria Luther Scholarship, Dr. Ernest Paskel Sauls Business Scholarship, Marvin Drake Johnson Trust Management Scholarship.
WORK EXPERIENCE:
Bank of America US Trust, Richmond, VA, Summer Analyst, Summer 2011: Duties included creating a balance sheet with detailed inflows and outflows for client presentation, helping in the process of terminating accounts, drafting discretionary(s) and necessary documents and processing through internal administration program, analyzing Generation Skipping Tax documents and implications of accounts, participating and giving advice during an asset transfer meeting, completing presentations that explain the terms of the trust, wire transfers, writing beneficiaries and attorneys requesting information and informing them about the terms and conditions of the trust, researching and finding answers pertaining to beneficiary requests, uploading and correcting documents within the various Trust systems, engaging in professionalmeetings and phone calls, and filing appropriate documents into dockets or vault.Turning Point Services, Monroe, NC, Hab Tech, 2009-present: Duties include working with special needs children, helping them to meet their goals, guiding them throughout the day in their daily activities, and providing my knowledge to help them reach their potential. American Drainage Systems, Waxhaw, NC, 2008- present: Duties include engaging in professional conversations with clientele, informing clientele of the kind of work American Drainage Systems performs, helping to take bid inquiries, upholding the order of the office, and helping in equipment preparation and shipping. Shadowed Butch Byrum, Attorney, Charlotte, NC, Summer 2008: Supervising a mediation, meeting clientele, and sitting in on an office meeting and deposition. Special Olympics, Monroe, NC, Volunteer, 2007 to 2008: Duties included helping children find their destinations, training children for a specific activity, assisting children in their activities, and serving as a mentor in helping children succeed.
Daniel Cates
EDUCATION:
Campbell University, BBA in Trust and Wealth Management; Expected date of graduation: December 2011; Presidential Scholarship.
WORK EXPERIENCE:
U.S. Trust, Bank of America, Los Angeles, CA, worked in the downtown Los Angeles office alongside a team of three trust administrative officers and three trust officers from June-August 2011. Tasks included: helping the team and office prepare for internal auditing by recording and then transporting open accounts to a secure location and then sending off closed accounts to storage; stored and imaged documents onto a paperless computer system; and aided our market in compiling future fees. Campbell University Athletic Department, Buies Creek, NC, performed a broad list of duties from August 2007-November 2010. This included being the official scorekeeper for Campbell University men’s and women’s soccer, announcer for Campbell University softball and baseball games, a scoreboard operator for Campbell University men’s and women’s basketball, and official play-by-play recorder for Campbell University football games. Other time was spent as an office assistant filing sports documents and photos from when Campbell University first started their Athletic programs. Beach Shop and Grill, Topsail Beach, NC, extensive training in the kitchen reaffirming skills in the cooking arts from May-August 2010. Held position as kitchen manager on Monday nights. Managerial duties included working the grill, creating specials, and managing a list of employees; including cooks, dishwashers, and expediters. Other nightly duties involved prepping mass quantities of food and cooking large orders. Cooking duties varied from sautéing, grilling, and frying on a nightly basis. Gained extensive experience in the field of catering, holding the position of sous chef. Catering duties included managing time and labor to successfully prepare and serve large quantities of food and transporting prepared food to the desired location. Beach Shop and Grill, Topsail Beach, NC, trained in the culinary art of cooking and plating gourmet dishes as the head fry cook from May-July 2009. Performed duties alongside head chef taking in valuable information on how to prepare and cook four-star quality meals. Duties included: extensive training on operating kitchen machinery, inventing new recipe ideas, cooking on both the grill and fryer, looking over invoices to help restock the restaurant, learning how to prep food for large amounts of guests, and handling orders quickly and efficiently. Beach Shop and Grill, Topsail Beach, NC, performed waiting services for customers from May-August 2008. Work experience involved having above-par social skills and the ability to remember ample information. Became proficient with using computer software to take orders and learned how to take on a leadership role by training future employees.
EXTRACURRICULAR ACTIVITIES:
Campbell University’s Campus Activities Board (plan trips for Weekends/Off Campus events), Campbell University Intramurals (flag football, basketball, and softball).
Bryan Dornseif
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: 2011.
WORK EXPERIENCE:
PNC BANK, Cleveland, Ohio, May 9-July 29, 2011, Summer intern, PNC Institutional Investments, Charitable and Endowments: Responsibilities included assisting Trust Administrators with daily responsibilities such as multiple account reviews, fee schedule reviews, and account terminations. Organized financial documents, wills, and trusts. Performed reviews of governing documents; making necessary changes in AmTrust and Siebel Systems, Review and input of specific data, coding assets, and market values. Attended staff meetings, Account Review Committee, and Legal Review meetings. Shadowed a Portfolio/Relationship Manager at PNC Akron, including attendance at client meetings. ANADIGICS, Inc., Warren, NJ, Summer intern June – August, 2010 in Finance Department. Responsibilities included completion and processing of government surveys, processing of financial documents and invoices, accrual updates, company-wide fixed asset inventory, along with computation of depreciation and life expectancy, formulation of new databases to track chip parts and transactions of parts. Worked in collaboration with multiple members of finance team and demonstrated accountability in meeting all deadlines. J. Kiefer, Annandale, NJ, summer handyman/construction May-August 2009 and May-August 2008. Responsibilities included installation of siding and insulation materials, renovation of patio and porches, painting, and lawn work. Shadowed employer and assisted with electrical work. Assisted with repair work at St. Paul Lutheran Church, Flemington, NJ. Tuscarora Inn and Conference Center, Mt. Bethel, PA, waiter, 2007 service/work weekends. St. Paul Elementary School, Flemington, NJ, volunteer teacher’s assistant, June 2007, for first and second grade classes.
EXTRACURRICULAR ACTIVITIES:
Campbell University Division 1 Men’s Soccer Team, Trust Club, Operation InAsMuch, Church Usher, Summer Premier Level Club Soccer Team, Operation Christmas Child.
Nicholas D'Auria
EDUCATION:
Campbell University, BBA Trust and Wealth Management Pre-Law: Expected Graduation Date: May 2012; Deans List; Scott Ellis Scholarship; Thomas Jack Lynch Scholarship.
WORK EXPERIENCE:
Summer 2011 Marketing Intern, Charlotte Eye Ear Nose & Throat Associates, Charlotte, North Carolina. Responsibilities were to make an organized and accurate list of locations and put them on to Google Maps. The internship involved completing the Video Bio Project. This included researching and gathering data, setting up a plan of action, interviewing all Doctors that work for CEENTA. The next step was to edit all videos in a uniform fashion and put the final product onto the company website. Also this internship included researching and gathering data on social media, and then creating most appropriate sites for the company to get involved with. Lastly, this internship involved editing television shows that had CEENTA Doctors involved and putting them onto the social media sites. Summer 2011 Intern, Thomas Davis Defending Dreams Foundation, Charlotte, North Carolina. Responsibilities are to help organize events with the Board of Trustees. Help set up, work, and break down all events. Assist all members and participants with any needs. Be an outstanding representative of the Foundation at all times. Summer 2011 Category Development Marketing and Finance Intern, Foodbuy - Compass Group US, Charlotte, North Carolina. Responsibilities are to assist all category development managers along with senior management with researching information regarding futures on food industries. Make 2012 Category Development Plan Templates. Make the 2012 Supplier Development Plan. Make the 2012 Supplier Evaluation Plan. Assist Category Managers in gathering information and completing any of these said plans.
EXTRACURRICULAR ACTIVITIES:
Hurdler for Campbell University Track & Field Team. 1st Degree Member of the Knights of Columbus. Member of Phi Alpha Delta Pre-Law. Relay for Life volunteer and committee member.
Spence Evans
EDUCATION:
Campbell University, Masters of Business Administration/ BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2011; Overall GPA: 3.3; Dean’s List; Scott-Ellis Scholarship, NC Baptist Scholarship Program, Levinson, Louis L, Golda M, L Lavell, Anne M Scholarship, Schilpp, Betty and Allen Scholarship.
WORK EXPERIENCE:
First Citizens Bank and Trust, Raleigh, North Carolina, Intern Institutional Advisory Services, May 2010-August 2010 and May 2011-August 2011, Duties included working with the portfolio-online usage to see what the best way to approach the updated system would be, helped prepare for client calls as well as attending them, the calculation of the average basis point fee for philanthropic clients in different size brackets, ensuring that all new plans and terminated plans were documented correctly within the Retirement Plan Services in preparation for audit, facilitating the review and updating of forms to keep up with the ever changing retirement plan environment, issuing and tracking new Investment Policy Statements to show the allocation of the funds within the relationship and learned about good customer service. Capital Production Group, Garner NC, Sales Manager, Fall 2010- Present: Duties include generating clients client retention, help to facilitate events, work hand in hand with our partners and vendors to ensure smooth event planning and execution. Campbell University Physical Plant, Buies Creek, North Carolina, Part-time Audiovisual Technician, August 2007 to Present: Duties include videography with live online streaming of athletic events, taking care of the audiovisual needs for Campbell University Worship and Campus Crusade for Christ, working with top officials of Campbell University, handling confidential information and monitoring the audiovisual needs of events on campus. Overton’s Sporting Goods, Greenville, North Carolina, Part-time Sales Associate, October 2006 to Present: Duties include providing customer service, directing customers with their marine and fishing needs, keeping track of the level of stock on the floor, completing transactions with the customers, and seeing that the products were well presented and accessible by the customer. Camp Caraway, Asheboro, North Carolina, Cabin Leader, Summer 2008: Duties included supervising a cabin of 10-15, 12 and 13 year olds, facilitating daily Bible study and facilitating daily activities. Pitt County Memorial Hospital Gift Shop, Greenville, North Carolina, Part-time Sales Associate, June 2004 to June 2007: Duties included providing customer service, directing customer with their needs in regard to our products, managing the stock on the floor and operating a cash register. Overton’s Sporting Goods Warehouse, Greenville, North Carolina, Summer 2005 and 2006: Duties included picking product off of the shelves and packing it, helping with quality control and handling returned product.
EXTRACURRICULAR ACTIVITIES:
President of the Gilbert T. Stephenson Trust Club, Volunteer Firefighter with the Red Oak Fire Department and Winterville Community Fire Department, Intramural Sports, boating and being outdoors.
Christian Gannon
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning, Master’s in Business Administration: Expected date of graduation: May 2012; GPA 3.655. President’s list; Presidential Scholarship; Becky T. Kelly Scholarship; BB&T Scholarship.
WORK EXPERIENCE:
US Trust, Private Bank Investments Intern, Houston, TX. Reviewed portfolios and compared current allocation against tactical targets. Suggested allocation changes to portfolios to meet tactical targets. Created mock portfolios based on risk averseness for initial client meetings. Created correlation matrices and other spreadsheets for various research projects. Ran analysis on proposed changes to portfolios to estimate the changes in risk and return. Assisted Portfolio Managers in completion of Investment Policy Statements. Archer Investment Management, Unpaid Investments Intern, Raleigh, NC. Performed minor analysis on multiple portfolios. Examined different documents for important information to speed up the analysis process. Created spreadsheets to facilitate easy comparison of different investment vehicles. Researched past performance of multiple investment vehicles. US Trust, GWIM Summer Analyst, Providence, Rhode Island. Responsibilities included reviewing hundreds of documents for various projects and tasks, handling discretionary distributions, contacting clients, and assisting associates in reviewing accounts for proper coding and duty fulfillment.
EXTRACURRICULAR ACTIVITIES:
Deans Undergraduate Advisory Council, Trust Club- Vice President, Intramural sports, Campbell Club Soccer, Student Mentor, Phi Eta Sigma, Sigma Tau Delta, Sigma Beta Delta.
Derek Garland
EDUCATION:
Campbell University BBA in Trust and Wealth Management, Minor in Financial Planning; Expected date of graduation May 2012; Scott Ellis Scholarship, Administrative Dorm Scholarship, Scott, Chloe Avery & George Thomas Scholarship, Earn Scholarship, Academic Competitiveness Grant (1st year).
WORK EXPERIENCE:
Wells Fargo Bank N.A., Winston-Salem, NC. May-August 2011. Job Title: Intern – Managed IRA Department. Duties Included: Working closely with Trust administrative officers in regularly administering IRA accounts, completing account openings, administrative reviews, distributions and overdraft correction. Becoming accustom to use of Trust database software. Becoming very knowledgeable of individual retirement accounts. Completed several projects: Collecting critical Trust IRA beneficiary designation information, auditing account power holder information and addressing client reporting exceptions. Assisted Trust associates with review of client files in imaging system. Participated in various office conference calls and meetings. AutoZone Incorporated, Dunn, NC. April 2009- Present. Job Title: Senior Customer Service Representative/Inventory Manager. Duties include cash register transactions, advising AutoZone customers on their specific automotive problems with trustworthy and useful advice, serving customers with the correct parts and suggesting additional accessories to do the job right. Assuring that the parts and other components of the store are stocked correctly and promptly. Supervising the complete inventory of the store for 2 months, assuming the role of Inventory Manager. Assuming managerial duties, which include: administrative tasks, managing a group of up to 6 individuals, handling any employee and/or customer issues and assisting closing down the store. Also, auditing cash registers and depositing money from daily transactions into the store safe. Andy’s Burgers, Shakes and Fries. Stedman, NC. July 2006 – May 2008. Job Title: Manager, Grill Chef and Waiter. Duties included: Preparing and serving various meals and side orders, serving customers with their meals, managing a staff of up to 8 people, handling any customer and/or employee disputes and insuring that the operations of the store ran smoothly. Also, handled the financial aspects of the store which included: performing paid-out transactions, issuing credit card tips, counting earned money at the end of the day, filling out all necessary paperwork and depositing extra funds in the local bank.
EXTRACURRICULAR ACTIVITIES:
Gilbert Stephenson Trust Club, Member of China Grove Disciples Church of Christ, Partner in operation of mobile mechanic repair business for low income families.
John Hill
EDUCATION:
The University of North Carolina, Bachelors of Arts in Public Policy, Second Major Political Science, Minor in Music: May 2011, with Honors and Distinction. Honors Thesis: A Critical Examination of the 1994 Federal Assault Weapons Ban.Cumulative Undergraduate G.P.A. 3.62. North Carolina School of the Arts, High School Diploma with Special Concentration in Percussion, June 2007.
WORK EXPERIENCE:
Honors Thesis, Summer and Fall 2010, Spring 2011. Compiled state-level data using Stata 11 to quantify the effects of the 1994 Federal Assault Weapons Ban. Scientists and Engineers for America, summer intern, June-August 2010. Researched voting records and candidate statements for the 2010 election and prepared reports to be published on website including a report on the future of military research and development spending. UNC Public Policy Clinic, volunteer, Spring and Fall semesters 2009. Participated in research teams to offer practical solutions to client’s problems through research and policy formation. Problems and solutions focused on economic development and alleviating economic burdens in specific communities. Martha Best Children’s Center, Lexington, NC, June-August 2008. Supervised school age children and provided educational activities. Congressional Office of Howard Coble, High Point, NC, June-August 2007. Helped with typical office duties, specifically organizing and sorting files.
EXTRACURRICULAR ACTIVITIES:
UNC Dean’s List (7 Semesters), UNC College Republicans, UNC Symphony Orchestra (Fall 2007), Pi Sigma Alpha—Political Science Honors Fraternity, Eagle Scout.
Brittani Hubbard
EDUCATION:
Campbell University, B.B.A in Trust and Wealth Management, Minor in Financial Planning; anticipated graduation: May 2012.
WORK EXPERIENCE:
U.S. Trust, Bank of America, Private Wealth Management, Providence, RI; employed as a GWIM Summer Analyst. Duties consisted of: Completed a discretionary income review project of complex irrevocable accounts for many Trust Officers, completed a migration accounts project for a number of team members, analyzed and interpreted trust documents, assisted Trust Officer’s with the discretionary process and death call reviews, updated contact memos, and inputted document provisions into Trust Web, participated in a client-faced meeting with a Trust Officer and mentor, created Excel spreadsheets for many Trust Officers, and directed the Providence Community Service Project– Gloria Gemma Breast Cancer Research Foundation (Live, Love, Cure).Campbell University Athletic Department, Buies Creek, North Carolina, currently employed, working with marketing and promotions. Duties include: Providing announcements and on-court/field activities during athletic events, motivational speaker at local public elementary schools- speaking with children and offering incentives for attending designated athletic events, fashions ideas for event promotions and larger crowd attendance, responsible for increasing student fan based attendance at athletic events, works very closely with students to obtain ideas and provide desired experiences, and assists with operation of scoreboard. Harris Teeter, Fuquay-Varina, North Carolina; currently employed as a sales associate. Responsible for customer service, providing a positive atmosphere for co-workers as well as customers, duties include:balancing and maintaining tills and sales executing transactions, handling cash and checks, insuring customer satisfaction through in-person and telephone interactions, answering customers questions to the best of my knowledge, responsible for the cleanliness and neatness of the store and assisting with closing duties when necessary. Each experience required or requires responsibility, making sure that each duty is performed as well possible. Leadership, self-discipline, and the ability to interact well with others are also extremely viable with each experience.
EXTRACURRICULAR ACTIVITIES:
Campbell University Varsity Softball Team 2009-2011, A- Sun Conference Tournament Champion 2009-2010, Recognized /Awarded as a Scholar Athlete of Campbell University 2009-2010, 2011-2012 Secretary of Campbell University’s Campus Activities Board, 2011-2012 Vice President of Campbell University’s Circle K Club, Gilbert T. Stephenson Trust Club, Young Adult of Calvary Chapel of Cary, Participant of Duke’s Walk for Brain Tumors, Relay for Life- Breast Cancer, seasonally helps with the Food Drive- Raleigh, NC, Visited and Volunteered at the Ronald McDonald Family House- Durham, NC.
John Hughes
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, minor in Financial Planning: expected date of graduation May 2012; Major GPA: 4.0. Presidential Scholarship, Raymond F. Shearin Memorial Scholarship, Harry T Gatton Trust Scholarship, Campbell University Cheerleader Scholarship.
WORK EXPERIENCE:
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. Big Ape Gym, Erwin, NC, desk attendant, August to December 2009: duties included maintaining a clean and focused atmosphere for patrons, advising patrons as to techniques and strategies to achieve disciplinary goals, managing and marketing sales merchandise, and efficiently managing and operating cash register. 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. Sonic Drive-in, Rocky Mount, NC, Crew leader, May 2010, August 2006-May 2008: duties included providing quality food and customer service to all patrons, maintaining a safe and productive work environment, supervising and coordinating a crew of 2 to 6 carhops, independently managing a wallet of $50 to $400 efficiently and accurately, and reporting directly to overseeing manager.
EXTRACURRICULAR ACTIVITIES:
Campbell University Varsity Cheerleading, Key Club, Erwin Church of God praise and worship team, Campbell University small group community leadership, Relay for Life, Weight lifting, running, Singing/performing/songwriting.
Connor Koppa
EDUCATION:
Campbell University, Bachelors in Trust and Wealth Management, Minor in Financial Planning, Expected date of graduation: May 2012; Overall GPA: 3.53. Participant of The Fund for American Studies at Georgetown University, June-July 2010. Dean’s List, Presidential Scholarship; Staff NCO Wives Club Scholarship; Bonner H. & Wilma D. Scholarship; NC Baptist Scholarship Program; BB&T Scholars Program Scholarship.
WORK EXPERIENCE:
U.S. Trust, Chicago, IL; June-August 2011, GWIM Summer Analyst: Duties included operating at the competency level of a Trust Administration Officer and Wealth Strategy Assistant, drafting wealth plans, opening and closing accounts, re-pricing fees, building informational databases, research for a hedge fund, investments research and reporting, and developed an understanding of PACE, Trust Web, FIRST, CMO, and Financial 360. Campbell University, Coordinator of Club Sports; May 2010-Present: Duties include overseeing and assisting all Club Sports teams, assessing and managing financial accounts, administering meetings, leading a small group of fifteen people, and other miscellaneous tasks for the Department of Campus Recreation and Club Sports program. Capitol Hill, American Composites Manufacturers Association: Political Action Committee Intern (Summer 2010 via The Fund for American Studies); as a summer intern, duties were managing near one hundred political action committee contributor accounts, initiating and implementing grassroots lobbying programs, creating a Plant Tours guidebook for all members of ACMA. Campbell University Student Life: Resident Assistant (2009-2010); as a student leader, responsibilities were supervising freshmen in a resident dormitory, assistance of students with needs, counseling of disgruntled students, implementing morale-building programs within the dormitory. Jacksonville Flying Service: lineman (2009-2010); Duties included the fueling and maintenance of private planes, fueling and servicing of U.S. Airways and Delta Airlines planes; cleaning, operating the business, and daily customer service. Skills acquired included vast understanding of managerial duties, assessment of financial, economical, and personnel policies, and application of foundation on learned business principles.
EXTRACURRICULAR ACTIVITIES:
Dean’s Undergraduate Advisory Council; Boy Scouts of America Eagle Scout; Gilbert T. Stephenson Trust Club; Local Community Service in North Carolina and Chicago; Student Government Association; Lundy-Fetterman School of Business Student Mentor Coordinator; Lundy-Fetterman School of Business Visitation Team; Intramural Sports.
Kevin Lerch
EDUCATION:
Campbell University, Master of Trust and Wealth Management: Expected Graduation in August 2012. Wake Forest University, Bachelor of Science in Business Administration: Graduated in May 2002. National Merit Scholarship recipient.
WORK EXPERIENCE:
Verizon Wireless, Retail Sales Consultant, April 2008 – Present. Main Duties: Develop and maintain client base, achieve and exceed sales targets, work with local team to attain company goals, assist with customer service and technical issues. Achieved 216% of target commission attainment in 2009 and 2010. Regional Winners Circle recipient for 2010. Developed plan for Regional Director of Operations to improve Key Performance Indicators for company sales staff. Auto-X Sales and Leasing Company, Sales and Finance Manager, July 2006 – November 2007. Main Duties: Procuring financing for automobile purchases, Managing sales and office staff of 6 employees, Inventory and supply purchasing and management, Maintaining company website and advertising budget. Apple Gold, Assistant General Manager, July 2005 – July 2006. Main Duties: Manage staff of up to 70 employees, Inventory and Cost management, Scheduling. Implemented cross-training program with kitchen and wait staff to improve overall efficiency. Reduced food cost in excess of budget by 32%.
EXTRACURRICULAR ACTIVITIES:
Alpha Sigma Phi Fraternity: House Marshall, Fundraising Chair, Assistant Treasurer. German Club. Intramural football, basketball, and soccer. Hobbies: Woodworking, Gardening, Golf, and spending time with my daughter.
Cody Lewallen
EDUCATION:
Campbell University; Candidate for Bachelor of Business Administration with a major in Trust and Wealth Management and a minor in Financial Planning. Expected date of graduation: May 2012. BB&T Scholars Program, Scott-Ellis Scholarship, Ernest T. Paskel Sauls Business Scholarship, Mary Paschal Scholarship.
WORK EXPERIENCE:
Campbell University Men’s Basketball Assistant Manager; Buies Creek, NC. Assist with completion of laundry on daily basis for fifteen players. In charge of locker room maintenance and cleanliness. Ensure players and coaches are equipped with all necessary equipment in order to perform for daily practices and games. Run the game clock and use video production to film all practices and games for the season for further evaluation Assist with player’s academic needs including helping with homework and acquiring tutors for specific academic subjects. U.S. Trust, Bank of America Private Wealth Management, Atlanta, GA. GWIM Summer Analyst. Summer 2011. Assisted Mid-Atlantic Client Relationship Team with completion of monthly Administrative Review Questionnaire’s, discretionary requests, setting up and deleting cash ticklers, death call checklists. Reviewed and interpreted trust documents to understand provisions pertaining to requests, and to complete Administrative Review Questionnaires. Using my discretion and personal relationship with the clients, presented client’s discretionary requests to trust committee on multiple occasions, and assisted with decision making regarding those requests that was in the best interest of the client. Effectively contributed to the total team effort by working with team members, portfolio managers, fiduciary specialist officers, and senior management whenever a complex client situation arose. Completed a Vault Audit Project that required networking with U.S. Trust associates outside of the Atlanta area, and required me to transfer specialty assets from one location to another to ensure client accounts were maintained at low risk, and were operating smoothly. Spearheaded 30 minute presentation to Senior Management enclosing vital information on saving time, money, and effort by using new technology to efficiently map routes for Trust Officers to use when they travel for client visits. High Point Bank, High Point, North Carolina. Summer Floating Staff. Summer 2009 and 2010. Duties included assisting customers with deposit and withdrawal transactions, verifying cash totals, balancing ATM’s and night deposits, and referring new business to bank. Provided friendly customer service to aid clients who needed further support with advanced personal banking requests. Helped Marketing Department with fund raisers to bring new accounts to bank and advertise upcoming events to community.
EXTRACURRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club, Lundy-Fetterman School of Business Student Mentor, Volunteer work on 9/11 Day of Service, Intramural flag football, basketball, and softball, Salvation Army Volunteer, Special Olympics Volunteer.
