Permanent Hires (M-W)
This page was updated (9/26/11).
Dennis McKinney
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning, Expected date of graduation: May 2012.
WORK EXPERIENCE:
Bingo Palace, Washington, North Carolina, runner, Summers of 2009-2010. Handled money, called numbers and dealt personally with customers. Chamber of commerce, Washington, North Carolina, Summer of 2010. Organized paper work, answered phones, cleaned, and helped with the toy drive. Harnett County hospice, Dunn, North Carolina, volunteer, school years of 2008- 2010. Filed papers, helped with promotional events, and ran miscellaneous errands for the supervisor. Roanoke Christian Service Camp, Washington, North Carolina, Camp counselor, Summers of 2005- 2008. Responsible for children ranging from 3-13 years old, led worship services, and organized events.
EXTRACURRICULAR ACTIVITIES:
Phi Beta Lambda (PBL), Trust Club, Campus Activities Board (CAB).
Cody Meacham
EDUCATION:
Campbell University, Buies Creek, North Carolina. BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation May 2012. Major GPA 4.0. Cumulative GPA 3.714. President’s List, Dean’s List, Southeastern Trust School Trust Management Scholarship, Branch Banking and Trust Scholarship, BB&T Scholars Program, Willis and Marguerite Gupton Scholarship, and Scott-Ellis Scholarship.
WORK EXPERIENCE:
US Trust, Bank of America Private Wealth Management, GWIM Summer Analysis, Atlanta, Georgia, June 2011-August 2011. Prepared discretionary and disbursement requests, administrative reviews, generation skipping checklists, and account open paperwork for Trust and Investment Management accounts. Gained a working knowledge of the operating systems; Trust Express, Trust Web, PACE, and First. Campbell University Campus Recreation Intramural Supervisor, Buies Creek, North Carolina, January 2010 to present: Open and secure facilities while providing supervision of overall facility and student staff. Maintain positive public relations and rapport with program participants. Coordinate emergency procedures and provide first aid in emergency situations. Know, follow, and enforce all policies and procedures of the Intramural Sports program and that of the Department of Campus Recreation. In addition, manage payroll for all student workers in the Intramural Department. David’s Produce, Sales Associate, Ellerbe, North Carolina 2006-2008: Worked independently while opening and closing the store. Established loyal clientele base using effective communication skills and proper management skills. Worked a cash register when needed. Stocked and ordered needed merchandise. Maintained a clean and healthy work environment. Traveled off site to local farmer’s market to set up and sale produce. Prioritized duties to maintain an efficient and orderly system for customers.
EXTRACURRICAL ACTIVITIES:
Gilbert T Stephenson Trust Club, Campus Activity Board Concert Chairman, Campus Activity Board Vice President, Relay for Life, Lundy-Fetterman School of Business Student Mentor Coordinator.
Ted Moore
EDUCATION:
Campbell University, BBA in Trust and Wealth Management: Expected date of graduation: May 2012. Dr. Cathy Truett Scholarship.
WORK EXPERIENCE:
Wells Fargo Wealth Management, Winston-Salem, NC, Front Office, May-August 2011: Responsibilities included reviewing trust documents, managing Investment Management Accounts, pledged Accounts, Irrevocable and Revocable accounts, working with SEI, Image View, Entering information in Word Excel, Organizing Fee project information for presentations, Consolidating nine-hundred Will File accounts, attending phone conferences, attending client meetings, assisting Trust Officers with preparing and sending out new Fee Schedules. May 2008-June-2011 Red Robin Restaurant, Wilmington NC, responsibilities included bussing tables, running food, restocking merchandise, assisting waiters/waitresses, and maintained cleanliness of store. May 2006-Pres DM Express Deliveries, Wilmington, NC. Duties included doing deliveries all over North and South Carolina, Filing papers, making receipts, and managing business banking accounts. America Home Mortgage, Duties included filing closed mortgage files, learning duties and process of refinancing homes.
EXTRACURRICULAR ACTIVITIES:
Campbell University Football, Intramural basketball, soccer and softball. Volunteer helper of Santa Cop and Cop camp with Wilmington Police Department and Hands on Wilmington.
Kelvin Murphy
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2012. Major GPA: 3.917. MBA GPA: 3.250 Scott Ellis Scholarship, Stephen Angel Ross Scholarship. President’s List, Pioneer Football League Academic Honor Roll.
WORK EXPERIENCE:
U.S. Trust, Bank of America Private Wealth Management, Atlanta, GA, GWIM Summer Analyst, June – August 2011. Worked with Trust Officers to complete Administrative Review Questionnaires, completed Generation Skipping Questionnaires, prepared fee exception forms, updated client profiles, prepared discretionaries, opened Trust and Investment Management accounts, completed “Know Your Customer” forms, assisted Trust Officers in drafting letters to send to clients. Attended weekly team meetings to discuss new business opportunities, attended investment review meetings. Worked with the Estate Settlement team to complete a project of closing an estate that resulted in the opening of nine trust accounts. Demonstrated proficiency on Bank of America’s computer systems; PACE, FIRST, Trust Web, Client Profile, CMO, E-Statements and KYC. U.S. Trust, Bank of America Private Wealth Management, Dallas, TX, Global Wealth & Investment Management Summer Analyst, June – August 2010. Responsibilities included reviewing trust documents, completing the UPIA Income Calculation for a number of trust accounts, preparing discretionaries and disbursement requests, Assisting Trust Officers in preparation for client meetings, attending phone meetings where clients were present, completing administrative reviews, as well as account opening and closing procedures. Tasks required becoming conversant with Bank of America’s computer systems; PACE, FIRST TrustWeb, E-statements and the UPIA Calculator. Lowe’s Home Improvement, Erwin NC. Duties included assisting customers in locating merchandise and determining the products that best fit their needs, restocking of merchandise, cashier duties and maintaining the cleanliness of the store. Dell Computers, Kernersville, NC. Duties included the managing inventory and keeping CPUs and memory chips neatly stocked. Krispey Kreme, Greensboro, NC. Duties included, managing customer orders, preparing food and working the cash register, while providing great customer service.
EXTRACURRICULAR ACTIVITIES:
Campbell University Division I Football Team.
Ashley Neal
EDUCATION:
Campbell University, BBA in Trust and Wealth Management pre-law, and Minor in Financial Planning: Expected date of graduation: May 2012. Presidential Scholarship; John C. and Ruth F. Sutton Scholarship; Dean’s List; National Youth Leadership Forum of Law attendee; Summer Ventures in Science and Mathematics attendee; Phi Alpha Delta Honor Society.
WORK EXPERIENCE:
Austin, Texas: Wells Fargo, Trust and Wealth Management Intern (Summer 2011). Assisted Trust Officers in the managing and administering of trust accounts by performing account reviews for IRR, REV, IMA, and Custody accounts. Completed generation skipping tax checklists, discretionary distributions, closing and transition accounts. Aided in an ongoing project that involved meeting directly with clients and beneficiaries, terminating an account, collecting the necessary tax and personal information, and corresponding with clients on a daily basis to answer any questions. Developed an understanding of SEI, TMT, TMM, CSS and DARS systems. Attended PTAC meetings, Conference calls and continuing CFTA education seminars. Port City Java, Southport, N.C: Assistant manager (2006-present). Responsibilities included: supervising a crew of four or more people, establishing professional relationships with customers and satisfying their inquiries in a proactive way. Balanced a cash drawer daily; deposited the restaurant’s profits; trained other employees; provided customer service in a chaotic environment; completed close-out procedures, such as calculating tips and register totals; sanitized the restaurant to meet FDA regulations; unloaded shipment orders; processed inventory; further developed my understanding of the Spanish Language.
EXTRACURRICULAR ACTIVITIES:
Phi Alpha Delta Honor Society, Trust Club, College Republicans, Teen Court, Volunteer Relay For Life, Volunteer Special Olympics, Volunteer with Hospice (translator), avid runner.
Taylor Neill
EDUCATION:
Campbell University, BBA in Trust and Wealth Management Pre-Law, Minor in Financial Planning: Expected Date of Graduation: May 2012; Presidential Scholarship.
WORK EXPERIENCE:
Asheville Audiology Services, Asheville, NC, Summer 2006-2009, Office Manager: Worked full time. Responsibilities included greeting patients, maintaining a cash drawer, making daily bank deposits, giving trouble-shooting advice for hearing aids over the phone, making patient appointments, filing insurance, escorting the handicapped/elderly, when necessary, to and from their seats and cars. Responsible for sending hearing instruments out for repair and completing the accompanying paperwork. Front Porch Restaurant and Catering Company, Elizabethtown, NC, Summer 2010-2011, Host, Caterer, Cashier: Responsible for seating and greeting people, keeping the buffet clean and full, responsible for setting up and breaking down for caterings, and accounted for a cash drawer.
EXTRACURRICULAR ACTIVITIES:
Adam Smith Club (Treasurer), CU College Republicans (Treasurer), Circle K International, Young Americans for Liberty.
Ilia M. Norowzi
EDUCATION:
Campbell University, BBA in Trust and Wealth Management/Pre-law, Minor in Financial Planning. Expected Date of Graduation: May 2012. Dean’s list; President’s list; Campbell University Presidential Scholarship.
WORK EXPERIENCE:
Merrill Lynch Trust Company, Summer Analyst, Pennington, NJ Summer 2011. Performed administrative reviews of trust relationships which involved verifying the accuracy of account coding details and reviewing the GST implications of the Trust by comparing account opening documents and Estate Tax returns with information on file. Interpreted the dispositive provisions in trust documents and determined applicability to both current income and remainder beneficiaries as part of a Crummey language review project including more than 1,200 separate Trusts. Cross-referenced securities held in trust account portfolios in order to correct cost basis inaccuracies. Performed date of death valuation updates. Submitted Discretionary Distribution Requests for approval by Market Trust Director. Recommended and justified approval/disapproval of discretionary requests based upon client tax returns, monthly budget forecasts, and provisions of the trust document. Analyzed account transaction history to ensure accurate disbursements from principal and income portfolios. Facilitated money movement through the ASAP system. Confirmed the distribution of 65-Day elections. Verified investment objectives were appropriate by considering time horizon, age of beneficiaries, account type, and distributions from the trust. The Fresh Market, Raleigh, NC May 2006-Present. Duties include working directly with store management to ensure efficient daily operations. Maintaining in-depth product knowledge and the ability to work and supervise employees in all departments including Meat, Seafood, Produce, Prepared foods, Deli/Cheese, Bakery, Grocery/Dairy, Coffee/Candy, Floral/Gift Center, Beer/Wine and Front End. Merchandising various distributions of perishable/non-perishable products according to corporate guidelines and store needs. Performing research on area competitors. Preparing gourmet dishes using seasonal products while demonstrating various cooking techniques to customers. Organizing product samples and cooking demonstrations in order to push sales; includes coordinating with department/store management to schedule employees for events, selecting products with high profit margins, cross -merchandising related products, providing oral/written feedback to upper-level management and marketing coordinators on events, and preparing/cooking gourmet food that appeals to a broad range of customers. Additional responsibilities include: calculating/recording daily and weekly sales, ordering supplies, performing maintenance upkeep and store repairs, customer resolution, training new employees, purchasing materials on a budget, delivering store cash deposits, and regular supervision of 5-10 employees. Campbell University Undergraduate Admissions Office, Student Ambassador/Admissions Counselor Student Intern, August 2008-Present. Duties include maintaining personal, e-mail, and phone contact with prospective and accepted students during the college application process. Daily use of spreadsheets and data management software to organize applicant files and extract information needed by various staff members. Maintaining strict confidentiality in regards to the personal, financial, and academic information of applicants and current students. Giving tours of Campbell University to prospective students and their families while tailoring campus visits based upon the interests of each student. Upholding favorable personal/professional conduct as a Campbell University student ambassador. Personal Chef, May 2010-Present. Duties include designing, customizing, and executing menus based on client desires. Purchasing ingredients/supplies on client budgets. Providing superior service to clients including event setup, food preparation, and cleanup.
EXTRACURRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club; Annual participation in fundraisers for the Juvenile Diabetes Research Foundation 2006-Present; Central Children’s Home of Oxford N.C. fundraiser.
Grayson Oakley
EDUCATION:
Campbell University, Buies Creek, North Carolina Graduation: May 2012 Candidate for BBA in Trust and Wealth Management Pre-Law, Minor in Financial Planning. GPA 4.0/ Eagle Scout, Deans List, President’s List, Scott-Ellis Scholarship, Thomas Jack Lynch Scholarship, Norman Adrian Wiggins and Mildred Harmon Scholarship, Dr. Ernest Paskel Sauls Business Scholarship.
WORK EXPERIENCE:
Cameron Village Shopping Center, Seagrove Pottery, Raleigh, NC May 2011-Present. Responsible for managing the store, including the following duties. Open and close the store. Prepare shipments, place special orders, and handle transactions (including maintaining the security of the cash drawer). Conduct routine maintenance. Assist in the training of new employees. Unpack and display products, reorganize product displays, and prepare product for gifting. Maintain a complete knowledge of all distributors, their product, product display, and product collection. Maintain a comprehensive familiarity of the surrounding area. Assist customers in locating their desired purchase. Campbell University, Department of Residence Life, Baldwin Residence Hall, Resident Assistant August 2010-May 2011. Bettered the livelihood and well-being of twenty-seven freshmen, personally, and approximately 100 residents, indirectly. Conducted and documented a safety, cleanliness, and maintenance report on a weekly basis. Enforced, upheld, understood, obeyed, and explained all Campbell University policies and regulations. Planned and executed numerous activities to enhance the spiritual, emotional, physical, and intellectual welfare of residents. Maintained a safe environment within the residence hall, promoting healthy, moral lifestyles. City of Raleigh, Department of Parks and Recreation, Camp Ranoca West, Raleigh, NC, Camp Counselor Summers 2009-2011. Completed seven weeks of day camp encouraging and helping youth, aged 6-12, to enjoy and experience nature. Assisted participants in the areas of creativity and character building on an hourly basis. Ensured safety and well-being of 15-20 children all day in an outdoor environment. Resolved conflicts, administered first-aid, directed hikes and physical activities, and monitored fluid intake and eating habits. Compiled and reported records of any injuries and behavioral incidents. Planned, organized, and led theme-based activities. Maintained camp equipment and facilities.
EXTRACURRICULAR ACTIVITIES:
Representative, Student Government (2008-2010), Member, Sigma Beta Delta (2010-2011), Gibert T. Stephenson Trust Club (2008-Present), Presidential Scholars Club (2009-Present) Fellowship of Christian Athletes (2008-2010), Intramural indoor and outdoor soccer (2009-2010) Inter-campus Men’s Bible Study (2010-2011).
Stephen Perrigo
EDUCATION:
Campbell University, BBA in Trust and Wealth Management: Expected date of graduation: May 2012.
WORK EXPERIENCE:
Wells Fargo Bank, N.A. Trust Center in Winston-Salem, NC, from June-August 2011. Internship allowed me to work closely with Trust Officers and Trust Administrative Officers to perform daily administrative duties. Focused mainly on account closings, discretionary distributions, and participating in conference calls. Perrigo Rentals and Construction, Mt. Holly, NC, summers 2004-2010. Worked in the office and out on maintenance calls, collected rent, assessed renter complaints for repairs, prioritized repairs for general contractor, and performed minor repairs and installations.
EXTRACURRICULAR ACTIVITIES:
Intramural soccer and volleyball, Skilled rock climber and hiker.
George Sharrar
EDUCATION:
Campbell University, Buies Creek, North Carolina. Candidate for BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: December 2011; GPA in major: 3.79. Alvin D. Wells Memorial Scholarship; Doris P. and Ray L. Myrick Business Scholarship; Fetterman, Lewis M & Annabelle L. Business #2 Scholarship; Dr. Ernest Paskel Sauls Business Scholarship; Barber, Joseph W & Dorothy Hicks Business Scholarship. President’s List (2011); Dean’s List (2010); Academic All-Conference, Atlantic Sun, Track and Field (2010); Coach’s Award, Track and Field (2009).
WORK EXPERIENCE:
GWIM Summer Analyst, U.S. Trust, Bank of America, Chicago, IL; June – August 2011; Responsibilities included presenting client information to a client at numerous in-house meetings with associates. Drafted and reviewed letters to be sent out to clients. Traveled to Nashville, TN to cover for a Trust Administrative Officer and assumed full responsibilities while they were out of the office. Worked with clients to ensure documentation was accurate and updated appropriately. Collaborated with associates to complete specific client request; reports, forms and account information. Determined a two day estate valuation for a client on five accounts; calculating the high and low average, accrued income and dividends received. Completed and reviewed co-fiduciary authorization letters and shareholder disclosure forms to have signed and returned by the co-trustee, plus updated and revised the system. GWIM Summer Analyst, U.S. Trust, Bank of America, Fort Lauderdale, FL; June – August 2010; Responsibilities included completing various web based courses in addition to the required courses to further my education in wealth management, mastered the computer base programs that U.S. Trust uses on a day to day basis; PACE, CMO, FIRST, ARS, DDI and Trust Web, reviewed Trust and Will documents and completed summaries for the Trust Officers, completed Generation Skipping Analysis which included working with the Tax Officer, completing the forms and reviewing and uploading the documents onto FIRST, completed PACE maintenance for a number of accounts, Tickler maintenance, corrected coding, and reviewed PACE to insure it was accurate with the Portfolio, filed an Estate in the Estate Settlement department, completed a Fee-Reprice project which included drafting and reviewing letters to be sent along with packets to Clients, worked with the daily cash flow reports and sweeping cash to cover overdrafts, worked on a Will file project, attended all meetings and conference calls, completed Future Fee Input Forms, Discretionaries, and ARQ’s both working and initial and account sweeps for daily cash flows, completed a Score Card project for the Trust Officers, worked on a Center of Influence project for the Trust Officers and Manager, drafted and Review letters to be sent out to Clients, created additional PACE beneficiaries for a number of accounts, completed a project for a Trust Officer Assistant for U.S. Trust’s annual Diversity Luncheon, updated CMO activities for the Trust Officers, issued payouts for a discretionary on Trust Web, worked with a Trust Officer on completing the opening process for two new accounts, that included conference calls with the Clients, Co-Trustee and Account Opening Office, drafting and reviewing letters to be sent to the Clients, Co-Trustee and Beneficiaries, reviewing and completing the proper paper work to open the two new accounts and uploading the documents onto FIRST and devised a way and completed a presentation for the Manger on how to cut cost with the daily cash flow reports and save paper. Barista, Swift Creek Café, Garner, NC; July 2009 – October 2009; Responsibilities included working as barista preparing various coffee drinks, plus kept clean and friendly environment, trained new employees on a variety of jobs, managed profits for that day’s income and prepared the Café for the next business day and made supply runs. Barista, Coffee Society, Buies Creek, NC; September 2007 – February 2008; Responsibilities included working as barista preparing coffee drinks and pastries, plus cleaned work environment, prepared the café for the following business day and managed profits for that day’s income and trained new employees. Employee, Rutherford Construction Inc., Raleigh, NC; May – August 2006, 2007, 2008; Responsibilities included accompanying the general contractor on bids to meet with clients on pricing and planning. Supervised people and prepared the job site for the day, plus made trips for supplies. Executed different jobs; roofing, framing, finish work and painting. Acquired knowledge of code requirements for framing, roofing, finish work and foundation.
EXTRACURRICULAR ACTIVITIES:
Track and Field Team (2007, 2008, 2009); Campbell University Choir, Campbell University Violin Ensemble; Campbell University Trust Club; Habitat for Humanity; Appalachian Service Project (2004, 2005, 2006, 2007); Jessica June Children’s Cancer Foundation; Pass it on Thrift Store (2007, 2008, 2009); Greater Chicago Food Depository.
Katelin Scro
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation May 2012; Overall GPA: 3.75; In Major GPA: 4.0, Dean’s List, President’s List, Phi Eta Sigma Honor Society, Scott-Ellis Scholarship, Administrative Dorm Scholarship, Peggy R. Lawrence Scholarship, Lewis M. & Annabelle L. Fetterman Business #2 Scholarship, Jerry M. & Betty B. Trust Scholarship, BB&T Scholars Program.
WORK EXPERIENCE:
U.S. Trust, Bank of America Private Wealth Management, Atlanta, GA, Global Wealth and Investment Management Summer Intern, June-August 2011: Researched and presented numerous discretionary requests to committee. Developed and presented an innovative process improvement idea entitled, “A Fiduciary Compass: Efficiently Navigating Our Clients.” Completed administrative account reviews and subsequently assisted TO’s with identifying and addressing issues. Reached out to clients, third parties, and business partners to request and obtain information through verbal and written correspondence. Successfully completed a vault audit project. Managed the First inbox and handled all incoming items of a vacationing TO. Reviewed accounts from a departed associate’s book and presented open items to the recipient of the new account. Managed the weekly death notification spreadsheet. Utilized the FSO’s when completing discretionary requests. U.S. Trust, Bank of America Private Wealth Management, Hartford, CT, Global Wealth and Investment Management Summer Intern, June-August 2010: Completed numerous discretionaries for annual net income/principal remittances and one-time principal payments. Created a discretionary for a spend thrift, wrote a letter informing the client of their high spending rate—the trust would not last for their lifetime, called the beneficiary to discuss their budget, and sat in on a conference call to the client. Wrote resignation letters for an incompetent co-trustee. Utilized Microsoft Excel for various projects: researched market values of a grantor retained annuity trust before and after the annual inception, verified that the cost basis coming out of a client’s account was the same going into the beneficiary’s account, researched and organized the amount of grants paid from a foundation and the gifts made from a charitable gift fund, and confirmed that numerous beneficiaries were receiving the correct amount of income. Attended estate review committee meetings, met with Estate Settlement, the Philanthropic Department, and Specialty Assets. Researched many governing agreements searching for language in reference to investment restrictions, how fees should be charged, same-sex marriages, and more. Completed a Uniform Principal and Income Act calculation, printed and mailed year to date transactions to a client, and edited information in PACE for the trust officer. PHH Mortgage Corporation, Mount Laurel, NJ, Wholesale and Correspondent Lending Residential Mortgage Division, Summer Intern, June 2007-August 2009. Responsibilities included input and update of client profiles in preparation for mortgage underwriting review, management and assignment of incoming scenario review requests, coordination of incoming client communications from various channels and application of Microsoft Outlook, Excel and Access and Adobe Acrobat to organize information.
EXTRACURRICULAR ACTIVITIES:
Campbell University Varsity Cheerleading, Athletic Scholarship Recipient, Phi Beta Lambda, Mentor for new business school students, Gilbert T. Stephenson Trust Club, Young Women in Transition Program, Relay for Life, Very Special Fine Arts Festival, volunteering at numerous elementary schools and fall festivals, and Operation in as Much.
Freddie Shine
EDUCATION:
Campbell University, Master of Business Administration, BBA in Trust and Wealth Management. Expected Graduation May 2012. UG Major GPA 3.750. Southeastern Trust School Trust Management Scholarship, Scott, B.C. Memorial Scholarship, Dr. Ernest Paskel Sauls Business Scholarship recipient. Dean’s List 200-2011. Pioneer Football League Academic Honor Roll 2009-2011.
WORK EXPERIENCE:
Bank of America Dallas, TX, GWIM Intern, Summer of 2011: Discretionary end-to-end processing, Assisted in sales, retention and new business opportunities, Updated Investment Policy Statement’s, and assisted with trust and investment pricing standardization fee project. St. Luke’s Church, Charlotte, NC, Volunteer Assistant Youth Manager, Summer of 2010: Duties included monitoring children on field trips, community service work, and organized games during recess. AppTechBiz Consulting Firm Charlotte, NC, Intern, Summers of 2009 and 2010. Assistant Manager of the marketing department in obtaining new customers, hosted web seminars for potential clients, and on-site computer repairs. Assisted in finding solutions for businesses, upgraded and installed programs for businesses. Taylor Glenn Assisted Living, Concord, NC, Assistant Chef, Summers of 2007 and 2008: Assisted in food preparation, stocking inventories and service. Organized seating arrangements for the dining hall, trained new employees, and assisted in health care.
EXTRACURRICULAR ACTIVITIES:
Member of Campbell University Division 1 football team-four years. Relay for Life Volunteer.
Garry Shuman
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected graduation: May 2012. Awarded the Presidential Scholarship, Lewis M. and Annabelle L. Fetterman Business #1 Scholarship, Presidents List, Sigma Beta Delta Honor Society, Phi Kappa Phi Honor Society, Dean’s Academic Excellence Cabinet.
WORK EXPERIENCE:
U.S. Trust, Bank of America Private Wealth Management, Raleigh, NC, Trust Administrative Officer Intern, June 2011 – August 2011. Achieved a working knowledge of daily transactions, including overdrafts, PACE coding changes, account and client information changes in Documents Direct information system, utilized the FIRST information system, processed discretionaries, disbursements, receipts and transfers. Daily duties also included performing ARQs and updating client profiles. Preparing spread sheets for client meetings. Researched accounts for their basis points for fee project. Assisted in opening new accounts, transferred out of state accounts, prepared asset transfer documents as well as all necessary documents for the client. Assisted in the stock gifting process for donors. Researched and studied many governing instruments including Rev. and Irrev. Trusts, IRA’s, IM’s, and Last Will and Testament’s. Worked with GST analysis and checklist. Created a product library for the Portfolio Managers to help better serve their clients Responsible for account archival; including IMs, Trusts, and Wills, and organized the vault. Attended meetings with COI’s and Fund managers and attended client meetings. Adapted to a dynamic environment and worked effectively among a team of professionals. At Lifestyle Technologies I held a position of Crew Leader responsible for contracts throughout multiple states. Trained new and existing employees. Performed successful debt collection. At Wiley Systems I held positions of increasing responsibility leading up to Crew Leader. Managed inventory and trained new and existing employees. I owned and operated Garry’s Lawn care. Supervised employees, managed books and payroll, daily scheduling, sales and service. Provided specialty programs for specific customer needs, payment schedules and managed account collections.
EXTRACURRICULAR ACTIVITIES:
Gilbert T. Stephenson Trust Club, Active member of the Clayton Church of Christ, Active in my children’s sport youth teams such as Basketball, Baseball, and Gymnastics.
Sloan Smith
EDUCATION:
Campbell University, Buies Creek, North Carolina. Masters of Business Administration, BBA in Trust and Wealth Management Pre-Law, Minor in Financial Planning. Expected date of graduation – May 2012. Overall GPA: 3.769.
WORK EXPERIENCE:
U.S. Trust, Bank of America Private Wealth Management. Boston, MA. Office of the Chief Fiduciary Intern. June 2011 – August 2011. Drafted a spreadsheet outlining action plans implemented over the past three years for the Compliance Assessment Program; summarized enterprise-wide Privacy Standards for the National Director of Fiduciary Policy and Governance; worked to clear vault exceptions as part of the dual vault reconciliation project; managed the Dual Vault Mailbox; prepared a comparison of vendors as part of the eldercare initiative in the product sector; classified ARS Mailbox questions by relevant themes; participated in the ARS System User Acceptance Testing. Campbell University. Buies Creek, NC. Lundy-Fetterman School of Business Graduate Assistant. August 2010 – Present. Responsibilities involve coordinating thirty student mentors and approximately two hundred new business students for three sections of BADM 100 – New Student Forum; assisting the Dean of the School of Business in preparing memorandums, letters, and publications to alumni and prospective students; planning events and student functions within the School of Business. U.S. Trust, Bank of America Private Wealth Management. Boston, MA. Trust Administrative Officer Intern. June 2010 – August 2010. Gained a working knowledge of the PACE, Trust Web, and FIRST computer systems as they related to the discretionary, money movement, and account coding processes; prepared discretionary action forms for beneficiary and remainderman requests; participated in Discretionary Panel Review meetings; completed Administrative Review Questionnaires, KYC (Know Your Client) Forms, UPIA reviews, and Account Profiles; assisted in account openings and closings; performed an account split for a substantial client relationship.
EXTRACURRICULAR ACTIVITIES:
Student Government Association, Dean’s Undergraduate Advisory Council, Gilbert T. Stephenson Trust Club, College Republicans, First Citizens Bank Young Women in Transition Mentee, School of Business Mentor, School of Business Mentor Coordinator, Phi Eta Sigma Honor Society, President’s List, Presidential Scholarship, BB&T Scholar, Bank of America Business Scholarship, National Beta Scholar, T.A. and Mollie P. Brooks Scholarship, Michael S. McLamb Business Scholarship.
Travis Smith
EDUCATION:
BBA in Trust and Investment Management with a Minor in Financial Planning Campbell University, Buies Creek, NC (Expected Graduation – May 2012) College Transfer Bladen Community College, Dublin, NC (July 2007 – December 2009).
WORK EXPERIENCE:
ILIT Support Trust Officer – Intern, Wells Fargo, N.A. Winston Salem, NC (May 2011– August 2011) Supported a group of Trust officers in pro-active administration of approximately 4000 Irrevocable Life Insurance Trusts. Completed address changes for over 1400 transitioned accounts. Completed Custody Trade Agreement Waivers project for all applicable accounts. Monitored transitioned accounts to ensure accurate information was displayed on the new system. Called insurance companies for information regarding insurance policies. Interpreted various fiduciary governing documents to determine compliant administration. Completed administrative account reviews. Assisted trust officers with correspondence to clients and meeting deadlines. VITA/TCE – Volunteer, Campbell University, Lillington, NC (January 2011 – April 2011) Assisted individuals with completing their income tax returns and learned various tax forms. Call Center Sales Associate, BB&T, Whiteville, NC (January 2008 – December 2009) Managed inbound/outbound calls for customer service call center. Achieved necessary sales goals. Assisted clients with opening accounts. Participated in courtesy calls to ensure proper customer service was being provided. Aided co-workers with day-to-day operations. Trained employees. Accepted internal call transfers for potential sales opportunities.
EXTRACURRICULAR ACTIVITIES:
Gilbert T Stevenson Trust Club, Presidential Transfer Scholarship, Life Rolls On Foundation, They Will Surf Again participant, National Wheelchair Basketball Association team, Relay for Life Volunteer, Adam Smith Free Enterprise Club.
Antonio Spears
EDUCATION:
Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of Graduation: May 2012. Study Abroad: Business Network, Santiago, Chile (May 2010) and London, England (May 2011); Future Business Leaders of America Scholarship, Williams, Henry E & Melba L. Hinson Scholarship, Harmon, Dr. Walter H & Genevieve L. Scholarship, Minority Business Leaders of Tomorrow Scholarship.
WORK EXPERIENCE:
US Trust, Bank of America Private Wealth Management, Los Angeles, CA: GWIM Analyst, June 2011-August 2011. Assisted two Trust Officers with managing 700+ client accounts that comprise an average account value of $5+ Million with a total net worth of $3.5 Billion. Prepared 12 High Net Worth Investment Management, Custody, and Trust Accounts for the OCC audit every 3 years which received a high approval rating. Gained knowledge of US Trust databases including: FIRST, TrustEase, TrustExpress, PGA, SharePoint, Marketplace, PACE,TrustWeb as they relate to discretionaries, dispersements, money movement, and etc. Organized “Entrepreneur Day” with Los Angeles Urban League helping 25+ underprivileged teens prepare business proposals and presentations for local competition. Dick Clark Productions, Santa Monica, CA: Head Corporate Alliances and Digital Media Intern, June 2009-Present. Prepared 20+ sales presentations and met with high sponsors for American Music Awards (AMAs), So You Think You Can Dance, Dick Clark’s New Years Rockin Eve; won sponsorship from Coke and Vevo for 2010 AMAs.Worked with CEO and VP of Corporate Alliances to plan for the AMAs Red Carpet and Gift Lounge ensuring that each celebrity gave interviews, performances, and used social media for sponsorship purposes. Revitalized a more user friendly ratings Excel database for Hit Television Show So You Think You Can Dance. Harnett County Public Library, Lillington, N.C: Library Program Specialist, February 2008-Present. Facilitated workshops such as Beginners to Computers, Social Media 101, and Self Improvement (Dr. Stephen Covey) to increase knowledge and social gathering in surrounding communities. Led online marketing program and convinced library leadership of importance of having an online presence via social media therefore creating the Harnett County Public Library Facebook Page (600+ Fans). Helped 500+ displaced and unemployed patrons create resumes and set up email accounts that accounted for job employment successes.
EXTRACURRICULAR ACTIVITIES:
Missionaries of Charities, Founded by Mother Teresa, Kolkata, India (December 2010). Ghandi English Camp for Gypsies, Pecs, Hungary (May 2009). Campbell News Network/Campbell Times: Anchor, Producer, Video Journalist, May 2011-Present. Quality Enhancement Plan (QEP): Campbell University Accreditation Member, January 2009-May 2011. Campbell University Student Government Association: Freshmen Class President, August 2008-May 2009. Campus Activities Board: Executive Overseer, Executive Secretary, & Concerts, August 2008-Present. Kiwanis, Circle K International: Chapter President & Treasurer, August 2008-Present.
Jacob Stewart
EDUCATION:
Campbell University, Master of Trust and Wealth Management: Expected date of graduation August, 2012. Liberty University, Bachelor of Science in Business Management: Date of graduation December, 2010. Undergraduate GPA 3.36.
WORK EXPERIENCE:
Continental Management Company LLC. March 2008 to Aug 2011. Title: Estate/House manager. Duties included overseeing the operations of two multi-million dollar residential properties owned by CEO of Continental Resources Harold Hamm. Operations at these properties included overseeing one employee, as well as overseeing the numerous contractors that came to work at the houses, and this position was also responsible doing errands for the Hamm family as needed. United States Marine Corps Reserve, June 2005 to June 2011: Deployed to Iraq from April 2009 to September 2009. Started out as a private and was promoted to through the ranks to sergeant, earning the billet of infantry section leader. The responsibilities of a section leader include overseeing the training and welfare of 12-18 infantry marines, accountable for gear, logistics, and administrative issues for each marine in the section. Heritage Hills Shopping Center, January 2004 to March 2008. Title: Groundskeeper, duties included overseeing the landscaping and maintaining the professional appearance of the shopping center.
EXTRACURRICULAR ACTIVITIES:
Certified running coach through Road Runners Club of America, running half marathons, 10k’s and 5k’s, playing the cello in a string quartet.
James Whitley
EDUCATION:
Campbell University, BBA in Trust and Investment Management, Minor in Financial Planning: Expected date of graduation: July 2012. GPA: 3.28. In Major: 3.5.
WORK EXPERIENCE:
Smith Farms Inc. Goldsboro, NC. May- August 2005, May- August 2006. Duties included, but not limited to, running heavy equipment, and assisting in the production, and harvest of corn, soybeans, and tobacco. Responsible for working independently, or as part of a team. Eastern Wayne High School FFA Program. Goldsboro, NC. May- August 2007.May-August 2008. Duties included assisting, and supervising the propagating, growing, maintaining, and sale of the plants; also responsible for the general maintenance and upkeep, of the growing and, sales facilities. Showed ability to lead, and assist. Ann’s Diamond Center September 2010- January 2011. Responsible for simple watch repair and engraving. Assisted management in administrative duties. Guided customers through the buying process.
EXTRACURRICULAR ACTIVITIES:
Student Ambassador- 3rd National Conference on Restorative Justice, College Republicans, Member of Hood Swamp Friends Meeting.
Adam Willets
EDUCATION:
Campbell University, BBA in Trust and Wealth Management. Expected date of graduation: December 2011. Major GPA: 3.167. Dean’s List, Pioneer Football League Academic Honor Roll, BB&T Scholars Program Direct Aid Scholarship, Margaret Ann Chason and Walter James Wiggins Memorial Scholarship, Southeastern Trust School Trust Management Scholar.
WORK EXPERIENCE:
U.S. Trust, Bank of America Global Wealth and Investment Management, Dallas, Texas. Summer Analyst June – August 2011. Responsibilities included shadowing TOs and TAOs, reviewing trust documents, completing Administrative Reviews, preparing discretionaries and Other Discretionary Action Matters (ODAMS), as well as Account Openings and Closings. Tasks required becoming proficient with Bank of America’s computer systems; PACE, FIRST, Trust Web, ARS, KYC’s. Assisted Trust Officers with day-to-day operations and participated in weekly sales calls, trust officer meetings, and investment calls, experienced regional audit and the OCC dealing with bank regulation, and assisted Trust Officers in preparation for client meetings. Campbell University Campus Recreation, Buies Creek, North Carolina, Fitness Center Attendant, Fall 2011. Responsible for checking in students and making sure proper safety is used when operating fitness equipment. Southeastern Trust School, Buies Creek, North Carolina, Student Assistant, Summer 2010. Provided to the needs of adult students inside and outside the classroom, attend all class sessions. Campbell University Campus Recreation, Buies Creek, North Carolina, Intramural Sports Umpire and Score Keeper, 2010-2011. Umpiring softball games. Keeping score for basketball games. LJ Enterprises, Burlington, North Carolina, Mechanical Installer, Summer 2007-2009. Duties included providing customers with the best possible rack installation and customer service available, specialized in rack storage system installation, moving and relocating existing storage systems, installing decking, operating scissor lifts. Boswell’s Landscaping, Burlington/Greensboro, North Carolina, Landscaper, Summer 2002-2009. Performed quality lawn and landscaping care to residential and commercial customers, responsible for meeting customers’ satisfaction in their lawn, distributed mulch and pine needles, planted requested flowers and shrubbery.
EXTRACURRICULAR ACTIVITIES:
Member of Campbell University’s Varsity Football Team, Lundy-Fetterman School of Business Mentor, Member of Phi Eta Sigma Academic Honor Society, Watch List for Fred Mitchell Outstanding Place Kicking Award 2010 and 2011, Unity Council Member for Campbell’s Football Team, Member of FCA, Campbell University Orientation Volunteer, Relay for Life Volunteer, Operation Christmas Child Warehouse Volunteer, Intramural Basketball and Softball.
Mary Rose Willis
EDUCATION:
Campbell University, Master of Trust & Wealth Management, August 2012. University of Kentucky, Lexington, KY, BBA in Finance, BA in Arts Administration, 2001. American Institute of Banking – Principals of Banking, Consumer Banking, Commercial Banking. Held NASD Series 7, NASD Series 66, currently hold NC Life/Accident & Health Insurance Licenses. College of Financial Planning, Accredited Asset Management Specialist - 2004, anticipated CFP®- exam November 2012.
WORK EXPERIENCE:
First Citizens Bank & Trust Company (Greensboro NC), Assistant Vice President, Financial Service Officer, Financial Service Manager, Financial Service Representative, 2005 - Current. Manage retail and business banking relationships, sales support, branch/customer relations and daily branch risk mitigation activities for downtown office. Interface effectively with clients, providing business and retail loans, referrals to partners for business & treasury services, wealth management, insurance and mortgages. Consistently achieve and exceed expectations. Communicate and implement inside marketing and business development plans. Maintain open communication and positive relationships with associates and partners. Build strong networks within the bank, professional groups and in the community. Effectively manage time, contacts and opportunities. Earn credibility, respect and allegiance of others. Demonstrate versatility. Ability to examine, diagnose and solve difficult problems. Organize and deliver an effective sales presentation geared to customer’s situation, addressing customer concerns, solving customer problems and emphasizing product features. A.G. Edwards & Sons (Cincinnati OH), Financial Consultant, 2004-2005, Structured financial plans by analyzing debt and equity securities to meet time horizon, risk tolerance, and investment objectives. Identified problem areas in existing portfolios and created solutions to manage risk. Generated 100% of personal business development leads. Citizens Bank of Northern Kentucky (Newport, KY), Assistant Branch Manager, 2001-2004 Supervised branch tellers. Promoted sales and cross-selling opportunities for products and services, including investment, trust, and estate planning services. Demonstrated leadership and made sound decisions in daily operations among bank executives. Developed new business relationships while servicing existing customers. College Internships - Disney College Program, Orlando FL, Chicago Mercantile Exchange, Chicago IL
EXTRACURRICULAR ACTIVITIES:
Member/Volunteer – Junior League of Greensboro , Member – Greensboro Dogwood Garden Club, Volunteer – Victory Junction Camp, Randleman, NC. Volunteer/Participant - Leukemia Lymphoma Team in Training, Charlotte Tri Latta Triathlon, June 2011. Enjoy reading and travel. Willing to relocate.
Jeremy Winters
EDUCATION:
Campbell University, BBA Pre-Law Trust and Wealth Management Expected date of graduation: May 2012 GPA 4.0 Presidential Scholarship, NC Baptist Scholarship, Thomas Jack Lynch Scholarship, Lewis, Annabelle Fetterman Business Scholarship, Major Sam Byrd Trust Scholarship, Hensdale Scholarship, President’s List, Dean’s List, Sigma Beta Delta, Phi Kappa Phi.
WORK EXPERIENCE:
Executive Intern, U.S. Trust, Charlotte, N.C. Worked under N.C. trust market executive as a trust administrative officer. Processed client request, including but not limited to: distributing funds, making retirement contributions, making informational changes to existing accounts and assisting in opening accounts. Maintained and facilitated the moving of hundreds of confidential documents. Compiled and analyzed data provide by associates. Determined and proved the amount of discretion available to a trustee. Prepared information for an OCC audit. Completed administrative reviews for trust accounts. Farm services manager, Jackson Farms, part/full time, from 2006 to present. Oversee, manage, plant, cultivate, and harvest hundreds of acres of corn, cotton, soybeans, and wheat. Learn, provide, and administer technical information in the maintenance and repair of farming machinery. Mix and administer restricted pesticides and herbicides for crop storage, protection and “burndown” applications. Organize the storage and removal of several thousand bushels of crops. Compute the applicable insurance for each crop every season. Provide complex technical, fundamental, and trend analysis of spot and future commodity markets for the hedge of crops and production costs. Research innovative planting and harvesting methods for efficient farming. Analyze express warranty and grower specifications for new crop products.
EXTRACURRICULAR ACTIVITIES:
Gilbert T Stevenson Trust Club, Presidential Scholars Club, Phi Alpha Delta Pre-Law Club, Student Government Association (Freshman Class Representative, Commuting Student President, Executive Vice President, Executive President of the Student Body), Phi Beta Lambda, Adam Smith Club.
