TRUST & WEALTH MANAGEMENT
| 2018 – 2019 |
PERMANENT HIRE
PLACEMENT BULLETIN
Candidate List
Please feel free to scroll through the bulletin to view all of our talented students, or
click a name below to be taken directly to that bulletin listing.
Cody Alford
Cooper Andrews
Kylee Arno
Noelle Beattie
Zachary Benton
Sarah Boyette
Samuel Butts
Jim Carr
Spencer Currier
Jack Fendrick
Colin Gary
Marin Goodwin
Sean Hall
Christopher Hill
John David Hodges III
Ian Ikner
Justin Johnson
Morgan Larner
Samantha Lowder
Parker Lucas
Matthew Massengill
Tia Moore
Skyler O’Connor
Ashley Pallang
Cole Pauley
Summer Rhodes
Jack Ryan
Megan Sabatino
Taylor Schmaltz
Grant D. Seger
Mary Catherine Starnes
Dylan Sugg
Trevor Thornton
Abigail Wadman
James Wilson
Alex Yarem
Charles Yates
Cody Alford
EDUCATION
Campbell University, Master of Business
Administration, B.B.A. in Trust and Wealth
Management, Minor in Financial Planning; Graduation:
May 2019; Overall GPA: 3.769. Major GPA: 3.917
President’s List, Dean’s List, Presidential Scholarship,
Paschal, Mary Scholarship, Sauls, Dr. Ernest Paskel
Business Scholarship, Williams, Henry E & Melba L
Hinson Scholarship, Surles, L. Stuart Business
Undergraduate Scholarship, Prillaman, Gregory Lee
Trust Business Scholarship, David D. Butler Trust
Scholarship.
WORK EXPERIENCE
SunTrust Banks Inc, Private Wealth Management
Intern, Chapel Hill, NC, May 2018-August 2018.
Responsibilities included leading and completing an
IRA Repapering project for all clients of SunTrust.
Completed Beneficial Ownership Forms for Trusts to
satisfy the Bank Secrecy Act. Assisted with a Legal
Review Case for a Generation Skipping Trust in which my opinion was given to the head of the
Legal Department for SunTrust. Helped with administrative duties including accepting mail
deliveries and filing papers into the online system. Capitol Financial Solutions, Sales Associate,
Raleigh, NC, March 2017-July 2017. Responsibilities involved analyzing client portfolios and
suggesting different asset classes to ensure appropriate asset allocation. Provided bandwidth to
the advising team in client segmentation, as well as developing potential clients and prospects.
Completed database for university employees for all of UNC affiliated colleges that met the
criteria. Attended training sessions that focused on enhancing phone skills, interpersonal
language, and face-to-face client interaction. Updated client information as needed. Input client
profiles into SmartOffice for electronic safekeeping. Alford’s Appliance Repair Service,
Appliance Repair Assistant, Wendell, NC, June 2016-August 2016. Responsibilities included
working on appliances such as refrigerators, ovens, dryers and microwaves. Picking up parts that
were needed in Raleigh. Assisted with writing down calls from customers.
EXTRACURRICULAR ACTIVITIES
Lundy-Fetterman School of Business Student Success Team Member, Gilbert T. Stephenson
Trust Club, Adam Smith Club, Phi Eta Sigma National Honor Society, Campbell University
Bible Study Small Group, Campbell University Intramural Sports
Cooper Andrews
EDUCATION
Campbell University, BBA in Trust and Wealth
Management with Master of Business
Administration Expected graduation: May 2019.
Overall GPA: 3.12. Scott Ellis Scholarship, Home
Builders Association Scholarship, Southeastern
Trust School Trust Management Scholarship
WORK EXPERIENCE
Wells Fargo, Intern, Real estate asset management
(Houston, TX) June & July 2018. Reviewed and
archived old real estate agreements and documents.
Traveled to other Wells Fargo real estate offices in
Victoria and Austin, TX to shadow the management
of other commercial, farm & ranch, and oil & gas
properties. Also reviewed insurance adjustments of
residential properties affected by hurricane Harvey.
Coop’s Cuts Landscaping, owner (Smithfield, NC)
August 2011-present. Planned future and current
landscaping tasks. Complete routine maintenance
and ground-up redesigns. Record earnings and expenditures using Excel. Promote business
through social media (Facebook & Instagram). North Carolina Department of Revenue, Intern
(Raleigh, NC) June & July 2017. Researched withholding taxpayers in the interstate department.
Researched taxpayers within the Alcoholic Beverage Commission on sales and use tax. Prepared
notes based on my research for field auditors. DOK Farms, associate/operator (Princeton, NC)
May-July ’16 & ‘17. Cultivated and prepared soybean land. Planned, prepared and sewed
soybean crops. Repaired equipment associated with the company. Old Mill Stream Nursery
Landscaping LLC, associate/operator (Newton Grove, NC) Summers 2014-2015. Lead a
landscape maintenance crew throughout central NC. Operated equipment to mow lawns, move
mulch and to lay sod.
EXTRACURRICULAR ACTIVITIES
Kappa Sigma Fraternity member, Campbell University; Intramural participant, Boy Scouts of
America; district board of review (Eagle Scout).
Kylee Arno
EDUCATION
Campbell University, BBA in Trust and Wealth
Management: Expected date of graduation: May 2019:
GPA: 3.079. Scott Ellis Scholarship, Campbell
University Women’s Soccer scholarship.
WORK EXPERIENCE
BPAS, Utica, New York, summer 2018 Internship as a
document specialist. Duties consisted of reading and
composing VEBA (Voluntary employee;s beneficiary
association) fir HRA and PRA documents. Created
checklist specific to VEBAs that included ERISA, non
ERISA, single employer, etc. Completed peer checking
on 404a5 notices to verify the accuracy of the data
regarding plan funds, funds ratios, expenses, and fees.
Reviewed VFCP documents, contacted clients and
employers, mailed documents to the Government,
employers, and clients, and assisted in drafting multiple
typed of contracts. Extracted data to and from
documents, folders, and three separate data bases
(customized folders, OMNI, PTM). Updated/created
documents for clients to have a clear understanding of the process, send in and or approve
information, sign, and or send a check to make sure all steps are done correctly. Calculated
VFCP correction amounts through the United States Department of Labor to ensure an accurate
total for the Government and the client. Attended department meetings once every two weeks.
Assisted in leading and drafting the agenda for a department meeting. Albany RV, Latham, New
York, summer 2017, receptionist and DMV work. Duties consist of making
initial/refund/transfer deposits, maintaining the front counter which included; printing/handing
out salesmen letter, making sure there was enough deal jackets and customer folders, keeping the
newsletters and brochures ready, available, and legible. I also monitored checkins for the new or
transferred units (RVs). I also kept up the inventory by taking pictures of the units and uploading
them to the website along with a description; I also went through pending deal that needed DMV
titles, lien releases, bank statements, and or approvals. For the DMV side of the job I would fill
out paperwork for customers and physically go down to DMV to get the paperwork processed,
along with titles, MV-82s, MV-50s, licenses, and became a power of attorney for many
customers.
EXTRACURRICULAR ACTIVITIES
Campbell University Women’s soccer team (2015-current), Night to Shine special needs prom,
Campbell University RANSOM, East Greenbush Soccer Club assistant coach, BPAS Documents
department road races.
Noelle Beattie
EDUCATION
Campbell University, BBA in Trust and Wealth
Management, Minor in Financial Planning. Expected
date of graduation: May 2019; GPA: 3.081. Dean’s
List, Presidential Scholarship, Phi Eta Sigma Honor
Society.
WORK EXPERIENCE
SunTrust Bank, Fiduciary Services Intern. (Orlando,
FL) June 2018 – August 2018. Coordinated with
various specialized wealth service areas within the trust
center including; Personal Trust Services, Estate
Settlement, Real Estate, and Foundations and
Endowments. Responsibilities included performing
annual account reviews for Regulation 9 compliance,
analyzing and presenting discretionary requests,
processing beneficiary distributions, departmental cash
balancing, reviewing overdraft reports, and interpreting
trust documents. Assisted the Foundations and Endowments department with reviewing
applications and determining funding amounts, also aided Trust Advisors with performing legal
and risk search. Collaborated with senior level professionals such as Risk Managers, Estate
Specialists, Specialty Asset Managers, Client Advisors, Portfolio Managers, and Trust Team
Managers. Gained experience using iWork imaging, Advisor Desktop, SunTrust Portfolio View,
Customer StrataStation, Trust 3000, Adobe PDF, and Sales Force. Campbell University, Ticket
Office, Supervisor (Buies Creek, NC) August 2017 – Present. Student worker, August 2015 –
August 2017. Responsibilities include effectively managing and assisting student workers during
athletic events, performing general office duties, promoting and selling group packages and
season tickets, managing and balancing event money. Cape Fear Fitness (Lillington, NC) June
2017 – Present. Responsibilities include completing day to day office tasks such as making
copies, taking inventory, creating new contracts, and greeting customers when they first walk in
the door. Buies Creek Astros, Merchandise Manager (Buies Creek, NC) April 2017 – September
2018. Responsibilities included managing, organizing, and keeping a count for all merchandise
sold and bought throughout the season, overseeing money for merchandise before, during and
after games, and training new staff members on sales processing. Belk, (Sanford, NC) May 2014
– August 2016. Responsibilities included assisting customers in selecting merchandise while
meeting a monthly sales goal. Completed an annual inventory and helped put together displays
following planograms.
EXTRACURRICULAR ACTIVITIES
Alpha Delta Pi: Founding Member, Scholarship Chair (2017-2018), Property Manager (2016-
2017), Intramural Sports, Campus Activities Board: Homecoming committee, Spring-Fling
committee, Personal Relations committee, Concert committee.
Zachary Benton
EDUCATION
Campbell University, BBA in Trust and Wealth
Management, Expected date of graduation: May of
2019. Campbell University Presidential Scholarship,
Administrative Scholarship, Out of State Residential
Scholarship.
WORK EXPERIENCE
Century 21 Realty Sales Intern in Sunset Beach, North
Carolina Summer of 2015. Prepared documents of sale;
filed various forms, reports; prepared and presented
houses to potential clients; scheduled and planned
meetings for multiple real estate agents; shadowed
agents in meetings with bosses and clients. McClure
Realty Rental Intern in Ocean Isle Beach, North
Carolina Summer of 2015. Prepared and presented
lease documents; assisted clients with various issues;
performed administrative duties received from realtors;
assessed and organized lease agreements as well as other forms; shadowed agents in meetings
with clients as well as throughout daily activities. Dining room head at Hibachi and Co.,
Lillington, NC summer 2018 to present. Managed customers in and out to create greater
turnover, thus greater profits.
EXTRACURRICULAR ACTIVITIES
Member (2016-present) and Intramural Chair (2016-2017) of Kappa Sigma Fraternity, President
of Club Soccer – Campbell University, Volunteer at animal shelter 2013-2014
Sarah Boyette
EDUCATION
Campbell University, BBA in Trust and Wealth
Management, Minor in Financial Planning, Expected
date of graduation is May of 2019, Cumulative GPA of
3.072, Presidential Scholarship, Mary Paschal
Scholarship.
WORK EXPERIENCE
AAFMAA. Reston, VA, and Fayetteville, NC. Summer
2018, Intern Wealth Management. Analyzed client
performance reports, reviewed portfolios, analyzed
asset allocation and performed security research. Made
investment recommendations based on analysis.
Completed security selection project and made
presentation to company management.
Triad Forklift, LLC, Asheboro, NC, May 2014-August
2017, Administrative and Accounting Assistant.
Assisted with daily tasks including answering
telephones, answering customer questions, and
scheduling of employees. Performed physical inventory
and reconciled inventory. Assisted with accounts payable, accounts receivable, and bank account
reconciliations.
EXTRACURRICULAR ACTIVITIES
CCH Mock Trial Team, Asheboro, NC, June 2012 - Current, Past Team Member and Current
Mentor. Won team awards and individual awards at regional, state and national levels including
best attorney in NC championship trial round as chosen by a member of the NC Supreme Court
and top ten attorney in the nation for senior year of high school. Serve as a mentor to the team
and guest judge for trial scrimmages while in college. Volunteered as a counselor for the Center
for Civic Education Mock Trial Camp at UNC-Chapel Hill and as a staff member for the Empire
Mock Trial World Invitational, New York, NY. Barahona, Dominican Republic Orphanage.
August 2018, December 2017, March 2015. Volunteered in orphanage helping with all aspects of
care including cooking, tutoring, mentoring, and medical assisting. Developed fundraiser and
raised $1,800 for orphanage. NC Rotary District 7690, 2015, First place in speech contest.
Organized bone marrow donor drive. Served as church liturgist.
Samuel Butts
EDUCATION
Campbell University, BBA in Trust and Wealth
Management, Minor in Financial Planning. Expected
Date of Graduation: May 2019. Overall GPA: 3.344.
Presidential Scholarship, Paschal, Mary Scholarship
WORK EXPERIENCE
UPS Driver Helper, December 2015. Delivered
packages to residents during the busy holiday time.
Duties included take the packages off the truck,
scanning the package, and taking it to the resident or
business. Your Event Source! (YES!), June 2017 –
July 2017. Set up events for holidays and special
events such as the fourth of July. Duties included
driving to the location with the crew, unloading all the
events and games, setting the events up, managing
them, and then breaking the events down and returning
to the warehouse. Davidson College Men’s Soccer
Camp Coach, June 2016,2017. Coaching young kids
how to play soccer during the summer camps at
Davidson College. Helping with getting the kids to and
from the dorm where they stayed and led practices. Excel Truck Group, June 2018 – August
2018.
EXTRACURRICULAR ACTIVITIES
Campbell University Varsity Men’s Soccer Team 2015-2018, Operation Inasmuch, Camp Soar.
Jim Carr
EDUCATION
Campbell University, Buies Creek, North Carolina,
BBA in Trust in Wealth Management, Expected Date
of Graduation May 2019, Hope Scholarship
WORK EXPERIENCE
Wachesaw Plantation Club- May-August 2018
Pawleys Island, SC Worked as a bag drop/ cart boy.
Accomplished the same tasks as the prior summer, just
at a different course. The Reserve Golf Club- May-
August 2017 Pawleys Island, South Carolina May-
August 2017, Worked as a bag drop assistant,
Unloaded and Loaded golf bags, Picked and restacked
the driving range, and Washed and cleaned out golf
carts after they were used. Learned how to
communicate with new people on a daily basis.
Sharpened my people skills while talking back and
forth with the members of the club. Palmetto Shine-
May-August 2017 Car detailing business out of
Pawleys Island, South Carolina. Performed wash, clay
bar, compound, 2 step polish, sealant, glaze, wax, and
color enhancing to brighten and protect the vehicles paint. Promoted our work through social
media such as Instagram, Facebook, and a website. Jim’s Cuts-summer 2015-summer 2016
personal grass cutting business that was used as a summer job. Documented all of my work and
if customers have paid up to date. Groomed the yard from cutting grass to trimming bushes.
Responsibility was the key to this business
EXTRACURRICULAR ACTIVITIES
Boy Scouts of America Eagle Scout Award, Kappa Sigma Fraternity, Quarterback on Intramural
football team, Point guard on Intramural basketball team. Methodist Men Service Team
Spencer Currier
EDUCATION
Campbell University, BBA in Trust & Wealth
Management. Expected Date of Graduation: May
2019. Overall GPA: 3.167. Dean’s List, Presidential
Scholarship, Campbell University Scholarship
Competition Text Book Scholarship.
WORK EXPERIENCE
Vector Marketing, Cutco Cutlery Salesman, August
2015. Memorized sales pitches to perform in front of
households in the hopes of selling high-grade cutlery.
Entrusted with the responsibility to create weekly to bi-
weekly schedule and capitalize on appointments by
making sales. Charlotte Lawn Maintenance, inc.,
Landscaper, Fall 2016. Worked long shifts traveling
from house to house all over the city of Charlotte.
Expected to adequately complete lawn care services
such as, leaf-blowing, cutting grass, edging sidewalks,
bagging excess debris, and spreading pine cones by
hand. Laurel Oak Farm Dog Kennel, Maintenance
Upkeep, May 2017 – Present. Memorize cleaning
procedures of a variety of instruments of upkeep such as, large dog kennels, smaller hotel
kennels, grooming areas, and outdoor turf. Handle front desk operations such as charging
customers through an online database and credit card machine. Handle customer service issues
and regular customer-employee interaction on a day to day basis and be well-versed in the
importance of relationships in service providing companies. Lastly expected to care for upwards
of 40 dogs at a time while cooperating with the assigned team on that specific shift.
EXTRACURRICULAR ACTIVITIES
Campbell University Men’s Soccer Program, Player, August 2015 – December 2016
Jack Fendrick
EDUCATION
Campbell University, Masters of Business
Administration, B.B.A. in Trust and Wealth
Management, Minor in Financial Planning:
Expected date of graduation: May 2019;
Undergraduate GPA: 3.9. Major GPA: 4.0. Graduate
GPA: 3.5. President’s List, Dean’s List, Presidential
Scholarship, Thomas Jack Lynch Scholarship,
Administrative On-Campus Housing Scholarship,
Carolina Credit Union Foundation Scholarship, T.
Harry Gatton Trust Scholarship, Ernest Paskel Sauls
Business Scholarship, Southeastern Trust School
Trust Scholarship, Janice Daniels and Clifford
Russell Miller Scholarship, Grace White and Gilbert
Thomas Stephenson Business Scholarship.
WORK EXPERIENCE
People’s United Advisors, Wealth Intern; (May
2018-August 2018). Assisted in development of
client proposal template. Created economic data
aggregation and sorting tool in Excel. Assembled info for client meetings including; net worth
and cash flow statements, estate plan bequest flow charts, and annual investment reviews.
Performed administrative tasks including gift notifications, and new account openings. Observed
client meetings with wealth and institutional clients. Familiarized with Morningstar Advisor,
Direct and Report Portal. Worked with numerous positions including; wealth advisor, trust
officer, trust administrator, portfolio manager, and private banker. Attended intern symposium
held by Strategas in Manhattan. Presented a summary of my experience to fellow interns and on
a non-profit prospects project at the Quarterly Sales Meeting in front of senior management and
wealth advisors. Branch Banking and Trust, Wealth Intern; (May 2017-August 2017). Assisted
with administration of ILIT and IRA Accounts including; initial account reviews, administrative
account reviews, and Crummey letters. Learned how to navigate AddVantage and Wealthview.
Educated about tax, open/close, trust operations, real estate and special assets groups’ processes.
Shadowed wealth and private groups. Met with clients and learned about the roles of trust
officers, advisors, and portfolio managers. Introduced to financial planning and life insurance
process. Researched project and presented on findings and overall experience to senior
management at conclusion of internship. Harris Teeter, Front End Associate; (May 2012-May
2017). Operate Cash Register. Oversee Self-Checkout Registers. Assist with Online Shopping
transactions. Solve customer problems and answer customer enquiries. Pack customer orders and
assist them outside. Deliver groceries to customer’s home. Ensure cleanliness of department.
Work with other departments upon request. Town of Cary/USA Baseball, Athletic Aid III; (May
2016-October 2016). Supervised Coleman Field at USA Baseball National Training Complex
during NCAA Division II World Series as well as other events. Helped setup for DII World
Series. Provided Athletes with Gatorade and Ice Coolers. Ensured park rules are being followed.
Sold team apparel and kept inventory of merchandise during DII World Series. Assisted in
facility clean up at event’s conclusion. Operated scoreboard and kept scoresheet for recreational
league games as well as 13U National Team Identification Series. Supervised facility during
weekend tournaments.
EXTRACURRICULAR ACTIVITIES
Lundy-Fetterman School of Business Peer Mentor (Freshman Seminar and Philosophy of
Business), Lundy Fetterman School of Business Student Success Team, Campbell University
Residence Life Lobby Attendant, Phi Eta Sigma National Honor Society, Honor Society of Phi
Kappa Phi, Gilbert T. Stephenson Trust Club, Adam Smith Club, Catholic Student Association,
Campbell University Intermural Sports, Campbell University Bible Study Small Group,
Volunteer with Brown Bag Ministry
Colin Gary
EDUCATION
Campbell University, Master in Business
Administration (proposed applicant), BBA in Trust and
Wealth Management, Minor in Financial Planning,
Expectant graduation date is May 2019. Major GPA:
3.5. Cumulative GPA: 3.320. Dean’s List Spring
semester of 2018. President’s List. Pioneer Football
League honor roll. Received several academic
scholarships to include the following: Scott-Ellis
Scholarship, Sue Weddle & BW Jenkins Memorial
Scholarship, John J Mason Memorial Scholarship, Ned
B. Ball Business Scholarship, Fred G. Hale Memorial
Scholarship, and the HOPE Scholarship.
WORK EXPERIENCE
Communications Technician for Wavelength
Technologies in Carrollton, VA responsibilities
included working as a contractor for the Newport News
Shipyard, VA Hospital, and certain military bases. Job
description consists of installing and testing fiber and
cable where it was needed. Trust Intern for Old Point
Trust in Newport News, VA responsibilities: read and interpreted governing instruments for
trusts, estates and investment management accounts, analyzed and reviewed internal reports
which assist in the administration of accounts, completed administrative and real estate reviews
for trust accounts, and attended internal meeting related to account administration, investments,
compliance, and new business.
EXTRACURRICULAR ACTIVITIES
Member of the Campbell University football team, chosen by the coaches to be a part of the
Leadership Team, volunteer opportunities to include the Tim Tebow Foundation - A Night to
Shine event showing children with disabilities they are no different than their peers, assisted with
freshman move in day at Campbell, the Football Turkey Drive, as well as other community
service events at school. Enjoys working with and mentoring children in sports specifically
football and soccer. Volunteer time encouraging, mentoring and training high school kickers
from his hometown area. Volunteer at kicking camps for Todd Covington Allstar Kicking
organization to train and encourage up and coming kickers. Volunteered teaching special needs
children specifically those with autism to play soccer.
Marin Goodwin
EDUCATION
Campbell University, BBA in Trust and Wealth
Management: graduating May 2019; Major GPA 4.0.
Overall GPA 3.77. President’s List, Presidential
Scholarship, James W. Narron & C. Gray Johnsey
Trust Endowment Scholarship, Dr. Ernest Paskel Sauls
Business Scholarship, Lewis M. and Annabelle L.
Fetterman Business Scholarship, Kazam and Talat
Mostashari Business Scholarship, Bernice C. Leftwich
Memorial Scholarship, Annual Innovation With Vision
Research Award Recipient, Phi Eta Sigma National
Honor Society, BB&T Scholar.
WORK EXPERIENCE
Lundy-Fetterman School of Business BADM100
Teaching Assistant (Buies Creek, NC) August 2018-
Present. Duties consist of managing a team of 17
mentors to ensure the program runs smoothly by
leading weekly meetings, maintaining the organization
and accuracy of attendance, grades, and rosters.
Coordinate mid-term and final grades with the Dean and provide feedback on student
presentations. Wells Fargo Wealth Management Fiduciary Intern (Philadelphia, PA) June 2018-
August 2018. Duties consisted of operating Wells Fargo proprietary software systems with ease
and understanding, completing administrative tasks including annual account reviews, small trust
closings, and unitrust renewals. Completed small trust closings using understanding of
dispositive provisions and life interest calculations. Shadowed trust administrators and managers
during client calls, meetings, and trainings and attended weekly risk meetings regarding a variety
of account issues and solutions. Constructed family trees for complex trusts and determined
beneficiary designations per stirpes/per capita. Sageworks, Marketing Team Intern (Raleigh, NC)
January 2018-August 2018. Duties included sourcing revenue for all incoming opportunities on a
daily basis using Salesforce and industry knowledge. Authored bi-monthly blogs for credit union
audience; recently published to CUES and CU Insight (May 2018), regularly converted leads to
support sales team while developing strategies to increase efficiency on such projects. Utilized
Salesforce to complete administrative tasks such as creating campaigns and gather data for
events. Created and managed Sponsored LinkedIn Ads for lending and credit products. Trained
new intern and served as mentor and point of contact for questions and assistance with tasks.
Sageworks, Product Team Intern (Raleigh, NC) May 2016-January 2018. Gained proficiency in
Salesforce, Pardot, SQL, Excel Vlookup, and Sageworks software. Duties consisted of
singlehandedly managing the Bank Information M&A database and newsfeed, writing articles
and blogs posted to the Sageworks website, adapting whitepapers, and updating weekly
enforcement and termination actions using SQL. Improved Sageworks website using Pardot by
creating custom redirects, altering code, editing forms and landing pages, and testing website for
bugs and communicating with developers to make improvements on staging and production. Met
weekly with management to discuss projects while working remotely from campus, collaborating
with team of 3-4 interns on various projects to swiftly meet deadlines. LFSB Economics
Department Research Assistant for Dr. Mark Steckbeck (Campbell University) August 2016-
May 2017. Alongside my professor, I conducted an ongoing Economic study of the Raleigh
Metropolitan Statistical Area using excel spreadsheets; collected data on residential sales and
demographics to create data sets and analyze our findings. Effectively completed administrative
duties for the Economics Department. Bain and McRae LLP, Administrative Assistant
(Lillington, NC) October 2015-May 2017. Managed the filing process of all documents using a
shared disk file system. Vineyard Vines Sales Representative (Raleigh, NC) October 2015-
August 2016. Worked alongside my crewmates to drive sales through achieving weekly personal
and team sales goals and ensuring the customer experience flowed seamlessly. Gained a practical
understanding of sales metrics such as UPT, DPT, volume, and conversion rate, which we
analyzed hourly. Focused on developing and maintaining relationships with top customers, while
fostering a welcoming, encouraging and energetic customer environment. Supported the
management team with UPS customer service issues, merchandise shipments from our store, and
online orders for customers.
EXTRACURRICULAR ACTIVITES
Campus Activities Board President, LFSB Student Mentor, LFSB Admissions Ambassador
Team, Peer Tutor, Omicron Delta Kappa National Leadership Honor Society, Iota Beta Chapter
of Alpha Delta Pi, Homecoming and Spring Fling Committee Chair, SGA Sophomore Class
Secretary and Treasurer, North Raleigh United Methodist Church Volunteer.
Sean Hall
EDUCATION
Campbell University, BBA in Trust and Wealth
Management, Master in Business Administration.
Expected Date of Graduation: May 2019. GPA:
3.97. President’s List, Dean’s List, Presidential
Scholarship, Competition Full Meal Scholarship,
Robert Adrian Harris School of Business
Scholarship, Alumni Referral Scholarship, L. Stuart
Surles Undergraduate Scholarship, Newkirk Family
Trust Management Business Scholarship.
WORK EXPERIENCE
Wells Fargo Specialized Services Intern, Winston-
Salem, NC June 2018 – August 2018. Worked with
IRA, ILIT, and Custody departments. Called clients
to authenticate information and confirm transaction
request. Distributed money from IRA to
beneficiaries. Performed the annual reviews for
accounts in all three departments. Updated
databases. Sorted through unique requests in custody
department to determine individualized services.
First Citizens Bank Sales and Service Representative, Lincolnton, NC May 2017 – August 2017.
Handled a daily balance of $20,000. Balanced a constantly changing drawer at the end of the
day. Provided daily maintenance to individual accounts. Built personal relationships with
customers and coworkers in multiple branches. Opened and closed the vault in multiple
branches. Assisted customers with ordering account related products. Assisted in acquiring and
retaining new customers. Utilized financial software to benefit customers and provide relevant
account information to individuals. Trained in individual branch security. Campbell Business
School Student Mentor, Buies Creek, NC August 2017 – Present. Assisted freshmen in adapting
to the business school. Led class once a week for a group of ten mentees. Provided academic
support to new students. Utilized knowledge of campus to benefit mentees. Organized group
events outside of class. Subway Shift Leader, Hickory, NC May 2013 – December 2016. Worked
closely as a team to serve incoming customers efficiently. Made individual products for each
customer. Restocked and counted inventory. Assisted in training new employees. Reconciled the
cash at the end of the night to reach a specified balance. Closed the store at night, which often
included knowing the password to the safe and the alarm code as well as possessing a key to the
store. Provided excellent customer service to each customer.
EXTRACURRICULAR ACTIVITIES
Student Success Career Services Graduate Assistant. Campbell Campus Activities Board: Off-
Campus Committee Chairman. Campbell University Lundy-Fetterman School of Business
Student Success Team. Phi-Kappa-Phi Honor Society (top 7.5% of class). Phi-Eta-Sigma Honor
Society. IM League Sports at Campbell University.
Christopher Hill
EDUCATION
Campbell University, BBA in Trust and Wealth
Management – Pre-Law. Expected date of graduation
is May 2019.
WORK EXPERIENCE
We Design Graphics, Self-employed, July 2014 –
Present. Create designs, concepts, and sample layouts
based on knowledge of layout principles and esthetic
design concepts. Use computer software to generate
new images for customers. Examine job orders
to decide quantities to be printed, size specifications,
colors, or special printing instructions. Worked hands
on with customer to bring their designs to print.
Billed and collected payments from customers.
John David Hodges III
EDUCATION
Campbell University, BBA in Trust and Wealth
Management. Expected date of graduation: May of
2019. Campbell University Master of Business
Administration (Current 4+1 student); Overall GPA:
3.846; Major GPA: 4.0; President’s List, Dean’s List,
Campbell University Presidential Scholarship,
Campbell University Competition Interview Tuition
Scholarship, Dr. Ernest Paskel Business Scholarship
(twice), Gupton, Willis & Marguerite Scholarship,
Miller, Janice Daniels & Clifford Russell Scholarship,
Fetterman-Lewis Business Scholarship, Southeastern
Trust School Business Scholarship, Wells Fargo Trust
and Wealth Management Scholarship.
WORK EXPERIENCE
Campbell University, Graduate Assistant – Office of
Annual Giving (Buies Creek, NC) August 2018 – May
2019. Maintain fiscal budgets for Department of
Institutional Advancement and Annual Giving. Re-
brand Campbell’s Employee Giving Campaign. Create and modify online giving forms using
MobileCause software. Train and supervise Campbell’s Call Team for alumni relations. Organize
and plan events promoting campus expansion and student/alumni engagement. Manage and
properly filter alumni databases for mailing purposes using Excel and MailChimp. Attend
biweekly meetings with Vice President of Institutional Advancement regarding Campbell’s
future developmental plans. Wells Fargo, Fiduciary Administration Intern (Las Vegas,
NV/Philadelphia, PA) Summer 2017/2018. Completed administrative tasks including distribution
requests, various account reviews, closings/terminations and overdrafts. Attended weekly risk
meetings regarding a variety of account issues/solutions. Managed boss’ open risk items and saw
them through completion. Completed trust distributions coinciding with life interest calculations.
Worked alongside relationship managers to provide clients with proper administration.
Organized family trees for large, complex trusts. Operated Wells Fargo proprietary software
systems with ease and understanding. Shadowed trust administrators and managers during clients
calls, meetings, and trainings. Observed investment managers, trust termination teams, and
fiduciary relationship specialists. Authenticated discretionary client requests via telephone and
ensured proper distributions. Campbell University Campus Recreation, Intramural Supervisor
(Buies Creek, NC) Fall 2015-present. Supervise approximately 50 officials and scorekeepers
across every intramural sport. Ensure playing environment meets and exceeds safety
expectations. Provide mediation surrounding any participant protest. Southeastern Trust School,
Student Assistant (Buies Creek, NC) June 3-10 2016. Selected as one of three students to assist
with operating and advising the Southeastern Trust School. Joined over 100 bankers in classroom
style lectures regarding basic trust and wealth principles. Networked with trust professionals
across the industry. The Carolina Golf and Country Club, Pro Shop Associate (Grandy, NC),
May 2016 – May 2017 (seasonal). Reconciled cash receipts to daily sales of up to $12,000 using
proprietary software. Evaluated, tagged, and replenished merchandise inventory. Managed tee
sheets maximizing daily course profitability. SeaWorld Parks & Entertainment, Culinary Crew
Member (Orlando, FL), May-August 2015. Managed cash and credit transactions. Ensured
quality of goods sold. Maximized customer dining experience.
EXTRACURRICULAR ACTIVITIES
Southeastern Trust School Student Assistant, Campbell University Campus Recreation
Supervisor and participant. North Carolina State Flag Football Tournament participant and
operations employee (2014-present), Relay For Life volunteer (Currituck, NC).
Ian Ikner
EDUCATION
Campbell University, BBA in Trust and Wealth
Management. Expected date of graduation is May
2019
WORK EXPERIENCE
Palace Pointe, Roxboro, NC, March 2015-January
2016, Pin Chaser/Cashier. Duties consisted of
maintaining conditions of bowling lanes, operating and
problem solving of bowling lane machines, operating
oiling machines on lanes, and assisting team members
with daily tasks including serving customers and
improving business place efficiency. Eaton
Corporation, Roxboro, NC, January 2015-June 2015,
Administrative Intern. Duties consisted of Completing
small projects to make manufacturing more efficient,
provide co-workers with assistance at completing
tasks, created flyers for work place events, Update
machine procedures and products using excel and
word.
EXTRACURRICULAR ACTIVITIES
Volunteered at Murdoch Developmental Center; Urban Ministries of Durham; Ronald McDonald
House of Durham; Food Bank of North Carolina; Math Tutor; DOOR Network Miami and
Chicago. Past member and volunteer of Handbell Choir and Youth Choir at Temple Baptist
Church, Durham, NC.
Justin Johnson
EDUCATION
Campbell University, BBA in Trust and Wealth
Management, Expected date of graduation: May 2019;
GPA: 3.165; Presidential Transfer Scholarship;
Chestnut, McNeil Trust and Wealth Management
Endowed Scholarship
WORK EXPERIENCE
Valet Living, Part-time Service Valet/Driver, (June
2018-Present). Duties include doorstep waste
collection, cleaning and maintaining compactor areas,
tracking and logging safety hazards and compliance
issues, training new Service Valets, transporting waste
to and from designated areas. This job gave me the
experience of being self-guided and responsible with
minimal supervision from upper management. Dick's
Sporting Goods, Lodge/Golf Team Member, (August
2015-August 2017). Duties included performing
background checks using NICS E-Check system,
completing and filing paperwork to standards of the
Bureau of Alcohol, Tobacco, and Firearms; performing services for guns, fishing reels, baseball
gloves, golf clubs, and archery equipment; providing excellent customer service. As a member of
the freight team, I processed and sorted incoming freight for all departments and ensured that all
merchandise was secured to merchandise exposure standards. This position presented me with
the opportunity to improve my communication and interpersonal skills through interaction with
customers and other associates.
EXTRACURRICULAR ACTIVITIES
Member of Ducks Unlimited – Camel Chapter (Spring 2018); Active member, usher, and
security team member at Garner Free Will Baptist Church; Family Group Leader at Student Life
Camp (Summers 2015-2016); Volunteer at With Love from Jesus (Summer 2015)
Morgan Larner
EDUCATION
Campbell University, BBA in Trust and Wealth
Management: Expected date of graduation: May 2019;
GPA: 3.811. President’s List, Dean’s List, Phi Eta Sigma
Honor Society, Presidential Scholarship, Lundy-
Fetterman School Of Business Wells Fargo Trust
And Wealth Management Scholarship, G. Fred Hale
Memorial Scholarship, Marvin Drake Johnson Trust
Management Scholarship, Southeastern Trust School
Trust Management Scholarship, Built Ford Ford Tough
Scholarship.
WORK EXPERIENCE
Wells Fargo (Las Vegas, Nevada), Wealth Management
2018 Fiduciary Intern, June 2018-August 2018. Assisted
in day to day administration and account maintenance.
Utilized software including SEI, Navigator, Trust Image
view/FileNet, Client Link, Trust Gateway, and Trust
Money Movement to conduct reviews and preform daily
tasks on accounts. Completed tasks such as Annual Account Reviews and DARS day to day.
Completed reconstruction of high value client’s account and preformed projects for teams that
included reviewing SEI coding with Trust documents. Responsible for drafting letters to inform
beneficiaries of account updates. Examined memo ticklers to ensure all are set up properly and
worked on completion of expiring ticklers. Completed over twenty (20) account closings and
several New Account Reviews for service teams. Cousin Couture (Fuquay-Varina, NC), Lead
Sales Associate; June 2015-Present. Duties consist of performing accounts receivable
responsibilities including evaluating client’s needs, preparing and sending out invoices, and
collecting and allocating payments. Manage and project inventory on a daily basis. Use visual
marketing to build to boost client base. Establish and maintain a client base. Use objectivity in
one-on-one sale client relationship. Exemplify integrity in the workplace to clients and
coworkers. Coordinate meetings including training sessions and store development workshops.
Manage a crew of 3-8 regularly when manager is not present. Office of First Year Experience
(Campbell University), Academic Coach: August 2016-May 2017. Mentored 2-6, normally first
year students, through regular coaching appointments. Kept constant record of student
progression through worksheets and data tables. Assisted with “Coaching in the Classroom”
initiatives to help advance student’s learning abilities within a classroom environment. Worked
with other on-campus facilities to give first-year students a well-rounded experience.
EXTRACURRICULAR ACTIVITIES
Alpha Delta Pi Founding Member and Finance Vice President, Operation Christmas Child,
Volunteering at Ronald McDonald House Charities at Durham, Public Speaking, Campus
Kitchen at Campbell University, Volunteering with local Special Needs children, Soup Kitchen
Volunteer
Samantha Lowder
EDUCATION
Campbell University, Master in Business
Administration, BBA in Trust and Wealth
Management, Minor in Financial Planning. Expected
date of graduation is May 2019. GPA: 3.82.
President’s List. Scott-Ellis Scholarship, Dr. Ernest
Paskel Sauls Business Scholarship, Edith C and
Raymond L Jr. Mulkey Scholarship, Southeastern
Trust School Trust Management Scholarship, Mary
Paschal Trust Scholarship.
EXPERIENCE
City National Bank, Trust and Estate Intern, May
2018-August 2018. Assisted Trust Officers with
marshaling assets for Estate Settlement. Analyzed
Trust documents and developed solutions for
beneficiaries. Created Trust Trees in order to assist
clients needs. Updated annual Investment Policy
Statements for Trust Officers. Collaborated with
overall Private Banking team in Southern California
Regional offices to better serve the client’s financial
needs. BB&T Wealth Division, Winston-Salem, May 2017- August 2017. Intern for Murray
Myers, Wealth Service and Sales Director. Assisted Wealth team members throughout BB&T
footprint with multiple tasks including client meetings and projects. Observed each role and
learned about the clients holistic bank relationship. Completed many projects including Account
Reviews, updating internal surveys for Wealth Client Specialist, created a report of the overall
BB&T Wealth line of business, and research on the impact of client age on client base.
Victoria’s Secret, Concord, North Carolina, Seasonal Sales Associate, Summer 2016. Promoted
the brand and educated clients on new products to maximize sales. Cross sold Victoria’s Secret
credit cards to clients. Operated as a core team member to meet and exceed daily sales goals.
Reviewed inventory and created sales displays to market new products. Replenish shelves with
merchandise. Wayside Family Restaurant, Oakboro, North Carolina, Server, April 2012 -
December 2015. Greet and offer assistance to customers. Reconcile cash and credit to sales.
Provided excellent customer service to maximize dining experience.
EXTRACURRICULAR ACTIVITIES
Lundy Fetterman School of Business Graduate Assistant, Quantitative Methods Peer Tutor, Phi
Eta Sigma National Honor Society
Parker Lucas
EDUCATION
Campbell University, BBA in Trust and Wealth
Management Pre-Law, Minor in Financial Planning;
Expected graduation date: May 2019; GPA: 3.96;
President’s List, Dean’s List, Scott-Ellis Transfer
Scholarship, Sauls, Dr. Ernest Paskel Business
Scholarship, Federated Investors Incorporated Trust
Scholarship, Southeastern Trust School Trust
Management Scholarship, Campbell University
Administration Award/Legacy Award;
WORK EXPERIENCE
The Radford Law Firm, Summer Employee (2018),
duties consisted of drafting legal documents specific to
each client’s case, researching medical records
regarding a personal injury case, filing documents at
the Clerk of Court and Register of Deeds, attending
attorney’s trials, issuing receipts for client payment,
scheduling client appointments using Clio; Lundy-
Fetterman School of Business Student Leadership
Assistant, Student Assistant (2018), duties consisted of working with the Student Success
Coordinator to support personal and professional development in student leaders, organizing
leadership development initiatives for 17 peer mentors, plan and execute teamwork exercises for
over 100 freshmen, alongside peer mentors; Lucas & Davis, P.A, Summer Employee (2016,
2017), duties consisted of attending attorney’s trials, organizing client files, delivering deeds to
the register of deeds office; Southeastern Trust School, Student Assistant (2017), 1 of 3 students
selected to attend, attended Southeastern Trust School sessions, performed administrative duties;
Campbell University Freshmen Orientation, Volunteer (2017), duties consisted of advising future
Campbell students and parents about Campbell’s Business School; Reecey Cup Memorial
Softball Tournament, Volunteer (2011-2016), duties consisted of managing money from
concession sales and tournament entry, selling T-shirts and collecting point-of-sale payment;
Boys & Girls Club of Wilmington, Volunteer (2015), duties consisted of tutoring children,
playing games with children, serving lunch and dinner to children
EXTRACURRICULAR ACTIVITIES
Business School Student Success Team, North Carolina State University Summer Leadership
Conference, Intramural Sports
Matthew Massengill
EDUCATION
Campbell University, Masters of Business
Administration (Proposed Applicant), BBA in Trust and
Wealth Management, Minor in Financial Planning;
Expected date of graduation: May 2019; Major GPA:
3.081. Scott-Ellis Scholarship, Billie Carrol Litton Clark
Scholarship.
WORK EXPIERENCE
Campbell University, Campus Recreation Intramural
Supervisor, August 2016-Present, Required to set up and
break down of all facilities used during competitions.
Registered students and checked players in for games.
Helped the sport officials with all questions and
concerns about rule interpretations. Assisted with
coordination of state flag football tournament hosted on
campus. Applied general first aid when needed
(CPR/AED Certified). Led officials training for soccer
and evaluated officials throughout the season. Soccer
Official, USSF, January 2015-Present, Traveled to many
cities and states to officiate youth soccer tournaments.
Handled situations alongside other officials from across the state. Maintained peace and order
among fans, players, coaches and other officials. North Carolina Baptist Assembly at Fort
Caswell, Youth Camp Counselor, June 2017-August, 2017. Worked closely with a team of
counselors to ensure a safe and fun environment for over 90 campers each day. Met with parents
and guardians if situations called for a meeting. Assisted in teaching and applying knowledge of
environmental education. Led devotions and daily lessons for over 20 campers. North Carolina
Baptist State Convention at Fort Caswell, Guest Services, June 2016-August 2016. Inspected
facilities before and after Church groups lodged. Checked churches in and out of facilities on a
weekly basis. Acted as security at night for the whole campus. Responded to medical
emergencies when needed. SunTrust, Fiduciary Services Intern, June 2018-August 2018,
Supported all fiduciary services such as regulation procedures, trust administration and tax
preparation. Shadowed all areas of fiduciary services in order to gain better understanding of the
business as a whole. Also participated in individual projects to further excel our understanding of
the operation of a trust department.
EXTRACURRICULAR ACTIVITES
Intramural Sports (Volleyball, Basketball, Soccer), Investment Club
Tia Moore
EDUCATION
Campbell University, Master of Trust and Wealth
Management, BBA in Trust and Wealth Management,
Minor in Financial Planning: Expected graduation date
May 2019. GPA: 3.45. Dean’s List, Presidential
Scholarship, Sue Worthington and Garland Wayne
Tuton Scholarship, Dr. Ernest P. Sauls Busienss
Scholarship, Grubb Family Scholarship, Lettie P
Whitehead Foundation Scholarship, Bank of America
School of Business Scholarship, COGICA Leslie O.
James Scholarship.
WORK EXPERIENCE
Trust Administration Summer Analyst with Bank of
America, US Trust in Wilmington, DE, Summer 2017.
Assisted Trust Administrative Officers in completing
documentation for account administration. Completed
a fee analysis project requiring extensive use of
Microsoft Excel and used in preparation for the
upcoming calendar year planning. Created an employee
infinity group presentation. Assisted in organizing and making assessable relevant information
for reference to computer systems. Experienced a variety of company meeting including
discussions on cyber security. Learned a significant number of tasks and operations including the
process to complete wire transfers, documenting discretionary distributions, onboarding new
clients and Reg 9.
Sales Associate with Express, Inc., Raleigh NC. December 2017-Present: Assist customers in all
needs that may arise during purchasing process; Aid in store merchandise organization and
replacement on the sales floor; Process cash, debit, credit and check transactions, exchanges,
returns, credit card applications and payments. Resident Assistant with Campbell University
Residence Life Office. January 2016-May 2018: Served as liaison between Residence Life
Office and residence halls; Planned themed programs for hall residence focused on each aspect
of wellness; Committed week nights and weekends to being on duty; Worked with Residence
Life to ensure productive and safe living environment for resident. Peer Mentor with Campbell
University Lundy-Fetterman School of Business. August 2017-May 2018: Worked with students
in a general business class to complete group projects focused on social entrepreneurship efforts,
assisted with grading and coaching students through in-class assignments.
EXTRACURRICULAR ACTIVITIES
Campbell University Sound of the Sandhills Marching Band, CU Gospel Choir.
Volunteer with Campbell University Annual Christmas Store, Baptist Fellowship of Angier
youth tutoring program, Baptist Union MB Church Street Ministry and Clothing Drive.
Fathers On The Move Inc: worked with directors and participants to coordinate group trips to
various Campbell University sporting events.
Skyler O’Connor
EDUCATION
Campbell University, BBA in Trust and Wealth
Management, Minor in Financial Planning. Expected
date of graduation: May 2019. Overall GPA: 3.783.
Presidents List, Deans List, Presidential Scholarship,
Valedictorian Scholarship, Room and Board
Scholarship, Mary Paschal Trust Scholarship, Peggy
R. Lawrence Trust Scholarship.
WORK EXPERIENCE
MRO, Accounting Internship, May-August 2018.
Used QuickBooks to assist with month end accounting
close, utilized advanced excel techniques including
pivot tables and query functions, employed Adobe
Acrobat Pro to separate and organize 2015-2018
invoices, and led a market share analysis project.
Campbell University, Kappa Alpha Order Treasurer,
November 2016-April 2017. Managed and oversaw an
$18,000 budget, allocated funds to various
committees, implemented a more effective collection
process, and created a new budget for the semester.
Campbell University, Kappa Alpha Order chairman of Prudential Committee, November 2016-
April 2017. Organized and coordinated meetings with other committee chairs, reviewed budget
allocations, and reallocated funds to higher value committee activities. Campbell University,
Paw Love Organization Volunteer, October 2016. Supervised crowd control, administered
waivers to participants, and assisted in event setup. Johnston Memorial Hospital, medical
internship, December 2014. Assisted and observed a physician, a cardiologist, an ultrasound
technician, and shadowed in the ER.
EXTRACURRICULAR ACTIVITIES
Kappa Alpha Order Treasurer, Pre-Med Allied Health Honor Society, Phi Eta Sigma National
Honor Society, Finance and Investment Club, Gilbert T. Stephenson Trust Club, LinkedIn
Finance Club, LinkedIn Financial Services Regulations.
Ashley Pallang
EDUCATION
Campbell University, Master of Business
Administration, BBA in Trust and Wealth
Management, Minor in Financial Planning: Expected
Date of Graduation: May 2019; Major GPA: 3.75,
Graduate GPA: 3.33. Dean’s List, Kelly, Becky T
Trust Management Scholarship, Women’s Track/Cross
Country Academic Scholarship, Track and Field
Athletic Book Scholarship.
WORK EXPERIENCE
City National Bank, Los Angeles, California, Trust and
Estate Administration Intern, May 2018- August 2018.
Assisted in day to day administration and maintenance
of accounts. Worked alongside other employees to
finish team-based projects. Completed Annual Account
Reviews, New Account Checklists, and Account
Closings. Drafted multiple discretionary distributions
for clients and ensured they were processed efficiently
and effectively. Maintained and updated excel
spreadsheets and word documents daily. Shadowed trust officers and assisted them with the
estate settlement process for multiple estates. Prepared trust trees and other documents for
multiple accounts. Read and Interpreted trust documents and helped make calculations, if
needed, for those documents. Moved around to different areas of the bank and learned what each
department does on a day to day basis and overall. Became proficient in programs including
Document Imaging Software, SEI Trust 3,000, and CSS. National Advisors Trust, Kansas City,
Missouri, June 2017- August 2017. Assisted trust officers with reviewing and analyzing accounts
to ensure ongoing proper administration. Worked along and learned the roles of other
departments to finish different projects. Read and interpreted different documents to assist in the
daily operations of the company. Engaged in multiple team projects designed to advance account
administration. Alternative Dispute Resolution Center, Summer 2016. Wilmington, North
Carolina; Mediation Volunteer, Prepared clients and related parties for mediation proceedings.
Filled out all the paperwork needed for those mediation proceedings. Burney, Burney & Jones,
PLLC, Summer 2015. Wilmington, North Carolina; Administrative Intern, filed motions and
other legal documents at County Court House, supported two attorneys in daily court-related
activities, Created data bases for information management utilizing Excel, Promoted into the
permanent position upon the departure of the existing office manager. P.T.’s Olde Fashioned
Grille, June 2012 to Present. Wilmington, North Carolina; Hospitality and Prep Person, Greet
and assist patrons, Reconcile cash and credit to receipts daily, Collaborate with team members to
provide excellent dining experience for all customers.
EXTRACURRICULAR ACTIVITIES
Graduate Assistant for Student Involvement. Campbell Athletics Department Student Worker.
Manager of the Campbell University Men and Women’s Track and Field Team. Graduate
Advisor of the Student Alumni Association. Secretary of the Adam Smith Club. Member of the
Gilbert T. Stephenson Trust Club. Founding sister of the Alpha Delta Pi Sorority. Volunteer at
the Ronald McDonald House Charities in Durham, NC.
Cole Pauley
EDUCATION
Campbell University, BBA in Trust and Wealth
Management, Minor in Financial Planning. Expected to
graduate in May of 2019. Recipient of the Campbell
University Presidential Scholarship.
WORK EXPERIENCE
Cracker Barrel Old Country Store; (2015-Current).
Duties consist of ensuring quality customer service and
satisfaction, executing managerial daily store
operations, training new employees, and tracking store
inventory while helping managers find new ways to
help cut down on food costs. The managerial staff has
asked me on multiple occasions to become a skill
trainer, which is the highest rank a Cracker Barrel
employee can achieve without becoming a manager,
however with my heavy class schedule I have had to
turn down their offers.
EXTRACURRICULAR ACTIVITIES
Kappa Alpha Order (Offices held: Brotherhood Chairman, House Manager), Volunteer for
Muscular Dystrophy Association, Operation Crimson Gift, Adopt a Highway Program, and Stop
Child Trafficking Now.
Summer Rhodes
EDUCATION
Campbell University, BBA in Trust and Wealth
Management/ Pre-Law, Minor in Financial Planning.
Expected date of graduation is May 2019. Campbell
University Pep Band Scholarship. Campbell University
Presidential Scholarship.
WORK EXPERIENCE
Belk, Wanyesville, NC, June 2018- August 2018,
responsibilities included providing quality customer
service, helping customers find the correct style and
size of shoes. BI-LO, Wanyesville, NC, August 2014-
May 2018 responsibilities as a cashier, include
performing customer service transactions, directing
customers to their desired items throughout our store,
and managing other front-end associates.
Responsibilities as a bookkeeper, include processing
customer complaints, performing money orders and
Western Unions, and performing safe audits.
Responsibilities as a produce associate include quality
assurance tests on all produce that come through the
store, preparing cut fruit trays for customers and taking fruit orders. The Lagoalinda Inn, Lake
Junaluska, NC, June 2012- August 2015 responsibilities included cleaning the guest rooms in the
inn, gave guests directions and suggestions about the area, managed the inn and cabin making
sure all parts of the establishment are running smoothly.
EXTRACURRICULAR ACTIVITIES
Sound of the Sandhills Marching Band, Mellophone Section Leader, Campbell University Wind
Symphony, Bass Clarinet.
Jack Ryan
EDUCATION
Campbell University, BBA in Trust and Wealth
Management. Expected date of graduation is May
2019. GPA: 2.91. Campbell University Athletic
Scholarship.
WORK EXPERIENCE
Modern Woodmen of America Intern, Cary, NC,
June 2017 – August 2017 responsibilities included
shadowing senior management to learn more about
the industry and the everyday operations.
Participated in putting together a wealth
management plan for mock-clients and helped put
together fraternal events that we then carried out
with the company. Spoke with the top investment
specialist and learned how he works with clients
every day to help improve their portfolios.
EXTRACURRICULAR ACTIVITIES
Campbell University Football Team. Team Captain. Freshman Mentor.
Megan Sabatino
EDUCATION
Campbell University BBA in Trust and Wealth
Management, Minor in Financial Planning: Expected
date of graduation May 2019; Major GPA: 3.75.
Overall GPA: 3.43 Presidential Scholarship, Dr. Ernest
Paskel Sauls Business Scholarship, Major Sam Byrd
Trust Education Scholarship.
WORK EXPERIENCE
SunTrust Wealth Management Intern, Orlando, FL
June 2018-August 2018. Coordinated with various
specialized wealth service areas within the trust center
including Personal Trust Services, Estate Settlement,
Real Estate, and Foundations and Endowments.
Assisted team members with various aspects of Wealth
Management. Daily tasks included annual account
reviews, departmental cash balancing, analyzing and
presenting discretionary requests, performing legal and
risk research, processing beneficiary distributions,
reviewing overdraft reports, and interpreting trust
documents. Collaborated with senior level professionals such as Risk Managers, Estate
Specialists, Specialty Asset Managers, Client Advisors, Portfolio Managers, and Trust Team
Managers. Developed proficiency in SEI, IWork, Trust 3000, Sales Force, portfolio view, and
Adobe PDF. Campbell University Office of Alumni Engagement, Buies Creek, NC September
2017-Present. Organize, plan, and implement annual events such as; homecoming, board
meetings, legacy lunch, alumni recognition dinner, student networking dinner, reunions, and
alumni chapter events. Support the Office of Alumni Engagement staff as necessary for their
various needs. Proficiency in CaterTrax, My School Building, Purchase Requisitions, Mobile
Cause MailChimp, and Egnyte. Campbell University Advancement Phonathon Supervisor, Buies
Creek, NC August 2017-Present. Solicit donations from alumni for various university events and
projects. Supervise student callers to ensure fundraiser procedures are being followed. Assist
with employee giving campaign, senior giving campaign, and annual giving day. Proficiency in
AlumniFinder, Colleague, Microsoft Excel, and mail merge. Advancement Phonathon Team
Member Buies Creek, NC August 2016- May 2017. Solicit donations from alumni for various
projects. Build relationships with new contacts. Caller of the semester and caller with the highest
amount of pledges for the year 2016-2017. Librarian Student Worker, Buies Creek, NC August
2016-Present. Assist patron with research and media needs. Provide persistent information in
response to phone inquires. Support the librarian as needed. Lowes Foods Service
Representative/Personal Shopper, Raleigh, NC June 2014-2017. Responsibilities include greeted
guests and provide customer service and information through guest services. Collaborate with
upper management to provide highest quality of service to patrons. Provided guest service to
online customers through phone inquires.
EXTRACURRICULAR ACTIVITIES
Lund-Fetterman School of Business Admissions Ambassador, Student Alumni Association,
Sigma Alpha Omega, Gilbert T Stephenson Trust Club
Taylor Schmaltz
EDUCATION
Campbell University, Master of Business
Administration, BBA in Trust and Wealth
Management, Minor in Financial Planning. Expected
date of graduation: May 2019. Overall GPA 4.0,
President’s List 2016/17/18, Campbell University
Presidential Scholarship, Becky T. Kelly Trust
Management Scholarship, Newkirk Family Trust
Management Scholarship, Betty & Alan Schilpp
Scholarship, Ned B. Ball Business Scholarship,
Strickland Insurance Group Business Scholarship,
Angel’s Closet Charitable Ministries Private
Scholarship, Alumni Referral Scholarship
WORK EXPERIENCE
Campbell University School of Business (Buies Creek,
NC), Admissions and Academic Support Graduate
Assistant, August 2017 – Present. Support the Student
Success Coordinator and assist the School of Business
by maintaining excellent contact with prospective and
accepted students, including social media engagement, designing and monitoring email
campaigns, individual email and phone call outreach. Lead and coordinate student success
coaching. Organize and attend various Business School admission events including Visitation
Days and Orientation, as well as other events sponsored by the Business School offices. Bolster
recruiting efforts within the School of Business by seeking out recruiting opportunities. People’s
United Advisors (Wethersfield, CT), Wealth Intern, June 2018 – August 2018. Worked with both
the asset allocation and new business development teams to complete weekly assigned tasks,
such as analyzing client estate plans and financial situations, producing meeting materials that
addressed planning opportunities, reviewing client investment portfolios between $1MM and
$15MM, and conducting research for and updating the firm’s quarterly economic review.
Designed an investment management proposal template in Morningstar Direct and PowerPoint,
which was tested in the field by salesmen and eventually approved by management. Constructed
an economic database analysis tool in Excel for the head of asset allocation by aggregating
numerous indexes and market data and designing a pivot table to easily identify monthly returns
by asset class and economic regime. BlueSky Wealth Advisors (New Bern, NC), Advisory
Intern, June 2017 – August 2017. Worked closely with multiple CFP® Professionals to develop
comprehensive financial planning recommendations for capital needs, taxes, investments,
insurance, and estate planning for clients all over the world worth between $250,000 and
$6,000,000. Analyzed estate documents including trusts, wills, powers of attorney, and advance
healthcare directives to determine quality, accuracy, and alignment with client wishes and
situation. Created Excel spreadsheets from scratch to aid the presentation of recommendations,
including a calculator comparing the advantages of paying off a mortgage early with those of
investing the additional payment amount. Reviewed income tax returns and highlighted planning
opportunities. Performed investment portfolio and client billing reviews, designed a compliance
manual training PowerPoint for the advisors, and assisted advisors by preparing agendas and
deliverables for and attending various client meetings.
EXTRACURRICULAR ACTIVITIES
BADM 200 Student Mentor; Campbell University Finance & Investment Club; Campbell
Business Reading Group; Volunteer at Valley Community Church in Weldon, NC; Campbell
University Relay for Life; Campbell University Intramural Tennis and Soccer.
Grant D. Seger
EDUCATION
Campbell University, BBA in Trust and Wealth
Management, Minor in Financial Planning, MBA
Expected date of graduation: May 2019, Overall
GPA 3.8, President’s List, Dean’s List, Presidential
Scholarship, Wells Fargo Undergraduate Trust and
Wealth Management Scholarship, Marvin D
Johnson Trust Management Scholarship, Strickland
Insurance Group Business Scholarship, Dr. Ernest
Paskel Sauls Scholarship.
WORK EXPERIENCE
Wells Fargo, Business Advisory Services Intern,
Summer 2018. Prepared and completed Regulation 9
Annual reviews on company assets within trust
accounts as required by OCC, assisted in pre-
acceptance reviews for incoming business assets,
completed projects associated with valuation of
company assets, sat in on committee calls regarding
management of business interests and assets within
trust accounts. Wells Fargo, Wealth and Investment Management Trust Intern, Summer 2017.
Worked on KYC projects, updated and entered data into SEI and used the system to verify
documents and request, reviewed and updated account reviews assigned to me, researched
documents on Filenet and Trust Gateway, created and submitted tasks assigned to me from team
leads, manager, and team members (such as account address changes, disbursement increases,
monthly statement changes, monthly distributions, paying bills for clients) in Task Management
Tool(TMT) and Trust Money Movement(TMM), worked on closing and continuing trust
accounts and sending to the closing department, reviewed and advised on client discretionary
requests, sent letters to clients requesting information or giving notice of approval or denial of
requests, corresponded with field officers to determine authentication of requests and documents
as well as worked with field office to help maintain accounts, worked with other intern and
managers to plan, facilitate, and lead a team bonding experience for the end of the summer for
both floors of co-workers. Campbell University, Southeastern Trust School, Student Assistant,
June 2016. Helped the business school faculty in set up, greeting and tending to the needs of the
participants, and general assistance during the sessions. Attended all learning sessions. YWAM
Discipleship Training School, Student, January - June 2014. Five month Christian missions
training and outreach school program. Travelled to and lived in New Zealand and South Korea
for five consecutive months doing ministry work such as street evangelism, children’s home
general assistance, speaking in public schools, and helping local churches with projects.
Developed leadership and team building skills in class and in the mission field.
EXTRACURRICULAR ACTIVITIES
Graduate Assistant for the Study Abroad Office of Campbell University, Phi Eta Sigma and
Delta Mu Delta honor societies member, Dean’s List and President’s List recipient, Spring Fling
Volunteer, Trust Club Member, Club Swim Team Member, Ignite and Lifegroup on-campus
student ministry groups.
Mary Catherine Starnes
EDUCATION
Campbell University, BBA in Trust and Wealth
Management, Minor in Financial Planning. Expected
date of graduation: May 2019. Major GPA: 3.75.
Overall GPA: 3.063. Scott-Ellis Scholarship. North
Carolina Baptist Scholarship. Administrative On
Campus Housing Scholarship. Southeastern Trust
School Trust Management Scholarship. North Carolina
Need Based Scholarship. Alumni Referral Scholarship.
James W. Narron and C. Gray Johnsey Trust Endowed
Scholarship.
WORK EXPERIENCE
Advocacy Trust Inc. Trust Officer Intern Mooresville,
NC May 2018- August 2018. Responsibilities included
serving as an administrative assistant to the two trust
officers in our office, working specifically with Special
Needs Trusts, performing annual and monthly account
reviews, completing multiple distributions for clients,
finalized new account grids for our newest clients,
performing research on new laws pertaining to situations for our clients, utilizing financial
software to provide relevant account information to the company, and shadowing investment
officers in the Advocacy Wealth Management division. Sky Ranch Camp Horn Creek, CO
Summer Support Staff May 2017-August 2017. Responsibilities consisted of conducting financial
business pertaining to the retail store, operating the retail store daily within the recreational
center, working with the Retail Manager of Sky Ranch to better our store financially to conduct
more sales, managing a recreational center for campers, families, and retreat members;
demonstrating customer service and leadership skills when helping plan for groups to reserve
the recreational center weekly, serving as a leader to help educate children, and performing
laborious tasks to help the betterment of Sky Ranch Horn Creek, CO. North Carolina General
Assembly Intern for Representative Bill Brawley Raleigh, NC May 2016-August 2016.
Responsibilities consisted of serving as a receptionist to the Representative, preparing emails,
writing our constituent’s letters, attending committee meetings, preparing paperwork for the
biweekly Finance Committee meeting, researching financial issues and tax laws, conducting
meetings with lobbyist, and attending the North Carolina General Assembly daily session. North
Carolina General Assembly Intern for Senator Dan Soucek Raleigh, NC June 2015-August 2015.
Responsibilities included preparing paperwork for the weekly Education Committee meeting,
conducting meetings with lobbyist, serving as a receptionist to the Senator, preparing emails,
writing our constituent’s letters, attending committee meetings, and attending the North
Carolina General Assembly daily sessions.
EXTRACURRICULAR ACTIVITIES
Trust Club, Campus Ministry Worship Band, Student Government Association Sophomore Class
Representative, Student Government Association Academic’s Committee Chairman, Student
Government Association Junior Class Representative, Founding Sister of Alpha Delta Pi Sorority
Iota Beta Chapter, Worship Band Singer at Crossroads Church in Benson, NC.
Dylan Sugg
EDUCATION
Campbell University, Master of Business
Administration, BBA in Trust and Wealth
Management, and Minor in Financial
Planning. Expected date of graduation: May
2019. Overall GPA: 3.050. Graduate GPA: 3.538
Campbell University Presidential Scholarship,
Lundy-Fetterman School of Business Benjamin M.
Hawkins Trust Education Scholarship.
WORK EXPERIENCE
Dog Leg Cafe, Cashier/Server, August 2018 -
Current. Greet customers with a friendly attitude
whilst cashing in orders, assist in stocking shelves
and stocking shipments in the proper location, assist
with catering funerals, weddings, and other social
events, also help close the store by making sure
everything is sanitary. Ruby Tuesday, Server,
October 2016 - February 2018. Worked in an
orderly, efficient, and timely manner under pressure
while retaining a friendly stature to customers, skillfully anticipated and addressed guests’
questions when asked, accurately recorded orders and worked well with my team members to
serve meals that exceeded guests’ expectations. Poor Boys Inc. Landscaper, June 2016 – August
2016. Acted as an assistant to the foreman, had the responsibility of driving and operating heavy
duty work trucks between jobs as well as strapping down any heavy equipment that we hauled,
worked amongst a team to finish a job efficiently, and communicated with clients to efficiently
cater to their needs. Heavy Duty Truck, Assistant Diesel Mechanic, June 2015 – August 2015.
Assisted on the floor with diesel truck repairs, specifically assisted the boss with any requests,
performed part inventory every month, answered the phone to redirect clients and also filed
miscellaneous paperwork, also catered to the housekeeping duties when necessary.
EXTRACURRICULAR ACTIVITIES
Trust Club, Kappa Sigma Fraternity (2014-2017), Campbell Outdoors Club (2014-2015).
Volunteered to clean up at a local gun range that hosted an event for Green Beret Veterans per
my involvement with Kappa Sigma, participated in a group effort to clean and repaint a shelter
for the homeless through Kappa Sigma.
Trevor Thornton
EDUCATION
Campbell University, BBA in Trust and Wealth
Management, MBA concentrated in Financial Services,
Minor in Financial Planning. Expected date of
graduation is May 2019. Cumulative GPA: 3.26. Major
GPA: 3.62. Graduate GPA: 3.77. Campbell University
Presidential Scholarship. Thomas Jack Lynch Endowed
Scholarship. Southeastern Trust School Trust
Management Endowed Scholarship. Herbert Stanley
Croft Trust Scholarship.
WORK EXPERIENCE
SunTrust Bank, Atlanta, GA, Private Wealth
Management Intern, June 2018 – August 2018. Duties
included working with various groups within Fiduciary
Activities, including fiduciary tax, risk, compliance,
SunTrust Advisory Services, privately-held
investments, audit, personal trust management,
investment management services, and estate settlement
services. Primarily worked on a rotation between the
aforementioned groups, performing specific tasks with
each. These tasks included drafting and presenting discretionary action requests (monetary and
non-monetary), researching and analyzing tax documents, creating client information templates,
conducting annual trust, agency, and IRA account reviews, surveying managed real property,
creating account synopses, preparing relationship information for client meetings, and
performing anti-money laundering procedures. The opportunity was presented and taken for
shadowing Wealth Team members for one business week at the Campanile office in Midtown
Atlanta, where time was spent shadowing and meeting with Client Advisors, Wealth Advisors,
Investment Strategists, Investment Analysts, and Estate Officers. Wells Fargo, Winston-Salem,
NC, FMS Personal Trust Administration Center-Serviced Intern, June 2017 – August 2017.
Duties included performing administrative account reviews, new account checklists and reviews,
money movements, discretionary distributions, managing and reviewing account and client
information, and closing accounts. Tasks also consisted of corresponding with the team’s
respective field partners to solve issues and meet client goals, work alongside experienced Trust
Administrators to resolve dilemmas, and effectively communicate with outside counsel to
accomplish tasks. Additionally, opportunities were presented and taken for shadowing team
members from various groups such as IRA and ILIT management, Custody, Portfolio
management, Real Estate management, and Estate Settlement. Time was also spent shadowing
and observing various field partners such as Financial Advisors, Fiduciary Advisory Specialists,
and Investment Strategists. Stickboy Bread Co., Fuquay-Varina, NC, Barista/Front Counter Sales
Associate, January 2017 – November 2017. Responsibilities include, educating, serving, and
assisting customers with bread, pastry, and cake orders, filling special orders and custom cake
orders, managing and handling cash and various transactions, and maintaining store cleanliness
and order. Starbucks Coffee Company, Cary, NC, Shift Supervisor/Barista, June 2014 to
September 2016. Responsibilities include managing and overseeing daily store operations,
working alongside 4 other supervisors and over 17 baristas, properly managing cash, inventory,
and other store assets, setting short and long term goals for the store, and utilizing problem
solving skills to meet long term goals. Duties also include maintaining efficiency, cleanliness,
and overall morale of the employee base, ensuring that customers’ needs are always met,
resolving and preventing employee conflicts and employee-customer conflicts, and properly
enforcing and maintaining Starbucks Co. policy in all matters. Further responsibilities include,
maintaining function of machinery (espresso, brewers), creating an aesthetically welcoming
atmosphere for customers, and efficiently promoting new products in order to grow store sales
and transaction statistics. Colonial Baptist Church, Cary, NC, College Ministry Intern, February
2015 to October 2015. Duties included event planning and promotion, working with a team to
create and execute ideas for new events, budgeted for specific events as well as specific seasons,
and managed assets of Colonial Baptist Church, as they were needed. Also worked as a sound
and lighting tech for Sunday morning services, communicated lighting and sound directions with
the tech team, and coordinated with other church ministries throughout employment. LMHT
Associates, Durham, NC, Office Administrator, summers 2012 and 2013. Established a new
filing system for past jobs and clients, digitized old documents and drawings, streamlined
packaging and shipping of documents and drawings, and printed, packaged, and shipped
important drawings and documents to clients. Also oversaw approval of documents by head
engineers and architects.
EXTRACURRICULAR ACTIVITIES
Guitarist in Jazz Ensemble and Basketball Band as part of Campbell University Instrumental
Bands. Member of Campbell University Trust Club. Member of the Campbell University
Finance and Investing Club. Student Member of FIRMA. Grade leader for Middle School boys
at Colonial Baptist Church. Leader for College Ministry at Colonial Baptist Church.
Abigail Wadman
EDUCATION
Campbell University, BBA in Trust and Wealth
Management, Minor in Financial Planning: Expected
date of graduation: May 2019; GPA: 3.063. Scott-Ellis
Scholarship, Southeastern Trust School Trust
Management Scholarship, Mamie Victoria Luther
Scholarship, Administrative on Campus Housing
Scholarship, Out of State Resident Scholarship, Wells
Fargo Undergraduate Trust and Wealth Management
Scholarship.
WORK EXPERIENCE
Wells Fargo, N.A, WIM Intern: Fiduciary
Administrator, Minneapolis, MN, June 2018-August
2018. Examined and approved discretionary
distributions, reviewed and gained an understanding of
Trust documents, and exposed to and familiarized with
Wells Fargo systems such as SEI, FileNet, Trust
Gateway, TMM, TMT, CIMM, etc. Completed annual
account reviews to ensure the account was set up
properly, obtained and submitted pledge releases for pledged accounts, reviewed new accounts
and set up necessary distributions statement and memo ticklers, as well as submitted New
Account Review Checklists, and reviewed Trust documents to complete Synoptic Forms used as
an overview of the Trust document. Obtained necessary documents to repaper accounts, received
tax estimate voucher from clients and submitted appropriate paperwork, explored with different
departments within WIM including Relationship Managers, Estate Planning, Special Needs
Trust, RM Associates, and Investment Specialists, and completed correspondence. Central CT
Internal Medicine: Anthony Ciardella MD office assistant, Southington, CT, June 2016- August
2017, responsibilities included working closely with office manager and medical assistant to
assist in daily operations. Authenticated client’s medical information via telephone including but
not limited to appointment information and specialists. Responsible for organizing client’s
internal medical records which includes filing medical reports and documents. Assisted medical
staff with intake of patients and recording vitals such as blood pressure, temperature, height,
weight, and BMI. 24 Peace assistant, Cobalt, CT, May 2017-August 2017. Completed journal
entries and bank reconciliations through recording financial information into QuickBooks
software. BJ’s Wholesale Club cashier/supervisor, Southington, CT, November 2013-January
2016. Oversaw and supervised team members on the front line of the club which included but
not limited to opening and closing cash drawers, scheduling breaks, keeping lines moving,
assisting with registers, voids, overrides, and handling all forms of payments. Trained new
employees on front end procedures which included but not limited to safe cash handling, returns,
processing credit cards, and loss prevention. Reviewed shelf products to ensure proper rotation,
FIFO (first in, first out). Fancy Bagels, Server/Food Prep, Southington, CT, September 2012-
Novemeber 2013, assisted in the training process of new employees. Promptly and accurately
prepared customer orders while following all health and safety gridlines and regulations, insured
customer satisfaction.
EXTRACURRICULAR ACTIVITIES
President of The Camel Crazies Club, Trust and Wealth Management Club participant.
James Wilson
EDUCATION
Campbell University, BBA in Trust & Wealth
Management and minor in Financial Planning.
Expected Date of Graduation: May 2019. Overall GPA:
3.716. Dean’s List, The Southeastern Trust School
Trust Management Scholarship, Florence McDonald
Lee & Milton Owen Memorial Scholarship, Dr. Ernest
Paskel Sauls Business Scholarship, Willis & Marguerite
Gupton Scholarship, Florence McDonald Lee & Milton
Owen Memorial Scholarship, Lewis M. and Annabelle
L. Fetterman Business Scholarship.
WORK EXPERIENCE
BPAS Hand, Benefits and Trusts, Retirement
Consultant Intern, June 2018-August 2018. Verified
participant information for discrimination testing
utilizing V-Look ups, aggregated data to verify
information on Trust Asset Reports using OMNI,
reconciled annual 5500 (short forms, long forms and
VEBA health Trusts, prepared plan audits for review
using FT William, reviewed vesting schedules within
Trust Agreements to validate compliance with the Adoption Agreement using PTM Task
Manager. Verified Participant information for Discrimination Testing utilizing V-Lookups. Matt
Allen Farms, farm laborer, June 2015-August 2018. Assisted with loading grain into trailers,
maintained tobacco plants and soy bean fields and processed tobacco. Pleasant Union Christian
Church, volunteer, 2015-present. Serve as usher for services assisting congregants as needed and
provided supervision and activities for children during service. His Daily Bread Soup Kitchen,
2017-Present, volunteer. Set up tables and chairs, brought in and packaged food, and served food
and drinks.
EXTRACURRICULAR ACTIVITIES:
Investment club, Phi Eta Sigma Honors Society, serve as usher at Pleasant Union Church for
services assisting congregants as needed, provide supervision and activities for children during
service, His Daily Bread Community Soup Kitchen- set up chairs and tables, brought in and
packaged food, served food and drinks. Intramural basketball at Campbell.
Alex Yarem
EDUCATION
Campbell University, Masters of Business
Administration, BBA in Trust and Wealth Management
Pre-Law. Minor in Financial Planning. Expected Date
of Graduation: May 2019. Master’s GPA: 3.8,
Undergrad overall GPA: 3.71, Major GPA: 4.0 Dean’s
List. Big South Presidential Honor Roll. Presidential
Scholarship. Gupton Willis &, Marguerite
Scholarship. Sauls, Dr. Ernest Paskel Business
Scholarship, Thomas Jack Lynch Scholarship.
WORK EXPERIENCE
First Citizens Bank, Wealth Management Intern, May
2017-August 2017 and May 2018-August 2019. Lead
project for the update of the Request for Proposal
process to create a more suitable procedure for
maintaining and updating RFP’s. Assisted in various
initiatives for senior management and trust
administrators with both the Institutional and Personal
wealth teams. Assisted in administrative tasks such as
creation of quarterly reviews for clients, creation of presentations, beta testing new software,
reviewing fees and fee discounts for all institutional clients, and internal audits. Gained
proficiency with computer systems, including SharePoint, Trust Desk, Capital Base, OnBase,
and Axis. Gained knowledge of various fiduciary services by meeting with professionals
specializing in Private Banking, Estate Settlement, Wealth Strategy, Wealth Planning,
Philanthropic, and Brokerage. Employee of Van Products Mobility, June 2014-August 2014,
December 2014, 2015. Assisted in the updating the company website, audited current inventory
for budgetary purposes of the next fiscal year, and upkeep and maintenance of vehicles on site.
EXTRACURRICULAR ACTIVITIES
Campbell University Varsity Baseball. Student Athlete Advisory Committee representative for
Campbell Baseball. Fundraiser and Volunteer for Miracle League of Cary and Smithfield.
Student Athlete Freshman mentor at Campbell University. Volunteer at Crossroads Church
Charles Yates
EDUCATION
Campbell University, BBA in Trust & Wealth
Management, Minor in Financial Planning. Expected
Date of Graduation May 2019. Scott-Ellis Scholarship,
Campbell University Administration Award/ Legacy
Award, Harnett County Resident Scholarship.
WORK EXPERIENCE
Yates Precision Metal Works Inc., Fabricator/ designer,
2014- Present. Analysis and interpretation of blueprints
from engineers, Formed and welded various metals.
Advised and instructed co-workers on efficient work
processes. Northwest Harnett Volunteer Fire
Department; Firefighter, 2015- Present. Responded to
emergency calls, Taught fire safety skills to children in
community. Specialized in Swift Water Operations.
Baptist Grove Baptist Church; Volunteer, 2015-
Present. Member of the grounds & maintenance
committee, Serve as usher for services. First Bank of
Southern Pines Intern, May 2018 - August 2018.
Assisted management in multiple avenues within the
Bank Including Business Development/ Commercial lending, Estate Planning, and Wealth
Management. Gained Knowledge of multiple financial software systems such as GUI, OnBase,
Finsystems.
EXTRACURRICULAR ACTIVITIES
Kappa Alpha Order Fraternity, Intramural Basketball
