EXTRACIRRICULAR ACTIVITIES...dollar amount of previous distributions, and the value of the trust....

Caylee Addison

EDUCATION Campbell University, Master of Business

Administration, BBA in Trust and Wealth

Management: Expected date of graduation: May 2020;

GPA: 3.466; MBA GPA 3.538. Dean’s List, Academic

Scholarship, Athletic scholarship.

WORK EXPERIENCE Altus Law Group, Summer Intern (Commerce City,

Colorado), May-August 2019. Worked under an Estate

Planning attorney. Attended consultation meetings

with potential clients and attended document signings

with clients. Completed a summer length project

utilizing a software program to help make building

estate plans more efficient. Helped download and

update legal documents to their system. Scanned and

closed out client files. Prepared yearly update letters to

send to past clients. Helped with updating client

information onto a new logging system, from their old

one. Became familiar with their various software

systems. National Advisors Trust Company, Summer

Intern (Kansas City, Missouri), June-August 2018. Worked under the Trust department, shadowed

a trust administrator, a trust officer, and a trust counsel. Read through trust documents, and

analyzed model language. Put together trust distribution packets, and assessed the risk of the

distribution based on the language of the trust, the amount of the distribution, the running total

dollar amount of previous distributions, and the value of the trust. Worked on various projects

concerning tax payments, irrevocable life insurance trusts, and compliance. Completed a large

marketing project for the company which involved analyzing their clientele, and compiling the

data to be used as a persuasive tool for prospective clients. Observed weekly Trust Department

and Risk meetings. Became familiar with various company systems and their operations.

Townsend Retirement Specialist, Summer Intern (Denver, Colorado), May-August 2017. Worked

under Financial Planning department, assisted with preparing profile updates for annual client

reviews, ran profiles through their profile system Profilesondemand, sat in on annual profile

meetings with advisors and clients, checked on mutual fund trades through Fidelity, became

familiar with accounts through Fidelity and Pacific Life. Walk-In-Chiropractic, receptionist

(Arvada, Colorado), June-August 2016. Greeted patients, scheduled appointments, tipped out

massage therapists daily, accounted for all daily income, answered phones. Rolling Hills Country

Club, Swim lessons instructor (Golden, Colorado), June-August 2016, 2015. Made daily lesson

plans, instructed children from ages 5-12 on how to swim, evaluated children on their skills,

developed personal relationships with the children and their parents.

EXTRACIRRICULAR ACTIVITIES

Manager of the Campbell University Women’s Swim Team. Division 1 Student Athlete,

swimming, Campbell University. Operation Inasmuch volunteer, Noah’s Landing volunteer,

Relay for Life Volunteer.

Jackson Allen


Administration with a focus in financial services, BBA

in Trust and Wealth Management, Minor in Financial

Planning: Expected date of graduation: May 2020;

Cumulative GPA: 3.47 Masters in Business

Administration GPA: 3.76, Dean’s List, Phi Eta Sigma

National Honor Society, Scott-Ellis Scholarship, Lewis

M. and Annabelle L. Fetterman Business Scholarship,

Todd R. and Elva Scarborough Trust Management

Scholarship, Southeastern Trust School Trust

Management Scholarship, Gupton, Willis & Marguerite

Scholarship, Campbell University Alumni Association

Business Scholarship, and BB&T Scholar.

WORK EXPERIENCE First Citizens Wealth Management, Trust Special

Services and Personal Trust Intern, May-August 2019.

Assisted with creating collaboration between Trust

Special Services and Personal Trust. Worked with

multiple databases in improving verification processes

between Wealth Management Departments. Engaged in each aspect of the Estate Settlement

process. Tasked with daily verification of information and databases. Assisted with each aspect

of the Estate Settlement process. Benefit Plans Administrative Services Retirement Plan

Consultant Intern, May-August 2018. Improved skills with excel and various proprietary

databases. Resolved multiple legal issues surrounding new products. Discussed with managers

regarding current situations and possible solutions. Influenced decisions regarding portfolio

allocations and risk management. Uwharrie Bank, operations intern, May-August 2016.

Broadened knowledge of the financial industry through continuing education courses as well as

hands on experience with Uwharrie Bank operations. Dealt with credit and debit card maintenance

for Uwharrie Bank customers. Attended several networking events. Participated in multiple

conference calls with Uwharrie Bank operations. Researched for Uwharrie Bank Wealth

Management on prospective locations for future Uwharrie Bank locations. Discussed with Wealth

Management analysts on possible changes in portfolio management. Shadowed a trust officer and

gained valuable insight into the Trust industry. Remax Town and Country, Media Assistant, May

to August 2017. In charge of creating educational videos for clients regarding listings. Managed

digital image database and uploaded to existing website. Executed digital photography through

various forms. Stanly County Emergency Services, Emergency Medical Technician, June 2015 to

June 2017. Maintained patient care from the scene of the incident through transfer to hospital.

Advised ambulance crew chief on future and present patient care interventions. Participated in

continuing education for refining of field skills. Campbell University Campus Recreation,

Referee, August 2016 to May 2017. Tasked with learning and implementing the rules of games

such basketball, indoor soccer, handball, etc. Assisted in calming high-stress situations between

players. Advised Campus Recreation supervisor on rules and possible disagreements between the

teams.

EXTRACIRRICULAR ACTIVITIES Lundy Fetterman School of Business Student Mentor Leader, Campbell University Investing Club

Leadership Team Member, Campbell University Intramural captain.

Daniel Ariola

EDUCATION Campbell University, BBA in Trust and Wealth

Management, Minor in Financial Planning Expected

date of graduation is December of 2019. Out of State

Resident Scholarship. Faith Grant.

WORK EXPERIENCE Intern at Faykus Financial Resident Investors Advisors

Firm, Austin, Texas. Focused on observing and learning

the in-house fundamentals of a Registered Investment

Advisor’s firm. Assisted and studied under Founder,

CEO, and Wealth Manager, Susan Faykus. Completed

entry-level work relevant to an advisor’s role. Learned

advisor methods such as the Monte Carlo assessment

and eMoney Advisor applications. Completed relevant

day-to-day tasks such as data assessment and data input.

Actively examined client-facing protocols relevant to

the financial industry (June 2, 2019 – August 9, 2019).

Farm Assistant at Belmont Hill Beef Farm, Warrenton,

VA. Helped with various vital activities that ensured the

upkeep of the cattle farm. The strenuous work involved

herding and vaccinating cattle and logging dead trees to ensure the safety of the herd in their

respective fields. Constant upkeep of grass, fence line, feeding troughs, and water wells were also

a weekly duty (June 2018-August 2018). Lifeguard at Chestnut Forks Swim Club, Warrenton, VA.

C.P.R. qualified to ensure life-saving skills needed to protect swimmers. Provided constant watch

to swimmers and administered first aid when needed (May 2015-August 2016). Custodian at

ClubWorx Health Club, Fuquay, NC. Maintained the required cleanliness to pass health inspection

regulations. The tedious work included sanitizing lavatories, restocking multiple sanitizing

stations, and cleaning entire floors utilized for recreational use.

EXTRACURRICULAR ACTIVITIES Campbell University Men’s Wrestling Team (2015-2017). Volunteer at Warrenton Bible

Fellowship, Warrenton, VA. Volunteer Coach at Concept Brazilian Jiu Jitsu. Taught lessons

covering wrestling technique. Worked with people wanting to learn self-defence, weekly.

Katshunga Hans Bakajika


Management, Masters in Business Administration:

Expected date of graduation: December of 2019;

Recipient of the Scott Ellis Scholarship & Fountain of

Raleigh Scholarship.

WORK EXPERIENCE Summer of 2017 worked for Parcel on Time Logistic

Services, it is a family trucking company my uncle

started. Managed the job pick-ups and drop offs of

drivers, handled paper work, made sure the log books

were organized or dated correctly, and occasionally

handled phone calls with other business like Panther and

FedEx. Traveled to different states to make sure

everything was running efficiently with the trucks. Also,

have worked as a Lifeguard for Lifetime Athletic Club

in Raleigh, NC. Where I had to survey the pool, take

care of members and their problems at any moment, do

regular chemical checks, organize towels, clean the spa

or pool, and enforce the rules of the company. Learned

on the fly very fast, and was offered a promotion to head guard within two months. Summer of

2018 worked for Parcel on Time Logistic Services, actually as a seasonal straight truck driver, had

to do pick-ups and drop offs in different cities all over the United States, handled paper work for

the company, and performed in a timely fashion.

EXTRACURRICULAR ACTIVITIES Compassion for Africa Non-Profit Volunteer, Black Student Association, Relay for Life,

Intramural Sports, Exercise Science Club, Campbell Marketing employee, and Residence Life

Volunteer

Nicole Barton


Management, Minor in Financial Planning. Expected

date of graduation: May 2020.

WORK EXPERIENCE JJ’s Market, sales clerk / grill cook (May 2016-Present).

Duties include: communication, time management,

multi-tasking, leadership. Campus Grill, cashier/ fry

cook/ supervisor (October 2017-Present). Duties include:

receiving and distributing money, customer service,

leadership, team work. Fun Intelligent Training, front

desk assistant (July 2011-August 2015). Duties included:

computer services, customer services, multi-tasking,

maintaining professionalism.

EXTRACURRICULAR ACTIVITIES First Baptist Church of New London, volunteer (December 2011-Present). Campus Activities

Board, treasurer (Fall 2016-Spring 2017).

Bridgette Beeson


Management Pre-Law, Minor in Financial Planning.

Expected date of graduation: December 2019. Scott-

Ellis Scholarship. Campbell Grant. Major GPA: 3.2

Central Carolina Community College, AA.

WORK EXPERIENCE Atlanta, Georgia, SunTrust, Fiduciary Risk

Management Intern, June to August 2019, Collaborated

with Operational Risk and Compliance team to

complete Quality Assurance (synoptic record) reviews

of various Trust Accounts. Gathered necessary

documents regarding Trust language and Beneficiaries

to be used in synoptics, communicated with various

Center Trust Advisors regarding documentation needed

for reviews. Analyzed and corrected synoptic reviews

created by bot for regular Trusts and special needs

trusts, completed Reg9 reviews of Custody and

Investment Management Accounts in correlation with

account synoptics. Developed proficiency in SEI

compliance, Trust 3000, and iwork. UNC-CH, Pay Operations Booth Attendant, July 2018-

Present, Operate Pay Operations parking booths. Accept and process parking fees from patrons

utilizing computer based cash register system. Will assist patrons with directional information and

answer various parking related questions. Manage lot reservations and assist during special events

functions. Refer issues that cannot be resolved to on-duty supervisor/manager in a timely manner.

Process and calculate all payments at the end of shift. UNC-CH, Security Guard, June 2015-May

2019, Conduct routine patrols on foot or by assigned vehicle. Work individually and independently

in generally unsupervised positions. Lock and unlock doors as necessary. Check and record any

damage to University property and report this information to the appropriate designated

department. Assist staff, individuals seeking services (directions, information) and visitors with

concerns escorts and disabled vehicles. Equipment malfunctions power outages heating and

cooling problems chemical spills fire and any other health or safety related issues are to be duly

noted in the officer’s activity report. Depending on the severity of the issue all aforementioned

items shall also be reported to UNC dispatch. Complete documentation in a log format while on

duty arriving on time and in proper uniform attire.

EXTRACURRICULAR ACTIVITIES Gilbert T. Stephenson Trust Club, Astronomy Club, Adam Smith Club, Social Entrepreneurship

Club. Harnett County Animal Shelter Volunteer, Harnett County Guardian Ad Litem Volunteer.

FIRMA member

Caroline Bowns


Administration (Candidate), BBA in Trust and Wealth


date of graduation: May 2020. Graduate GPA: 4.0.

Undergraduate Major GPA: 3.667. Undergraduate

Cumulative GPA: 3.551.

WORK EXPERIENCE Graduate Assistant in the Campbell University Business

Office, Buies Creek, NC, February 2019-Present,

responsibilities include review and analyze student

accounts, assist in student finances, payment plan

adjustments, and refund check dispersals, charge and

remove charges to student accounts, answer questions

from students, parents, and faculty/staff in person and

via phone call in a timely and accurate manner.

Fiduciary Risk Intern for SunTrust, Atlanta, GA, June

2019- August 2019, Created Synoptics to be used by

Trust Administrators in the process of assessing client’s

accounts, compiled detailed analyses of delicate client

information for Synoptic Quality Analysis process for sending single account requests, completed

required annual reviews of various Trust Accounts, joined in on Discretionary Committee calls,

and Executed team building exercises to boost team morale while also assisting team members by

providing helpful tips. Six Sigma Yellow Belt: Process Enhancement Project, Buies Creek, NC,

January 2017- May 2017, responsibilities included communicating between owner of John’s Creek

Dental Care, Johns Creek, GA, project advisor, Woodward W. Hathaway JR., and team members.

Proposed a plan to improve organization of the filing system. Implanted a new e-filing system,

Dentrix, within the company and confirmed regularly with the business to make sure new system

was productive. Campbell Women’s Basketball Camp, Buies Creek, NC, July 2017, collaborated

with coaches and other staff members, instructed campers in various drills and games, engaged

with the campers through encouragement and coaching, managed big groups of children at one

time. Miracle League, Buies Creek, NC and Cumming, GA, 2014-2017, encouraged athletes

throughout games, navigated athletes to correct locations on the field and invented a dance routine

and preformed it in front of athlete’s parents and coaches (2014, 2015).

EXTRACURRICULAR ACTIVITIES Campbell University Varsity Women’s Basketball Team (2015-2019). Served as Captain of the

Campbell Women’s Basketball Team (2018-2019). SAAC Representative for Campbell Women’s

Basketball Team (2015-2019). Volunteered in Special Olympics, Water Girl at Campbell Varsity

Football games, and Miracle League.

Madeline Clark


Management, Minor in Financial Planning: Expected

date of graduation: May 2020. Overall GPA 3.5. Dean’s

List, Phi Eta Sigma National Honor Society,

Presidential Scholarship, Southeastern Trust School

Trust Management Scholarship, Campbell University

Administration/Legacy Award.

WORK EXPERIENCE Wells Fargo, Wealth Management Fiduciary Intern

(Long Beach, CA) June 2019-August 2019. Operated

Wells Fargo software systems with ease and

understanding. Completed administrative tasks

including annual account reviews, overdrafts, account

closings, and discretionary reviews. Shadowed trust

administrators during client calls, meetings, and

trainings. Completed timely money movements for

clients. Attended daily and weekly training. Co-hosted

the annual Festival of Nations event. Contacted third

party organizations to obtain information on behalf of

Wells Fargo. Office of Donald E. Clark Jr. Attorney at Law, Assistant (Goldsboro, NC) May 2014-

Present. Gained proficiency in Time Matters and Excel. Recorded financial transactions using

Excel. Organized client information on Time Matters. Norma’s Boutique, Sales Associate and

Social Media Coordinator (Goldsboro, NC) May 2016- January 2018. Greet and assist customers

in selection of merchandise. Reconcile register to receipts. Evaluate and replenish inventory for

on-line and in-store stock. Coordinate models for trunk shows and other events. Merchandise

products for promotion. Create content for social media accounts including videos, photography,

and captions (Instagram and Facebook). YMCA, Lifeguard (Goldsboro, NC) June 2017-

November 2017. Provided a safe and enjoyable environment for patrons. Perform opening and

closing duties. Documented and supervised chemical maintenance for all pools.

EXTRACIRRICULAR ACTIVITIES Student Inclusion Task Force, Alpha Delta Pi Executive Vice President, Student Government

Association Executive Board Member serving as Commuting Student’s Coordinator, Student

Government Association Assistant Chairwoman for the Advancement Committee, Student

Government Association Freshman Vice President, Campus Worship Vocalist and Planner, and

Ronald McDonald House Volunteer.

John Thaddeus Collins

EDUCATION Campbell University BBA in Trust and Wealth


date of graduation: May 2020. Awarded the Scott-Ellis

scholarship.

WORK EXPERIENCE Fiduciary Risk Intern at SunTrust Bank from June, 2019

to August, 2019. Compiled necessary documents in

order to feed a bot that created synoptic reviews for trust

accounts. Reviewed and made corrections to synoptic

reviews created by the bot. Produced synoptic reviews

for special needs trusts. Performed annual Reg9 reviews

for various custody accounts. Seasonal Grass Cutter at

Onslow Water and Sewer Authority from May, 2018 to

August, 2018. Maintained the landscape of over 200

acres of the company’s property. Repaired faulty

equipment. Gave frequent reports to the supervisor of

facilities as to the condition of both the properties

landscape and the equipment used to maintain the

landscape. Served on the Building and Grounds

Committee of Bethlehem Baptist Church from September 2016 to September 2017. Prioritized the

needs of the church based on importance and cost. Voted on the best ways to spend our over

$30,000 budget. Secured the Church campus by performing opening and closing duties.

EXTRACIRRICULAR ACTIVITIES Volunteer Fireman at Buies Creek Fire and Rescue Department. CPR and AED certified. Attend

weekly training exercises and respond to emergency 911 calls. Prepared charitable donations for

Operation Christmas Child. Intramural basketball and handball.

George Davis Cottingham


Administration Candidate, BBA in Trust and Wealth


date of graduation: May 2020; GPA: 3.44. Dean’s List,

Presidential Scholarship, Colonel Jerry Marvel

Scholarship, Janice Daniels and Clifford Russell Miller

Scholarship, Jerry M. and Betty B. Wallace Trust

Scholarship.

WORK EXPERIENCE State Employees’ Credit Union Trust Services Intern,

Raleigh, NC, March 2019 – Present responsibilities

include tracking accounts in process of opening and

tracking accounts pending closure. Responsible for

monitoring upcoming distributions that need reapproval

by the trust committee. Prepare synoptic records for

current trust accounts. Assisted with will file project.

Participate in weekly team meetings and prepare follow-

up emails outlining important and upcoming action

items. SunTrust Bank Private Wealth Fiduciary Services Intern, Atlanta, GA, June 2018 - August

2018 performed various tasks including Reg 9 annual administrative account reviews and

preparing discretionary request forms for committee approval. Assisted in auditing outside tax

preparer returns for trust accounts. Utilized iWork, SEI, CSS, and SPV systems on a daily basis.

Prepared trust synoptics to assist trust advisors with discretionary requests. Atlantic Wealth

Management Intern, Morehead City, NC, May 2017 - August 2017 responsibilities included

working closely with both of the senior partners to assist them in day to day operations. Utilized

ICP (integrated cashiering platform) to move money via EFT from client brokerage accounts to

bank accounts. Opened new client accounts on Client360 and processed new client paperwork.

Assisted with client information, including summarizing tax reports and statements. Utilized

Morningstar to input investment information for new client accounts. Reviewed and assisted with

client illustration savings examples. Responsible for generating insurance quotes for clients.

Assisted in cost basis research. Actively participated during the weekly investment committee

meeting. Oscar N. Harris and Associates Intern, Dunn, NC, January 2017-April 2017 prepared

both business and individual tax returns. Utilized ProSystems software to prepare trail balances.

Assisted with various types of administrative work including scanning, filing, and reviewing. The

Beaufort Country Club, Beaufort, NC, May 2012- Present, Cart Attendant. Assisted golfers with

any questions or concerns regarding the course and facilities. Responsible for regularly cleaning

and servicing the golf carts. Often required to supervise the pro shop in the absence of the head

professional.

EXTRACURRICULAR ACTIVITIES

Lundy-Fetterman Student Success Leadership Team, Finance and Investments Club President,

Intramural Sports (Basketball, Handball, Volleyball).

Charles Dickinson



date of graduation: May 2020. Major GPA: 4.0.

Cumulative GPA: 3.70. President’s List, Dean’s List,

Scott-Ellis Scholarship, Dr. Ernest Paskel Sauls

Business Scholarship, Janice Daniels and Clifford

Russell Miller Scholarship

WORK EXPERIENCE SunTrust Private Wealth Management, Richmond, VA

(June 2019-August 2019). Fiduciary Services Intern:

Assisted Trust Advisors with daily tasks including,

preparing legal checklists, preparing fee checklists,

interpreting trust documents, and administering

scholarship trusts. Prepared Monetary and Non-

Monetary Discretionary Requests for committee

approval. Created a monetary tracking system for

Blanket Discretionary Accounts using Excel.

Developed proficiency in Salesforce, iWork, SunTrust

Portfolio View, SEI, and SEI Reg 9 Compliance.

Farmer’s Peanut Market, Seaboard, NC (November 2015-August 2018). Equipment Operator:

Organized and shipped out approximately 2,000 raw cotton bales by operating a forklift.

Collaborated with management and other employees in time saving methods for a complex

equipment repair task. Blended approximately 1,700 tons (valued at $600,000) of bulk agriculture

fertilizer based on each farmers’ analysis needs. Gained an advanced knowledge of agriculture

chemicals such as insecticides, herbicides, and fungicides. C&B Farms, Garysburg, NC (April

2015-January 2017). Owner/Operator/Partner: Served as Manager/Partner in a farming operation

that produced approximately 50 acres of Sweet Potatoes, Cotton, Corn, and Soybeans. Secured

financing for operations. Engaged in management and operations leadership alongside business

partner. Performed Cost-Benefit Analysis regarding mechanization as opposed to manual labor.

Managed a full-scale harvest operation of sweet potatoes, which required: scheduling migrant

labor force, shipment and transportation of harvested product, real-time (in the field) quality

control, and management of our own employees

EXTRACURRICULAR ACTIVITES Boy Scouts of America Eagle Scout Rank, Campbell University Investment Club

Dalton Lambert Dowd


Administration Candidate, BBA in Trust and Wealth


date of graduation is May of 2020; GPA: 3.163. Major

GPA: 3.38. Graduate GPA: 4.0. Scott-Ellis Scholarship,

Dean’s List.

WORK EXPERIENCE Hog Slat Inc., Newton Grove, NC, TDM Intern; (May

2109-August 2019). Gained experience by assisting

with Cost Accounting. This was achieved by collecting

and organizing costs and sales information related to

hog production. Prepared cost summaries to assist with

quarterly financials. Created cost accounting

worksheets such as summarizing medication expenses,

hog hauling costs, and cull sow sales. Had the

opportunity as well to see the operations of one of their

retail stores as well as work alongside one of their

outside sales representatives. N.G. Purvis Farms Inc.,

Robbins, NC, Summer Intern; (June 2015-Current).

Duties consist of the responsibility of the well-being of sows in breeding and gestation.

Administering medication to sows and piglets as needed. Documentation of breeding and

farrowing records. Help with the birthing, servicing, and weaning of newborn piglets. Transported

medication and supplies to other farm locations. Hispanic interaction on a daily basis. Contacted

distributors, ordered supplies, kept inventory, and stocked the warehouse. Casa Garcia Mexican

Restaurant, Carthage, NC, Server/Dishwasher; (March 2013-April 2015). Transported and served

food to customers in a timely and courteous manner. Ensured the sanitation of dining area and

utensils. Received the ServSafe certification.

EXTRACURRICULAR ACTIVITIES Grand Scribe of the Kappa Sigma Fraternity (December 2017- December 2018), Intramurals

Joshua Friday

EDUCATION Campbell University, Masters of Trust and Wealth

Management, BBA in Trust and Wealth Management

Expected date of graduation: May 2020; GPA: 3.11.

Scott Ellis Scholarship recipient.

WORK EXPERIENCE Intern at Consolidated Planning in Sanford, NC. Gained

hands-on experience and knowledge in the field of

financial planning from an expert with 30 years of

experience. Creator and Co-Owner of Sole Priorities,

February 2017-Present. Small business my partner and

I operate selling limited quantity sneakers and apparel.

Have maintained profitability since inception with

current profits over $40,000 this calendar year. Closed

sales on 750+ items nationwide to a diverse customer

base using different apps such as Goat, StockX, eBay,

and Instagram. Built a reputable social media account to

facilitate and drive sales. Nike Factory Store

(Smithfield, NC), April 2017- September 2017. Sales

Associate: Greeted customers and assisted in making selections. Learned to thrive in a consumer-

focused environment, listening to needs and wants and finding a product to match their needs.

Performed inventory audits and price changes based on current inventory. Process and execute

online orders. Galot Motorsports Park (Benson, NC), September 2016- February 2017. Track

preparation technician: Assist in track preparation and maintenance. Assisted in safety inspections

and accident prevention. Liaison between management and attendees. Officiated various forms of

races.

EXTRACURRICULAR ACTIVITIES Campbell Men’s Club Golf Team President and Member, August 2015- Present. Lundy Learners

Non-Profit, Treasurer, January 2017- May 2017.

Kelly Ruth Fuqua


Administration (Candidate), 3.3 GPA. BBA in Trust &

Wealth Management Pre-Law, Minors in Financial

Planning & Accounting. Expected Date of Graduation:

May 2020.

WORK EXPERIENCE Graduate Assistant of Admissions & Student Success,

Buies Creek, NC, August 2019 - Present. Oversee

leadership groups such as the Admissions Team,

Success Coaches, BADM 100 Mentors, etc. Coordinate

with the main campus admissions office for admissions

events such as Visitation days, Camel-for-a-day,

campus tours, etc. Schedule one-on-one meetings with

students for individual coaching needs that may cover

academic support, personal issues, course advising or

tutoring, & more. Private Wealth Management Intern at

SunTrust Bank, Orlando, FL, Summer 2019. Conducted

account research & maintenance regarding updated

fees, exemption checklists, & legal documents after

completion of Regulation 9 reviews. Submitted & presented discretionary distribution requests

from clients to an approval committee. Trust Intern at American Armed Forces Mutual Aid

Association, Reston, VA, Fayetteville, NC, Summer 2018. Completed a stock proposal project

under the advisement of both the Chief Investment Officer & President of the trust company.

Assisted Relationship Managers with an array of projects from investment philosophies to personal

outreach campaigns & client communications. Fitness Ambassador at Campbell University

Campus Recreation Department, Buies Creek, NC, September 2016 - Present. Collaborate with all

general fitness attendants about scheduling & events, remain in good relationship with department

graduate assistants, recommend during the hiring process, attend group fitness classes, delegate

responsibility, & ensure sanitation standards in all facilities. Counselor at the Jesse Helms Center

Free Entrepreneurship Challenge, Houston, TX, Wingate, NC, Palm Beach, FL, Buies Creek, NC,

Summers 2014 - 2017. Influenced high school students with interests in entrepreneurship &

government while simulating a new company environment through projects such as designing

business plans, commercials, stock market games, founding fathers principles, virtual trade, &

current event debates. Prepared & presented opening prayers for the Annual Donor Recognition

Banquet. Marketing Intern at The Journey Church, Dunn, NC, September 2016 - April 2017.

Restructured social media platform, designed graphics for events or quotes, improved audience

reach for posts, assisted live streaming church services, & participated in service projects.

EXTRACURRICULARS ACTIVITIES BADM 200 (Philosophy of Business) Mentor. The International Entrepreneurs Young

Entrepreneurs Program Mentor. ‘CU Soup’ Event Co-organizer. Campus Civitan International

Charter Treasurer. Presiding Judge at Duke Collegiate Mock Trial Invitational Tournament. Lundy

Fetterman School of Business Student Success Coach. Lundy Fetterman School of Business

Admissions Team Leader. PuraVida Brand Representative.

Parker Gallagher

EDUCATION

Campbell University, Master of Business

Administration focused in Financial Services

(Candidate), B.B.A in Trust and Wealth Management,

Minor in Financial Planning. Expected date of

graduation: May of 2020. MBA GPA: 3.813 UG GPA:

3.225; Campbell University Presidential Scholarship,

Jimmy E. Witherspoon Trust Scholarship, Becky T.

Kelly Wealth Management Scholarship, Marvin D.

Johnson Trust Scholarship, Campbell University

Administration Award.

WORK EXPERIENCE First Citizens Bank, Institutional Wealth Intern –

Raleigh, NC (Summer 2019.) Interpreted Portfolio

Online web tool and built a step-by-step guide on

features and capabilities of tools for associates and

clients. Attended and coordinated weekly meetings with

management for sales and support teams within the

institutional team. Researched and compiled extensive

database for perspective clients for use in future growth

strategies. Reviewed and completed Request for Proposal for perspective clients. Located and

organized client data from multiple internal and external databases for use in efficient conversion

of retirement plan client data to new record keeper. Supported sales and support teams in daily

administrative tasks.

Wells Fargo, Fiduciary Administration Intern – Long Beach, California (Summer 2018.)

Completed administrative tasks including distribution requests, various account reviews,

closings/terminations and overdrafts. Attended weekly team 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. 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 CIMM from Field Offices and ensured proper distributions.

KS Bank Inc. Trust Department Trust Intern – Smithfield, North Carolina (Summer 2017.)

Assessed and organized client accounts and files in preparation for internal trust audit. Observed

client relationship meetings and conference calls. Sat in on Trust Committee meetings. Set up

online Synapsys accounts on the trust data base for new clients to be able to access their account

information online. Organize and scan client files into TNET online trust database as well as set

up tickler reminders for initial and annual reviews. Performed administrative tasks.

Campbell University Lundy-Fetterman School of Business, Director of Trust and Wealth

Management Student Assistant – Buies Creek, NC (August 2017 – Present.) Planning and

assisting in continuing education programs for Trust Education Foundation. Prepared materials for

trust meetings classes. Welcomed and assisted new trust students. Performed administrative duties

for Director of Trust program. Trust Education Foundation Southeastern Trust School Student

Assistant Summer 2017. Observed SETS sessions. Performed administrative duties to aid a

successful summer session. Campbell University Lundy-Fetterman School of Business Career

Services Assistant, (August 2016 – 2018.) Assisted peers in résumé writing, interview skills,

professional dress, and career development. Assisted in forming résumé and biography packets for

interview panels. Worked closely with Director to plan catered lunches and receptions for on-

campus recruiters, developed plans for career fairs and professional workshops, and created an

accessible and encouraging office. Assisted with maintaining a database of interview questions to

be uploaded to Perfect Interview software. Assisted in organizing an office job board and

maintained a comprehensive spreadsheet to track student internship and permanent hire placement.

Contributed student input in planning meetings with the leadership of the LFSB. Campbell

University Undergraduate Admissions, Student Ambassador – Buies Creek, NC (August 2015 –

2017.) Take potential students on campus tours. Input potential student information into Excel

spreadsheets. Organizing and make packets for potential students for Visitation Days.

Creek Coffee House, Barista – Buies Creek, NC, (December 2017 – Present.) Provide positive

customer experience through making drinks to order for customers. Reconcile cash register and

handle up to $600 cash. Perform administrative duties from restocking to cleaning work areas.

Ashworth’s Men’s Clothing and Shoes, Haberdasher – Fuquay-Varina, NC, (August 2015 –

September 2016.) Merchandise new products and organized merchandise on the floor. Advise and

inform customers on professional dress and products. Reconciled cash receipts to daily sales of up

to $15,000 using proprietary software. Evaluated, tagged, and replenished merchandise inventory.

EXTRACURRICULAR ACTIVITIES Head Organizer of the Annual Cole Humphrey Memorial Run and Walk, Lundy-Fetterman

Business Week Committee Member, Member of Kappa Sigma Fraternity. President of Greek Life

Programming Board for Campbell Greek Life. Head of Kappa Sigma Brotherhood Small group.

Keyana Holman-Drone



date of graduation: December 2019. Scott-Ellis

Scholarship, Administrative On-Campus Housing

Scholarship.

WORK EXPERIENCE TIAA, Charlotte, June 2018- August 2018. Intern for

Craig Parkin, Institutional Financial Services Regional

General Manger. Assisted the CORE Mid-Atlantic team

members with multiple tasks including client meetings.

Completed several tasks and projects, including a mass

report for the Wealth Advisors Directors, created a

spreadsheet of the overall Blue Ridge territory cliental

and personnel data, and established an Executive

Onboarding Process for external new hires. Kernersville

YMCA, Kernersville, North Carolina, Back Desk

Receptionist, Summer 2017 and 2018. Responsible for

checking members into the facility and informing

members on the latest information about the facility. Managed liability waivers with non-member

and member associated with a different YMCA. Other duties include overseer of the concessions.

Cheddar’s Scratch Kitchen, Jacksonville, North Carolina, Hostess and Busser, April 2014- August

2014. Responsibilities and duties as a hostess involved providing excellent customer service and

organizing materials for guests. As a busser, providing a clean environment for guests to eat.

EXTRACURRICULAR ACTIVITIES Volunteered at St. Paul United Methodist Church Food Pantry and Spiritual Life Freshman Move

in Day. Gilbert T. Stephenson Trust Club, Secretary.

Aidan Hunt

EDUCATION

Campbell University, BBA in Trust and Wealth

Management Pre-Law, Minor in Financial Planning;

Anticipated graduation date: May 2020; GPA 3.7405;

James A. Campbell Full Academic Scholarship,

Southeastern Trust School Trust Management

Scholarship, President’s List, Dean’s List.

WORK EXPERIENCE Suntrust, Private Wealth Management Intern (Atlanta,

GA), May 2019 – August 2019. Completed compliance

and quality assurance related projects working

alongside the trust advisors and fiduciary tax advisors.

Completed fee language checklists for accounts with

Reg9 flags to ensure fee schedules complied with the

terms of the governing documents. Completed

discretionary forms for distribution requests to be

brought up in committee. Worked with Fiduciary Tax in

analyzing tax returns to ensure private foundations were

making required minimum distributions. Completed

beneficial ownership forms for AML screening.

Performed mandatory property inspection with real estate specialists. Met with trust advisors,

client advisors, estate settlors, investment portfolio managers, investment strategists, equities and

FX traders, and top executives across the private wealth management department. IronBox, Sales

Associate Intern (Raleigh, NC), May 2018 – August 2018. Maintained and developed business

relationships with vendors and customers. Prepared sales quotes for individual customers and

existing business to business contracts. Fielded customer inquiries and maintained customer

databases using advanced software to nurture potential leads into long-term business relationships.

Developed and maintained new e-commerce marketplaces including Newegg and Fulfillment by

Amazon (FBA). Shipped to (FBA) 3,583 units valuing $102,387.95 increasing sales from Q1&2

at $23,766.38 to Q3 at $96,985.42, an increase of 408%. Analyzed sales metrics for products to

determine new potential sales trends. Over the course of two months, closed five deals valuing

$22,000. The Headfirst Companies, Camp Counselor (Washington D.C.), May 2017-August 2017.

Coached teams of children for the #1 kids sports camp in the Washington D.C. area. Mentored,

nurtured, and enriched the lives of young children in the community, while simultaneously

enhancing personal leadership skills. Independent Umpire’s Association, Umpire (Montgomery

County, MD), April 2015-April 2018. Officiated youth baseball games ages 8-18. Developed skills

in professionalism and authority.

EXTRACURRICULAR ACTIVITIES Day trader in the Foreign Exchange and commodities markets. Finance & Investing Club, member.

Kappa Alpha Order at Campbell University, Chapter treasurer (December 2017-present).

Muscular Dystrophy Association Walk and Fundraiser with Kappa Alpha Order at Campbell

University. Intramural flag football.

Adam T. Johnson



date of Graduation: May 2020; GPA: 3.625. President’s

List, Campbell University Presidential Scholarship,

NFIB Young Entrepreneur Scholarship, Thomas

Murray & Shirley Rice Lewis Scholarship, Top 10

Percent Award, Alumni Referral Scholarship, Campbell

University Administrative Scholarship, Local

Government Federal Credit Union Scholarship,

NCAREMS Scholarship, Chamber of Commerce (St.

Pauls, NC) Scholarship, North Carolina Police

Benevolent Association Scholarship, North Carolina

Woodmen of the World Focus Forward Scholarship,


Scholarship

WORK EXPERIENCE Wells Fargo Wealth Management (Las Vegas, NV),

Fiduciary Intern, June 2019- August 2019. Assisted

service team in day to day administration and account

maintenance. Utilized software including SEI, Navigator, File Net, CIMM, Client Link, Trust

Gateway, and Trust Money Movement to conduct reviews and perform daily tasks on accounts.

Completed assignments such as Discretionary Requests, Account Terminations, Annual Account

Reviews, Giftings, Overdrafts, New Account Reviews, Client Distributions, etc. Identified

customer needs and offered informed solutions. Communicated directly with clients to

authenticate information and confirm client requests. Managed risk associated with accounts.

Reviewed and interpreted Trust documents and financial information for all types of moderately

complex accounts. Assisted team members in preparing for Client Meetings by conducting

research and preparing presentation materials. All American Alarms (Parkton, NC), Sales and

Services Representative, May 2017- May 2019. Created an updated inventory list. Converted hard

copy business records to electronic business files using QuickBooks and other software. Assisted

team members with daily tasks including meetings with customers, answering phone calls, and

installing alarm systems. Provided excellent customer service by responding to requests from

clients in a timely manner and by communicating with clients to ensure that they were satisfied

with the services provided. Created strategies for marketing and advertising. Presented information

to management regarding customer needs. Billed and collected payments from customers. Lumber

River Council of Governments (Pembroke, NC), Financial Intern, September 2018- November

2018. Produced weekly and monthly financial reports for five departments. Assisted with payroll

and accounts payable. Submitted reports to executive director for review. Campbell University

(Buies Creek, NC), School of Business Student Mentor, August 2018- December 2018. Assisted

BADM 200 students in adapting to the business school. Provided academic support and course

related advice to students. Utilized knowledge of campus and resources to benefit mentees.

Organized group events outside of class. Designed grading rubrics for students to follow. Worked

closely with the professor to ensure student success. The Life Center (St. Pauls, NC), Worship

Director and Coordinator, January 2017- July 2018. Supervised a team consisting of sixteen

members. Collaborated with members of the team on a weekly basis through email, text, and

personal contact. Managed social media for summer ministries. Organized and implemented

success plans. Created goals for the team and motivated members to achieve the goals. Used Excel

to monitor department budget. Handled issues that occasionally arose in a professional and logical

manner. Created monthly schedules for team members to follow. St. Pauls Swim Club (St. Pauls,

NC), Head Lifeguard, summer 2015, summer 2016. Managed the facility during operating hours.

Created schedules for staff to follow. Maintained an excellent record of payments and

expenditures. Performed normal lifeguard duties. Entered employee time sheets weekly. Accepted

cash payments and checks from members. Presented information at member meetings and board

meetings.

EXTRACURRICULAR ACTIVITIES Campbell University Trust Club Member, Disaster Relief USA Volunteer, Campbell University

Science Olympiad Volunteer, Worship Leader at BPHC

Justin Kimmerlin


Management, BBA in Accounting, Minor in Financial

Planning. Expected date of graduation: December

2019. Received the Scott-Ellis, Southeastern Trust

School Trust Management and the Narron, James W

&C Gray Johnsey Trust Scholarships. GPA is 3.201

and Major GPA is 3.182.

WORK EXPERIENCE BPAS (Houston, TX), Retirement Plan Consulting

Intern, May-August 2019. Assisted VEBA trust

consultants with reconciling three years’ worth of

account databases, enrolling and modifying participant

plans when applicable and adjusting contribution

errors in WEX and OMNI databases. Served as a

Chinook helicopter mechanic in the U.S. Army,

February 2011-July 2015 in both South Korea and Fort

Carson, CO. Conducted schedule and unscheduled

maintenance on helicopters in a military aviation

environment, assisted with local officials during the

Black Forest Fire and Boulder, CO flood of 2013, and assisted leadership in management of

company-level vehicle maintenance. Worked as a front desk associate and bookkeeper at BI-LO,

August 2005-January 2011. Managed the front end of a grocery store alongside assistant managers,

conducted cash till audits and cash drops with armored car company on a daily basis, and assisted

customers with complaints and questions.

EXTRACURRICULAR ACTIVITIES Phi Delta Theta Fraternity, August 2017-December 2019. Circle K International volunteer club,

August 2017-May 2019. School of Business Student Success Team, August 2016-May 2019.

School of Business summer orientation volunteer, 2016-2018. Academic Coach, August 2017-

May 2018. Campbell University Cheerleader August 2015-May 2017.

Matthew Knortz

EDUCATION

Campbell University, Master of Business Administration

(Proposed Applicant), BBA in Trust and Wealth

Management, BSA in Economics, Minor in Financial

Planning. Expected Date of Graduation: May 2022. GPA

3.73. Presidential Scholarship, Thomas Jack Lynch

Scholarship, Administrative on Campus Housing

Scholarship, Alumni Referral Scholarship, Southeastern

Trust School Trust Scholarship, Hawkins, Benjamin M.

Trust.

WORK EXPERIENCE B&J Seafood Marketplace Associate, New Bern, NC,

January 2015 – May 2019. Greeted and offered selection

assistance to customers. Assisted new employees with

job transition. Prepared products for customers.

Restocked and counted inventory. Provided excellent

customer service to all customers. Haag & Son’s Seafood

Marketplace Associate, Oak Island, NC, May 2019 –

Present. Prepared products for retail and wholesale

customers. Assisted new employees with job transition. Took and stocked needed inventory for

the retail market.

EXTRACURRICULAR ACTIVITIES Fundamental & Technical Analysis of Foreign Exchange Markets, Finance & Investing Club

Member, Trust & Wealth Management Club Member, Intramural Sports.

Nick Koury

EDUCATION Campbell University, Masters of Business

Administration (Candidate), BBA in Trust and Wealth

Management: Expected date of graduation: May 2020;

GPA: 3.218; MBA GPA: 3.75. Southeastern Trust

School Trust Management Scholarship; Out of State

Resident Scholarship; Administrative On Campus

Housing Scholarship; Scott-Ellis Scholarship; Harry T.

Gatton Trust Scholarship.

WORK EXPERIENCE Student Activities Graduate Assistant for Greek Life

(August 2019 – May 2020) Organized office and created

step by step training material for future GA’s. Reviewed

and approved several philanthropies, social,

fundraising, date, and community events. Reserved

rooms for events and functions. Supervised and

managed different Greek Life and Student Activies

events including CAB and SGA events. Helped set up

and take down necessary items for events. Waldron

Private Wealth Management Associate Department

Intern (May 2019 -August 2019) Prepared, revised and edited client deliverables. Created,

prepared, and updated client accounts through/with SalesForce, Fortigent, and eMoney. Created

reports to educate financial advisers and clients on several topics. Presented thorough research to

financial planners, advisers, and clients. Proficient in excel, Fortigent, SalesForce, BlackDiamond,

and eMoney. Assisted in companywide switch from Fortigent to BlackDiamond. Completed client

historical data checks to ensure transfer accuracy. Balanced portfolios in BlackDiamond to send

to MD for approval. Waldron Private Wealth Management Planning Department Intern (May

2018- August 2018). Prepared, revised and edited client deliverables. Created, prepared, and

updated client accounts through/with SalesForce, Fortigent, and eMoney. Created reports to

educate financial advisers and clients on several topics. Presented thorough research to financial

planners, advisers, and clients. Proficient in excel, Fortigent, SalesForce, and eMoney. Gander

Mountain Sales Associate, Firearms, Hunting, and Outdoors Specialist (May 2017-August 2017).

Proficient in systems E-TRACK and E4473 though the FBI database NICS. Provided in-depth

knowledge to customers about form 4473 Helped advise customers to the best product for their

needs and requirements. Provided the necessary background information and expertise on

extensive inventory needed to help customers make decisions. Kept store at a high level of

cleanliness at all times to promote a positive experience. Provided exceptional in-store customer

service and over the phone. Restocked and helped maintain inventory. Koury Insurance Agency

General Assistant (January 2012-January 2017). Redesigned and refinished office to a updated,

modern look. Serviced office through general maintenance and housekeeping. Renovated several

different parts of office space. Filed and pulled accounts for Brokers. Assisted office in transfer to

new hardware. Koury’s Decks, owner (May 2012-July 2016). Provided customers with advice and

opinions as to work needed to be performed. Prepared quotes and negotiated price with customers

and suppliers. Cleaned, washed, repaired, sanded, and stained decks. Placed existing furniture back

on deck to present new deck to customer.

EXTRACURRICULAR ACTIVITIES President of Kappa Sigma fraternity-Sigma Phi chapter (2017-2018), president of The Wesley

Fellowship (2016-2017), CAB homecoming committee board member (2016), CAB spring fling

committee board member (2016), Phi Eta Sigma national academic honors society, Eagle Scout,

Order of the Arrow member, Three time national champion trap shooter with numerous local,

regional, and state championships.

Alexa Mangum


Management, Minor in Financial Planning, expected

date of graduation is May 2020, Cumulative GPA of

2.781, Scott-Ellis Scholarship.

WORK EXPERIENCE Triangle Landscape Supplies. Raleigh, North Carolina.

Part-Time 2015 to Present, Receptionist at front desk to

help and assist customers. Assisted in bookkeeping to

balance check books, tally payroll, reconcile vendor

tickets with Accounts Payable, Accounts Receivables

and miscellaneous office tasks: copy, scan, shred, put

company packets together.

Dunes Club. Atlantic Beach, North Carolina, Summer

2016, Private Beach Club. Waitress. Breakfast, lunch,

dinner, and special events full-time over the summer.

Set up formal events with elegance and style. Was a

great team member and worked well with everyone to

get things done efficiently, professionally, and timely.

RPG Solutions (Sold to HUB International, a global

insurance firm). Raleigh, North Carolina, Summer 2014 and 2015. Assistant to Samantha Hall to

complete office tasks: copy, scan, shred, put company packets together and miscellaneous errands

for this Insurance and HR Consulting Company.

EXTRACURRICULAR ACTIVITIES Delta Phi Epsilon Sorority, Special Event Coordinator in sorority, CU Yearbook Team, CU Tennis

Club, Study Abroad at Edge Hill University in England.

Veronica Martinez

EDUCATION Campbell University, B.B.A in Trust & Wealth


date of graduation: May of 2020.

WORK EXPERIENCE

Atlanta, Georgia, SunTrust Inc., Private Wealth Risk

Management Intern, June 2019- August 2019.

Responsibilities included creating synopsis, which was

done by feeding a bot documents such as Wills, Trusts,

and Death Certificates. As well as, reviewing and

correcting errors that the bot had made in the synopsis.

Other Responsibilities included flagging and creating

exceptions for accounts in specialized systems

particular to the corporation. Performed administrative

tasks. Listened in on Discretionary and Non-

Discretionary Conference calls. Buies Creek, North

Carolina, Wiggins Memorial Library, Student worker

August 2016- Present. Aided students in sending faxes,

printing, finding library material, such as books and

electronics within the library premises. Collaborated with superiors to make the Library a more

appealing environment for fellow workers. Helped maintain inventory of library books, as well as

booked rooms for students wishing to study. Arkansas City, Kansas, Creekstone farms,

Warehouse Clerk June 2018- August 2018. Assisted team members find parts required to fix

machinery. Invented a new system to organize parts. Created new homes as well as changed the

location for placement of old and new inventory. Organized over seventy new parts into new

homes, using Excel. Managed incoming shipments, created shipping invoice sheets to inform

superiors of shipment status. Sanford, North Carolina, Pentair, Material Gather, May 2017- August

2017. Obtained pieces of equipment for structural purposes of material. Delegated what parts

where to go to individuals in a manufacturing line. Handled BOLS and insured that the correct

amounts were shipped as well as that the correct amounts of materials were outputted into the

shipping system. Oversaw eight workers, delegating materials needed in order to make shipping

requirements.

EXTRACURRICULAR ACTIVITIES Member of Campbell University Astronomical Society, Vice-President of Gilbert T, Stephenson

Trust Club. Relay for life, Operation Insamuch, Business Admissions Team, Represented

Campbell University in the Huminomics Colloquium, spring of 2019 in Wichita, Kansas.

Sarah Mason


Management Pre-Law, Minor in Financial Planning.

Date of graduation: May 2020. Scott-Ellis Scholarship

and Hope Scholarship.

WORK EXPERIENCE Nanny/Caregiver of Children. Cary, NC. (June 2013-

present) Developed a trusting relationship with the

families to look over children and homes. Handled

nutritional needs, prepared food and snacks. Maintained

order, respect, and cleanliness of home. Organized

games and read to children. Kept time schedule: feeding

children and animals, walking dogs at specified time,

and putting children to bed. Communicated clearly with

parents, provided feedback on time management, and

ensured that safety standards of children and home were

properly displayed. Party City Assistant. Garner, NC.

(Jan-May 2017) Itemized and restocked shelves.

Completed inventory checks in back room, to make sure

supplies were well organized and labeled properly.

Reconciled money as cashier, provided accurate change, and was responsible for counting drawer

every shift to make sure all transactions were correct. Directed customers to locate specific items

throughout store. Trained new staff members of policies and procedures. McDonalds Cashier.

Garner, NC. (June-Dec 2016) Trusted with money and was responsible for providing accurate

change in drive thru operations. Demonstrated ability to operate company’s computer software.

Listened intently and recited back orders given. Learned to properly follow food safety preparation

guidelines. Cleaned facility, ensuring the customer’s environment was up to proper standards.

EXTRACURRICULAR ACTIVITIES Phi Alpha Delta Fraternity Secretary (2017-present), Church and Community Volunteer (June

2013-present), and Intramural Indoor Soccer

Susan Mayo



date of graduation: May 2020; Overall GPA 3.5.

Presidential Scholarship, Lewis M. and Annabelle L.

Fetterman Business Scholarship, Lundy B. Fetterman

School of Business Gordan B. Rowland Trust

Scholarship, McNeil Chestnut Trust and Wealth

Management Scholarship, President’s List, Phi Theta

Kappa.

WORK EXPERIENCE Tugwell Auction & Realty Company, Company

Support Associate (Falkland, NC) January 2012-

Present. Gained proficiency in Auction Flex, a

multifunctional software system for auction and real

estate companies. Gathered and managed data from

clients nationally and internationally. Worked one-on-

one with clients while finalizing over $900,000 worth of

sales in real estate, farm equipment, household

appliances, antiques, and automobiles. Calculated

item’s ticket information and recorded over 5,000 tickets worth in sales. Collected titles, deeds,

and miscellaneous material when finalizing certain sales for the company and client. Promoted the

company through social media outlets, email, and postal service. Two Men and a Truck, Financial

and Operation Intern (Greenville, North Carolina) May 2019-July 2019. Managed scores of

invoices, receipts, and financial documents for monthly QuickBooks system. Oversaw customer

damage claims and compensation requests by coordinating vendors and utilizing TMT claim’s

protocol. Recorded company data from past two years to ensure compliance with state and federal

regulations. North Carolina Independent Colleges and Universities, Legislative Intern (Raleigh,

NC) January 2018- February 2019. Conducted and compiled research into spreadsheets,

documents, and info packets for events. Attended and notated committee meetings, House/Senate

sessions, and special work groups. Worked with lobbyists, state officials, and legislators in the

advocation for private and independent colleges and universities across the state of North Carolina.

Jewel’s Formals, Sales Associate (January 2017-May 2017). Directly engaged, assessed, and sold

over $7,000 worth of couture, formal attire to clients across the state. Worked with representatives

in national organizations such as Miss America and Miss USA to ensure client satisfaction and

delivery. The Wooten Company, Administrative Archivist (Greenville, NC) June 2015-July

2016. Oversaw the cleanup and organization of the company warehouse containing several

thousand documents dating back 6 decades. Learned to operate CAD and blueprint scanner and

printer systems. Scanned several hundred SPECS, final design, and amendment blueprints for

surrounding towns, counties, and states as well as for commercial companies. Collaborated

biweekly with a team of 10 engineers and assistants to discuss and organize current plans and

upcoming projects, client initiatives, and current team goals.

EXTRACURRICULAR ACTIVITIES Campus Activities Board secretary, LFSB mentor, Homecoming and Spring Fling Committee

member, SGA Sophomore Class vice president, CU Trust Club member, Greenville Christian

Academy alumni, Ronald McDonald House volunteer, Parker’s Chapel FW Baptist volunteer,

Family Works Ministries volunteer.

Carlton Jesse Miller

EDUCATION



date of graduation: May 2020. Scholarships: Campbell

University Presidential Scholarship, Hope Scholarship.

WORK EXPERIENCE Polls Manager for Dillon County Voting in district 7

(Hamer, SC), managed voting polls and supervised crew

of 3, June 2018- Present. Farm owner and manager for

Miller Farms (Hamer, SC), head over all operating

activities and supervisor of crew of 2, operated and

tended to 800 acres of both owned and rented land. Co-

mechanic for servicing farm machines and vehicles.

Knowledgeable in herbicides, pesticides, and

fungicides; both in application and effectiveness. May

2015- Present.

EXTRACURRICULAR

ACTIVITIES Honor Guard of the Kappa Sigma Fraternity- Sigma Phi Chapter, Spring 2018- Present. Member

of Campbell University Ducks Unlimited, Fall 2017- Present. Member of the Gilbert T.

Stephenson Trust Club, Fall 2019- Present.

Trevor Milligan


Management, Minor in Financial Planning; Expected

Date of Graduation: May 2020; GPA: 3.526. President’s

List, Dean’s List, Scott-Ellis Scholarship, Raymond F

Memorial Shearin Scholarship, Dr. Ernest Paskel Sauls

Business Scholarship, Residence Life Scholarship,


Scholarship, Major Sam Byrd Trust Education

Scholarship, Willis & Marguerite Gupton Scholarship,

Administrative On Campus Housing Scholarship.

WORK EXPERIENCE Advocacy Trust, LLC, Trust Officer Intern

(Mooresville, NC/Buies Creek, NC), May 2019-

Present. Responsibilities include documenting client

correspondence in the appropriate software system,

daily monitoring of cash overdrafts, processing

distributions for the benefit of client at the direction of

trust officer, writing up discretionary requests to gain

approval for client distributions, completing account

opening forms and account closing forms, and processing trust business through multiple

interfaces including Microsoft Excel and RedTail Customer Relationship Management platform.

Completed one-off projects that included documenting accounting, tax, and termination language

for each trust account to set up ticklers for the trust officer. Golf Galaxy, Player’s

Assistant/Customer Service (Cary, NC), May 2017-May 2019. Create a world-class customer

experience by providing passionate customer service and selling through customer engagement.

Demonstrate ability to genuinely interact with customers to show passion, knowledge, dedication,

and commitment in golf. Uphold company standards for merchandise presentation of the best

apparel and equipment brands in golf. Campbell University Residence Life, Resident Assistant

(Buies Creek, NC), August 2017-May 2018. Responsibilities included the development,

coordination, and maintenance of the residence hall/apartment program. Served as a positive role

model for the students in their residence hall. Conducted Campbell University policy with safety

and integrity. United Parcel Service, Seasonal Driver Helper (Morrisville, NC), December 2016.

Assisted the UPS Driver with everyday tasks, including delivering to businesses and residences

and picking up packages from businesses. Demonstrated excellent customer contact skills on the

job. Required to deliver packages successfully in very little time to keep the driver on schedule.

West Raleigh Baseball Association, Umpire (Raleigh, NC), March 2013-May 2016. Officiated

youth baseball games. Monitored behavior of athletes and spectators at events. Enforced rules of

sportsmanship and good conduct in the facilities.

EXTRACURRICULAR ACTIVITIES

Gilbert T. Stephenson Trust Club, Astronomy Club, Brown Bag Ministries, Operation Christmas

Child

Alexander Milne



date of graduation: May 2020. Campbell University

overall GPA: 3.84. Scott-Ellis Transfer Scholarship,

Newkirk Family Trust Management Scholarship,

Marvin Drake Johnson Trust Management Scholarship,

Wells Fargo Undergraduate Trust and Wealth

Management Scholarship.

WORK EXPERIENCE Wells Fargo, N.A, WIM Intern, Minneapolis, MN, June

2019 – August 2019. Fiduciary Administrator,

examined and approved discretionary distributions,

reviewed and gained an understanding of Trust

documents, and gained familiarity with systems such as

SEI, FileNet, Trust Gateway, TMM, TMT, CIMM, etc.

Completed annual account reviews to ensure proper

account set up, obtained and submitted pledge releases

for pledged accounts, reviewed new accounts and set up

necessary ticklers. Implemented EFTPS for all qualified

accounts. Explored different departments within WIM including Relationship Managers, Estate

Planning, Special Needs Trust, RM Associates, Investment Specialists, and Philanthropic

Services. Olive Garden Certified Trainer/Server, Holly Springs, North Carolina, October 2017-

present. Conducted training classes for any front of house position for groups of new employees

within the restaurant, along with educating the individuals on the processes and policies that need

to be followed when working. Developed relationships with guests to have an ability to meet their

needs during their visit and be able to make sales recommendations based on observations.

Handled all forms of payment from each table during a shift until the end when money was turned

in and redistributed. Olive Garden To-Go Specialist, Tampa, Florida, January 2017-August 2017.

Handled all money exchanged throughout the restaurant daily, while performing bank drops and

working with managers to determine if the amount of money is compliant with the computer

system. Used phones, as well as computers, to develop relationships with guests while placing and

recording orders for pick up or delivery. Seminole State College of Florida Assistant Coach,

Sanford, Florida, August 2015-June 2016. Supported and respected the head coach’s instructions

as well as his philosophy with the players. Made phone calls, sent out emails, and attended lower

level events in order to develop relationships with possible recruits. Taught, developed, and

instructed players to help improve each players value in hopes to move them to the next level.

EXTRACURRICULAR ACTIVITIES University of Central Florida Men’s baseball team (2012-2013), Seminole State College of Florida

Men’s Baseball team (2013-2015)

Ian Clayton Moser

EDUCATION



date of graduation: May 2020, Scott Ellis Scholarship.

WORK EXPERIENCE August 2019 – present at Creek Coffee House

responsibilities included; making drinks, interacting

with customers, cleaning, organizing, and rotating

inventory. May – August 2019: I worked on/ around

houses, doing; electrical, remodeling, decking,

carpentry, plumbing, electrical, landscaping, and

painting, as well as managing and scheduling clients. In

July 2018 – August 2018 Intern at Linville Team

Partners Commercial Real Estate, Responsibilities

included: calling property owners to gauge interest in

selling or buying properties and compiling a list of

potential candidates, interviewing clients to refine their

criteria of investing and showing properties that fit their

targeted interest. Using spreadsheets to report key

metrics to agents and brokers. July 2018 - August 2018 I worked on houses, remodeling, decking,

cleaning rent houses. Of which I had to know carpentry, landscaping, and painting. March 2016 -

July 2016 Intern at Graves Investigations, LLC, Responsibilities included: shadowing a private

investigator on existing cases, which included, presumed infidelity, workers compensation fraud,

theft, and protection. Learned surveillance, tracking, and techniques used by the profession. June

2015 - August 2015 Irrigation Specialist at Mid-South Irrigation and Landscape. Responsibilities

included site planning of plant material and installation of underground sprinkler systems. May

2013 - Present Adjunct Instructor at Kit Solutions, LLC. Responsibilities include: training of

Military, Law Enforcement and civilians on rifle, handgun, and shotgun techniques, as well as,

firearm cleaning and weapon maintenance. June 2013 - August 2013 Cowboy at Bar TT Ranch in

Montana. Responsibilities included: Herding, roping, and branding cattle. Accessing health of

cattle and giving medication/shots when warranted. Repairing fence, barns, gates, trails, and

houses, painting houses, mowing lawns, weed eating, and other property maintenance for a 75

square mile a black angus cattle ranch.

EXTRACURRICULAR ACTIVITIES Half Apple Band member, BCR Band member, the Roomates band member, Intramural sports

participant (basketball, soccer).

Montoya Murphy

EDUCATION Campbell University, BBA in Trust & Wealth

Management, Minor in Financial Planning. Major GPA:

3.5. Expected date of Graduation: May of 2020.

WORK EXPERIENCE Campaign Finance Intern August 2019 – Present,

Report confidential bank account information for all

financial accounts established by committee. Maintain

records of contributions toward campaign including

contributions/expenditures made on behalf of the

committee. Maintain records of dates, payments, sums

after the day has ended, and filing all receipts. Keep

detailed accounts and filing quarter reports. Report

contributions on appropriate forms, Canvass

communities and Phone bank. Supervisor, Burkes

Outlet November 2016 – September 2018. Reliable and

Punctual Supervisor who possesses an excellent work

ethic and 2 years in retail. Areas of expertise including

inventory, cash management and excellent customer

service. Serve as department manager and created

solutions toward the identified floor plan setup and aisle presentation. Efficient in meeting weekly

datelines. Establish daily tasks for myself and associates. Kept store clean and maintained neat,

orderly product displays. Calculate daily store funds, including balancing registers and safe,

receiving pick-ups, creating daily deposits, making change orders. Checking emails, responding

to other stores. Providing great customer service, including greeting, dealing with customer

concerns and/ or complaints. Unloaded trucks and stocked merchandise. Sales Associate, Party

City September 2015 – August 2016.Helped customers select products that best fit their personal

needs. Educated customers on product and service offerings. Balloon specialist

EXTRACURRICULAR ACTIVITIES Trust Club member August 2019 - present.

Donald Palmer Jr.


Administration (candidate), BBA in Trust and Wealth


date of graduation: May 2020. Cumulative GPA: 3.24.

UG Major GPA: 3.42. GR Major GPA: 3.769. PEGGY

R. LAWRENCE TRUST SCHOLARSHIP.

WORK EXPERIENCE Campbell University Business Office: Graduate

Assistant, Buies Creek, NC, February 2019 – Present

reviewed and analyzed financial documents. Reconciled

general ledgers, invoices, and student/faculty accounts.

Participated in new student introductory to the

University. Answered questions from students, parents,

and faculty/staff in person and via phone call in a timely

and accurate manner. SunTrust Bank: Private Wealth

Management fiduciary Risk Intern Atlanta, GA, June

2019 – August 2019 created synoptics to be used by

Trust Administrators in the process of assessing client’s

accounts. Compiled detailed analyses of delicate client

information for Synoptic Quality Analysis process for sending single account requests. Performed

different levels of risk assessment in the process of analyzing client accounts Completed required

annual reviews of various Trust Accounts. Joined in on Discretionary Committee calls. Executed

team building exercises to boost team morale while also assisting team members by providing

helpful tips. Six Sigma Yellow Belt: Process Enhancement Project, Buies Creek, NC, January

2017- May 2017 responsibilities focused on determining specific areas of John’s Creek Dental

Care’s technological system that required improvement including revising and replacing an

outdated and inefficient filing system with one much more productive. Assisted team members

with idea development and process upgrades. Devised and initiated a new e-filing system within

the business, Dentrix. Collaborated with senior level professionals such as a prior CEO, CFO, and

COO of various facilities who performed the daily duties of revenue cycle management, budgeting,

financial analysis, and process improvement. YBOA Tournament Staff, Atlanta, GA, July 2016-

17 handled tournament entry fees and transferred the earnings from check-in station to allocated

representatives and management. Cooperated with fellow employees on station shifts and clock

management. Provided a safe environment for coaches, teams, players, spectators, and referees.

Chick-Fil-A, Atlanta, GA, Dec. 2014-March 2015 cash management specialist that handled cash

exchanges between customer and employee. Completed customer’s orders and delivered food in a

timely manner while providing a homey and friendly environment. Assisted with inventory storage

and quality update regulations. Performed weekly cleaning duties and collaborated with team

members to accomplish weekly goals.

EXTRACURRICULAR ACTIVITIES Kappa Sigma Fraternity. Relay for Life. Operation Inasmuch. Buies Creek Fire Station Spaghetti

Dinner Benefit. Military Heroes Golf Shootout. Intramural Basketball. Campbell Women’s

Basketball Practice Player.

Alex Reid

EDUCATION Campbell University, Master of Trust and Wealth

Management (proposed applicant), BBA Trust and

Trust and Wealth Management, Minor in Financial

Planning, Expected date of graduation: May 2020.

Hope Scholarship.

WORK EXPERIENCE Hibbett Sports Retail Salesperson in Elizabeth City,

North Carolina Summer of 2017. Stocked and

replenished merchandise according to store

merchandizing layouts. Priced merchandise, stocked

shelves and took inventory of supplies. Cleaned and

organized the store, including the checkout desk and

displays. Alerted customers to upcoming sales events

and promotions. Assisted customers with sales and

purchasing of merchandise. Identified potential

shoplifters and alerted management. Completed all

point of sales opening and closing procedures including

counting the contents of the register. Handled all

customer relation issues in a gracious manner and in

accordance with company policies. Perquimans County Clerk of Superior Court (May 21, 2018 –

July 31, 2018). Initially worked as an intern and due to high performance and work ethic was

immediately sworn in as an Assistant Deputy Clerk. Duties included becoming familiar with Juno

and VMAT software, prepared Superior and District Court files for their scheduled court dates and

magistrate hearings, attended first appearances at the County Jail with the Clerk of Superior Court,

filed small claims documents and citations in their proper files within the office, made daily

deposits for the office at the local bank, became proficient in microfilming in closed case files.

Perquimans County Clerk of Superior Court (May 21, 2018 – July 31, 2018). Assistant Deputy

Clerk. Duties included working with Juno and VMAT software, prepared Superior and District

Court files for their scheduled court dates and magistrate hearings, attended first appearances at

the County Jail with the Clerk of Superior Court, filed small claims documents and citations in

their proper files within the office, made daily deposits for the office at the local bank, made daily

mail pickup, proficient in microfilming closed case files, assisted customers in person or by

telephone, called and coordinated transport of inmates for Child Support Court. Assisted other

Clerks with their duties.

EXTRACURRICULAR ACTIVITIES Black Student Association, Campbell University Marching Band and Wind Ensemble, Campbell

University Symphony Band, Intramural Sports, Albemarle Hope-line Clothesline (volunteered

Summer 2015).

Joel Rundle


Administration, BBA in Trust and Wealth Management,

Minor in Financial Planning. Expected date of

graduation: May 2020. Graduate GPA: 3.308.

Undergraduate GPA: 3.417. Presidential Scholarship.

WORK EXPERIENCE Trust and Wealth Intern for SunTrust, Atlanta, GA. June

2019-August 2019. Interned for SunTrust, gaining skills

and knowledge related to working on clients’ accounts,

projects, client distributions, document comprehension,

and people skills. Southern Water Gardens, (Raleigh,

NC), March 2016-August 2018. Worked for a small

Business, gaining strong customer interaction skills, on

my feet problem solving ability, and a love for finding

quick solutions for customers problems. Harris Teeter,

(Raleigh, NC), January 2014-March 2016. Gained a

knowledge of how to deal with a large range of people,

learned how to approach new tasks, and passed on

information to new employees while training them

EXTRACURRICULAR ACTIVITIES Eagle Scout, Senate Page, Student Mentor, Secretary of the Pokemon Club, Accounting Club,

Trust and Wealth Club. Hobbies include: Tennis, Hiking, Backpacking.

Conner Sawyer



date of graduation May of 2020. Received the Scott Ellis

Scholarship. Men’s Football Scholarship and the Hill,

John Trust and Wealth Management Scholarship.

WORK EXPERIENCE Wells Fargo Fiduciary Administrator Intern

(Minneapolis, Minnesota) (June 2019 – August 2019)

Completed daily administrative tasks such as Money

Movements, Gifting of Stocks, Account Reviews,

Dividend payments, and Account Closings. Also helped

organize the enrollment of clients into a new Electronic

tax payment system. Attend Weekly meetings

addressing any problems that the team may be having

and acknowledged the good work of others. Had the

opportunity to work closely with field partners to ensure

clients wants and needs were met at all times.

Southeastern Trust School Student Worker. (June 2018)

Had an opportunity to shadow and observe trust professionals. Helped prepare classrooms daily

for the students and speakers. The Assistant Manager of Campbell University’s Football team.

(August 2016- Present) Design and Develop plans for practices. Organize players and coaches

gear so that they are presented in a safe and professional manor. Also organize packing for

traveling to various game locations around the country. Head Soda Jerk/ Bar Manager of Big Als

Soda Fountain and Grill. (May 2017- June 2018) Institute Management techniques to employees

working behind the bar. Evaluate Inventory daily for restocking and replenishing

EXTRACURRICULAR ACTIVITIES Member of the Campbell Football team Summer of 2016. Assistant Manager of the Football Team

(August 2016-Present). Member of the Trust Club.

Allyson Slater



date of graduation: May 2020. Presidential Scholarship

and Campbell University Color Guard Scholarship.

WORK EXPERIENCE Marine Corps Community Services Camp Lejeune, NC,

June 2014-Present. Starting in April 2019, primary job

is a recreation assistant at the base theaters.

Responsibilities include opening and closing procedures

for the theaters, making sure the cash drawer is balanced

and completing accounting paperwork at the end of each

shift, and preparing the movies on the projector. From

June 2014-April 2019 worked as a recreation attendant

at Tarawa Terrace Community Center. Responsibilities

include taking payments, making sure the cash drawer

is balanced, cleaning the facility, answering the phone,

and greeting customers. Also work special events like

an installation Fourth of July Concert which draws an

estimated 30,000 people. Responsible for the green

rooms and artist areas for the past three years. Was the driver for one of the headline acts for 2018

event, Tyler Farr. When other base activities are shorted staff, worked at facilities such as the Base

Theater, Fitness Centers, and the Gottschalk Marina.

EXTRACIRRICULAR ACTIVITIES Campbell University Marching Band, August 2017-Present, member of the Color Guard. Sister of

the Delta Phi Epsilon Sorority, April 2017-Present.

Mahala Slaughterbeck

EDUCATION Campbell University, BBA in Trust & Wealth

Management, and Minor in Financial Planning:

Expected date of graduation: May 2020. GPA: 3.129.

WORK EXPERIENCE Campbell University Facilities, receptionist –

stockroom clerk Buies Creek, NC (June 2018 - current).

Duties consist of operating communication systems,

such as telephone, switchboard, and two-way radio.

Welcome visitors by greeting them, in person or on the

telephone; answering or referring inquiries. Directs

visitors by maintaining employee and department

directories; giving instructions. Receives, verifies and

prioritizes work requests from campus contacts. Create

work orders, enters labor, and material charges against

the work orders and closes work orders when complete.

Benefit Plans Administrative Services Retirement Plan

Consultant Intern, May-August 2019. Improved skills

with various databases including Newkirk, FT

Williams, PTM and OMNI. Coded Adoption

Agreements (401(k) and 403(b)) prepared and submitted plan change requests in support of

executed plan documents. Restatement experience with 403(b)’s. Experience with updating funds

and Standard Funds. Created enrollment kits and EBN links. Put together and sent out late

contribution letters, and VFCP Applications. Resolved multiple legal issues surrounding new

products. Discussed with managers regarding current situations and possible solutions. Influenced

decisions regarding portfolio allocations and risk management. Meet with managers and

supervisors quarterly to discuss performance and set new goals; review recordings of calls and

identify key areas that can use improvement. Contact clients about unpaid, overdue accounts, and

attempt to collect or make the appropriate payment arrangements. Sales Associate, Jernigan’s

Nursery, Dunn, NC (August 2014 - June 2018). Duties consisted of displaying new merchandise,

maintaining the sales floor, helping customers with fitting rooms, accessories, and shoes, providing

customer service, which included handling customer questions or complaints, taking detailed

inventories, counting down the drawer after every shift, checking in merchandise with the invoice

sheets. Manage and project inventory on a daily basis. Train new employees on the sales floor by

guiding employees on how to interact with customers, how to sell merchandise, and how to count

down registers. Present, and discuss new merchandise at monthly meetings. Certified Retail Sales

Professional presented by Bob Negen and certified seller of Dansko orthopedic shoes. Front of the

house cashier, Zaxby’s, Lillington NC (August 2014 - August 2014). Duties consisted of extend a

warm and friendly greeting to all guests. Answered questions about menu selections and made

recommendations when requested. Accurately recorded orders and collaborated with team

members to serve food and beverages that exceeded guests’ expectations. Presented orders to

guest, properly packaged and with all necessary accompaniment and utensils. Answered customer

inquiries and resolve issues promptly. Managed closing duties, including restocking items and

reconciliation of the cash drawer. Responsible for cleaning all guest areas. Informed management

when any front-of-house equipment needs service or inventory is needed. Campbell University

swim instructor, Buies Creek, NC (Summer 2012 and 2013). Duties consisted of teaching young

children water safety and how to swim, communicating with parents about their children’s

progress, and provide private swim lessons to individual students as requested by parents.

EXTRACURRICULAR ACTIVITIES Campbell University Trust Club. Active member at The Prayer Room Church.

Collin Stewart

EDUCATION Campbell University, Enrolled in the MBA Trust and

Wealth 4+1 Program. Expected date of graduation: May

of 2020; Undergraduate GPA 3.806. Graduate GPA 4.0.

Dean’s List Fall 2015, Spring 2016, Fall 2017, Spring

2017, Spring 2018, Fall 2018, Spring 2019; President’s

List Fall 2015, Spring 2016. Southern Conference

Academic Honor Roll 2016 and 2017; Southern

Conference Commissioner’s Medal for Academic

Excellence 2016 and 2017; 2.5 Year Campbell

University ROTC Scholarship; ROTC Sons of the

American Revolution Leadership Award; Campbell

University President’s Scholarship; Becky T Kelly

Trust Management Scholarship; William Solomon

Terrell Scholarship; Men’s Wrestling Athletic

Scholarship; James W Narron and C Gray Johnsey Trust

Scholarship; Strickland Insurance Group Business

Scholarship; Billy A. and Hilda M. Small Scholarship.

WORK EXPERIENCE Internship with SunTrust as a risk management analyst

to build and review synoptic records for Reg 9 audits (2019). Performed in various leadership

roles throughout Army Advanced Camp leading 40 cadets as Platoon Leader and Platoon Sargent

(2019). Internship with National Advisors Trust (2018) worked heavily with Trust Administrative

teams to analyze risk, approve and send out discretionary distributions. Campbell University

Wrestling Camps (2016) Responsible for handling student athlete registration and funds associated

with the camp athletic gear store. Identified by coaches as an exemplary student athlete, tasked to

work the most camp sessions of any underclassman. Charlotte Area non-profit youth organization

(2015-Current), responsibilities included contributing to the development and growth of a youth-

based non-profit organization. Provided critical inputs to the development of new business

processes and service offerings. Interacted with parents to provide insights around the challenges

of effectively preparing for and balancing the demands of a collegiate student- athlete. Led

instructional sessions, large group, small group, and one-on-one, with a focus on the efficiency

and effectiveness of the program’s activities while supporting the mission and intended outcomes

of the organization. Mentored youth members on balancing immediate and future athletic and

academic goals.

EXTRACURRICULAR ACTIVITIES Campbell University Varsity Men’s Wrestling; Volunteered with the wrestling team in community

clean-up and support efforts (2015-2018); Campbell University ROTC Cadet/Candidate for United

States Army Commissioned Officer; Volunteered in support of the Tim Tebow Foundation Night

to Shine event (2017); Volunteer wrestling coach and mentor, Amateur Athletic Union (AAU)

Darkhorse Wrestling Club, Charlotte, NC (2015-Current).

Victoria Stotz


Administration, BBA in Trust and Wealth Management

Pre-Law, Minor in Financial Planning. Expected date of

graduation: December 2019; Overall BBA GPA: 3.780;

Overall MBA GPA: 3.760; Major GPA: 4.000.

President’s List, Dean’s List, Phi Eta Sigma Honor

Society, Wells Fargo Undergraduate Trust and Wealth

Management Scholarship.

WORK EXPERIENCE Wells Fargo, Philanthropic Services Intern: Grant and

Scholarship Administration Team, Winston-Salem, NC,

(June 2019 – August 2019). Conducted research to

validate grantee records in grant management system to

ensure record integrity. Modified Master Account List

to reflect proper administrator name and level of

discretion. Participated in grant selection committee

meetings with grant and trust administrators. Completed

a Charitable Discretionary Committee Corrective

Action Project involving the validation of data by comparing two sources to ensure accuracy of

program information and proper OC-83 coding. Worked on a project involving the allocation of

co-trustee and committee compensation and fees related to private foundations by reviewing 990-

PF and Financial Coversheet documentation. Gained exposure to SharePoint sites, Access

databases, and GIFTS (grant management system).

Wells Fargo, Philanthropic Services Intern: Center Serviced and Owned Teams, Winston-Salem,

NC, (June 2018 – August 2018). Completed all required compliance training and in-person

philanthropic specific training. Worked closely with Center Serviced, Center Owned, Planned

Giving, Client Management, Charitable Remainder Trust, and Grant and Scholarship

Administration teams. Completed audit projects including named beneficiary exception and co-

trustee compensation reports. Exposed to governing documents and the process an administrator

conducts to review an account and remediate. Completed quarterly code exception reviews for

Center Serviced and Client Management Teams through utilization of the Philanthropic Coding

Guide. Began work on a short-term capital gains project focusing on accounts located in Georgia

to assist the Center Risk Manager. Assisted with the completion of audit requests. Completed

annual account reviews (AARs) for East, West, and Planned Giving teams. Reviewed the complex

steps of the CFAR and CTAC process with trust and grant administrators. Participated in biweekly

CTAC calls. Utilized advanced Microsoft Excel capabilities and organized spreadsheets to

facilitate efficient project completion. Discussed and resolved complex account issues with team

members and managers while working through the named beneficiary exception project. Applied

and solidified course knowledge of fiduciary administration, nonprofit organizations, and

charitable trusts. Gained proficiency in usage of SEI, Trust Gateway, GuideStar website, and all

fnctions found through IFS Navigator such as ImageView, FileNet, and TMT; exposed to PG Calc,

Gift Wrap, MicroEdge Gifts, iGAM, and Tridion. Participated in numerous calls and team

meetings with managers and account administrators to gain exposure to the complexities and

challenges unique to philanthropic trust administration.

EXTRACURRICULAR ACTIVITIES Lundy Fetterman School of Business Student Mentor, Treasurer for Females Associated with

Business Club, Gilbert T. Stephenson Trust Club

Jessica Watkins


Administration, 4+1 Program. BBA in Trust and Wealth

Management Pre-Law with a Minor in Financial

Planning. Expected Date of Graduation is May 2020.

UG GPA: 3.333, GR GPA: 3.538. Dean’s List.

Campbell Presidential Scholarship. David D. Butler

Trust Education Scholarship. Mary Edith Fox

Scholarship. Ned B Ball Business Scholarship. Fred

Hale Memorial Business Scholarship. Multi-Student

Scholarship, Harry T Gatton Scholarship, B.C. Scott

Memorial Scholarship.

WORK EXPERIENCE State Employees Credit Union, Trust Operations Intern,

March 2019- Present. Created scanning headers and

imaged in over 300 Will-Files and currently validating

1,600 more. Updated Upcoming Blanket Distribution

spreadsheets for current accounts to watch out for any

accounts whose trust funds are depleting under $1,000.

Documented Distribution Language in current Trusts/Wills for easy access and visualization for

MTC. Researched and updated attorney information who specializes in Estate Planning for Trust

Representatives to utilize. Formed EPE Program folders for Trust Representatives to use with

members. Completed Synoptic Records for multiple accounts. Created multiple flowcharts for new

and current accounts to map out how the Will’s hierarchies will look. Created a template for

Trusteed IRA Tracking in excel. Created Account Opening and Account Termination Checklists

in Microsoft Word. Updated a Limited Power of Attorney spreadsheet documenting if/when MTC

is supposed to be serving in a POA capacity. Keyed in information from the old OWLS Call Log

to the updated OWL Call Log to help the Fiduciary Services team have an easier system to access

pertinent information. Completed a Signature Guaranteed Project for the Compliance department

to archive the documents. Acquired proficiency with SECU systems like Margo, Bob White, and

the Will-File Database to attain adequate member information. Keyed, canceled, and rescheduled

multiple EPE appointments for members. Answered Trust Operations branch calls from all SECU

Branches to assist employees in Trust matters like reviewing POA, Representatives Payee,

Guardianship, and Trust documents, as well as other processes like closing out or opening an Estate

or Trust Account. Other topics were what to do with Clerk of Court documents like Letters

Testamentary and Administration, Deficiency Judgements, questions about savings bonds, safe

deposit boxes, different types of POAs, signature guarantees, Notarized Letters of Instruction,

personal agents, Salary Advanced Loans, and more. Scanned and archived Signature Guaranteed

Program Authorization Change Forms for all SECU branches. First Citizens Bank, Wealth

Management Intern, May 2018-August 2018. Assisted in various initiatives for senior management

and administrators within the Institutional and Estate Settlement departments. Acquired

proficiency with computer systems, including Trust Desk, OnBase, and Will File. Gained insight

from various specialists in each Wealth Department including, Personal Banking, Estate

Settlement, Wealth Planning, Philanthropic, Wealth Strategy, and Brokerage. Assisted with Estate

Settlement tasks such as managed, organized, and input the Deferred Files daily. Created Desk

Top Procedures for processes for the team. Managed the Deceased Customer Notification List.

Followed up on the debts of the decedents by claiming unclaimed property and calling about final

bills. Traveled with an Estate Specialist to Hendersonville, NC to see the process of appraising and

inventorying assets, closing out decedent’s accounts, and collecting valuable items. Assisted with

the Campbell University Reconciliation. Assisted with SUB Committee Packets for internal audits.

First Federal Bank, Human Resources Intern, September –November 2017. Collaborated with the

CEO, Department Heads, Corporate Secretary, and Director of Human Resources to design,

construct, edit, and distribute the latest version of the description of each job they employ.

Organized the bank's Human Resources documents in a company-wide I-Drive and in hard copy.

Managed and presided over Employee Evaluation forms in order to adequately establish what each

employee did within their position for the Job Description Project.

EXTRACURRICULAR ACTIVITIES Lundy Fetterman School of Business BADM-100 Mentor 2017-2019. Campbell Student

Admissions Ambassador. Campbell University Student Success Team. Operation Inasmuch.

Campbell University Relay for Life. Special Olympics, Martin Luther King Day of Service.

Participated in numerous community service projects like JoCo Projects, Meals on Wheels, Back

Pack Buddies, mission trips, and tutoring elementary school children at local libraries.

EXTRACIRRICULAR ACTIVITIES...dollar amount of previous distributions, and the value of the trust....

Documents

Transcript of EXTRACIRRICULAR ACTIVITIES...dollar amount of previous distributions, and the value of the trust....