intern placement bulletin - campbell university...club in raleigh, nc. where i had to survey the...
TRANSCRIPT
TRUST & WEALTH MANAGEMENT
| 2018 – 2019 |
INTERN
PLACEMENT BULLETIN
Candidate List Please feel free to scroll through the bulletin to view all of our talented students, or
click a name below to be taken directly to that bulletin listing.
Caylee Addison
Jackson Allen
Daniel Ariola
Jared Arp
John Brinson Ashley
Katshunga Hans Bakajika
Nicole Barton
Bridgette Beeson
Austin Blackman
Caroline Bowns
Jessica Carter
Madeline Clark
John Thaddeus Collins
William Ryan Connor
George Davis Cottingham
Charles R. Dickinson Jr.
Dalton Lambert Dowd
Ashley Dyer
Jeffrey Fonda
Joshua Friday
Kelly Ruth Fuqua
Parker Gallagher
Stephen Harrelson
Logan Heintzman
Keyana Holman-Drone
Zachary Huber
Aidan Hunt
Adam T. Johnson
Sarai Jordan
Justin Kemmerlin
Joseph Kennedy
William Knabe
Matthew Knortz
Nicolas J. Lamorte
Veronica Martinez
Susan Mayo
Carlton Jesse Miller
Trevor Milligan
Alexander Milne
Andrew Morgan
Ian Clayton Moser
Montoya Murphy
Donald Palmer
Alex Reid
Zach Roderick
Joel Rundle
Rogelio Salvador
Conner Sawyer
Aaron Schnoor
Allyson Slater
Mahala Slaughterbeck
Daniel Smith
Colin Stewart
Henry Stotz
Victoria Stotz
Campbell Tarpey
Jessica Watkins
Levi Wiggins
Jared Williams
Addison Woody
Caylee Addison EDUCATION Campbell University, Master of Business
Administration, BBA in Trust and Wealth
Management: Expected date of graduation: May 2020;
GPA: 3.424. Dean’s List, Academic Scholarship,
Athletic scholarship.
WORK EXPERIENCE 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.
EXTRACURRICULAR ACTIVITIES Division 1 Student Athlete, swimming, Campbell University. Operation Inasmuch volunteer,
Noah’s Landing volunteer, Relay for Life Volunteer.
Jackson Allen EDUCATION Campbell University, Master of Business
Administration with a focus in financial services, BBA
in Trust and Wealth Management, Minor in Financial
Planning: Expected date of graduation: May 2020;
GPA: 3.4, 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,
and BB&T Scholar.
WORK EXPERIENCE 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.
EXTRACURRICULAR 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 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. 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. 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.
Jared Arp EDUCATION Campbell University, Master of Business
Administration (proposed applicant), BBA in Trust and
Wealth Management, Minor in Financial Planning.
Expected date of graduation: May 2020. Overall GPA
3.016; Campbell University Scott-Ellis Scholarship;
Campbell University Maloney Trust Business
Scholarship.
WORK EXPERIENCE Trust Education Foundation Southeastern Trust School
(SETS) Student Assistant Summer 2018. Assisted the
director with the planning, execution and delivery of the
Southeastern Trust School. Attended meetings and
assisted other faculty and staff with the operations of the
Trust School. Welcomed and greeted SETS students.
Attended SETS Sessions. Till & Butler CPAs Intern
Summer 2018. Assessed and organized client accounts
and files. Scanned and organized documents. Observed
client relationship meetings and conference calls. Arp
Landscaping Company (owner) August 2016 – August 2018. Provided landscaping services.
Developed and maintained customer relationships. Invoiced customers. Old South Apparel
Spring Addition Clothing Model Spring 2018. Highland Country Club January 2017 – April
2017. Greeted members and prepared equipment for play. Escorted patrons for private and group
golf lessons. Assisted with tournament set-up and operations and vendor demonstrations. Course
facilitator responsible for course set-up, clean-up, and driving range inventory. Chick-fil-A
September 2015 – December 2016. Front-store and drive-thru Team Member. Greeted
customers. Processed orders. Worked cash register. Assisted with daily store closing operations.
Represented the Chick-fil-A brand.
EXTRACURRICULAR ACTIVITIES Campbell University - Vice President, Greek Life Programming Board. Worked with school
administration to plan, organize, and execute campus-wide events. Represented the University at
the Association of Fraternal Leadership National Conference. Managed budget for Campbell
University Greek Week. Presented at Freshmen Orientations and welcomed incoming students.
Student Ambassador, Lundy Fetterman School of Business. Organized visitations for potential
students on behalf of Trust Department. Provided presentations and campus tours to potential
students Rush Week and Social Chairman, Kappa Sigma Fraternity. Freshman Class
Representative, Student Government Association. Team Member – Campbell University
Intramural Sports.
John Brinson Ashley
EDUCATION Campbell University, Master of Business
Administration (proposed applicant), BBA in Trust
and Wealth Management Pre-Law, Minor in Financial
Planning, Expected date of graduation: May of 2021.
Scott Ellis Scholarship. Peggy R. Lawrence Trust
Scholarship.
WORK EXPERIENCE Emery D. Ashley, Attorney at Law (Smithfield, NC),
Law Clerk. May-August 2017, May-August 2018.
Increased efficiency in maintaining the thoroughness
of trust account reconciliation through Excel, by
comparing the ledger accounts with the bank
statements while taking into account the balance, file
number, and check number of the outstanding checks.
Assisted clients by setting appointments, taking
questions and concerns, and responding at their
convenience with an accurate response. Conducted
title searches and plotted legal descriptions to check
for accuracy in acreage. Witnessed wills and most importantly, had an affable relationship with
the clients. Completed other administrative duties on a daily basis.
EXTRACURRICULAR ACTIVITIES Boy Scouts of America, Eagle Scout. Campbell University Intramural Participant (Softball,
Basketball). Member of the Campbell University Club Lacrosse team. Guitarist at First Baptist
Church in Smithfield. Member of the ‘BCR Band.’ Proud member of the Band of Brothers, ‘The
WEJ.’
Katshunga Hans Bakajika EDUCATION Campbell University, BBA in Trust and Wealth
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
EDUCATION Campbell University, BBA in Trust and Wealth
Management, Minor in Financial Planning. Date of
graduation: May 2020.
WORK EXPERIENCE JJ’s Market, Sales Clerk (May 2016-Present). Duties
include: communication, time management, multi-
tasking. Campus Grill, Cashier/ fry cook/ manager
(October 2017-Present). Duties include: receiving and
distributing money, customer service, leadership, team
management. 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
EDUCATION
Campbell University, BBA in Trust and Wealth
Management, Minor in Financial Planning. Expected
date of graduation: December 2019. Scott-Ellis
Scholarship. Campbell Grant.
Central Carolina Community College, AA.
WORK EXPERIENCE
Pay Operations Booth Attendant, UNC-CH (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. Security Guard, UNC-CH (June 2015-Present).
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. CNA, Liberty Commons Nursing and
Rehabilitation, Sanford NC (May 2017-Present). Assist residents with Activities of Daily Living
(ALDs); which includes bathing, dressing, assisting with bedpans, using appropriate lifts to get
residents out of bed as safely and comfortably as possible. Observe for changes in residents’
behavior or physical appearance, report to LPN/RN. Assist with feeding of residents, answer call
lights, give showers/whirlpool baths when scheduled. Comply with HIPAA. Work with other
CNAs to get various jobs done. Restock supplies. Chart patient care at end of shift.
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
Austin Blackman EDUCATION Campbell University, BBA in Trust and Wealth
Management, Minor in Financial Planning; Expected
date to graduate: May 2021, Overall GPA: 3.02
Presidential Scholarship, Administrative Scholarship,
NC Baptist Program Scholarship, Miller Janice Daniels
& Clifford Russell Scholarship, North Carolina Need
Based Scholarship
WORK EXPERIENCE B&M Lawncare, Owner, (Smithfield, NC) April 2017-
Present. Completed Landscaping tasks including
mulch, pine-straw, edging, bush trimming, Stump
removal, and grass cutting along with power washing.
Recorded earnings and outgoing expenses through an
Excel layout. Promoted business through business
cards and social media (Facebook and Instagram). Law
offices of Miller & Smith: Attorneys at Law, Intern,
Summer 2017-Present (Lillington, NC). Sat in on
hearings and appointments, along with filing
documents and completing research while learning different orders to write. Voted on to become
Volunteer Fireman, October 2017-Present (Wilson’s Mills). Complete task associated with
different calls and volunteer for different community events the fire department is a part of. Sun
Auto wash, Smithfield) August 2014-Sprirng of 2017. Completed full detail inside and out on
vehicles through different procedures.
EXTRACURRICULAR ACTIVITIES Member of Ducks Unlimited Chapter- Campbell University
Member of Fellowship of Christian Athletes – Campbell University
Member of Campus Activity Board – Campbell University
Caroline Bowns EDUCATION Campbell University, Master of Business
Administration, BBA in Trust and Wealth
Management, Minor in Financial Planning. Expected
date of graduation: May 2020. GPA: 3.534. Campbell
University Athletic Scholarship.
WORK EXPERIENCE 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, Captain. SAAC Representative for
Campbell Women’s Basketball Team. Volunteered in Special Olympics, Water Girl at Campbell
Varsity Football games, and Miracle League.
Jessica Carter
EDUCATION Campbell University, Buies Creek, North Carolina,
Master of Business Administration (Proposed
Applicant) BBA in Trust in Wealth Management Pre-
Law, GPA: 3.409, Expected Date of Graduation May
2021, Presidential Scholarship, Shouse, James M. &
Alice Pruitt, DNU-Administrative On-Campus
Housing Scholarship, Federal Pell Grant, North
Carolina Need Based Scholarship, Schilpp, Betty &
Alan Scholarship, Trust Management Alumni
Scholarship. Dean’s List.
WORK EXPERIENCE Intern at Browder Overby Law Office (King, NC) June
2018-July 2018. Held an 8-week intern position at
Browder Overby Law office in King, North Carolina.
Organized files, Shredded old cases, Cleaned out and
prepared Estate files to be scanned. Assisted in and
signed on Will signings. Assisted in House closings.
Observed and assisted on trials in court involving DSS
and Custody cases. Addressed and Prepared documents to be mailed out to clients and attorneys.
EXTRACURRICULAR ACTIVITIES Panhellenic Executive Treasurer, Delta Phi Epsilon Sorority New Member Educator, Rho
Gamma Recruitment Counselor, Phi Eta Sigma Honor Society Treasurer, Founding President of
Females Associated with Business Club.
Madeline Clark
EDUCATION Campbell University, Master of Business
Administration (proposed applicant), BBA in Trust and
Wealth Management, Minor in Financial Planning:
Expected date of graduation: May 2020. Overall GPA
3.6. Dean’s List, Phi Eta Sigma National Honor Society,
Presidential Scholarship, Southeastern Trust School
Trust Management Scholarship, Campbell University
Administration/Legacy Award.
WORK EXPERIENCE 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.
EXTRACURRICULAR ACTIVIVTIES 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, Iota Beta Chapter of
Alpha Delta Pi, Co-Founder and Former Vice President of Campbell University’s Turning Point
Chapter, Campus Worship Vocalist and Planner, Ronald McDonald House Volunteer, Faith Free
Will Baptist Church Sunday School Teacher.
John Thaddeus Collins
EDUCATION Campbell University BBA in Trust and Wealth
Management, Minor in Financial Planning. Expected
date of graduation: May 2020. Awarded the Scott-Ellis
scholarship.
WORK EXPERIENCE 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.
EXTRACURRICULAR 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.
William Ryan Connor
EDUCATION Campbell University, Masters of Business
Administration (Candidate), BBA in Trust & Wealth
Management, Minor in Financial Planning. Expected
Date of Graduation: May 2020.
WORK EXPERIENCE Raleigh, North Carolina, Bloomsbury Bistro, Fine
Dining Server, September 2018 - Present, Assists
guests throughout a fine dining experience, helping
them pair wines and spirits with a seasonally changing
menu. Completes daily tasks in a team environment.
Charlotte, North Carolina, Dogwood Southern Table
and Bar, Elevated Dining Server, May 2018 - August
2018. Helped guide guests throughout a unique
elevated southern menu at a nationally top-ranked
restaurant. Completed daily tasks in a team oriented
environment. Buies Creek, North Carolina, Campus
Grill, Shift Manager/Quality Control Manager, June
2017 - May 2018. Performed daily tasks of managing a small business, which included
management of the employees, accounting for shortages throughout the day, and quality control
of food. Charlotte, North Carolina, Cutco - Vector Marketing, Sales Representative, May 2016 -
August 2016. Provided in-home demonstrations, and educated customers to help them select a
product that best fit their personal needs. Processed all sales transactions accurately in a timely
manner, and demonstrated team building by assisting fellow employees with their needs.
Charlotte, North Carolina, Autobell Car Wash, Crew Leader, December 2015 - August 2015.
Provided in person answers to customer questions, as well as helping customers select a product
that would best fit their needs. Lead management of the floor, while training new employees.
Operated a cash register, and maintained a visually appealing look for the entire establishment.
EXTRACURRICULAR ACTIVITIES Campbell University Football Team, Wide Receiver, August 2015 - March 2017
George Davis Cottingham EDUCATION Campbell University, Master of Business
Administration, BBA in Trust and Wealth
Management, Minor in Financial Planning: Expected
date of graduation: May 2020; GPA: 3.35. 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 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-August 2017, 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 R. Dickinson Jr. EDUCATION Campbell University, BBA in Trust and Wealth
Management, Minor in Financial Planning. Expected
date of graduation: May 2020. Cumulative GPA: 3.54.
Dean’s List, Scott-Ellis Scholarship, Dr. Ernest Paskel
Sauls Business Scholarship, Janice Daniels and
Clifford Russell Miller Scholarship
WORK EXPERIENCE 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, Lundy-Fetterman School of Business Finance and
Investment Club, Campbell University Ducks Unlimited
Dalton Lambert Dowd
EDUCATION Campbell University, Master of Business
Administration (Proposed Applicant), BBA in Trust
and Wealth Management, Minor in Financial Planning.
Expected date of graduation is May of 2020; GPA:
3.117. Major GPA: 3.18. Scott-Ellis Scholarship,
Dean’s List.
WORK EXPERIENCE 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- Current), Intramurals
Ashley Dyer
EDUCATION Campbell University, Buies Creek, North Carolina,
BBA in Trust in Wealth Management Pre-Law. GPA:
3.857. Expected Date of Graduation May 2020.
Presidential Scholarship, Southeastern Trust School
Trust Scholarship, Administrative On-Campus Housing
Scholarship, Newkirk Family Trust Management
Scholarship. President’s List, Dean’s List.
WORK EXPERIENCE Student Success Writing Tutor (Campbell University)
May 2017- Present. Assist students in formatting and
editing academic papers. Collaborate with other tutors
in perfecting my writing skills. Communicate with
students on how to improve their writing. Work with
professors in educating students on various formatting
styles. Responsibilities include fixing grammatical
errors, citation issues (both in-text and works cited
pages), spelling errors, problems with sentence
structures, and issues regarding paragraph/page length.
Hendersonville Country Club Server (Hendersonville, NC) July 2014- June 2016. Greeted and
offered assistance to members. Conducted orders and maintained member satisfaction. Worked
with other servers and cooks to maintain an efficient and positive environment for our members.
Networked with prominent members of the community.
EXTRACURRICULAR ACTIVITIES Presidential Scholars Club IOC Representative/Secretary, BADM 100 Mentor, Phi Eta Sigma
Honors Society, Relay For Life Team Captain, Mock Trial Team.
Jeffrey Fonda EDUCATION Campbell University, Master of Business
Administration (proposed applicant), BBA in Trust &
Wealth Management, Minor in Financial Planning.
Expected Date of Graduation: May 2020. Scott-Ellis
Scholarship, John Hill Trust And Wealth Management
Scholarship.
WORK EXPERIENCE Southeastern Trust School, Student Assistant (June
2018). Catered to the needs of students and professors
during and outside of class. Organized and set up the
classroom before class. U.S. National Whitewater
Center, Bartender, Delivery Coordinator, and Cashier
(May 2017- July 2018). Confirmed receipt of
deliveries against purchase order manifest. Reviewed
and replenished inventories. Reconciled receipts to
register nightly and performed transactions. Performed
exceptional customer service by bringing customers
drink and food orders. Campbell Football Equipment,
Assistant Equipment manager (August 2017- May
2018). Set up practice equipment daily before practice. Participated hands on during practice by
maintaining an efficient practice and spotting the football for the offense. Filled Gatorade cooler
and assisted with laundry on a daily basis.
EXTRACURRICULAR ACTIVIES Campbell University Varsity Football, Volunteers at Habitat For Humanity (hanging dry wall,
laying down laminate wood flooring and installing vinyl siding), Member of the Trust and
Wealth Management Club, Intramural Participant (Basketball and Volleyball), Mentored and
trained young football kickers as a Former High School State Championship kicker.
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 EDUCATION Campbell University, BBA in Trust & Wealth
Management Pre-Law, Minors in Financial Planning &
Accounting, Masters in Business Administration.
Expected Date of Graduation is May 2020. Recipient of
a Presidential Scholarship & the Peggy R Lawrence
Trust Scholarship.
WORK EXPERIENCE 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. Became familiarized
with expense reporting, annual audits, & software such
as Fi-Tek & E-money. Assisted Relationship Managers
with an array of projects from investment philosophies
to personal outreach campaigns & client
communications. Fitness Attendant 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. Earned certification
through American Red Cross in First Aid/CPR/& AED. 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.
EXTRACURRICULAR ACTIVITIES Student Ambassador for the Algernon Sydney Sullivan Foundation. Campbell University Social
Entrepreneurship Club Advisor & Campus Civitan International Charter Treasurer. Office of
Alumni Engagement Student Speaker. Lundy Fetterman School of Business Student Success
Team Member. Office of Spiritual Life Small Group Bible Study Co-Leader. Presiding Judge at
Chapel Hill Collegiate Regional Mock Trial Tournament, Duke Collegiate Mock Trial
Invitational, & Justice Iredell Middle School Mock Trial Tournament. Harnett County Early
College Final Exam Proctor. PuraVida Brand Representative.
Parker Gallagher EDUCATION Campbell University, Master of Business
Administration, BBA in Trust and Wealth
Management, Minor in Financial Planning. Expected
date of graduation: May of 2020. Overall GPA: 3.15;
Campbell University Presidential Scholarship, Jimmy
E. Witherspoon Trust Scholarship, Becky T. Kelly
Wealth Management Scholarship, C.U. Administration
Award.
WORK EXPERIENCE 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 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 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 – present. 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, August 2015 – present. Take potential students on campus tours. Input potential
student information into Excel spreadsheets. Organizing and make packets for potential students
for Visitation Days.
Ashworth’s Men’s Clothing and Shoes (Fuquay-Varina, NC), Haberdasher, August 2015 –
present. 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.
Stephen Harrelson EDUCATION Campbell University, Master of Business
Administration (Proposed Applicant), B.B.A in Trust
and Wealth Management, Minor in Pre-law: Expected
graduation: May 2020; Overall GPA: 3.85. Dean’s List
(three semesters), Presidential Scholarship, Newkirk
Family Trust Management Scholarship, Dorothy
Williamson and George McLaney JR Endowed
Scholarship (twice), T. Harry Gatton Trust Scholarship
WORK EXPERIENCE Mark Harris for Congress, Campaign Volunteer, March
2018-May 2018. Placed campaign signs. Informed
citizens about our campaign. Berry Lewis for Bladen
County Board of Education, Campaign Volunteer,
September 2016-November 2016. Placed campaign
signs. Informed citizens about our campaign. Delivered
absentee ballots. Cris Harrelson for Bladenboro Town
Commissioner, Campaign Volunteer, September 2015-
November 2015. Placed campaign signs. Informed
citizens about our campaign. Helped develop campaign motto. Helped design campaign signs.
Delivered absentee ballots.
EXTRACURRICULAR ACTIVITIES Member of Phi Eta Sigma National Honors Society, Gilbert T. Stephenson Trust Club,
Campbell University Bible Study Small Group
Logan Heintzman EDUCATION Campbell University, Trust and Wealth Management,
Masters of Business Administration (proposed
applicant). Expected date of graduation: May 2021.
Undergraduate GPA: 3.069. Presidential scholarship,
Mary Paschal Trust Scholarship.
WORK EXPERIENCE Campbell University grounds keeping for Houston
Astros organization, February 2017-May 2017.
Assisted head of grounds to upkeep and maintain
university’s baseball field after use by teams, along
with maintaining grounds of the university. Arlington
Memorial Gardens, May 2017- August 2017 and June
2018- August 2018. Worked to maintain and repair the
grounds as well as assist families in burial services.
Also worked to upkeep equipment and vehicles and
assist those seeking headstones in the gardens.
EXTRACURRICULAR ACTIVITIES Campbell University Varsity Baseball. Campbell University Student Athlete Advisory
Committee representative for Campbell University Baseball. Student Athlete Junior College
Transfer mentor at Campbell University.
Keyana Holman-Drone EDUCATION Campbell University, BBA in Trust and Wealth
Management, Minor in Financial Planning. Expected
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.
Zachary Huber
EDUCATION
Campbell University, BBA in Trust and Wealth
Management. Expected date of graduation: May 2020.
WORK EXPERIENCE Echo Lake Country Club, Caddy (Westfield, NJ)
Summer, 2018. Carried members’ bags during their
golf rounds. Measured distance, wind direction, and
slope for each shot members took. Read each green to
tell members where to putt. Clean members’ clubs after
each shot. Provide local knowledge about the country
club to anybody who may need it.
Echo Lake Country Club, Professional Golf
Management Intern (Westfield, NJ) Summer, 2017.
Greet all members when they arrived at the country
club. Staged all golf bags and carts for the day around
the putting green. Monitored pace of play on the course
throughout the day. Organize and clean pick the
driving range and short game practice area. Washed
and parked golf carts in their properly numbered spot. Replenished water supplies on the golf
course. Assisted members or guests with any need they may have.
Galloping Hill Golf Course, Outside Operations Staff Member (Kenilworth, NJ) Summer, 2016.
Greet all players when they arrived at the golf course. Set up golf bags on any carts or push carts
that were being used. Direct golfers to their starting holes. Clean golfers’ clubs when they finish
their golf round. Washed and parked golf carts in their properly numbered spot.
EXTRACURRICULAR ACTIVITIES Trust and Wealth Management Club
Aidan Hunt
EDUCATION Campbell University, BBA in Trust and Wealth
Management Pre-Law, Minor in Financial Planning:
Anticipated graduation date: May 2020; GPA 3.798;
James A. Campbell Full Academic Scholarship,
Southeastern Trust School Trust Management
Scholarship, President’s List, Dean’s List.
WORK EXPERIENCE 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). Muscle Dystrophy Association Walk and Fundraiser with Kappa Alpha Order at
Campbell University. Intramural flag football.
Adam T. Johnson EDUCATION Campbell University, Master of Business
Administration (Proposed Applicant), BBA in Trust
and Wealth Management, Minor in Financial Planning.
Expected date of Graduation: May 2021; GPA: 3.605.
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,
Southeastern Trust School Trust Management
Scholarship
WORK EXPERIENCE Campbell University (Buies Creek, NC), School of
Business Student Mentor, August 2018- Present. Assist BADM 200 students in adapting to the
business school. Provide academic support and course related advice to students. Utilize
knowledge of campus and resources to benefit mentees. Organize group events outside of class.
Design grading rubrics for students to follow. Work 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. All American Alarms (Parkton, NC), Sales and Services Representative,
May 2017- August 2017. 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. Functioned in a professional environment with high expectations and
standards. Created strategies for marketing and advertising. Presented information to
management regarding customer needs. Billed and collected payments from customers. 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 Finance and Investing Club Member, Disaster Relief USA Volunteer,
Campbell University Science Olympiad Volunteer, Youth Leader at The Life Center Church (St.
Pauls, NC), Music Mentor for TLC (St. Pauls, NC), Campbell University Small Group Bible
Study Member, Youth Music and Drama Camp Leader/Volunteer, Volunteer Co-Worship
Leader at Compassion Church (Wilmington, NC)
Sarai Jordan EDUCATION Campbell University, BBA in Trust and Wealth
Management, Minor in Financial Planning & Finance.
Expected Date of Graduation: May 2020. GPA: 3.206.
Presidential Scholarship, Administrative Scholarship,
Gatton T Harry Trust Scholarship
WORK EXPERIENCE Campbell University Resident Assistant, August 2017
– Current; Responsibilities include supervising the
residence hall, responding to all requests and
emergencies during duty hours. Receive and promptly
process requests for maintenance repairs and custodial
needs received from residents. Organize and
implement programs for residents that enhance the
social, educational, community, and personal
development of residents. HWY 55 Burgers, Shakes,
and Fries Shift Lead Waitress, Shallotte, NC,
November 2015 - August 2018; Effectively counted
and submitted daily reports. Trained new waitresses on
guest service expectations, safety procedures, proper food handling, and restaurant protocols.
Monitored dining room to ensure optimal guest experience. Worked with individual servers to
improve performance. Answered customer inquiries and resolve issues promptly. Scheduled
wait staff, and approved time off as needed. Assisted guests with making menu choices in an
informative and helpful fashion. Appropriately suggested additional items to customers to
increase restaurant sales. Effectively communicated with kitchen staff regarding customer
allergies, dietary needs, and other special requests. Regularly checked on guests to ensure
satisfaction with each food course and beverages. Consistently adhered to quality expectations
and standards. Campbell University Lobby Attendant, September 2016 - April 2017; Maintained
order in resident lobbies. Completed and Organized check in paperwork. Reported to resident
staff about complications. Port City Java Shift Lead Barista, Leland, NC, June 2013 - June 2016;
Trained new employees on guest service and expectations, safety procedures, and proper food
handling. 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. Skillfully anticipated and addressed guests’
service needs. Answered customer inquiries and resolve issues promptly. Managed closing
duties, including restocking items and reconciliation of the cash drawer.
EXTRACURRICULAR ACTIVITIES Campbell University Orientation Leader
Justin Kemmerlin EDUCATION Campbell University, BBA in Trust and Wealth
Management, BBA in Accounting, Minor in Financial
Planning: Expected date of graduation: December
2019; GPA: 3.241. Major GPA: 3.250. Dean’s List,
Presidential Scholarship, Out of State Scholarship,
Southeastern Trust School Trust Management
Scholarship 2016-2017.
WORK EXPERIENCE United States Army, Chinook Helicopter Mechanic
(Pyeongtaek, South Korea and Colorado Springs, CO),
February 2011-July 2015. Conducted various forms of
maintenance on Chinook helicopters in a military
setting. Organized and lead maintenance tasks on
Chinooks such as corrosive inspections, scheduled and
unscheduled maintenance. Took part in relief efforts
4th Combat Aviation Brigade took part in during the
2013 Black Forest Wild Fire and Boulder, CO floods.
Assisted platoon sergeant in administrative tasks
including coordinating mission and personnel decisions
with company and battalion leaders and representatives. Bi-Lo, Customer Service
Representative/ Bookkeeper (Chapin, SC). August 2005- January 2011. Assisted customers who
had questions or concerns about pricing and customer service. Processed check cashing, Western
Unions, money orders, bill payments, as well as cash pickup and drop-off with Brinks on a daily
basis. Conducted twice-daily till audits, opening and closing of tills and customer service center,
and exchange of currency. Lead the front end of the store along with the Front End manager and
managed breaks during the day for front end employees.
EXTRACURRICULAR ACTIVITIES Business School Student Success leader, Academic Coach, Student Veterans Club, Participant in
Institute for Humane Studies Colloquium 2016-2018, Cheerleader for Campbell University
2015-2017, Volunteer Summer Freshman Orientation 2016-2017.
Joseph Kennedy EDUCATION Campbell University, Master of Trust and Wealth
Management (proposed applicant), BBA in Trust and
Wealth Management, Minor in Financial Planning.
Dual Enrolled at Johnston Community College while
attending West Johnston High School. Expected Date
of Graduation: 2021. Scott-Ellis Scholarship; Dr.
Earnest Paskel Saul’s Scholarship; Mary Paschal Trust
Scholarship. G.P.A: 3.27
WORK EXPERIENCE U.S. Army Human Resource Specialist. Head of 3
separate administrative divisions and Security manager
for a detachment of 28 soldiers spread out over 3
countries within the Central Command Area of Report.
Helped train members of the Qatari armed forces on
Aerial Delivery Operations. Developed Operation
Security Protocol to protect Sensitive Information and
Inventory valued around $17,400,000 from Espionage
and Theft. Coordinated Flights, travel, lodging, training
and Professional development for Soldiers within the Area of Report. Processed and reviewed
Security Clearances for approval or denial using the Joint Personnel Adjudication System
(JPAS), as well as handled SF 312 nondisclosure agreements. Initiated background checks by
using the SF86 Secure personnel questionnaire and DD Form 369-Police Record Background
Check and submitting it into the Electronic Questionnaire for Investigations Processing(e-QIP)
System. Processed 1380’s and 4187’s to initiate pay for soldiers. Initiated and processed
promotion paperwork. Started and updated Service Group Life Insurance (SGLI) Polices for
service members. Operated a Collaborative SharePoint. Developed memorandums for
widespread company usage. Calculated and prepared forms for medical, regular, and emergency
leave. Generated Electronic Line of Accounting injury claims in the Medical Protection System
for disability claims. Managed and operated a mobile gaming center for Games Gone Mobile.
Maintained all systems and trained personnel on procedures and customer service techniques.
Scheduled appointments and acted as an Administrative Assistant for the head of Disability
Services at Campbell University.
EXTRACURRICULAR ACTIVITIES Deployed in Support of Operation Enduring Freedom (Spartan Shield). Army Commendation
Medal, Army Achievement Medal, National Defense Service Medal, Global War on Terrorism
Expeditionary Medal, Global War on Terrorism Service Medal, Armed Forces Reserve Medal
with “M” Device, Army Good Conduct Medal, Army Service Ribbon, Overseas Service Ribbon.
President of the West Johnston Highschool Political Science Club. Volunteer Mock Attorney for
the Teen Court Youth Diversionary Program of Johnston County. Active Secret Security
Clearance. Operation Security Training Level II Certified. HIPPA Certified. Combat Lifesaver
Certified (active shooter scenario casualty care). Volunteer with the Pink Inc. Tattoo Day of
Hope in support of Breast Cancer research from May 2016-Present.
William Knabe EDUCATION Campbell University, BBA in Trust & Wealth
Management and Accounting. Expected graduation
date May 2020. GPA: 3.908. President’s List, Dean’s
List, Presidential Scholarship, Southeastern Trust
School, FIS Scholarship Program, Cross Country and
Track & Field Scholarship, Phi Eta Sigma National
Honor Society, Phi Kappa Phi Member.
WORK EXPERIENCE Campbell University Accounting Intern, June 2018 to
Present. Scanned and indexed documents such as
invoices, purchase orders, special purpose funds, onto
the University’s Onbase software. Performed a variety
of tasks across the accounting department including
Accounts Payable, Accounts Receivable, and Payroll.
Target Corporation Cart Attendant/Guest Service, June
2016- August 2018. Covered multiple store areas: cart
attendant, cashier, sales floor associate, customer
service and food avenue. Processed quick transactions
that alleviated wait times. Served as a Target Cart Attendant Team Trainer. Assisted customer’s
requests with utmost respect and politeness.
EXTRACURRICULAR ACTIVITIES Campbell University Student Success Team, Cross Country and Track & Field athlete(2016-
2018), NCACPA SOAR Committee Member, NCACPA/NC State Summer Leadership
Conference.
Matthew Knortz EDUCATION Campbell University, Master of Business
Administration (Proposed Applicant), BBA in Trust
and Wealth Management, Minor in Financial Planning.
Expected Date of Graduation: May 2020. GPA 3.853.
Dean’s List, Presidential Scholarship, Thomas Jack
Lynch Scholarship, Administrative on Campus
Housing Scholarship, Alumni Referral Scholarship,
Southeastern Trust School Trust Scholarship.
WORK EXPERIENCE B&J Seafood Marketplace Associate, New Bern, NC,
January 2015 – Present. 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.
EXTRACURRICULAR ACTIVITIES Finance & Investing Club Member, Intramural Sports.
Nicolas J. Lamorte EDUCATION Campbell University, Master of Business
Administration (proposed applicant), BBA in Trust and
Wealth Management, Minor in Financial Planning.
Expected date of graduation: December 2020.
Campbell University Scott-Ellis Scholarship and
Campbell University Administrative On-campus
Housing Scholarship.
WORK EXPERIENCE Freedom Boat Club (Cornelius NC), Dockhand, May
2017- Present.My duties working at Freedom Boat
Club included maintaining a fleet of 30+ boats, helping
inexperienced boaters dock/operate boats, fuel, and
clean/detail. The traits of this job that would apply to
the trust field would be the practice of keeping a
stressful environment stress free, socializing with
members from various backgrounds or cultures, and
building relationships with members and their families
for a positive experience each time they visited us.
Apollo Retail, Spring 2017- Fall 2017In my position, I helped setting up and auditing displays in
CVS, Walgreens, and Dick’s. A few of the products I performed audits/set up displays for were
Hydroflask and Gillette. In this job, I got a taste of what dealing with prominent organizations
would entail. Peninsula Yacht Club, Sailing Instructor/Special Events, Summer 2016
At the Peninsula Yacht Club I mainly worked with the sailing camp and sailing team but
occasionally helped with special events.One of the graduation requirements for graduating from
Pine Lake Preparatory School is a two-year project that involves a 12-page research paper
(Junior Year) and a 15-minute presentation/product (Senior Year). The project was to investigate
a career that peaked our interest. My choice was a Financial Advisor. During Junior year I
conducted an in-depth interview and cited it as a source in my paper to move into senior year.
However, during senior year I completed 15 hours of shadowing a financial advisor, Bryan
Stanfill, during which I learned what a regular day is like in this field. I sat through multiple
meetings with clients and other personnel while also gaining an in-depth understanding of what
being in this career would mean. To graduate, I presented a 15 presentation and presented my
“Pride Product.” The point of the Pride Product was to demonstrate what this career would be
providing to society. For my Product, I completed three separate portfolios for different clients.
One high risk for a younger client with a longer earning potential, one medium risk for a middle-
aged client that is approximately halfway through their career, and a low-risk portfolio for an
older retiree. I feel that through this two-year project I gained a unique look into a field that I still
find intriguing.
EXTRACURRICULAR ACTIVITIES Treasurer of the Kappa Sigma Fraternity-Sigma Phi Chapter and various Intramural Sports.
Veronica Martinez EDUCATION Campbell University, Master of Business
Administration (proposed applicant), BBA in Trust and
Wealth Management, Minor in Financial Planning.
Expected date of graduation: May of 2021. Scott Ellis
Scholarship.
WORK EXPERIENCE Wiggins Memorial Library, Student worker (Buies
Creek North Carolina) 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.
Creekstone farms, Warehouse Clerk (Arkansas City,
Kansas) 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. Pentair, Material Gather (Sanford, North Carolina)
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 corrects 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. Galloway Ridge, Housekeeping/ Supervisor Assistant
(Pittsboro, North Carolina) May 2016- August 19th, 2016. Translated paperwork from English to
Spanish for supervisor when needed. Helped Organized meeting as well as information to be
given out to employees, helped create updates for over eight employees such as what the daily
schedule as well as weekly schedule was going to be. Emailed executive branch supervisors in
order to inform them of daily changes. Assisted other works when work was completed. Sunni
Sky’s, Ice cream Server. (Angier, North Carolina) September 24, 2015- April 15, 2016. Assisted
with the creation of flavors. Managed over 2,500 dollars on a daily basis. Trained new members,
informed them of regulations and expectations. Maintained Ice Cream shop including but not
limited to pressure washing as well as everyday cleaning. Delegated work to over ten team
members, informed employers of any mishaps during the day. Assisted in informing employer in
any prospecting business within the community.
EXTRACURRICULAR ACTIVITIES President of Campbell University Astronomical Society. President of Gilbert T.
Stephenson Trust Club. Campbell University Business School Admission, Team Member.
Susan Mayo EDUCATION Campbell University, BBA in Trust and Wealth
Management, Minor in Financial Planning: Expected
date of graduation: May 2020; Overall GPA 3.1.
Presidential Scholarship, Lewis M. and Annabelle L.
Fetterman Business Scholarship, Lundy B. Fetterman
School of Business Gordan B. Rowland Trust
Scholarship, Phi Theta Kappa National Honor Society.
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 $750,000 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. The Wooten Company, Administrative Assistant (Greenville, NC) June 2015-July
2016. Learned to operate CAD and blueprint scanner and printer systems. Oversaw the cleanup
and organization of the company warehouse containing several thousand documents dating back
6 decades. Scanned several hundred SPECS, final design, and amendment blue prints for
surrounding towns, counties, and states as well as for commercial companies. Met biweekly with
a team of 10 engineers and assistants to discuss and plan current and upcoming projects, client
initiatives, and current team goals. 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. North Carolina Independent Colleges and
Universities, College Intern (Raleigh, NC) January 2018- Present. Research and prepare
spreadsheets, documents, and info packets for events. Attend and take notes of committee
meetings and House/Senate sessions. Work with lobbyists, state officials, and legislators to
advocate for the private and independent colleges and universities across the state of North
Carolina.
EXTRACURRICULAR ACTIVITIES Campus Activities Board Secretary, LFSB mentor, LFSB Business Week Event Member,
Homecoming and Spring Fling Event Director, SGA Sophomore Class Vice President,
Greenville Christian Academy Alumni, Parker’s Chapel FW Baptist volunteer, Family Works
Ministries volunteer.
Carlton Jesse Miller EDUCATION Campbell University, BBA in Trust and Wealth
Management. Expected 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
Alumni Chair of the Kappa Sigma Fraternity- Sigma Phi Chapter, Spring 2018- Present. Member
of Campbell University Ducks Unlimited, Fall 2017- Present.
Trevor Milligan EDUCATION Campbell University, Master of Business
Administration (proposed applicant), BBA in Trust and
Wealth Management, Minor in Financial Planning;
Expected Date of Graduation: May 2020; GPA: 3.631.
President’s List, Dean’s List, Scott-Ellis Scholarship,
Raymond F Memorial Shearin Scholarship, Dr. Ernest
Paskel Sauls Business Scholarship, Residence Life
Scholarship, Southeastern Trust School Trust
Management Scholarship, Major Sam Byrd Trust
Education Scholarship, Administrative On Campus
Housing Scholarship.
WORK EXPERIENCE 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. Golf Galaxy, Player’s
Assistant/Customer Service (Cary, NC), May 2017-Present. 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. 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 EDUCATION Campbell University, BBA in Trust and Wealth
Management. Expected date of graduation: May 2020.
Campbell University overall GPA: 3.87. Scott Ellis
Transfer Scholarship, Newkirk Family Trust
Management Scholarship.
WORK EXPERIENCE 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)
Andrew Morgan
EDUCATION Campbell University, BBA in Trust and Wealth
Management and 4+1 MBA: Expected date of
graduation: May 2020; GPA: 3.507. President’s List,
Dean’s List, NWCA Academic All-American,
Southern Conference Academic Honor Roll 2017 &
2018, Scott-Ellis Transfer Scholarship, Men’s
Wrestling Scholarship, Stephenson, Grace White, &
Gilbert Thomas Scholarship.
WORK EXPERIENCE Assistant wrestling coach and summer camp
administrator for Wrestling Prep (Fairfax, VA), June
August 2015-2018. Led wrestling practice sessions for
over 60 wrestlers per week, over 5 weeks. Organized
day to day schedules for wrestlers and living
arrangements for campers. Prepared marketing
materials including self-produced interview videos for
social media. Coordinated the logistics and led the
successful close out of the camp facility and summer
residence. Answered and dealt with questions from parents concerning their children’s week stay
at camp. Worked with the resident staff of the camp’s location to ensure we abided all rules that
were put in place. MVP Protech, Fountain Valley, CA, 2012-2017, property management and
carpenter assistant. Painted a wide range of different objects and houses. Cleaned windows on
large scale projects. Performed household yardwork.
EXTRACURRICULAR ACTIVITIES Campbell University Varsity Men’s Wrestling. Coached Fountain Valley Wrestling Kids Club.
Ian Clayton Moser EDUCATION Campbell University, Master of Business
Administration (proposed applicant), BBA in Trust and
Wealth Management, Minor in Financial Planning.
Expected date of graduation: May 2020, Scott Ellis
Scholarship.
WORK EXPERIENCE 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 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 property maintenance.
EXTRACURRICULAR ACTIVITIES Campbell University Lacrosse Club member, Half Apple Band Member, BCR Band member,
Intramural sports participant (basketball, softball).
Montoya Murphy
EDUCATION
Campbell University, Buies Creek, NC
BBA Trust and Wealth Management – 2020, Master of
Business Administration (proposed Applicant). Minor in
Financial Planning. Expected date of Graduation: May of
2020. Campbell University Scott-Ellis Scholarship.
WORK EXPERIENCE Supervisor, Burkes Outlet November 2016 – Present
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 floorplan 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 e-mails,
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
Donald Palmer
EDUCATION Campbell University, Master of Business
Administration (proposed applicant), BBA in Trust and
Wealth Management, Minor in Financial Planning.
Expected date of graduation: May 2020. GPA: 3.194.
Campbell Grant.
WORK EXPERIENCE 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
Alex Reid
EDUCATION Campbell University, Master of Trust and Wealth
Management (proposed applicant), BBA Trust and
Trust Wealth Management, Minor in Financial
Planning, Expected date of graduation: May 2020.
Campbell Marching Band Scholarship
WORK EXPERIENCE Hibbett Sports Retail Salesperson in Elizabeth City,
North Carolina Summer of 2017. Stocked and
replenished merchandise according to store
merchandising layouts. Priced merchandise, stocked
shelves and took inventory supplies. Cleaned and
organized the store, including the checkout desk and
displays. Alerted customers to upcoming sales events
and promotions.
Identified potential shoplifters and alerted
management. Completed all point of sales opening and
closing procedures including counting the contents of
the cash register. Handled all customer relations 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: became familiar with Juno and VMAT software, prepared Superior and District Court
files for their scheduled court dates, sat in on estate meetings and incompetency hearings before
the Clerk, attended court dates and magistrate hearings, attended first appearances at the County
Jail with the Clerk of Court, filed small claims documents and citations in their proper files
within the office, made deposits for the office at the local bank, became proficient in
microfilming closed case files.
EXTRACURRICULAR ACTIVITIES Black Student Association, Campbell University Marching Band and Wind Ensemble,
Intramural Sports, Albemarle Hope-line Clothesline (volunteered Summer of 2015)
Zach Roderick EDUCATION Campbell University,Masters of Business
Administration (proposed applicant), BBA in Trust &
Wealth Management. Expected Date of Graduation:
December 2020. Overall GPA: 2.894. Dean’s List.
Scott-Ellis Scholarship, Campbell University Football
Scholarship.
WORK EXPERIENCE Sports-camp counselor for two years, coached kids from
ages 9-12 how to play numerous sports; football,
lacrosse, basketball, wrestling. (2014-2016) Worked
with construction crews for the past two years putting
together airplane hangars and gym layouts in local
Virginia areas. Also helped with home improvement and
installation of Caroline County High School’s basketball
gym. (2014-2016). Caregiver for a family’s son, who
has disabilities, under a company named Public
Partnerships. A part of the Leadership Committee on
Campbell University’s Football Program. Also have
started all three years.
EXTRACURRICULAR ACTIVITIES Member of the Campbell University football team. Kids-point counselor for LifePoint Church in
Fredericksburg, Va. Help with specials needs events, including Woodberry Forest’s annual
Special Olympics. A caregiver for a family’s son, which is very important to how I look at life,
with the intentions to treat everyone with respect and equally. Attend FCA and ransom events
within the school community.
Joel Rundle EDUCATION Campbell University, Masters of Business
Administration, BBA in Trust and Wealth
Management: Expected date of graduation: May 2020;
GPA: 3.248. Presidential Scholarship, Jerry M. And
Betty Wallace Trust Scholarship, Sally Bendix and
Aubrey T. Quakenbush Scholarship.
WORK EXPERIENCE Southern Water Gardens, (Raleigh, NC), March 2016-
Present. 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, Accounting Club, Trust and Wealth Club.
Hobbies include: Tennis, Hiking, Backpacking.
Rogelio Salvador
EDUCATION Campbell University, BBA in Trust and Wealth
Management Pre-Law, Minor: Financial Planning and
Finance, Expected Date of Graduation: May 2020;
Overall GPA 3.355, Major GPA 3.63, Dean’s List;
Presidential Scholarship, Phi Theta Kappa Transfer
Scholarship, William M & Eunice Johnson Scholarship,
Mary Paschal Trust Scholarship, Alumni Referral
Scholarship. Fluent in Spanish
WORK EXPERIENCE Capitol Financial Solutions, Summer Intern, Raleigh,
NC (May- August 2018), Gathered and organized client
data through eMoney. Assisted CFP’s by developing
potential clients. Organized prospective client data by
creating spreadsheets through Excel. Attended training
sessions that focused on enhancing communication
skills – in particular, face-to-face client interaction, and
interpersonal skills. Used SmartOffice to upload client
documents for electronic safekeeping. Caterpillar Inc.,
Welder, Sanford, NC (May 2014 – August 2018), Focused on the operation of robotic and
manual MIG weld machines for the production of quality fabricated metal parts. Earned the
designation as a workstation floater by demonstrating competence in the majority of the
production line workstations. Served as a Safety Team Area Representative for the Fabrications
department. Collaborated with colleagues and management in a project aimed at improving
inclusion in the workplace. Belflex Staffing Agency, Material Handler, Sanford, NC (October
2013 – May 2014), Provided support to Caterpillar Inc. production employees with their daily
operations in the Fabrications department. Operated crane and hoist equipment to move heavy
fabricated metal parts and load them into robotic welding systems. Cleared common robotic
welding system faults that occurred frequently. Efrain’s Landscaping, Sanford, NC (March 2008
– October 2013) Assisted my dad with starting his landscaping business. Formulated a business
plan which included conducting financial practices through Excel. Developed new business
through leads and cold-calls. Routinely communicated with potential clients and handled pricing
and billing for services. Helped manage a crew of three during daily operations.
EXTRACURRICULAR ACTIVITIES Guardian ad Litem District 11 Volunteer, Campbell University’s Finance and Investing Club,
2016/2017 President of the Phi Theta Kappa Honor Society chapter at Central Carolina
Community College.
Conner Sawyer EDUCATION Master of Business Administration (Proposed
Applicant), BBA in Trust and Wealth management
with a minor in Financial Planning.. Date of graduation
May of 2021. Received the Scott Ellis Scholarship.
Men’s Football Scholarship and the Hill, John Trust
and Wealth Management Scholarship.
WORK EXPERIENCE 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.
Aaron Schnoor
EDUCATION Campbell University, Master of Business
Administration (proposed applicant), B.B.A. in Trust
and Wealth Management, Minor in Financial Planning:
Expected date of graduation: May 2021; GPA: 4.0. J.A.
Campbell Scholarship, President’s List, BB&T
Business Fellow.
WORK EXPERIENCE Goetzpartners Securities Limited, London, United
Kingdom, Intern Analyst; June-July 2018. Researched
financial data of specific companies in the medtech,
biotech, pharmaceutical, and healthcare industries.
Prepared written sector reports discussing products to
treat infectious diseases, immuno-oncology,
immunology, radiation therapy, wound care,
Alzheimer’s, and addition fields. Created company
presentations focusing on molecular and imaging
diagnostics for the Goetzpartners London Compass
Seminar. Maintained company investor database by
compiling information in Excel, WeConvene, and FactSet sites. Proofread work written by top
company analysts prior to publication.
EXTRACURRICULAR ACTIVITIES Sophomore Class President, Campbell University Student Government Association (CUSGA);
Freshman Class President, CUSGA; Rules Committee Member, CUSGA; Student Conduct
Committee Member, CUSGA; Staff Writer, Campbell Times student newspaper; Business
Admissions Team.
Allyson Slater
EDUCATION Campbell University, BBA in Trust and Wealth
Management. Expected date of graduation is May
2020. Campbell University Presidential Scholarship.
Campbell University Color Guard Scholarship.
WORK EXPERIENCE Marine Corps Community Services Camp Lejeune,
NC, June 2014- present. MCCS is a comprehensive
program that supports and enhances the quality of life
for Marines, Sailors, and their families. Primary job is a
recreation attendant at Tarawa Terrace Community
Center. Responsible for opening and closing facility.
Carry out assigned phases of designated activity
applying an understanding of the interest and needs of
programs participants. Assist in publicizing various
activities to attract and motivate participants. Provides
World Class Customer Service with an emphasis on
courtesy. Assists customers and communicates
positively in a friendly manner. Takes action to solve
problems quickly. Performs other related duties assigned. Has been responsible for the green
rooms and artist areas at the annual Fourth of July Concert, which draws an estimated 30,000
people. Was the driver for one of the headline acts for 2018, Tyler Farr. When other base
activities are shorted staff, works at facilities such as the Base Theater, Fitness Centers, and the
Gottschalk Marina.
EXTRACURRICULAR ACTIVITIES Gamma Upsilon Chapter Delta Phi Epsilon Sorority member, Campbell University Marching
Band, Color Guard.
Mahala Slaughterbeck
EDUCATION
Campbell University, Master in Business
Administration (proposed applicant), BBA in Trust &
Wealth Management. Expected date of graduation:
May 2020. GPA: 3.143.
WORK EXPERIENCE
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. 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.
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. Campbell University Facilities, receptionist 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.
EXTRACURRICULAR ACTIVITIES
Currently work part time at Campbell University Facilities, as a receptionist. Active member at
The Prayer Room Church.
Daniel Smith EDUCATION Campbell University, Candidate for a Masters in
Business Administration, BBA in Trust & Wealth
Management Pre-Law. Expected Date of Graduation:
December 2020. Major GPA: 3.5 Overall GPA: 3.287.
Presidential Scholarship, T. Harry Gatton Trust
Scholarship, Hope Scholarship, Lundy-Fetterman
School of Business Gregory Lee Prillaman
Scholarship
WORK EXPERIENCE The Good Son, Handyman/Construction work, May 2017 - July 2017. I worked with a group of men in which we built a boardwalk, powerwashed a pool deck and sidewalk, painted a large portion of a fence, fixed drywall, and painted the white lines at stop signs. Pike’s Fish House, Food Runner, April 2016 - June 2016. I assisted servers at Pike’s Fish House by running food to tables, refilling drinks when customers needed refills, swept the floors, cleaned tables, and
helped do dishes.
EXTRACURRICULAR ACTIVITIES Member of the Campbell University football team, chosen by the teammates and coaches to be a
Captain of the team as a sophomore, volunteer opportunities to include the Tim Tebow
Foundation - A Night to Shine event showing children with disabilities they are no different than
their peers, assisted with freshman move in day at Campbell, the Football Turkey Drive, as well
as other community service events at school. Campbell University Relay for Life, FCA Member.
Colin Stewart
EDUCATION Campbell University, Master of Business Administration, BBA
in Trust and Wealth Management. Expected date of graduation:
May of 2020; Overall GPA 3.777. Dean’s List Fall 2015, Spring
2016, Fall 2017, Spring 2017, Spring 2018; 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
ROTC Platoon leader (current) responsible for organizing, developing and leading 26 Army
ROTC cadets; 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-Current); 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).
Henry Stotz EDUCATION Campbell University, BBA in Trust and Wealth
Management Pre-Law, Minor in Financial Planning.
Expected date of graduation: December 2019; Johnston
Community College, Associate of Science Degree
(Honors), May 2017. Presidential Transfer Scholarship,
Miller, Janice Daniels and Clifford Russel Scholarship.
WORK EXPERIENCE L.L Vann Electric, Inc., Warehouse Maintenance
Assistant (June 2015-August 2017). Duties included
handling wire shipments, constructing warehouse
storage solutions, conducting building renovations,
organizing electrical supplies and materials and
preparing decommissioned copper wire for resell.
Woodall’s Fitness Studio, Business Office Intern (June
2018- July 2018). Duties included conversing with
potential and current customers, having extensive
knowledge of both nutritional products and workout
programs offered and calculating profits and expenses.
EXTRACURRICULAR ACTIVITIES Founding Vice President and current President for Campbell Men’s Club Lacrosse, Member of
Gilbert T. Stephenson Trust Club and Campbell University Investing Club.
Victoria Stotz EDUCATION Campbell University, Master of Business
Administration, BBA in Trust and Wealth Management
Pre-Law, Minor in Financial Planning. Expected date of
graduation: December 2019; Overall GPA: 3.719;
Major GPA: 4.000. President’s List, Dean’s List, Phi
Eta Sigma Honor Society, Presidential Scholarship,
Wells Fargo Undergraduate Trust and Wealth
Management Scholarship.
WORK EXPERIENCE Wells Fargo, Philanthropic Services Intern, 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.
GT Independence, Personal Caregiver, Clayton, NC, (November 2017 – Present). Documented
client tasks on time sheet. Assisted client with activities of daily living. Aided client with
completion of necessary educational tasks. Obtained CPR certification.
Stotz Solutions LLC, Administrative Assistant, Clayton, NC, (January 2013 – November 2016).
Duties included faxing, scanning, and copying highly confidential documents. Coordinated client
services with payer source. Developed, organized, and maintained manual filing system.
Managed administrative processes, systems, and tasks. Handled case information in a
professional and confidential manner.
EXTRACURRICULAR ACTIVITIES Lundy Fetterman School of Business Student Mentor, Vice President for Females Associated
with Business Club, Gilbert T. Stephenson Trust Club, Campbell University Orientation Leader
Volunteer, Notetaker for Office of Student Success
Campbell Tarpey EDUCATION Campbell University, Master of Business
Administration (proposed applicant), BBA in Trust and
Wealth Pre-Law, Minor in Financial Planning:
Expected Date of graduation: May 2021; Overall GPA
3.8. President’s List, Dean’s List, Presidential
Scholarship, Residents Life (RA) Scholarship, Dr.
Ernest Paskel Sauls Business Scholarship, Carl G &
Nancy Ward Scholarship, Edith C and Raymond L Jr.
Mulkey Scholarship, Alumni Referral Scholarship,
Trust Management Alumni Scholarship, Phi Eta Sigma
National Honors Society.
WORK EXPERIENCE Campbell University Southeastern Trust School,
Student Assistant (Buies Creek, North Carolina) June
2018 - June 2018. Collaborated and assisted the 80
Trust officers from across the country throughout the
entirety of the week long program. Capitalized on the
opportunity to listen to successful speakers from the
trust field and network with multiple professionals across the industry. Engaged in productive
conversations and lectures about Trusts in the modern world while preparing the other trust
officers for an exam. Campbell University Residence Life, Residence Assistance (Buies Creek,
North Carolina) August 2017-May 2018. Create and facilitate a “My door is always open” policy
that assists in the productivity of any level of management. Supervise the residence hall,
responding to all requests and emergencies during duty hours. Receive and promptly process
requests for maintenance repairs and custodial needs received from residents. Organize and
implement programs for residents that enhance the social, educational, community, and personal
development of residents. Campbell University Lundy Fetterman School of Business (LFSB),
Student Mentor (Buies Creek, North Carolina) August 2017–Present. Acted as the liaison
between the students, dean, success coordinator, and the teaching assistant. Mentored the
freshman in making social, business, and personal connections in attempt to facilitate networking
skills. Assist incoming freshman overcome the roadblocks that come with the college transition.
Guide the freshman’s construction of their own detailed food truck business plan, figures sheet,
and presentation. Walgreens, Customer Sales Associate (Apex, North Carolina) February 2016-
Present. Contributed to the sales team by marketing products, markdowns, and sales to the
appropriate clients. Initiated the Walgreens’ Customer Sales Associate protocol by greeting each
valued customer with respect. Conducted weekly inventory checks, re-ordering, and
communicating with upper level management through inventory systems such as AS400 and
Excel. Engaging and assisting in operation of the store at the beginning and the end of the day by
operating under Walgreens’ protocol.
EXTRACURRICULAR ACTIVITIES Campbell University Student Athletic Advisor Committee (SAAC), Campbell Presidential
Scholars Club, Campbell University Phi Eta Sigma National Honors Society, Campbell
University Football Team, Lundy Fetterman School of Business (LSFB) Mentor.
Jessica Watkins EDUCATION Campbell University, Master of Business
Administration, BBA in Trust and Wealth Management
Pre-Law with a Minor in Financial Planning. Expected
Date of Graduation is May 2020. GPA: 3.194, Dean’s
List. Campbell Presidential Scholarship. Ball, Ned B
Business Scholarship. G Fred Hale Memorial Business
Scholarship. Multi- Student Scholarship, Harry T
Gatton Scholarship, Federal Educational Opportunity
Grant. Scott, B C Memorial Scholarship.
WORK EXPERIENCE 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 each day. 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
decedents accounts, and collecting valuable items. Within Institutional department, assisted with
the Campbell University Reconciliation. Assisted with SUB Committee Packets for internal
audits. Imaged for both departments. 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. Lundy Fetterman School of Business BADM-100 mentor for the 2017-
current academic years. Lead freshman students integrating into the Business School and provide
them the guidance they need to be successful. Plan lectures for mentor group to further educate
freshman on subjects discussed in class. Completed Six Sigma Project that helped a business
become more successful by testing, then teaching the marketing skills needed to increase their
customer engagement and profits. Increased customer engagement by 700%. Student Success
Team during the 2016-2018 academic years. Worked closely with the Dean, professors, and the
Student Success Coordinator to develop and implement ideas to put in place.
EXTRACURRICULAR ACTIVITIES Lundy Fetterman School of Business BADM-100 Mentor during the 2017-current academic
years. 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, libraries, and mission trips.
Levi Wiggins EDUCATION Campbell University, Master of Business
Administration (proposed applicant), BBA in Trust and
Wealth Management, Minor in Financial Planning.
Expected date of graduation: May 2020
WORK EXPERIENCE Assistant at Farmers Insurance Agency and was over
food preparations at Zaxbys
EXTRACURRICULAR
ACTIVITIES Member of Student-Athlete Advisory Committees
(SAAC), member of the varsity football team.
Jared Williams
EDUCATION Campbell University, Master of Business
Administration (proposed applicant), BBA in Trust and
Wealth Management, Minor in Financial Planning.
Expected date of graduation: December 2020. Overall
GPA 3.59; Dean’s List, Campbell University
Presidential Scholarship, Campbell University
Salutatorian Scholarship, William G. Gaither
Scholarship, Local Government Federal Government
Credit Union Scholarship, Raleigh Carver, Jr.
Scholarship, GBHEM United Methodist Church
Scholarship.
WORK EXPERIENCE Top Shelf NC (Online Apparel Resale), Owner
(Elizabeth City, NC) February 2011-Present. Obtain
highly demanded products on release date to sell at a
later time. Determine profitability of potential
products. Seek out investments that will return a high
yield. Oversee market to note past, present and future
price fluctuations. North Carolina High School Athletic Association, Official (Baseball, Football
and Basketball), (Raleigh, NC) January 2018-Present. Ensure games are conducted in a safe and
fair manner, by controlling participants, coaches and spectators. Properly resolve conflict
between participants, coaches and spectators. Maintain a knowledge of the sports being played to
maintain the integrity of the game. Kilmarlic Golf Club, Golf Shop Attendant (Powells Point,
NC) May 2017-Present (Seasonal). Coordinated tee times for guests and members using foreUP
golf software. Promote and market the golf club to over 700 rental homes on the Outer Banks of
North Carolina using “K Club OBX.” Attend to golfers checking in and golf shop sales using
Intuit QuickBooks POS. Campbell University Campus Recreation, Intramural Supervisor (Buies
Creek, NC) November 2016-Present. Recruit, train, supervise, and evaluate 20-30 student
officials for 12 sports. Assist with preparation, inspecting and maintaining standards of play to
serve approximately 1/3 of student population (1,050 unique participants). Develop, test and
implement new rules/regulations to strengthen the overall intramural experience.
EXTRACURRICULAR ACTIVITIES Vice President of the Kappa Sigma Fraternity-Sigma Phi Chapter, Lundy Fetterman School of
Business Student Mentor, Intramural Sports
Addison Woody
EDUCATION Campbell University, Master of Business
Administration (proposed applicant), BBA in Trust and
Wealth Management, Minor in Financial Planning.
Expected date of graduation: May of 2020. Transfer
Credit GPA: 3.49. Recipient of Campbell University
Presidential Scholarship and Administrative On-
Campus Housing Scholarship.
WORK EXPERIENCE Wellness Attendant at Ingram Family YMCA,
September 2017 - Present. Responsibilities include
conducting weekly inventory checks, completing new
member orientations, greeting members as they enter
the facility and wellness attendant training. Electrician
Assistant at Mike Garner Electric, September 2016 -
July 2017. Worked directly under the Head Electrician
to complete projects in a timely manner. Executed work
that was presented to me. Collaborated with clients to
ensure that they are satisfied with work completed.
EXTRACURRICULAR ACTIVITIES Microsoft Office Proficient (Excel, Word, PowerPoint), Gilbert T Stephenson Trust Club.