adam ardis education · adam ardis education campbell university, master of business administration...

Adam Ardis

EDUCATION Campbell University, Master of Business

Administration (Proposed Applicant) with BBA in

Trust and Wealth Management, Minor in Financial

Planning. Expected graduation: May 2021. Overall

GPA: 3.188. Received multiple scholarships including:

Presidential Scholarship ($17,000); North Carolina

Need Based Scholarship ($7,300); Southeastern Trust

School Trust Management Scholarship ($500); DNU-

Administrative On-Campus Housing Scholarship

($1,000); Alumni Referral Scholarship ($500); Thomas

Jack Lynch Scholarship ($1,000).

WORK EXPERIENCE Cases-Up (Wilmington, NC), Weekend Merchandiser,

January 2019-Present. Stock beer at different

convenient and grocery stores. Coordinate route for

specific locations. Train new employees. Mims

Distributing Company (Raleigh, NC), Weekend

Merchandiser, Stand-by Week Merchandiser, January

2017-2019. Stocked beer at different convenient and

grocery stores. Stacked bulks off delivery trucks. Trained new employees and assisted employees

during high volume weeks. McDonalds Corp. (Clayton, NC), Crew Trainer, April 2015-November

2017. On-boarded new hires thoroughly adhering to strict company guidelines. Administered

monthly test to current employees. Ensured new employees are up to speed on working process.

Often worked as a cashier at the drive thru where I was responsible for transactions and keeping

drawer balanced.

EXTRACURRICULAR ACTIVITIES

Kappa Sigma Fraternity; Treasurer, Campbell University Honors Program; Student, Ducks

Unlimited Campbell Chapter; Member, Campbell University; Intramural participant, Boy Scouts

of America; district board of review (Eagle Scout), North Carolina Governor’s Paige (Spring of

2015); Volunteer.

Jared Arp

EDUCATION

Campbell University, Master of Business

Administration (candidate), BBA in Trust and Wealth

Management, Minor in Financial Planning. Expected

date of graduation: May 2021. Overall GPA 3.016;

Major GPA 3.25; Campbell University Scott-Ellis

Scholarship; Campbell University Thomas H. and

Judith O. Folwell Trust Management Scholarship.

WORK EXPERIENCE City National Bank (DTLA) Intern Summer 2019.

Assisted in discretionary/administrative reviews for

CNB Trust Department. Attended meetings and assisted

Trust Officers with conducting day to day

administrative responsibilities. Attended client

meetings, as well as reviewed discretionary language

for City National Bank Trust accounts. 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. 2019 Campus Recreation Supervisor. Assessed/reformed performance

of Campus Recreation employees. Organized/conducted Campbell University intramural

activities. 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.

Zach Barnes

EDUCATION Campbell University, BBA in Trust and Wealth

Management, 3.308 Cumulative GPA, Received

Scott Ellis Scholarship, Out of State Resident

Scholarship, as well as Men’s Wrestling Athletic

Scholarship, Expected Date of Graduation: May 2021.

WORK EXPERIENCE Des Moines, IA, Terry’s Quality Concrete, Construction

Laborer, May 2016-August 2019 (Summers), Assisted

in Calculating Total Volume of Concrete needed for

Sidewalks, Patios, and Driveways, Responsible for

Setting Concrete Forms Accurate to Job Sketch

Measurements, Collected Payment Check upon Job

Completion, Assisted in all Manual Labor, Buies Creek,

NC, Kolat Wrestling Camps, Camp Counselor, June

2017-Present, Chosen to be Responsible for Monitoring

Camp Dorms and Solving Camper Conflicts,

Responsible for Teaching Specific Wrestling

Techniques Until Campers Were Proficient in Each,

Gained Valuable Leadership and Teamwork Skills.

EXTRACURRICULAR ACTIVITIES Campbell University Varsity Wrestling Team, 149lbs Wrestler, August 2017-Present.

Seth W. Berger


Administration (intended applicant), BBA in Trust &

Wealth Management, Minor in Financial Planning,

Minor in Music. Expected Date of Graduation: May

2022. GPA: 4.0. President’s List. Presidential

Scholarship, Top 10 Percent Award, The Eugene

Maloney Trust and Wealth Management Scholarship.

WORK EXPERIENCE Wiggins Memorial Library Circulation Worker

(Campbell University) September 2018 – present.

Respond to the needs of library patrons by offering

services provided by the library. Apply customer

service skills by interacting with a variety of patrons

who entered the library. Transcribe multimedia

resources for accessibility. Research answers to patron

questions regarding information that they needed.

Duties include interacting politely and efficiently with

patrons, taking inventory, and assisting patrons locate

and use library materials. Foreign Language Lab

Student Worker (Campbell University) September 2017-April 2018. Supervised the foreign

language lab space, making sure that it was tidy and a good environment for learning.

EXTRACURRICULAR ACTIVITIES Musical volunteer at local Alzheimer Ward at Harnett Woods (three years), Member of the Gilbert

T. Stephenson Trust Club, Intramural rec teams (badminton).

Austin Blackman



date to graduate: May 2021, Overall GPA: 3.04.

Presidential Scholarship, Administrative Scholarship,

NC Baptist Program Scholarship, Miller Janice Daniels

& Clifford Russell Scholarship, North Carolina Need

Based Scholarship

WORKEXPEREINCE 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. Interned with AAFMAA Wealth

Management and Trust in the summer of 2019 doing Investment proposals, consolidated accounts,

stock analysis, and conducted account reconciliations.

EXTRACURRICULAR ACTIVITIES Vice President of Ducks Unlimited – Camel Chapter – Campbell University August 2018 – May

2019. President of Ducks Unlimited Chapter- Campbell University August 2019 – May 2020.

Member of Fellowship of Christian Athletes – Campbell University. August 2017- Present.

Member of Campus Activity Board – Campbell University August 2018- Present

Brianna Bryant

EDUCATION


Administration (proposed applicant), BBA in Trust and


Expected date of graduation: May 2021; GPA: 3.024;

Scott-Ellis Scholarship, Hope Scholarship, Women’s

Softball Scholarship, Women’s Softball Room and

Board Scholarship, Athletic Book Scholarship.

WORK EXPERIENCE Multiple Listing Service Coordinator, Townsend Real

Estate, May-August 2019. Reviewed contracts and

listings for compliance and accuracy, entered new

listings into MLS (Multiple Listing Service),

coordinated with inter-office personnel, ensured the

efficient operations of daily office workflow, created

and retained business relationships with customers,

edited and published marketing advertisements, and

answered phones and performed office transactions.

EXTRACURRICULAR ACTIVITIES Division 1 Student Athlete, Softball, Campbell University. Iron Camel recipient, Freshman of the

Week, Player of the Week, and First Team All-Conference Honors, North Carolina RBI State

Record Holder, Veterans Administration Volunteer, Miracle League Volunteer, Member of

Campbell University Christian Athletes.

Jessica Carter

EDUCATION Campbell University, Buies Creek, North Carolina,

Master of Business Administration Candidate, BBA in

Trust in Wealth Management Pre-Law, Minor in

Financial Planning, GPA: 3.355, 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, Mcneil Chestnut Trust and Wealth

Management Scholarship. Dean’s List.

WORK EXPERIENCE Student Activities Graduate Assistant (Buies Creek,

NC) August 2019-Present. Oversees campus clubs,

organizations, and Student Government with the

Director of Student Activities. Manages multiple tasks

such as event planning and supervising events when

professional staff cannot. Point of contact for student

groups. BPAS Trust Intern (Utica, New York) May

2019-August 2019. Set up and managed retirement plans for clients. Analyzed and maintained

funds and data in client plans. Ensured time frames were met. Kept in contact between clients and

departments, especially regarding the implementation process. Browder Overby Law Office Legal

and Trust Intern (King, NC) June 2018-July 2018. Organized files, Reviewed old cases, Prepared

Estate files to be scanned. Assisted with Will signings. Assisted in House closings. Observed and

assisted on trials in court, especially those involving DSS. Prepared documents to be mailed out to

clients and attorneys.

EXTRACURRICULAR ACTIVITIES Panhellenic Council President, Delta Phi Epsilon Sorority, Phi Eta Sigma Honor Society, Order of

Omega Honor Society

Micaela Casapulla

EDUCATION


Administration (proposed applicant), B.B.A. in Trust

and Wealth Management, Minor in Financial Planning:

Expected date of graduation: May 2021; GPA: 3.362.

Campbell University Presidential Scholarship.

WORK EXPERIENCE Nanny for multiple families in Orange and Woodbridge,

CT (2012-Present). Ensured the safety and well being of

children of various ages at all times. Assist with daily

routines of the family home such as cleaning, cooking,

escorting children to and from activities and

appointments. Provide care and structured play for all

children, while also providing an educational

environment. Store Clerk and Cashier at Jesse’s Toy

Shoppe in Orange, CT (November 2016- July 2019).

Provide a friendly, welcoming greeting to customers as

they walk into the store. Managed all transactions

accurately including cash and credit. Balanced cash

drawer at the end of shifts. Listen to customers’ requests

and assisted them in selecting items that would adhere to their requirements. Reviewed inventory

in the store as well as in the backroom. Replenish front items as needed. Accurately unpacked

shipments and reorganized shelves to place new items received. Assisted customers with gift cards,

exchanges, store credit, and returns. Specialized in wrapping customers’ purchases with care and

panache. Carhop and Front of House at Sonic Restaurant in Milford, CT (May 2018- August

2018). Accurately take customers’ orders through headset and record them for cooks. Assist team

members with tasks when shifts were exceptionally busy. Answered questions about menu and

food selections as well as provide recommendations for guests. Efficiently prepare ice cream,

milkshake, slushy, and drink orders for guests. Present orders to guests in a timely manner with

necessary utensils and condiments. Utilize cash register correctly for guest’s credit cards or cash

bills. Updated receipts in order to keep track of charged bills and tips.

EXTRACURRICULAR ACTIVITIES Member of Campbell University Club Ultimate Frisbee Team, Member of Campbell University

Delta Phi Epsilon Sorority, Mentor for Freshman in New Student Forum.

Hayes Chamblee

EDUCATION Campbell University, BBA in Trust & Wealth


date of graduation: December 2021.

WORK EXPERIENCE Manage and grow a personal stock portfolio, August

2016 - Current. Actively choose stocks

and complete due diligence on company history to decide

what investment is the best fit. and manage risk by

spreading capitol over eight companies and knowing

when to let your winners run and cut losses early.

EXTRACIRRICULAR

ACTIVITIES Campbell University Finance & Investing Club,

September 2017 - May 2018, Campbell Trust Club

August 2019 -Current.

Cameron Colella

EDUCATION

Campbell University; Master of Business

Administration (proposed applicant), BBA Trust and

Wealth Management, Minor in Financial Planning;

Expected graduation: May 2022; GPA: 3.847;

Presidential Scholarship, Out of State Resident

Scholarship, Major Sam Byrd Trust Education

Scholarship.

WORK EXPERIENCE Camp Counselor at Mount Laurel School District,

Camp Laurel, in Mount Laurel, NJ (June 2013 – August

2019): Managed classroom sizes from 15-25 kids, ages

6-10, organized games, crafts, activities and trips for

kids, became CPR certified. Student Review Tutor at

Campbell University Academic Services, Buies Creek,

NC (January 2018 – May 2019): Organized weekly

review sessions under Professor Siegert, took role,

submitted paperwork and session reports, and provided

private tutoring for two Military Veterans.

EXTRACURRICULAR ACTIVITIES Member of the Phi Eta Sigma National Honor Society, Assistant Grand Scribe of the Sigma Phi

Chapter of the Kappa Sigma Fraternity, President of Scholarship on the IFC (Inter-fraternal

Council) Board, Active member of the Trust Club, Volunteer for the Nicky Green Memorial 5K

Run, Bass Guitarist.

Kyrissa Cumbie



Wealth Management, Minor in Financial Planning.

Expected date of graduation: May 2021. Overall GPA

3.88; Presidential Scholarship, Top Ten Percent Award,

Legacy Award, Eastern Star Scholarship.

WORK EXPERIENCE Manager of Rush Hour Escapes in Fuquay-Varina from

March 2017 to present. Designed alluring flyers

targeting team building for local businesses as well as

the general public. Assisted in establishing and

maintaining a Facebook presence, including

promotional advertisements. Aided with advertising by

promoting the business through Facebook ads,

Mailchimp, and Snapchat ads. Managed the company

booth at local street fairs. Shared promotional content

through videography and photography on various forms

of social media. Provided insight to customer inquiries

in person and over the phone. Completed other

administrative tasks on a daily basis.

EXTRACURRICALAR ACTIVITIES Member of the BB&T Business Fellows Program. Intramural sports.

W. Camden Dascombe




Business Administration. Expected Graduation: May

2021. Overall GPA: 3.286. Scott-Ellis Scholarship,

Administrative on Campus Housing Scholarship,

Marvin D. Johnson Trust Management Scholarship,

John Hill Trust and Wealth Management Scholarship.

Dean’s List.

WORK EXPERIENCE Omega Sports, Morrisville, NC; Shift Supervisor, July

2019-August 2019. Gained valuable experience in cash

handling and depositing. Earned additional

responsibilities in team management, including

supervising a staff of up to four. Responsible for

opening and closing store, as well as delegating tasks to

team members. Omega Sports, Morrisville, NC; Sales

Associate, July 2015-June 2019. Dutiful and

knowledgeable associate for over 3 years. Acquired

valuable skills in marketing and customer service. Handled difficult situations with customers,

looking out for their best interest.

EXTRACURRICULAR ACTIVITIES Junior Class Representative, Campbell University Student Government Association; Intramural

Sports.

Ashley Dyer

EDUCATION Campbell University, Buies Creek, North Carolina,

Master of Business Administration with a focus in

financial services, BBA in Trust in Wealth

Management Pre-Law 4+1, GPA: 3.9, Expected Date

of Graduation May 2021; Presidential Scholarship,

Newkirk Family Trust Management Scholarship.

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

Society, Phi Kappa Phi Honors Society.

WORK EXPERIENCE BADM 100 Mentor (Lundy Fetterman School of

Business) July 2018- Present. Mentor business school

freshmen throughout their first semester. Assist

business school freshmen in making a successful

transition from high school to college. Provide business

school freshmen with social support. Offer feedback

and advice on in-class discussion and assignments.

Guide business school freshmen with successful goal

setting and achievement, time management, confidence

and acculturation into a professional environment.

Student Success Writing Tutor (Campbell University) January 2017- July 2019. 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 included 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- August 2019. Greeted and offer assistance to members.

Conducted orders and maintain 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 Secretary

Jeffrey Fonda

EDUCATION Campbell University, Master in Business

Administration (proposed applicant), BBA in Trust &


Expected Date of Graduation: May 2021. Major GPA:

3.25. Scott-Ellis Scholarship, John Hill Trust And

Wealth Management Scholarship.

WORK EXPERIENCE SunTrust, Fiduciary Risk Intern for Private Wealth

Management, (Atlanta, GA) Summer 2019. Assisted

team members by creating annual synoptic reviews.

Generated audits by using an artificial intelligent bot to

clear flags. Became proficient with Reg 9 and SEI.

Examined Trust and Will documents on a daily basis.

Listened in on weekly discretionary calls with upper

management. 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.

Brady Frampton


Management, Minor in Financial Planning, Expected

Graduation Date: May 2021, Scott-Ellis Scholarship,

Residence life scholarship, BB and T Business Fellow,

Overall GPA: 3.870, President’s List, Dean’s List.

WORK EXPERIENCE Bernard, Robinson and Company (Dunn, NC), Tax

Intern, January to April 2019.Prepared tax documents

and returns for clients during the abundantly busy tax

season, including 1099’s, W2’s and all necessary

documents to file with the Internal Revenue Service.

Assisted clients with financial statement preparation,

including trial balance inputting. Collaborated with

partner owners of the firm in preparation of returns, as

well as group work on returns and firm projects with

fellow interns. Completed tax returns for an individual

with over ninety business ownerships. Campbell

University (Buies Creek, NC), Resident Assisstant,

August 2018- present. Oversaw forty-five freshman

male residents and administered all Campbell University rules throughout the hall. Provided

workshops throughout the school year that interest the freshman male students, such as personal

finance and investing lessons. Tanglewood Manor Golf Club (Quarryville, PA), Pro Shop

Attendant, March 2015-August 2019. Streamlined processes to ensure timely tee times and

provided a welcoming environment for golfers. Operated large scale tournaments alongside

colleagues to ensure proper pace of play and proper scores recorded to maintain a fair and quick

round of golf. Handled transactions including cash, credit and gift card in exchange for golf and

other merchandise. Responsible for locking the safe and setting the alarm each night.

EXTRACURRICULAR ACTIVITIES Inaugural BB and T Business Fellow, Mentor to freshmen students in their BADM100 seminar

class, Member of the Admissions team for the Lundy-Fetterman School of Business, Business

owner of Mint Auto Detailing.

David Gaster


Administration (Proposed Applicant), B.B.A. in Trust

and Wealth Management, Minor in Financial Planning,

Minor in Accounting. Expected date of graduation: May

2021; Faith Grant Scholarship, Administrative On-

Campus Housing Scholarship, CU Legacy Award

Scholarship, DNU Wade Baptist Church Scholarship,

Ball Ned B Business Scholarship, Jonesboro Baptist

Church Scholarship.

WORK EXPERIENCE Chicora Golf Course, Dunn NC, Pro Shop Attendant,

May 2019- Ongoing; Organized 72 Player Member

Guest Tournament; Collected, Divided and Distributed

Calcutta Money; Sat in on Meetings Between

Ownership and Management; Led Nightly Closeouts in

Cash Drawer and Credit Card Receipts; Elevated

Customer Satisfaction; Assisted Members with Club

Customization and Orders, Performed Regular

Maintenance of Club shop and Course Property.

Quail Ridge Golf Course, Sanford NC, Golf Cart Attendant, May- August 2018; Handled Weekly

Golf Tournaments, Performed Cart to Car and Bag Service, Saw to Constant Customer Satisfaction

with Value and Experience, Learned Basic Maintenance of vehicles.

First Baptist, Sanford NC, Afterschool and Day Care Worker, June 2015- August 2019; Took Care

of Upwards of 45 Children, Help Instill Lessons Learned During School, Helped with Daily

Exercise, Taught Lessons on Life Skills in a Safe Environment,

EXTRACURRICULAR ACTIVITIES Director and Founding Father of the Marketing Club, Gilbert T. Stephenson Trust Club, Finance

and Investing Club, Member of the Club Golf Team.

Joseph Giarmono

EDUCATION Campbell University, BBA in Business

Administration, BBA in Trust and Wealth

Management, Minor in Financial Planning: Expected

date of graduation: August 2021; GPA: 3.096.

Presidential Transfer Scholarship, Phi Theta Kappa

Scholarship, Wells, Harold B Entrepreneurship

Scholarship

WORK EXPERIENCE Sonic Drive-in, Elizabeth City, NC (September 2016-

August 2019). Assistant manager: Prepared meals for

customers. Maintained a shift and place people where

they needed to be for maximum efficiency.

Collaborated with the store manager in taking

inventory. Delegated workers duties so the store

would run smoothly. Entrusted that the money is

counted by the beginning and end of each of my

shifts. Assisted in taking orders from the customers

and if needed resolved any concerns they might have.

Trained new workers in different positions around

the store.

EXTRACURRICULAR ACTIVITIES President of the Phi Theta Kappa Honor Society chapter at College of the Albemarle Community

College. Intramural sports. Volunteer for an organization in Elizabeth City, that served people in

need.

Peter Gilder

EDUCATION Campbell University, Masters of Business


Wealth Management Pre-Law, Minor in Financial

Planning. GPA: 3.34. Expected graduation date of

December 2021. Presidential Scholarship, Southeastern

Trust School Trust Management Scholarship.

WORK EXPERIENCE Aberdeen, North Carolina, Meridian Kiosks,

Assembler, June 2019- August 2019. Worked with a

group of about ten other people to assemble, prep, and

ship kiosks. Communicated ideas for efficiency

improvement and helped implement the ideas into the

assembly line, fabrication process, and painting process.

Led a team of two to assemble an order of 24 units a

week ahead of schedule. Southern Pines, North

Carolina, Athletic Club of the Sandhills, Goalkeeper

Coach, February 2017- August 2017. Created and ran

all the goalkeeper sessions for every age group. Planned

and communicated to assistant goalkeeper coach what

sessions to run when I was not there. Helped kids set goals and then create plans to achieve their

goals. Watched and evaluated games and helped coaches recognize areas for improvement.

Southern Pines, North Carolina, The Coalition Resale Shop, Volunteer, December 2016- April

2017. Appraised, organized, and stocked clothes and furniture. Helped customers find clothes and

furniture and ran the cash register. Counted and sorted money from sales of that day.

EXTRACURRICULAR ACTIVITIES Campbell Men’s Soccer Team (2018-present)

Anna Hall


Management Pre-Law, Minor in Financial Planning:

Expected date of graduation: May 2021. Awarded the

Presidential Scholarship, Florence McDonald Lee &

Milton Owen Scholarship, Top Ten Percent

Scholarship, Alumni Referral Scholarship, Andrew

Brooks Memorial Scholarship, Louis G. Joseph

Memorial Scholarship, Friends Fighting Cancer

Scholarship.

WORK EXPERIENCE Campbell University Nathan Johnson Memorial

Natatorium, Swim School Instructor (Buies Creek, NC)

June 2015-August 2018. Assisted team members with

maintaining a safe work environment, completed

logistical paperwork, and taught the requested swim

lessons. In-Home Child Care Services (Harnett County

Area) April 2016- Present. Assisted children in their

basic daily needs. Gained communication skills with

both parents and children. Responsible for maintaining

a safe environment for the children and preparing activities for each child to complete. Part-Time

Sales Associate, Creek & Co. Boutique (Buies Creek, NC) January 2019- June 2019. Greet

customers in the store and aid in selecting merchandise. Kept accurate records of transactions and

inventory.

EXTRACURRICULAR ACTIVITIES Student Government Association Freshman Class Representative, Student Government

Association Advancement Committee Member, Student Government Association Dance

Marathon Committee Member, Student Government Association Sophomore Class

Representative, Campbell University Orientation Leader, Member of Females Associated with

Business Club, BADM 200 Mentor, Lundy Fetterman School of Business Leadership

Development Program Nominee, Operation Christmas Child.

Stephen Harrelson

EDUCATION Campbell University, Masters of Business

Administration (Candidate), B.B.A in Trust and

Wealth Management, Minor in Pre-Law; Expected

Graduation: May 2021. Overall GPA: 3.9; Major GPA:

4.0, Dean's List (3 semesters); President's List (3

semesters); Presidential Scholarship; Newkirk

Management Trust Management Scholarship; Dorothy

Williamson and George McLaney JR Scholarship

(Twice); Southeastern Trust School Trust Management

Scholarship; T Harry Gatton Trust Scholarship

(Twice); Phi Eta Sigma National Honors Society; Phi

Kappa Phi National Honors Society; Marvin Drake

Johnson Trust Management Scholarship

WORK EXPERIENCE Bladen County District Attorney's Office, Intern

Summer 2019. Gained exposure to databases, such as

ACIS and CJLeads, by having to routinely search for

criminal records. Assisted members of the public with

various inquires, as well as court recalls and traffic

dismissals. Worked with Assistant District Attorneys in District and Superior Court. Prepared

summaries of allegations against defendants for the Assistant District Attorneys to use in preparing

their case. Examined case files and wrote reports on my recommendation for the sentence that I

felt that each defendant should receive. Applied effective communication skills when speaking

with domestic violence victims over the phone. Organized and prepared 700-1200 files for each

traffic court session. Utilized common office equipment (copier, fax machine, Microsoft office,

etc)

EXTRACIRRICULAR ACTIVITES Phi Kappa Phi National Honors Society, Phi Eta Sigma National Honors Society, Gilbert T

Stephenson Trust Club, Small Group Bible Study

Tyrek Haywood


Administration (proposed applicant). BBA in Trust and


Expected date of graduation; May 2021, Major GPA:

3.18, Full Athletic Football Scholarship, Scott-Ellis

Scholarship, 2017 Pioneer Football League Honor Roll,

2018 Big South Conference Presidential Honor Roll,

2017 Athletic Booster Club Scholarship.

EXPERIENCE Campbell University Student Athlete (Buies Creek,

NC) June 2017 - Present. Elected to attend Campbell

University on a full athletic scholarship. Reacted to

complex game situations quickly and effectively.

Exercised strong leadership skills and practiced self-

discipline on and off the field. Successfully balanced 30

hours per week of athletic activities while managing a

demanding academic schedule. Domino’s Pizza LLC,

Customer Service Representative (Charlotte, NC) May

2014 - June 2018. Was a liaison to the General Manager

and Assistant Manager to delegate tasks to new employees. Conducted and monitored daily

inventory checks. Provided excellent customer service, listen attentively to caller needs to ensure

positive customer experience. Performed closing duties including deep cleaning kitchen surfaces,

storage, and equipment. Greeted customers at counter and took orders, suggesting menu items and

add-ons to increase revenue. Train and orient new food service workers in the proper food

preparation procedures that are followed in the restaurant. Carowinds Amusement Park, Food

Service Sales Associate (Charlotte, NC) June 2013 - August 2013. Take orders from customers in-

person. Help new crew members get up to speed with protocols and restaurant practices. Clean all

work areas, equipment, utensils, and dishes, and ensure they are stored appropriately. Cook food

orders and maintain proficiency at every station. Checked outside dining area before and after peak

customer times and picked up trash as needed.

EXTRACURRICULAR ACTIVITIES Campbell University Football Player, Defensive Tackle (June 2017-Present).

Noah Helms




Planning: Expected date of graduation: May 2021.

Overall GPA 3.029. Presidential Scholarship and

Administrative on Campus Housing Scholarship.

WORK EXPERIENCE Grill cook at Moe’s Southwest Grill in Buies Creek,

NC from September 2017 to December 2018. Ensured

the meat was stored in correct environment and cooked

to proper temperature. Assisted on the line with

customers orders. Managed the meat and vegetables

inventory in store. Private Respite Care in Gastonia,

NC from October 2016 to March 2017. Supervised and

assisted in the everyday life of a down syndrome client.

Coached the client in proper behavior and life skills

needed. Organized and followed through with a

schedule modified to fit the clients needs. Lifeguard at

YMCA of Greater Charlotte from July 2015 to

December 2016. Maintained a safe and positive environment. Responsible for opening and closing

procedures of the pool. Responsible for the safety of all persons in the pool area by enforcing rules.

EXTRACURRICULAR ACTIVITIES Member of the Finance and Investing club and the Gilbert T. Stephenson Trust club. Investing in

the Stock Market. Intramural Basketball at Campbell University.

Logan Heintzman


Administration, BBA in Trust & Wealth Management.

Expected date of graduation: May 2021. Undergraduate

Cumulative GPA: 3.134 Presidential scholarship,

Becky T. Kelly Trust Management scholarship.

WORK EXPERIENCE Comerica Bank, Detroit as well as Ann Arbor,

Michigan, June-August 2019. Spent time working

alongside Trust Advisors in the back office as well as

the front office in Ann Arbor. Worked with Microsoft

programs such as Excel, Word and Access to perform a

variety of tasks and projects. Also got experience client-

facing, bill-paying and contributing to client-calls.

Worked in different Trust groups throughout the

summer such as Philanthropic, Alliance, Special Needs,

PTAA (compliance/audit/new business review),

Investments and Front Office. Campbell University

grounds keeping for Houston Astros organization,

Buies Creek, North Carolina, February 2017-May 2017.

Assisted head of grounds to upkeep and maintain university’s baseball field after use by minor

league teams, along with maintaining grounds of the university. Arlington Memorial Gardens,

Cincinnati, Ohio, 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 Division 1 Baseball right-handed pitcher. Campbell University

Student Athlete Advisory Committee representative for Campbell University Baseball 2017-2018.

Student Athlete junior college transfer mentor for Campbell Baseball.

Corrina Hubbard

EDUCATION Campbell University, BBA in Trust & Wealth

Management, Minor in Financial Planning and Spanish.

Expected Date of Graduation: May 2021. GPA: 3.69.

President’s List, Dean’s List, Campbell University

Presidential Scholarship, Administrative On Campus

Housing Scholarship, Out of State Resident

Scholarship, Southeastern Trust Management

Scholarship, Russ, D.P. & Helen Russ School of

Business Scholarship, Robert J Business Scholarship,

Dr Ernest Paskel Sauls Business Scholarship, T. Harry

Gatton Trust Scholarship.

WORK EXPERIENCE Universal Studios: Cafe 4 (Orlando, Florida), May 2019

- July 2019. Operated and handled cash register.

Maintained a health regulated food environment.

Executed effective and genuine customer service.

JMRuiz Corp: Bookkeeper Assistant (Sayreville, New

Jersey), January 2007 - Present. Organized records of

financial affairs. Facilitated work space. Handled

worked related drop offs and pickups. Childcare (New Jersey), May 2016 - August 2017. Provided

reliable transportation from daycare to home. Orchestrated secure living environment. Tended to

child’s needs and provided companionship. Landscaping (New Jersey), April 2016 - Present.

Renovated lawn and garden appearance. Organized vegetation and solved logistical problems.

Provided winter rehabilitation services as needed.

EXTRACURRICULAR ACTIVITES Campus Outreach, Campus Activity Board: Community Outreach Chair and Concerts Chair, Relay

for Life, Campus Kitchen Project, Bible Study, Life Group, Study Abroad to Costa Rica and

Argentina.

Nathan Jester


Administration (Candidate), BBA in Trust and Wealth


Date of Graduation: May 2021.

WORK EXPERIENCE Papa Johns, Driver/Store Associate (Wake Forest, NC),

December 2017 – Present. Correctly and efficiently

take, process, and deliver customers’ orders. Structure

merchandise displays in accordance with company

standards. Adept in managing stressful situations.

Harris Teeter, Customer Service Associate (Wake

Forest, NC), June 2015 – June 2018. Strived to give

excellent service to ensure repeat business with

customers. Distinctly processed customers’ orders and

collected and facilitated their payments. Assumed tasks

throughout all departments of the store. Performed

preparation, in-store, and closing procedures.

Buies Creek Fire Department, Volunteer Fire Fighter

(Buies Creek, NC), September 2017 – September 2018.

Responded to and provided assistance with field and structure fires, car accidents, and other

emergency cases. Acquired further professional knowledge and skills through involvement in

trainings, workshops, and presentations. Participated in public events as aid in case of emergency.

Maintained the station and equipment in its proper condition.

EXTRACURRICULAR ACTIVITIES Day trader in the Foreign Exchange and commodities markets. Investment Club member. Kappa

Alpha Order at Campbell University, Chapter treasurer (December 2018 – Present). Muscular

Dystrophy Association Fundraiser with Kappa Alpha Order at Campbell University. Intramural

basketball and flag football.

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: 3.03

WORK EXPERIENCE Intern for American Armed Forces Mutual Aid

Association (AAFMAA) Wealth Management LLC.

Worked in conjunction with the Company President,

COO, CFO And CIO on assigned projects. Opened

accounts and handled account transactions using Fi-Tek

system under the supervision of Client Associates.

Helped gather required client correspondence in

preparation for the Yearly NCCOB Audit. Gathered

Investment research using the Bloomberg Terminal and

became Bloomberg market Concepts Certified. Handled

Reconciliation and audited employee expense reports 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 Security 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) Policies 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. Intern for American Armed Forces Mutual

Aid Association (AAFMAA) Wealth Management LLC. Worked in conjunction with the

Company President, COO, and CFO on assigned projects.

EXTRACURICULAR 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.

Richard Warren King Jr.

EDUCATION

Campbell University, BBA in Trust & Wealth

Management, Pre-Law, Minor in Financial Planning.

Expected date of graduation: May 2021. Received the

Scott-Elis scholarship, CU Administration

Award/Legacy award, Hope Scholarship.

WORK EXPERIENCE Fayetteville, North Carolina, JohnStone Supply, mainly

assisting and directing; inventory management, delivery

processing and store pick-up orders, June 2018.

Organized all inventory efficiently and accurately

allowing the orders and deliveries to be processed,

checked, and sent out as soon as possible. Delivered

large shipments to clients daily, creating customer

relations, in hopes that they would choose JohnStone

Supply for their next heating and air needs. Fayetteville,

North Carolina, Self employed as a landscaper, May

2015 – Present, working day to day under own

supervision. Interacted with clients to design a spacious

layout for their garden that would result in their dream

garden to be designed and executed meeting their satisfactory needs. Accounted all necessary

expenses for the benefit of the customer, while also trying to maximize profit for my own start-up

business. Created custom diagrams according to customers preferences and tastes allowing them

to envision what they wish, with some assistance. Developed customer relations and ensured

customer satisfaction with results. Cleared out previous landscaping so their new yard may be

constructed in a timely manner. Designed client yards: gazebos, gyms, gardens, fountains, fire pits,

etc. Fayetteville, North Carolina, King Electric, workman, May 2017, organizing reels of wire,

making tools for job sites, and assisting on job sites. Constructed tools for workers to use on the

jobsite. Organized inventory for easy access and distribution. Arranged wires into necessary order

for underground placement. Insured safety measure to protect employees.

EXTACURRICULAR ACTIVITIES Founded the first Coed Club Tennis Team at Campbell. Recruited players for the club, found

donors or sponsorships for uniforms and balls, and contacted other universities for availability in

tournaments. Helped affected families of hurricane Matthew Volunteered for the USTA

foundation: planning tournament dates, organizing location and players, and mentored young

players. Castleman’s Disease and Alzheimer’s Disease foundations: raised money for the

foundations. Organized, promoted, and worked events such as walkathons and bowling.

William Knabe EDUCATION Campbell University, BBA in Trust & Wealth

Management and Accounting, Minor in Financial

Planning. Expected Graduation Date: December 2020.

GPA: 3.864. 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 Las Vegas, NV Wells Fargo: Fiduciary Intern, June

2019-August 2019. Provided assistance to the service

teams in administration and account activity of clients

trust. Task included: Discretionary Request, Gifting,

New Account reviews, Client Distributions, and

Clearing Daily Overdrafts. Read, interpreted and

applied trust document language or state statues to

specific situations for moderately complex accounts.

Identified customer needs and offered informed

solutions while managing risk according to terms of the

trust document or state statues. Communicated directly with clients to perform authentication and

confirm client requests. Conducted research and prepared necessary materials for client meetings.

Utilized software including SEI, Navigator, File Net, CIMM, Client Link, Trust Gateway, and

Trust Money Movement. Buies Creek, NC Campbell University Accounting Intern, June 2018-

May 2019. 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. Garner, NC 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.

Austin Knapp


Administration (proposed applicant), B.B.A. in Trust

and Wealth Management, Minor in Financial Planning,


Presidential Scholarship, President’s List, Dean’s List,

BB&T Business Fellow.

WORK EXPERIENCE Walmart Inc., Webster, NY, Lawn & Garden Associate;

May 2019-Present. Responsibilities focused on

calculating our departmental inventory to fulfill stock

room orders for corporate. Personally managed weekly

price changes throughout the extent of the facility to

encourage consumer spending. Independently

conducted point of sales operations for all lawn and

garden transactions. Supervised three fellow

employees’ maintaining the organization and sanitation

of the entire garden department. Marketed merchandise

around the store for holidays and clearance sales to

attract customer purchases. Worked within a dedicated

team of three in supervising the safe operation of various company forklift deliveries.

EXTRACURRICULAR ACTIVITIES BB&T Business Fellows Student Mentor, Campbell University Intramural Captain, Aramark

Student Food Service Employee, Running of the Camels 5K Participant.

Nicolas Lamorte


Administration (Candidate), BBA in Trust and Wealth


date of graduation: May 2021. Major GPA: 3.75.

Campbell University Scott-Ellis Scholarship, Campbell

University Administrative On-campus Housing

Scholarship, and Lundy Fetterman School of Business;

David D. Butler Trust Education Scholarship.

WORK EXPERIENCE SunTrust (Atlanta, GA), Fiduciary Risk Management

Intern June 2019 - August 2019

My role at SunTrust this past summer was an eye-

opening experience and gave me a lot of insight into the

world of Trust and Banking. My duties at SunTrust

including creating Synoptic Records for accounts by

scanning various documents and reading through

governing documents to pick out important/useable

language. I also completed Regulation 9 reviews for

accounts by looking through the documentation

uploaded to ensure all the proper documents were uploaded.

Freedom Boat Club (Cornelius NC), Dockhand, May 2017- August 2018

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 (Lillington, NC), Spring 2017- Fall 2017

In 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 (Cornelius, NC), 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.

EXTRACURICULAR ACTIVITIES Current Vice-President and Treasurer of the Kappa Sigma Fraternity-Sigma Phi Chapter, Current

Treasurer of the Trust Club, and various Intramural Sports.

Kevin Luareano


Management Pre-Law, Minor in Financial Planning.

Expected date of graduation: May 2021. Cumulative

GPA: 3.26

WORK EXPERIENCE Captrust Financial Advisors (Raleigh, NC) Wealth

Operations Intern, May 2019-Augest 2019. Assisted in

maintaining financial services by tracking and reporting

portfolio utilizing Black Diamond for wealth clients.

Collaborated with different departments to ensure

information provided to CFP’s and clients was accurate.

Assigned with the task of creating training videos for

onboarding employees through acquisitions. United

States Marine Corps (Camp Lejeune, NC), Field Radio

Operator, May 2013-May 2017.Deployed and utilized

radio communication equipment to send and receive

messages. Provided clear and accurate updates of

significant events of the mission area to commanding

officers. Trained and supervised 15 Marines under my

charge to ensure top team performance in tasks that were assigned. Performed maintenance and

troubleshooting procedures to keep mission readiness at 100% and to reduce costs on radio repairs

and replacements. Piggly Wiggly (Sanford, NC) Cashier/Merchandise Associate, May 2012-May

2013. Responsible for conducting transactions by cash, credit cards, debit cards and checks

between consumers and the Piggly Wiggly franchise. Assisted customers in locating merchandise

and with returns in order to promote customer satisfaction.

EXTRACURRICULAR ACTIVITIES Volunteered at the Piedmont Animal Refugee on June 2019, volunteered at Hope Reins on July

2019.

Luka Lazeravic

EDUCATION Campbell University, BBA Major in Trust and Wealth

and Minor in Financial Planning, expected to graduate

May 2021, Overall GPA 3.344, Presidential

Scholarship, Out of State Resident Scholarship,

Southeastern Trust School Trust Management

Scholarship, Administrative On Campus Housing

Scholarship.

WORK EXPERIENCE Houston, Texas, Rice University soccer camp director

June – August 2019. Lead group of campers to represent

the image of the organization. Created value for the club

by developing a collaborative team culture, and served

as a role model for younger players focusing on

dedication and commitment to their teammates and

emphasizing the importance of effective

communication as a team player. Houston, Texas

Houston Medical Imaging Center, smoothed over client

onboarding processes by bridging the gap between

client wants and insurance needs. Organized and filed

documentation for doctors, May 2015- May 2016. Richmond, Texas Foster High School camp

director, June 2016, enforced the importance of the soccer camp to attract incoming freshmen to

help develop them physically and mentally to capable of playing at the varsity level. Houston,

Texas, Cutco – Vector Marketing, Sales Representative, December 2018 – May 2019, Issued

presentations in home to customers and provided the education on the cookware that best fit their

needs. Filed all sales transaction accurately, strengthened public speaking and team building by

assisting each other. I Markets Live, forex/cryptocurrency business, Houston, Texas , June 2019 –

Present, enhancing skills such as risk management and understanding foreign and domestic

currencies. Gained insights on candlestick chart patterns, analyzed trends, recognized and

differentiated bullish from bearish signals based on a security’s short- term and long- term moving

averages.

EXTRACIRRICULAR ACTIVITIES Campbell Men’s Soccer Team

William Mann


Administration (Proposed Applicant), BBA in Trust &


Expected date of graduation: May 2021

WORK EXPERIENCE

Cary, North Carolina, Modern Woodmen Of America

Financial Planning Summer Intern 2019.

Responsibilities focused on coordinating with various

specialized wealth services areas within the Trust and

Financial Planning Services. Assisted Financial

Managers with creating Financial Plans for clients,

creating budget reports, and Retirement Planning.

Collaborated with senior level professionals such as risk

managers, estate specialists, team leaders, and trust

team managers. Custom Quality Carpentry Summer

laborer in Durham, North Carolina 2018. Assisted with

building and remodeling houses throughout the triangle

area. Organized the buying of materials and making

profitable budgets for each project. Created programs

for residents that enhance the social, educational, community, and personal development of

residents. Cyber Skills Computer Support Technician Summer 2016-Present, in Durham, North

Carolina. Assisted customers with solving problems related to purchases. Maintained proper

inventory throughout each week. Implemented and followed all budget guidelines.

Christopher Matthews



Wealth Management, Minor in Financial Planning:


Dean’s List, Presidential Scholarship, Top 10 Percent

Award, Lundy Fetterman SOB Fellows Award, Bank of

America School of Business Trust Scholarship, Wells

Fargo Undergraduate Trust and Wealth Management

Award.

WORK EXPERIENCE National Advisors Trust Company, Summer Intern

(Kansas City, Missouri), June-August 2019. Worked

under the Trust department, shadowed a chief fiduciary

officer, chief client officer, trust administrator, and a

trust officer. Analyzed trust documents while

determining if the model language was present.

Processed discretionary distributions while assessing

the risk of making the distribution. Organized and

formatted marketable literature to create uniformity in a

corporate rebranding effort. Completed various projects

which consisted of transferring trust accounts to a progressive situs and preparing and proposing

a trust account cash management strategy to executives and bulk transfer project in an effort to

capitalize on a progressive trust situs. Attended weekly Trust Department and Risk meetings.

Operations Director of VMS Home Oxygen, INC. Manage a group of 4 employees that provide

durable medical equipment Assign daily responsibilities to all employees. Supervise performance

and define expectations for all staff. Initiated a community portal that allows all employees to post

and access shared learning experiences. Review and submit medical billing and insurance filing;

including Medicare, Medicaid and various PPO organizations. Established rapport with local

physicians and home health agencies to increase target market. Increased referrals by 25% within

the first three months. Created word tracks that increased productivity. Established a procedural

template to train new and inexperienced staff. Assist in planning and orchestrating events to aid in

the disaster relief efforts in the surrounding community.

EXTRACURRICULAR ACTIVITIES BB&T Business Fellow, Board member of non-profit organization (My Brother’s Keeper of Dunn,

NC)

Nathaniel McClintock


Management Minor in Financial Planning. Expected

date of graduation is May of 2021. Overall GPA 3.376;

Scott Ellis Scholarship, Out-of-State Resident

Scholarship, Seven Springs Academic Scholarship,

South Eastern Trust School Trust Management

Scholarship. Member of the Phi Eta Sigma National

Honor Society.

WORK EXPERINCE Campbell University Campus Recreation Gym

Attendant (2017-Present). Worked at the front and back

desk at both Holding Fitness Center and Carter Gym.

Organized weights and athletic equipment as needed

while also maintaining the cleanliness of both gyms.

Supervised the patrons as they came in and out of the

gym with another attendant to ensure the rules of the

gym are being upheld and that day-to-day operations

run smoothly. Bagger for a Military Commissary at

Grafenwoeher Military Training Post in Grafenwoeher

Germany (2014-2017). Assisted with bagging groceries for Military members and their families.

Worked with a team of baggers, following a bagger rotation to ensure that all customers are met

with fast and ready system that allows the customer to leave upon paying. Constant communication

between both Customers and the Cashier. Helping out the customer bring their groceries to their

car and loading it up upon request. Secretary at Vilseck American High School in Vilseck Germany

(2017-2018). Answered phone calls from parents whom had questions about the school or wanted

to pick their child up. Filed paperwork for Scholarships, High School Student Records, and Senior

graduation forms. Facilitated mail from the front office to every teacher within the high school.

Also, worked as a Mail Clerk at a Military Federal Post Office during the same year (2017-2018).

Facilitated mail from Postal boxes into categorized mail slots. After all mail is categorized, had to

take the mail that was in specific number categorizes and sort them into their designated mail

boxes. Worked the front desk and retrieved large boxes for customers when they brought in their

yellow slips. Redirected mail for Soldiers and Spouses who have moved to a new location,

providing their new addresses and sorted it so that the mail may be sent to them as soon as possible.

EXTRACURRICULAR ACTIVITES Campbell University Men’s Soccer Club Team President and Captain (2017-Present). Men’s Co-

ed Intermural Soccer.

William McLemore

EDUCATION

Campbell University, BBA in Trust & Wealth

Management. Expected date of graduation: May 2021.

Awarded the Hope Scholarship, Scott-Ellis Transfer

Scholarship, North Carolina Need Based Scholarship,

Alumni Referral Scholarship.

WORK EXPERIENCE Fayetteville, NC, Hudson Bay Seafood Summer 2014-

present. Greet and offer different option to existing and

new customers, helps with upfront operations which

includes nightly deposits. Participate in daily activities as

a team leader. Maintains respect and compassion while

dealing with unsatisfied customers. Assist new

employees training.

Andrew Morgan

EDUCATION Campbell University, MAcc (Proposed Candidate),

Masters of Business Administration, BBA in Trust and



Masters GPA: 3.769. President’s List, Dean’s List,

NWCA Academic All-American 2018 & 2019,

Southern Conference Academic Honor Roll 2017 -

2019, Men’s Wrestling Scholarship, Scott-Ellis

Transfer Scholarship, Campbell University Grant,

Schilpp, Betty & Alan Scholarship, Byrd, Major Sam

Trust Education Scholarship, Stephenson, Grace White

& Gilbert Thomas Scholarship.

WORK EXPERIENCE City National Bank, Irvine, California, Trust

Administrative Intern, May 2019 – August 2019.

Assisted team in day to day administration and

maintenance of accounts. Supported team members and

colleagues to complete team-based projects. Completed

Annual Account Reviews and Account

Opening/Closing Checklists. Drafted discretionary distribution requests for clients and ensured

they were processed efficiently and effectively. Read and Interpreted Trust documents, creating

synoptic overviews to assist colleges in client meetings. Created and updated spreadsheets in order

to properly track categorized disbursements and income. Developed a proficiency in programs

including SEI Trust 3000, CSS, IBS, and Document Imaging. 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.

EXTRACURRICULUR ACTIVITIES Campbell University Varsity Men’s Wrestling. Coached Fountain Valley Wrestling Kids Club.

WILLIAM “BILLY” PHENICIE


Administration (Proposed Applicant), BBA in Trust and


Expected date of Graduation: May 2022; GPA 3.1.

Scott-Ellis Scholarship, On Campus Housing

Scholarship, Out of State Resident Scholarship, South

Eastern Trust School Trust Management Scholarship,

Marvin Drake Johnson Trust Management Scholarship.

WORK EXPERIENCE Villa Sports (The Woodlands, TX) Director of Men’s

Summer Basketball League. Supervised score keeping

and game/league statistics. Director of Summer Youth

Basketball League. Coached practices and games.

Taught the fundamentals of basketball to boys and girls

ages 9 – 13. Director of Villa Kids Summer Basketball

Camp. Supervised 3 coaches who taught basketball to

boys and girls ages 7 – 13. Event and Planning

Coordinator. Responsible setup/tear-down and guest

services during events. July Fourth Parade Volunteer

(The Woodlands, TX). Lead Staging Volunteer responsible for organizing

floats/bands/participants into the order in which they were to proceed. Women’s Shelter Thrift

Shop Volunteer (Shenandoah, TX). Sorted donated clothing and cleaned floors/windows.

EXTRACURRICULAR ACTIVITIES Campbell University Varsity Men’s Basketball Team. 2019 Big South Conference Champions.

2019 NIT First Round Participant. AAU Basketball, Houston Hoopstars and Texas Dream Team.

Both teams qualified for the AAU National Tournament in Las Vegas, NV. Woodlands Challenger

camp (4 years) hosting mentally and physically disabled students. Wilmington Down syndrome

baseball tournament. Traveling, have visited 34 states. Trust Club, Campbell University.

Prince Ngwenah

EDUCATION

Campbell University, BBA in Trust and Wealth


Date of graduation: December 2022, Overall GPA:

3.169. PFL Academic Honor Roll 2017, President’s List

2017, Presidential Scholarship, Men’s Football

Scholarship, Top 10 Percent Award, Administrative on

Campus Housing Scholarship, Athletic Book

Scholarship, Men’s Football Room and Board

Scholarship.

WORK EXPERIENCE Campbell University Facilities Management; General

Services Worker, June 2019. Trusted with transporting

delicate items around campus, Moving/ Repairing basic

furniture, trusted with completing work orders on and

off school campus. Campbell University Aquatics

Operations; Desk Worker, June 2019. Trusted with

money management, Oversaw the pool check-in

process, Communicated with students, staff, and guests

about the pool schedule, Always arrived 5 to 10 minutes prior to pool opening, Picks up shifts of

other employees.

EXTRACURRICULAR ACTIVITIES Campbell University Football Team, Trust and Wealth Management Club

J. Blake Phillips

EDUCATION Campbell University, BBA in Trust and Wealth Management

Pre-Law, Minor in Financial Planning; anticipated

graduation date: May 2021; Overall GPA: 3.89; President’s

List (two semesters), Dean’s List (two semesters); Phi Eta

Sigma National Honor Society; Scott-Ellis Academic

Scholarship, On-Campus Housing Scholarship, Newkirk

Family Trust Management Scholarship, Dr. Ernest Paskel

Sauls Business Scholarship, Kenansville Lions Club

Scholarship, Harry C. Carter Endowed Scholarship,

Southeastern Trust School Trust Management Scholarship

WORK EXPERIENCE Phillips & Phillips, Attorneys at Law, Summer Employee

(Kenansville, NC) 2015-Present, duties consist of filing

documents at the Clerk of Superior Court and Register of

Deeds, attending trials, drafting legal documents specific to

each client’s case, scheduling appointments, receiving and

returning emails, phone calls, and mail on behalf of the firm,

collaborate with the Duplin County Tax Administration,

organizing files, and client intake; Campbell University

Office of Admissions, Admissions Ambassador (Buies

Creek, NC) April 2019-Present, this role requires me to assist

team members with daily tasks including answering phones, filing paperwork, organizing the office, and

facilitating tours in both one-on-one and group settings; Campbell University Lundy–Fetterman School of

Business (LFSB) Student Mentor (Buies Creek, NC) 2018-Present, work in conjunction with the Dean and

teaching assistants in an effort to assist first year students in adapting to college life, provide academic

support and course related advice to students while they work through a semester-long project, provide

feedback for all submitted work.

EXTRACURICCULAR ACTIVITIES Eagle Scout, Student Government Association (SGA) Executive Board Member serving as Executive

Treasurer, SGA Finance Committee Chair, SGA Parliamentarian, SGA Freshman Class Vice President,

SGA Vice Chairman for the Advancement Committee SGA Representative on the Campbell University

Multicultural Diversity Committee, Campbell University Summer Orientation Leader, Campbell

University Mock Trial, Ignite Campus Ministry Group Member, Campbell University Small Group Bible

Study Member, Ziglar Youth Certified Trainer, Camel Chapter of Ducks Unlimited Banquet Chairman,

LFSB Admissions Team, Campus Activities Board (CAB) Off-Campus Committee Member, CAB Spring

Fling and Homecoming Committee Member, CAB Arts and Culture Committee Member.

Robert Pryhocki


Administration (Proposed Applicant), BBA in Trust &


Expected Date of Graduation, May 2022. Current GPA:

3.085

WORK EXPERIENCE Buies Creek, North Carolina, Kolat Wrestling Camps,

Counselor, August 2017- Present, directed practices for

prospective Campbell wrestlers with fellow college

athletes, coordinated activities for campers,

communicated feedback on campers to coaches to help

facilitate the recruitment process. Mundelein, Illinois,

Carmel Catholic High School, Coach and Clinician,

October 2017- Present, analyzed film and devised

practice plans to improve on athletes’ weaknesses, lead

motivational speeches and provided advice to boost

team morale, spent individual time with team leaders to

help produce a record tying season. Buies Creek, North

Carolina, Campbell move in day, Volunteer, July 2018, used my experience on campus to ease the

move in process, volunteered hours to quickly and effectively move students in, directed group to

dedicated tasks to speed the move in process up. Libertyville, Illinois, Feed My Starving Children

volunteer, August 2014- May 2017, volunteered to pack bags of rice for families in need in 100

countries around the world, worked with teams to efficiently pack, seal and store meals for those

in need, effectively communicated with variety +of members in packing and shipping departments

to properly coordinate and inventory all work done during the session.

EXTRACURRICULAR ACTIVITIES Campbell University Wrestling Team, member, August 2017- Present

Gerald H. Quinn, III

EDUCATION Campbell University, Buies Creek, North Carolina.

BBA in Trust and Wealth Management, Minor in

Financial Planning, Proposed Applicant for Master of

Business Administration. Expected date of graduation:

May 2022. Cumulative GPA: 3.54. Dean’s List,

Presidential Scholarship, Southeastern Trust School

Trust Management Scholarship, Administrative On-

Campus Housing Scholarship.

WORK EXPERIENCE Highland Furniture, Kinston, NC (May 2017-August

2018). Warehouse Manager: Supervised the warehouse

floor, delivered and assembled furniture to various

locations and interacted with customers while on

deliveries and in the store. Hydro Works: Hydroseeding

and Erosion Control, Kenansville, NC (May 2018-

Present). Field Manager: Traveled and assisted in

overseeing jobsites, presented demonstrations for

potential contract clients and operated the equipment

needed while spraying the seed. Stallings of

Kenansville, Kenansville, NC (May 2017- August 2017). Merchandising/Inventory Associate:

Assisted customers in store, completed inventory on what was in stock, organized and displayed

new inventory and gathered materials to complete orders for customers in the warehouse.

Community Trust and Investment Company, Lexington, KY (June 2019). Job Shadow: Learned

day to day responsibilities of a trust officer and interacted with clients.

EXTRACURRICULAR ACTIVITIES Member of Campus Activities Board, Secretary of Camel Chapter Ducks Unlimited, Gilbert T.

Stephenson Trust Club

Danielle Randolph




Planning, Expected date of graduation: May of 2022.

Overall GPA: 3.385. Campbell University Presidential

Scholarship, Top 10 Percent Award, Becky T. Kelly

Trust Management Scholarship, Thomas Jack Lynch

Scholarship, Southeastern Trust School Trust

Management Scholarship

WORK EXPERIENCE Under Armour, Sales Associate (February 2019 –

Current) Greeting and assisting customers with

questions or concerns they may have regarding the

product or brand. Folding/hanging merchandise.

Returning and restocking merchandise. Maintaining a

clean work environment. Assisting customers at the

cash wrap. Achieving goals set by Under Armour.

Aramark, Peer to Peer Marketing (January 2019 –

Current) Selling meal plans to students. Providing

information to students regarding the meal plans. Promoting commuter meal plan that included a

free punch card. Contributing to the marketing plan. Squeegee Pros Inc, Office Assistant/Debt

Collector (July 2015 – August 2019) Completed administrative duties including filing work orders,

billing clients, tracking routes and inputting payments received while using Smart Service and

QuickBooks. Collecting past due invoices. Completing payroll. Attended office meetings. Created

email blasts. Reconciling the bank. Preparing a schedule for employees. Organizing documents

and maintaining a clean work environment. Moe’s Southwest Grill, Food Handler (September

2017 – March 2018) Supervisor (March 2018 – January 2019) Handled and distributed money.

Overseeing six food handlers each shift. Executed company policies and procedures. Created and

maintained a friendly work environment. Provided training for new employees. Reconciled cash

registers at the end of the night. Handled customer complaints. Assisted customers with questions.

Reported issues to the Assistant and General Manager. Certified in SERV Safe Management.

EXTRACURRICULAR ACTIVITIES Gilbert T. Stephenson Trust Club

Cason Rape

Savanna Rocco EDUCATION Campbell University, BBA in Trust and Wealth


Graduation Day: May 2021, Scott- Ellis Scholarship,

John Hill Trust and Wealth Management Scholarship,

Overall GPA: 3.302, President’s List

WORK EXPERIENCE Aquatic Management Group (Raleigh and Knightdale,

NC) Manager of The Greenway Club at Falls River and

the Planters Walk Pools, May- August 2019 and 2018.

I mentored and trained new lifeguards, responbile for

the day to day operations of both aquatic centers,

responsible for satisfying safety concerns of members

and children, and constantly set initiative to create a

better member experience. Student Worker for

Campbell Athletics (Buies Creek, NC) in Ticket Sales

Department, May 2019- Current. Satisfying customer

experience, handling profits in the appropriate manner,

and dealing with high stress situations Student Worker

for Student Success Services (Buies Creek, NC) as a

Peer Tutor, January 2019- Current. I mentored and help students be successful in their classes,

worked around different learning styles to help make the most successful experience, set

precedents for what they should do before class, and provide encouragement in tough topic areas.

Wilson Recreation (Wilson, NC) Head Lifeguard and Assistant Swim Instructor, May- September

2016 and 2017. I was responsible to maintain a safe experience for patrons, assisted in making

sure all guards were operating at peak performance, and collaborated with instructors to conduct a

smooth operating swim lesson. Cipher Escape (Morrisville, NC) Game Master and Receptionist,

August 2015 to Current. I was a liaison for scheduling cooperate team building events, responsible

for resetting and planning game activities, officiate game room assuring a great customer

experience, and responsible for opening the beginning and the end of day closing duties. Stanhope

Pool (Bailey, NC) Lifeguard and Swim Instructor, May-September 2015. I was liable for patron

and security safeness, maintained an orderly and clean pool facility, and performed swim lesson

to teach the basics of swimming.

EXTRACURRICULAR ACTIVITIES Active Member of Alpha Delta Pi Sorority, while serving as Property Manager and Finance

Assistant, Treasure for Panhellenic Sororities

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, Starter 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.

Aaron Schnoor

EDUCATION Campbell University, Master of Business Administration

(proposed applicant), B.B.A. in Trust and Wealth

Management, B.S. in Economics, Minor in Financial

Planning: Expected date of graduation: May 2022; GPA: 4.0.

J.A. Campbell Scholarship, President’s List, BB&T Business

Fellow.

WORK EXPERIENCE City National Bank, Orange County, California, Trust

Administrative Intern; May-August 2019. Assisted in

account openings for a trust onboarding project with 51

beneficiaries. Supported relationship managers by providing

synopses of trust documents. Completed annual

administrative reviews and updated client investment

agreements. Drafted discretionary distribution requests for

clients, assisting in the daily administration of accounts.

Developed a proficiency in SEI Trust 3,000, CSS, IBS, and

Document Imaging. 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 Student Body Vice President, Campbell University Student Government Association (CUSGA);

Sophomore Class President, CUSGA Freshman Class President, CUSGA; Rules Committee Member,

CUSGA; Student Conduct Committee Member, CUSGA; President, Inter-Organizational Council;

Assistant Editor, Campbell Times student newspaper; Business Admissions Team.

David Aaron Smith


Administration (Proposed Applicant), BBA in Trust

and Wealth Management, Minor in Financial Planning.

Expected date of graduation: May 2022

WORK EXPERIENCE Buies Creek, North Carolina, Campbell University

Campus Recreation, Referee/Student Supervisor for

Intramural Sports, February 2018- Present, officiate

sports teams and regulate gameplay. Adapts to different

environments for different sports. Controls the speed of

any intramural sport. Supervises officials and reports to

the director of intramural sports on how the officials

performed. Buies Creek, North Carolina, Southeastern

Trust School, Intern, May 31st- June 7th 2019, Assisted

patrons with their everyday needs to provide at-home

hospitality. Learned the different facets of the trust and

wealth industry by sitting in on sessions with the

students of the school as well as the professionals

teaching.

EXTRACURRICULAR ACTIVITIES Campbell University Vice President of Recruitment for the Inter Fraternity Council.

Tucker Smith


Management, Minor in Financial Planning. Expected date of

graduation: May 2021. Major GPA: 3.4, Overall GPA: 3.28.

Scott-Ellis Scholarship.

WORK EXPERIENCE The Grout Doctor, Grout Technician (Angier, NC), October

2017-February 2018. Collected and organized all materials

and equipment prior to heading to each job site. Interacted

with customers to perform estimates and answer questions.

Assisted supervisor with re-grouting, re-caulking, grout

cleaning, sealing, and recoloring. Lasater Printing &

Embroidery, Production Associate (Angier, NC), May 2016-

January 2018. Organized and tallied products prior to

delivery or customer pick-up. Maintained and operated

equipment to produce customized apparel for customers.

EXTRACIRRICULAR ACTIVITIES Volunteer at Angier Food Pantry. Intramural Sports.

Henry Stotz




Planning. Expected date of graduation: December 2021;

Overall GPA: 3.14; Trust Major GPA: 3.75. Johnston

Community College, Associate of Science Degree

(Honors), May 2017. Presidential Transfer Scholarship,

Miller, Janice Daniels and Clifford Russel Scholarship,

Gatton, T Harry Trust 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.

Morris and Associates, Office Intern (December 2018-

Feburary 2019). Assisted in the coordination and

processing of engineering orders and drawings for the

assembly of various products and pieces of equipment. Bahama Breeze, Host/Greeter (April 2019-

August 2019). Greeted guests as they entered the restaurant, took reservations, managed the

waiting list, seated guests according to server availability, and helped around the dining room floor

where I was needed. June-Neri Financial, Financial Advisory Intern (June 2019- August 2019).

Shadowed and assisted the president of the firm in his dealings with clients and cases with relation

to insurance, retirement planning, employee benefits, investments, and overall wealth

management.

EXTRACURRICULAR ACTIVITIES Founding Vice President and current President for Campbell Men’s Club Lacrosse, Member of

Gilbert T. Stephenson Trust Club.

Alanna Swett



date of graduation: May 2021, Major GPA 3.6.

Presidential Academic Scholarship recipient.

WORK EXPERIENCE Rose and Johnson PC, Summer Intern (Columbia,

North Carolina), June-August 2019. Communicate

with clients to discuss case information. Manage

sensitive information while maintaining client

confidentiality. Ensure all case documents have been

properly scanned and filed in a timely manner.

Campbell University, Success Coach August 2018-

Present. Advise students on proper usage of technology

to advance their career at the University. Instruct

students on resources offered through the University.

Ensure students have proper study habits and time

management skills. Campbell University, Peer Mentor-

Academic Recovery Seminar, January 2019-May

2019. Assist instructor with course content and creating

assignments. Ensure students are performing proficiently on given assignments .Old Salt Oyster

Bar, Hostess (Columbia, North Carolina), February 2015- October 2016. Resolved complaints in

a friendly and efficient manner. Greeted customers and maintained a running record of reservations

to ensure efficient seating. Provided excellent customer service to all patrons to maximize their

dining experience. North Carolina House of Representatives, House Page (Raleigh, North

Carolina), Summer 2014. Supported North Carolina Representatives in daily operations and

attended daily Session. Provided administrative assistance to Representative Paul Tine.

EXTRACURRICULAR ACTIVITIES Campus Outreach Servant Leader, Toys for Tots Volunteer, Tyrrell County Animal Shelter

Volunteer, Red Cross Volunteer.

Campbell Tarpey


Administration Candidate, 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.


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.

Lowell Taylor


Administration (Proposed Applicant), B.B.A. in Trust

and Wealth Management, Minor in Financial Planning.


Presidential Scholarship, Seby B. Jones Family

Foundation Scholarship, Southeastern Trust School

Trust Management Scholarship, Administrative On-

Campus Housing Scholarship, Lundy Fetterman School

of Business Business Fellows Scholarship, Lewis M. &

Annabelle L. Fetterman Business #2 Scholarship, Willis

and Marguerite Gupton Scholarship, Dr. Ernest Paskel

Sauls Business Scholarship, Outside Scholarships,

Dean’s List, BB&T Business Fellow, 8th Annual

Academic Symposium Poster Presentations 2018

Winner.

WORK EXPERIENCE Southern Bank and Trust Company, Mount Olive, NC,

Credit Operations Intern; May-August 2019.

Participated in monthly Governance Committee

meetings (Executive Committee of the Board of Directors; Audit Committee; Compliance and

CRA Committee; Loan Review Committee; Credit Risk Committee; ALCO (Asset Liability

Management Committee)).

Job Shadowed with Director of Investment Services, President, CFO, CAO, COO, CCO. Assisted

with Federal Home Loan Bank Audit. Completed internal audit of two new ARM loan products.

Assisted with data verification in the Loan Booking Department.

Walnut Creek Country Club, Goldsboro, NC, Tennis Club Assistant; June 2016-June 2018.

Instructed basic tennis fundamentals at youth clinics. Performed regular maintenance for the tennis

courts and club facilities. Assisted club members with personalized equipment recommendations

and orders.

Rouse Funeral Home, La Grange, NC, Funeral Home Assistant; January 2013-January 2017.

Performed daily operations including order fulfillment and supplying materials. Assisted in

personalization and installation of monuments. Communicated with families to personalize funeral

services and ensure customer satisfaction.

First Missionary Baptist Church, La Grange, NC, FLOK Food Pantry Assistant; January 2013-

January 2017. Collected and delivered inventory from a local supplier. Assisted with management,

renewal, and tracking of inventory. Distributed goods based on individual customers’ needs.

EXTRACURRICULAR ACTIVITIES Gilbert T. Stephenson Trust Club, Finance and Investing Club.

Jon Elliott Thomas



date of graduation: May 2021. Overall GPA 2.925;

Campbell University Scott-Ellis Scholarship;

Campbell University Administration Award/ Legacy

Award; Southeastern Trust School Management

Scholarship.

WORK EXPERIENCE The Trust Education Foundation’s Southeastern Trust

School (Student Assistant, Summer 2019, Campbell

University). Assisted the school directors with the

planning, execution and delivery of the Southeastern

Trust School. Attended all class sessions and assisted

other faculty and staff with the operations of the Trust

School. Welcomed and greeted SETS students as well

as helped guide them around Campbell’s campus

during the course of the school. Shine Like Mine

Automotive Cleaning (Owner/ Operator, May 2016-

May 2018, Wilson, NC). Launched my own business in 2016. Handled all business aspects

including finances, marketing, customer service, and operations. Specialized in at-office or at-

home cleaning of cars, boats, and large transportation vehicles. Built a large clientele and

strengthened client relationships until ceasing operations due to surgery in May of 2018. Thomas

Drug Store and Home Medical Supply (Customer Service Assistant/Cashier, Pharmacy Assistant,

February 2017-Present, Wilson, NC). Actively handle over-the-phone inquisitions regarding a

variety of basic pharmacy and inventory related questions. Assist and stocking and organization

of store inventory. Fulfil cashier duties in both the pharmacy and main store departments.

Represent the store in the community and strive to provide personal service to every individual.

The Chesson Agency Real Estate (Weekend Receptionist, Customer Service/ Broker Assistant,

May 2019- Present, Wilson, NC). Greet customers and connect them with the correct agent both

in person and over the phone. Handle certain aspects of booking showings, generate lockbox codes,

and relay information to agents. Process out of town agent requests and assist in the transfer of

important documents and items. ET Music (Independent Music Artist, June 2019-Present, Wilson,

NC). Create and publish original music on all major music platforms. Utilize creative marketing

skills when creating album graphics and software skills in production.

EXTRACURRICULAR ACTIVITIES North Carolina YMCA Youth and Government Alumni Volunteer. Worked directly with the

YMCA Youth and Government’s mock court of appeals department. Handled organization and

crowd control of students, assisted in setup of major events, and assisted the directors in pre-

conference and conference planning and setup.

Keshawn Thompson




Expected date of graduation; May 2021, Overall GPA:

3.318, Campbell University Presidential Scholarship,

Campbell University Athletic Scholarship, Dr Ernest

Paskel Sauls Business Scholarship, Wells Fargo Trust

and Wealth Management Scholarship, Southeastern

Trust School Trust Management Scholarship, Thomas

Jack Lynch Scholarship.

WORK EXPERIENCE Hillsborough, North Carolina, Vietri Inc, Warehouse

Assistant and Sales Associate, May 2019. Assisted team

members with daily tasks such as stocking equipment,

greeting customers, boxing goods, and transporting

goods to the customer’s vehicle. Collaborated with

managers and team leaders in organizing the sales

floor. Developed communication and organizational

skills. Reported customer suggestions, comments and

complaints to appropriate management. Promptly and accurately respond to customer requests to

research product availability, price and quality issues. Mebane, North Carolina, Sports Endeavors

Inc, Shipping Department Associate, June 2018 - July 2018. Gathered items for online customer

orders. Printed off shipping and return labels for all orders. Packaged orders and made final checks

before shipping them off. Checked and adjusted inventory daily. Communicated with the receiving

and embroidery department about inventory checks. Hillsborough, North Carolina, Food Lion,

Grocery Associate, November 2016 - 2017. Performed daily inventory checks. Sorted and stocked

inventory along with team members. Reviewed documentation of receipt, storage, and

display/distribution of store products. Labeled unit items accurately with price tags and reconciled

price discrepancies. Recorded all deviations from standard operating procedures and reported

promptly with defined quality assurance standards and the company’s quality management system.

EXTRACURRICULAR ACTIVITIES Program Coordinator of Radical Athlete and Student Oasis Ministry, Campbell University

Football Player, Campbell University Small Group Bible Study, Beyond Expectations

Organization Volunteer, Mustard Seed Community Garden volunteer, Speaker at the 2019 College

Prep Summit, Volunteer for My Brother’s Keeper Summit. Enjoys mentoring and coaching

students at Orange High School.

Gerrit van Schalkwyk




Expected date of graduation: May 2022; GPA: 3.547,

Dean’s List, Scott-Ellis Scholarship, Dr. Ernest Paskel

Sauls Business Scholarship, Lundy Fetterman SOB

Fellows Scholarship, Willis & Marguerite Gupton

Scholarship.

WORK EXPERIENCE Gentlewoods Food LLC. (Apex, North Carolina),

Personal Assistant to CEO, Warehouse Manager,

Assistant Sales Representative. May-August 2014-

2019. Supported CEO with warehouse logistics and

planning ensuring product accessibility for orders.

Managed warehouse supply of all products and

requested additional merchandise when necessary.

Performed inventory review of 48 stores on a 6-week

cycle and recommended order placements for

inventory required. Processed all invoices and

payments for orders using QuickBooks and deposited

payments at the company bank. Rise Against Hunger (Raleigh, North Carolina) Warehouse Intern.

June 2016. Assisted in organizing warehouse and materials used in food packing events. Assisted

in loading containers being prepped for shipping to starving regions across the world.

EXTRACIRRICULAR ACTIVITIES BB&T Business Fellows Program Member, Member and Vice President of Zeta Psi chapter of

Kappa Alpha Order Fraternity, and Campbell University Investing Club Member

Austin Warner EDUCATION Campbell University, BBA in Trust & Wealth

Management, Minor in Financial Planning, 3.56

cumulative GPA, Received the Scott-Ellis Scholarship,

the Out of State Resident Scholarship, and the

Federated Investors Incorporated Trust Scholarship.

Expected Date of Graduation: May 2021.

WORK EXPERIENCE Buies Creek, North Carolina, Kolat Wrestling Camps,

Camp Counselor, June 2017-Present Guided the campers

on what it is like in a college wrestling room and what

they should do to get there. Assessed the campers and

then collaborated with coaches and saw who would fit

in here at Campbell. Dayton, Ohio, American Pride

Lawn and Landscaping, July 2019 - August 2019.

Examined different types of yards and figured out what

needed to be done with them. Gained people skills

when listening to the customers. Improved in teamwork

skills working with a crew.


Campbell University Varsity Wrestling Team, Wrestler, May 2017 – Present. Campbell University

Student Athletic Advisory Committee, Committee Member, February 2018 – Present.

Thomas Webster EDUCATION

Campbell University, BBA in Trust and Wealth

Management, Minor in Financial Planning: Anticipated

graduation date: May 2021; GPA 3.39; Presidential

Scholarship, Southeastern Trust School Trust

Management Scholarship, Milam, Sandy Quakenbush

Scholarship, Top 10 Percent Award, Dean’s List

WORK EXPERIENCE

Cleveland Auto Spa, Linesman (Garner, NC), June

2017-Present. Washed exterior vehicles body, applied

topcoat or polish and detailed interior, utilizing

equipment and tools. Collaborated with coworkers to

ensure smooth workflow and efficient organization

operations. Maintained compliance with compliant

standards to perform all maintenance activities. North

Carolina Umpire Association, Baseball Umpire

(Raleigh, NC), April 2014-Present. Applied game rules

and regulations when making calls. Clearly fielded

questions from athletes and coaches regarding specific

scenarios and calls. Stayed composed and professional

in high-pressure and emotionally charged situations with coaches, players, and fans. Monster

Indoor Batting Cages, Sales Associate (Clayton, NC), August2015-May 2018, Assist customers

with questions, problems, and concerns in person as well as via telephone. Assist with inventory

management. Perform weekly price changes and merchandising duties. Process delivery and store

pick-up orders.

EXTRACURRICULAR ACTIVITIES Kappa Alpha Order Fraternity at Campbell University, Member. Intramural slow-pitch softball.

Levi Wiggins EDUCATION

Campbell University; Master of Business

Administration (Proposed Applicant); BBA Trust and

Wealth Management; Minor in Financial Planning;

Expected Date of Graduation: December 2021;

Cumulative GPA: 3.235; Scott-Ellis Scholarship;

Rowland, Gordon B Trust Scholarship; Men’s Football

Room and Board.

WORK EXPERIENCE Raleigh, North Carolina, Northwestern Mutual,

Financial Planner/Insurance Agent, May 2019- July

2019. I got the chance to develop networking and

business relationship skills, acquired my securities

registration and state licenses for life, health and

accident insurance. I later began conducting business

meetings with potential clients and gained the

opportunity to try out/get a head start on a career as a

financial representative. Birmingham, Alabama,

Farmers Insurance, May 2015-July 2018,

Marketing/Sales Assistant with daily tasks including

assist clients by answering and routing incoming sales and claims phone calls and assist agent with

field underwriting for residential and commercial property. I also had the opportunity to

collaborate with team leaders and agency owner to develop marketing plans for prospects and

existing customers.

EXTRACURRICULAR ACTIVITIES Phi Eta Sigma Honor Society; Student-Athlete Advisory Committee (SAAC); Diversity and

Inclusion Head Chairman for SAAC; NCAA Division I Men’s Football; Bass Fishing.

Nolan Wiggs EDUCATION Campbell University, Master of Business



Expected date of graduation: May 2022. Cumulative

GPA 3.7534; Presidential Scholarship, Lamm, Floyd

Lee & Minnie Deans Scholarship, Top Ten Percent

Award, Lundy Fetterman Business Fellows.

WORK EXPERIENCE Trust Education Foundation Southeastern Trust School

(SETS) Student Assistant Summer 2019. 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. Wilson Recreation and

Regency Athletic Club, Lifeguard (June 2015-August

2017). Established a safe environment for swimmers,

maintained cleanliness and quality of the pool,

responsible for opening and closing the pool, and

properly executed swimming lessons. Chain Link Fence Contractors, Fence Installer (June 2019-

August 2019). Ensured quality customer service and satisfaction, completed logistics concerning

fence material, amount, and quantity needed for each project, and operated in a team to install

fences.

EXTRACURRICULAR ACTIVITIES Lundy Fetterman School of Business BB&T Business Fellows, Campbell Business Leaders, Trust

and Wealth Management Club, Scholarship and T-Shirt Chair of the Kappa Sigma Fraternity-

Sigma Phi Chapter, IFC Delegate, and various intramural sports.

Jared Williams EDUCATION Campbell University, Master of Business

Administration, BBA in Trust and Wealth


date of graduation: December 2020. Overall GPA

3.697; President’s List, 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 City National Bank, Trust Administrative Intern (Los

Angeles, CA) May 2019-August 2019. Assisted team in

day to day administration and maintenance of accounts.

Supported team members and colleagues to complete

team-based projects. Completed Annual Account

Reviews and Account Opening/Closing Checklists.

Drafted discretionary distribution requests for clients

and ensured they were processed efficiently and effectively. Created and updated spreadsheets in

order to properly track categorized disbursements and income. Developed a proficiency in

programs including SEI Trust 3,000, CSS, IBS and Document Imaging. 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. Utilize conflict management skills to mediate player-player or player-

official disputes. Maintain a knowledge of the sports being played to conserve the integrity of the

game 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 preparing, 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. Top Shelf NC, Owner (Online

Apparel Resale) (Elizabeth City, NC) February 2011- Present. Obtain highly demanded products

on release date to sell at a later time. Determine profitability of potential products. Oversee market

to note past, present and future price fluctuations

EXTRACURRICULAR ACTIVITIES President of the Kappa Sigma Fraternity-Sigma Phi Chapter (December 2018-Present), Vice

President of the Kappa Sigma Fraternity-Sigma Phi Chapter (December 2017-December 2018),

Lundy Fetterman School of Business Student Mentor (Fall 2017/2018), Intramural Sports

Addison Woody EDUCATION Campbell University, BBA in Trust and Wealth


date of graduation: December 2020. Average Transfer

and Current GPA: 3.14 Recipient of Campbell

University Presidential Scholarship and Administrative

On-Campus Housing Scholarship.

WORK EXPERIENCE Wealth Management Intern at Peoples United Bank,

June 2019 - August 2019. Assisted the Chief Fiduciary

Officer to form and execute probate administration

plans. Design estate planning tools for Trust Officers to

use in annual client meetings. Analyze various

portfolios based off client’s needs and/or goals. Utilize

financial planning software to prepare reports that are

used to evaluate the client’s situation in relation to

goals. Wellness Attendant at Ingram Family YMCA,

September 2017 – November 2018. 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.

EXTRACIRRICULAR ACTIVITIES President of the Gilbert T Stephenson Trust Club, Member of the Business Week Committee,

Member of Duck’s Unlimited- Camel Chapter, Cornerstone Baptist Men’s Fellowship Volunteer,

Experienced Financial Planning Software User (EMoney), Proficient User of Morningstar and

Bloomberg Software, Microsoft Office Proficient (Excel, Word, PowerPoint)

William Yates EDUCATION Campbell University, BBA in Trust and Wealth

Management, Minor in Financial Planning, with a

specialization in Pre-Law. Expected date of graduation:

May of 2021. Overall GPA 3.41; Scott-Ellis

Scholarship, Administrative on Campus Housing

Scholarship, South Eastern Trust School Trust

Management Scholarship, Thomas H. and Judith O.

Folwell Trust Management Scholarship.

WORK EXPERIENCE Volunteer advocate with the North Carolina Guardian

ad Litem Program, November 2018- Present. Volunteer

advocates are responsible for advocating the needs of

abused and neglected children in the court system.

Responsibilities include monthly visits with a child-

client, monthly reports to a court employed supervisor,

and court reports presented to the judge presiding over

the case. Volunteers are appointed by a judge and are

required to be present for court dates to give testimony

when necessary. Assistant District Attorney Intern, with

Prosecutorial District 23, May 2019 - June 2019. Worked directly with the assistant district

attorneys in preparing cases for plea or trial. Discussed law, district policy and networked with

local attorneys, as well as district and superior court judges.

EXTRACURRICULAR ACTIVITIES Former Delegation Chairmen and current member of the North Carolina Student Legislature

Campbell Delegation. Eagle Scout, 2014.

Christopher Yoder EDUCATION Campbell University, Master of Business Administration

(proposed applicant), BBA in Trust and Wealth


date of graduation: May of 2021. Recipient of Campbell

University Presidential Transfer Scholarship. Cape Fear

Community College, Associate in Arts, Honors Program,

May 2018

WORK EXPERIENCE Adams Soap Wholesale, Manufacturing Associate,

(August 2018-Present), Duties included Manufacturing:

Bath Bombs, Sugar Scrubs, Coffee Scrubs, and Shower

Steamers. Experimented with manufacturing process to

create new products and variations of existing products,

including different colors and scents. Packaging Bath

Bombs, Lip Balms, Lotions, and customized packaging

for customer’s orders. Fulfill custom orders of Powder

room products. Took on management duties when new

managers were trained to keep the department running

efficiently. Moe’s Southwest Grill, Team Member, (May

2013-August 2013). Assisted managers to create weekly schedules, ordered necessary supplies

needed for weekly activities, ran line duty and assisted customers with orders.

EXTRACURRICULAR ACTIVITIES Member of CFCCs Honor Society (2016-2018). Travel through North Carolina and play worship

music for different churches. Coached and Mentored the Fuquay Varina travel football team to a

championship.

Sedeq Younger EDUCATION Campbell University, Master of Business



Planning. Expected date of graduation: May 2021;

Overall GPA 3.23. Dean’s List, Campbell University

Scott-Ellis Scholarship, Wells Fargo Undergraduate

Trust and Wealth Management Scholarship,

Southeastern Trust School Trust Management

Scholarship, Stephen Angel Ross Scholarship

WORK EXPERIENCE Sales Associate/ Logistics Personnel at Office Depot;

May 2018- August 2019. Engaged and provided an

exceptional customer service experience.

Demonstrated passion for the brand, products, services

and solutions offered to our customers. Utilized

advanced selling skills and knowledge to meet the

customer’s needs. Assisted team members with

inventory management and adjustments. Maintained a

safe and clean working environment.

EXTRACIRRICULAR ACTIVITIES Campbell University Student Government Association (CUSGA); Academics Committee

Chairman, CUSGA; Campbell University Black Student Association Member (BSA); volunteered

at the Beacon Rescue Mission in Dunn, North Carolina

adam ardis education · adam ardis education campbell university, master of business administration...

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