TRUST & WEALTH MANAGEMENT

| 2018 – 2019 |

INTERN PLACEMENT BULLETIN

Candidate List Please feel free to scroll through the bulletin to view all of our talented students, or click a name below to be taken directly to that bulletin listing.

Caylee Addison Joseph Kennedy Jackson Allen William Knabe Daniel Ariola Matthew Knortz Jared Arp Nicolas J. Lamorte John Brinson Ashley Veronica Martinez Katshunga Hans Bakajika Susan Mayo Nicole Barton Carlton Jesse Miller Bridgette Beeson Trevor Milligan Austin Blackman Alexander Milne Caroline Bowns Andrew Morgan Jessica Carter Ian Clayton Moser Madeline Clark Montoya Murphy John Thaddeus Collins Donald Palmer William Ryan Connor Alex Reid George Davis Cottingham Zach Roderick Charles R. Dickinson Jr. Joel Rundle Dalton Lambert Dowd Rogelio Salvador Ashley Dyer Conner Sawyer Jeffrey Fonda Aaron Schnoor Joshua Friday Allyson Slater Kelly Ruth Fuqua Mahala Slaughterbeck Parker Gallagher Daniel Smith Stephen Harrelson Colin Stewart Logan Heintzman Henry Stotz Keyana Holman-Drone Victoria Stotz Zachary Huber Campbell Tarpey Aidan Hunt Jessica Watkins Adam T. Johnson Levi Wiggins Sarai Jordan Jared Williams Justin Kemmerlin Addison Woody

Caylee Addison EDUCATION Campbell University, Master of Business Administration, BBA in Trust and Wealth Management: Expected date of graduation: May 2020; GPA: 3.424. Dean’s List, Academic Scholarship, Athletic scholarship.

WORK EXPERIENCE National Advisors Trust Company, Summer Intern (Kansas City, Missouri), June-August 2018. Worked under the Trust department, shadowed a trust administrator, a trust officer, and a trust counsel. Read through trust documents, and analyzed model language. Put together trust distribution packets, and assessed the risk of the distribution based on the language of the trust, the amount of the distribution, the running total dollar amount of previous distributions, and the value of the trust. Worked on various projects concerning tax payments, irrevocable life insurance trusts, and compliance. Completed a large marketing project for the company which involved analyzing their clientele, and compiling the data to be used as a persuasive tool for prospective clients. Observed weekly Trust Department and Risk meetings. Became familiar with various company systems and their operations. Townsend Retirement Specialist, Summer Intern (Denver, Colorado), May-August 2017. Worked under Financial Planning department, assisted with preparing profile updates for annual client reviews, ran profiles through their profile system Profilesondemand, sat in on annual profile meetings with advisors and clients, checked on mutual fund trades through Fidelity, became familiar with accounts through Fidelity and Pacific Life. Walk-In-Chiropractic, receptionist (Arvada, Colorado), June-August 2016. Greeted patients, scheduled appointments, tipped out massage therapists daily, accounted for all daily income, answered phones. Rolling Hills Country Club, Swim lessons instructor (Golden, Colorado), June-August 2016, 2015. Made daily lesson plans, instructed children from ages 5-12 on how to swim, evaluated children on their skills, developed personal relationships with the children and their parents.

EXTRACURRICULAR ACTIVITIES Division 1 Student Athlete, swimming, Campbell University. Operation Inasmuch volunteer, Noah’s Landing volunteer, Relay for Life Volunteer.

Jackson Allen EDUCATION Campbell University, Master of Business Administration with a focus in financial services, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2020; GPA: 3.4, Dean’s List, Phi Eta Sigma National Honor Society, Scott-Ellis Scholarship, Lewis M. and Annabelle L. Fetterman Business Scholarship, Todd R. and Elva Scarborough Trust Management Scholarship, Southeastern Trust School Trust Management Scholarship, Gupton, Willis & Marguerite Scholarship, and BB&T Scholar.

WORK EXPERIENCE Benefit Plans Administrative Services Retirement Plan Consultant Intern, May-August 2018. Improved skills with excel and various proprietary databases. Resolved multiple legal issues surrounding new products. Discussed with managers regarding current situations and possible solutions. Influenced decisions regarding portfolio allocations and risk management. Uwharrie Bank, operations intern, May-August 2016. Broadened knowledge of the financial industry through continuing education courses as well as hands on experience with Uwharrie Bank operations. Dealt with credit and debit card maintenance for Uwharrie Bank customers. Attended several networking events. Participated in multiple conference calls with Uwharrie Bank operations. Researched for Uwharrie Bank Wealth Management on prospective locations for future Uwharrie Bank locations. Discussed with Wealth Management analysts on possible changes in portfolio management. Shadowed a trust officer and gained valuable insight into the Trust industry. Remax Town and Country, Media Assistant, May to August 2017. In charge of creating educational videos for clients regarding listings. Managed digital image database and uploaded to existing website. Executed digital photography through various forms. Stanly County Emergency Services, Emergency Medical Technician, June 2015 to June 2017. Maintained patient care from the scene of the incident through transfer to hospital. Advised ambulance crew chief on future and present patient care interventions. Participated in continuing education for refining of field skills. Campbell University Campus Recreation, Referee, August 2016 to May 2017. Tasked with learning and implementing the rules of games such basketball, indoor soccer, handball, etc. Assisted in calming high-stress situations between players. Advised Campus Recreation supervisor on rules and possible disagreements between the teams.

EXTRACURRICULAR ACTIVITIES Lundy Fetterman School of Business Student Mentor Leader, Campbell University Investing Club Leadership Team Member, Campbell University Intramural captain.

Daniel Ariola EDUCATION Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning Expected date of graduation is December of 2019. Out of State Resident Scholarship. Faith Grant.

WORK EXPERIENCE Farm Assistant at Belmont Hill Beef Farm, Warrenton, VA. Helped with various vital activities that ensured the upkeep of the cattle farm. The strenuous work involved herding and vaccinating cattle and logging dead trees to ensure the safety of the herd in their respective fields. Constant upkeep of grass, fence line, feeding troughs, and water wells were also a weekly duty. Lifeguard at Chestnut Forks Swim Club, Warrenton, VA. C.P.R. qualified to ensure life saving skills needed to protect swimmers. Provided constant watch to swimmers and administered first aid when needed. Custodian at ClubWorx Health Club, Fuquay, NC. Maintained the required cleanliness to pass health inspection regulations. The tedious work included sanitizing lavatories, restocking multiple sanitizing stations, and cleaning entire floors utilized for recreational use.

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

Jared Arp EDUCATION Campbell University, Master of Business Administration (proposed applicant), BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May 2020. Overall GPA 3.016; Campbell University Scott-Ellis Scholarship; Campbell University Maloney Trust Business Scholarship.

WORK EXPERIENCE Trust Education Foundation Southeastern Trust School (SETS) Student Assistant Summer 2018. Assisted the director with the planning, execution and delivery of the Southeastern Trust School. Attended meetings and assisted other faculty and staff with the operations of the Trust School. Welcomed and greeted SETS students. Attended SETS Sessions. Till & Butler CPAs Intern Summer 2018. Assessed and organized client accounts and files. Scanned and organized documents. Observed client relationship meetings and conference calls. Arp Landscaping Company (owner) August 2016 – August 2018. Provided landscaping services. Developed and maintained customer relationships. Invoiced customers. Old South Apparel Spring Addition Clothing Model Spring 2018. Highland Country Club January 2017 – April 2017. Greeted members and prepared equipment for play. Escorted patrons for private and group golf lessons. Assisted with tournament set-up and operations and vendor demonstrations. Course facilitator responsible for course set-up, clean-up, and driving range inventory. Chick-fil-A September 2015 – December 2016. Front-store and drive-thru Team Member. Greeted customers. Processed orders. Worked cash register. Assisted with daily store closing operations. Represented the Chick-fil-A brand.

EXTRACURRICULAR ACTIVITIES Campbell University - Vice President, Greek Life Programming Board. Worked with school administration to plan, organize, and execute campus-wide events. Represented the University at the Association of Fraternal Leadership National Conference. Managed budget for Campbell University Greek Week. Presented at Freshmen Orientations and welcomed incoming students. Student Ambassador, Lundy Fetterman School of Business. Organized visitations for potential students on behalf of Trust Department. Provided presentations and campus tours to potential students Rush Week and Social Chairman, Kappa Sigma Fraternity. Freshman Class Representative, Student Government Association. Team Member – Campbell University Intramural Sports.

John Brinson Ashley

EDUCATION Campbell University, Master of Business Administration (proposed applicant), BBA in Trust and Wealth Management Pre-Law, Minor in Financial Planning, Expected date of graduation: May of 2021. Scott Ellis Scholarship. Peggy R. Lawrence Trust Scholarship.

WORK EXPERIENCE Emery D. Ashley, Attorney at Law (Smithfield, NC), Law Clerk. May-August 2017, May-August 2018. Increased efficiency in maintaining the thoroughness of trust account reconciliation through Excel, by comparing the ledger accounts with the bank statements while taking into account the balance, file number, and check number of the outstanding checks. Assisted clients by setting appointments, taking questions and concerns, and responding at their convenience with an accurate response. Conducted title searches and plotted legal descriptions to check for accuracy in acreage. Witnessed wills and most importantly, had an affable relationship with the clients. Completed other administrative duties on a daily basis.

EXTRACURRICULAR ACTIVITIES Boy Scouts of America, Eagle Scout. Campbell University Intramural Participant (Softball, Basketball). Member of the Campbell University Club Lacrosse team. Guitarist at First Baptist Church in Smithfield. Member of the ‘BCR Band.’ Proud member of the Band of Brothers, ‘The WEJ.’

Katshunga Hans Bakajika EDUCATION Campbell University, BBA in Trust and Wealth Management, Masters in Business Administration: Expected date of graduation: December of 2019; Recipient of the Scott Ellis Scholarship & Fountain of Raleigh Scholarship.

WORK EXPERIENCE Summer of 2017 worked for Parcel on Time Logistic Services, it is a family trucking company my uncle started. Managed the job pick-ups and drop offs of drivers, handled paper work, made sure the log books were organized or dated correctly, and occasionally handled phone calls with other business like Panther and FedEx. Traveled to different states to make sure everything was running efficiently with the trucks. Also, have worked as a Lifeguard for Lifetime Athletic Club in Raleigh, NC. Where I had to survey the pool, take care of members and their problems at any moment, do regular chemical checks, organize towels, clean the spa or pool, and enforce the rules of the company. Learned on the fly very fast, and was offered a promotion to head guard within two months. Summer of 2018 worked for Parcel on Time Logistic Services, actually as a seasonal straight truck driver, had to do pick-ups and drop offs in different cities all over the United States, handled paper work for the company, and performed in a timely fashion.

EXTRACURRICULAR ACTIVITIES Compassion for Africa Non-Profit Volunteer, Black Student Association, Relay for Life, Intramural Sports, Exercise Science Club, Campbell Marketing employee, and Residence Life Volunteer

Nicole Barton

EDUCATION Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning. Date of graduation: May 2020.

WORK EXPERIENCE JJ’s Market, Sales Clerk (May 2016-Present). Duties include: communication, time management, multi- tasking. Campus Grill, Cashier/ fry cook/ manager (October 2017-Present). Duties include: receiving and distributing money, customer service, leadership, team management. Fun Intelligent Training, Front desk assistant (July 2011-August 2015). Duties included: computer services, customer services, multi-tasking, maintaining professionalism.

EXTRACURRICULAR ACTIVITIES First Baptist Church of New London, Volunteer (December 2011-Present). Campus Activities Board, treasurer (Fall 2016-Spring 2017).

Bridgette Beeson

EDUCATION Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: December 2019. Scott-Ellis Scholarship. Campbell Grant. Central Carolina Community College, AA.

WORK EXPERIENCE Pay Operations Booth Attendant, UNC-CH (July 2018- Present). Operate Pay Operations parking booths. Accept and process parking fees from patrons utilizing computer based cash register system. Will assist patrons with directional information and answer various parking related questions. Manage lot reservations and assist during special events functions. Refer issues that cannot be resolved to on-duty supervisor/manager in a timely manner. Process and calculate all payments at the end of shift. Security Guard, UNC-CH (June 2015-Present). Conduct routine patrols on foot or by assigned vehicle. Work individually and independently in generally unsupervised positions. Lock and unlock doors as necessary. Check and record any damage to University property and report this information to the appropriate designated department. Assist staff, individuals seeking services (directions, information) and visitors with concerns escorts and disabled vehicles. Equipment malfunctions power outages heating and cooling problems chemical spills fire and any other health or safety related issues are to be duly noted in the officer’s activity report. Depending on the severity of the issue all aforementioned items shall also be reported to UNC dispatch. Complete documentation in a log format while on duty arriving on time and in proper uniform attire. CNA, Liberty Commons Nursing and Rehabilitation, Sanford NC (May 2017-Present). Assist residents with Activities of Daily Living (ALDs); which includes bathing, dressing, assisting with bedpans, using appropriate lifts to get residents out of bed as safely and comfortably as possible. Observe for changes in residents’ behavior or physical appearance, report to LPN/RN. Assist with feeding of residents, answer call lights, give showers/whirlpool baths when scheduled. Comply with HIPAA. Work with other CNAs to get various jobs done. Restock supplies. Chart patient care at end of shift.

EXTRACURRICULAR ACTIVITIES Gilbert T. Stephenson Trust Club, Astronomy Club, Adam Smith Club, Social Entrepreneurship Club. Harnett County Animal Shelter Volunteer, Harnett County Guardian Ad Litem Volunteer

Austin Blackman EDUCATION Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning; Expected date to graduate: May 2021, Overall GPA: 3.02 Presidential Scholarship, Administrative Scholarship, NC Baptist Program Scholarship, Miller Janice Daniels & Clifford Russell Scholarship, North Carolina Need Based Scholarship

WORK EXPERIENCE B&M Lawncare, Owner, (Smithfield, NC) April 2017- Present. Completed Landscaping tasks including mulch, pine-straw, edging, bush trimming, Stump removal, and grass cutting along with power washing. Recorded earnings and outgoing expenses through an Excel layout. Promoted business through business cards and social media (Facebook and Instagram). Law offices of Miller & Smith: Attorneys at Law, Intern, Summer 2017-Present (Lillington, NC). Sat in on hearings and appointments, along with filing documents and completing research while learning different orders to write. Voted on to become Volunteer Fireman, October 2017-Present (Wilson’s Mills). Complete task associated with different calls and volunteer for different community events the fire department is a part of. Sun Auto wash, Smithfield) August 2014-Sprirng of 2017. Completed full detail inside and out on vehicles through different procedures.

EXTRACURRICULAR ACTIVITIES Member of Ducks Unlimited Chapter- Campbell University Member of Fellowship of Christian Athletes – Campbell University Member of Campus Activity Board – Campbell University

Caroline Bowns EDUCATION Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May 2020. GPA: 3.534. Campbell University Athletic Scholarship.

WORK EXPERIENCE Six Sigma Yellow Belt: Process Enhancement Project, Buies Creek, NC, January 2017- May 2017 responsibilities included communicating between owner of John’s Creek Dental Care, Johns Creek, GA, project advisor, Woodward W. Hathaway JR., and team members. Proposed a plan to improve organization of the filing system. Implanted a new e- filing system, Dentrix, within the company and confirmed regularly with the business to make sure new system was productive. Campbell Women’s Basketball Camp, Buies Creek, NC, July 2017 collaborated with coaches and other staff members, instructed campers in various drills and games, engaged with the campers through encouragement and coaching, managed big groups of children at one time. Miracle League, Buies Creek, NC and Cumming, GA, 2014-2017 encouraged athletes throughout games. Navigated athletes to correct locations on the field and invented a dance routine and preformed it in front of athlete’s parents and coaches (2014, 2015).

EXTRACURRICULAR ACTIVITIES Campbell University Varsity Women’s Basketball Team, Captain. SAAC Representative for Campbell Women’s Basketball Team. Volunteered in Special Olympics, Water Girl at Campbell Varsity Football games, and Miracle League.

Jessica Carter

EDUCATION Campbell University, Buies Creek, North Carolina, Master of Business Administration (Proposed Applicant) BBA in Trust in Wealth Management Pre- Law, GPA: 3.409, Expected Date of Graduation May 2021, Presidential Scholarship, Shouse, James M. & Alice Pruitt, DNU-Administrative On-Campus Housing Scholarship, Federal Pell Grant, North Carolina Need Based Scholarship, Schilpp, Betty & Alan Scholarship, Trust Management Alumni Scholarship. Dean’s List.

WORK EXPERIENCE Intern at Browder Overby Law Office (King, NC) June 2018-July 2018. Held an 8-week intern position at Browder Overby Law office in King, North Carolina. Organized files, Shredded old cases, Cleaned out and prepared Estate files to be scanned. Assisted in and signed on Will signings. Assisted in House closings. Observed and assisted on trials in court involving DSS and Custody cases. Addressed and Prepared documents to be mailed out to clients and attorneys.

EXTRACURRICULAR ACTIVITIES Panhellenic Executive Treasurer, Delta Phi Epsilon Sorority New Member Educator, Rho Gamma Recruitment Counselor, Phi Eta Sigma Honor Society Treasurer, Founding President of Females Associated with Business Club.

Madeline Clark

EDUCATION Campbell University, Master of Business Administration (proposed applicant), BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2020. Overall GPA 3.6. Dean’s List, Phi Eta Sigma National Honor Society, Presidential Scholarship, Southeastern Trust School Trust Management Scholarship, Campbell University Administration/Legacy Award.

WORK EXPERIENCE Office of Donald E. Clark Jr. Attorney at Law, Assistant (Goldsboro, NC) May 2014-Present. Gained proficiency in Time Matters and Excel. Recorded financial transactions using Excel. Organized client information on Time Matters. Norma’s Boutique, Sales Associate and Social Media Coordinator (Goldsboro, NC) May 2016- January 2018. Greet and assist customers in selection of merchandise. Reconcile register to receipts. Evaluate and replenish inventory for on-line and in- store stock. Coordinate models for trunk shows and other events. Merchandise products for promotion. Create content for social media accounts including videos, photography, and captions (Instagram and Facebook). YMCA, Lifeguard (Goldsboro, NC) June 2017- November 2017. Provided a safe and enjoyable environment for patrons. Perform opening and closing duties. Documented and supervised chemical maintenance for all pools.

EXTRACURRICULAR ACTIVIVTIES Student Government Association Executive Board Member serving as Commuting Student’s Coordinator, Student Government Association Assistant Chairwoman for the Advancement Committee, Student Government Association Freshman Vice President, Iota Beta Chapter of Alpha Delta Pi, Co-Founder and Former Vice President of Campbell University’s Turning Point Chapter, Campus Worship Vocalist and Planner, Ronald McDonald House Volunteer, Faith Free Will Baptist Church Sunday School Teacher.

John Thaddeus Collins

EDUCATION Campbell University BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May 2020. Awarded the Scott-Ellis scholarship.

WORK EXPERIENCE Seasonal Grass Cutter at Onslow Water and Sewer Authority from May, 2018 to August, 2018. Maintained the landscape of over 200 acres of the company’s property. Repaired faulty equipment. Gave frequent reports to the supervisor of facilities as to the condition of both the properties landscape and the equipment used to maintain the landscape. Served on the Building and Grounds Committee of Bethlehem Baptist Church from September 2016 to September 2017. Prioritized the needs of the church based on importance and cost. Voted on the best ways to spend our over $30,000 budget. Secured the Church campus by performing opening and closing duties.

EXTRACURRICULAR ACTIVITIES Volunteer Fireman at Buies Creek Fire and Rescue Department. CPR and AED certified. Attend weekly training exercises and respond to emergency 911 calls. Prepared charitable donations for Operation Christmas Child. Intramural basketball and handball.

William Ryan Connor

EDUCATION Campbell University, Masters of Business Administration (Candidate), BBA in Trust & Wealth Management, Minor in Financial Planning. Expected Date of Graduation: May 2020.

WORK EXPERIENCE Raleigh, North Carolina, Bloomsbury Bistro, Fine Dining Server, September 2018 - Present, Assists guests throughout a fine dining experience, helping them pair wines and spirits with a seasonally changing menu. Completes daily tasks in a team environment. Charlotte, North Carolina, Dogwood Southern Table and Bar, Elevated Dining Server, May 2018 - August 2018. Helped guide guests throughout a unique elevated southern menu at a nationally top-ranked restaurant. Completed daily tasks in a team oriented environment. Buies Creek, North Carolina, Campus Grill, Shift Manager/Quality Control Manager, June 2017 - May 2018. Performed daily tasks of managing a small business, which included management of the employees, accounting for shortages throughout the day, and quality control of food. Charlotte, North Carolina, Cutco - Vector Marketing, Sales Representative, May 2016 - August 2016. Provided in-home demonstrations, and educated customers to help them select a product that best fit their personal needs. Processed all sales transactions accurately in a timely manner, and demonstrated team building by assisting fellow employees with their needs. Charlotte, North Carolina, Autobell Car Wash, Crew Leader, December 2015 - August 2015. Provided in person answers to customer questions, as well as helping customers select a product that would best fit their needs. Lead management of the floor, while training new employees. Operated a cash register, and maintained a visually appealing look for the entire establishment.

EXTRACURRICULAR ACTIVITIES Campbell University Football Team, Wide Receiver, August 2015 - March 2017

George Davis Cottingham EDUCATION Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2020; GPA: 3.35. Dean’s List, Presidential Scholarship, Colonel Jerry Marvel Scholarship, Janice Daniels and Clifford Russell Miller Scholarship, Jerry M. and Betty B. Wallace Trust Scholarship.

WORK EXPERIENCE SunTrust Bank Private Wealth Fiduciary Services Intern, Atlanta, GA, June 2018 - August 2018 performed various tasks including Reg 9 annual administrative account reviews and preparing discretionary request forms for committee approval. Assisted in auditing outside tax preparer returns for trust accounts. Utilized iWork, SEI, CSS, and SPV systems on a daily basis. Prepared trust synoptics to assist trust advisors with discretionary requests. Atlantic Wealth Management Intern, Morehead City, NC, May 2017 - August 2017 responsibilities included working closely with both of the senior partners to assist them in day to day operations. Utilized ICP (integrated cashiering platform) to move money via EFT from client brokerage accounts to bank accounts. Opened new client accounts on Client360 and processed new client paperwork. Assisted with client information, including summarizing tax reports and statements. Utilized Morningstar to input investment information for new client accounts. Reviewed and assisted with client illustration savings examples. Responsible for generating insurance quotes for clients. Assisted in cost basis research. Actively participated during the weekly investment committee meeting. Oscar N. Harris and Associates Intern, Dunn, NC, January 2017-April 2017 prepared both business and individual tax returns. Utilized ProSystems software to prepare trail balances. Assisted with various types of administrative work including scanning, filing, and reviewing. The Beaufort Country Club, Beaufort, NC, May 2012-August 2017, Cart Attendant. Assisted golfers with any questions or concerns regarding the course and facilities. Responsible for regularly cleaning and servicing the golf carts. Often required to supervise the pro shop in the absence of the head professional.

EXTRACURRICULAR ACTIVITIES Lundy-Fetterman Student Success Leadership Team, Finance and Investments Club President, Intramural Sports (Basketball, Handball, Volleyball).

Charles R. Dickinson Jr. EDUCATION Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May 2020. Cumulative GPA: 3.54. Dean’s List, Scott-Ellis Scholarship, Dr. Ernest Paskel Sauls Business Scholarship, Janice Daniels and Clifford Russell Miller Scholarship

WORK EXPERIENCE Farmer’s Peanut Market, Seaboard, NC (November 2015-August 2018). Equipment Operator: Organized and shipped out approximately 2,000 raw cotton bales by operating a forklift. Collaborated with management and other employees in time saving methods for a complex equipment repair task. Blended approximately 1,700 tons (valued at $600,000) of bulk agriculture fertilizer based on each farmers’ analysis needs. Gained an advanced knowledge of agriculture chemicals such as insecticides, herbicides, and fungicides. C&B Farms, Garysburg, NC (April 2015- January 2017). Owner/Operator/Partner: Served as Manager/Partner in a farming operation that produced approximately 50 acres of Sweet Potatoes, Cotton, Corn, and Soybeans. Secured financing for operations. Engaged in management and operations leadership alongside business partner. Performed Cost-Benefit Analysis regarding mechanization as opposed to manual labor. Managed a full-scale harvest operation of sweet potatoes, which required: scheduling migrant labor force, shipment and transportation of harvested product, real-time (in the field) quality control, and management of our own employees

EXTRACURRICULAR ACTIVITES Boy Scouts of America Eagle Scout Rank, Lundy-Fetterman School of Business Finance and Investment Club, Campbell University Ducks Unlimited

Dalton Lambert Dowd

EDUCATION Campbell University, Master of Business Administration (Proposed Applicant), BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation is May of 2020; GPA: 3.117. Major GPA: 3.18. Scott-Ellis Scholarship, Dean’s List.

WORK EXPERIENCE N.G. Purvis Farms Inc., Robbins, NC, Summer Intern; (June 2015-Current). Duties consist of the responsibility of the well-being of sows in breeding and gestation. Administering medication to sows and piglets as needed. Documentation of breeding and farrowing records. Help with the birthing, servicing, and weaning of newborn piglets. Transported medication and supplies to other farm locations. Hispanic interaction on a daily basis. Contacted distributors, ordered supplies, kept inventory, and stocked the warehouse. Casa Garcia Mexican Restaurant, Carthage, NC, Server/Dishwasher; (March 2013-April 2015). Transported and served food to customers in a timely and courteous manner. Ensured the sanitation of dining area and utensils. Received the ServSafe certification.

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

Ashley Dyer

EDUCATION Campbell University, Buies Creek, North Carolina, BBA in Trust in Wealth Management Pre-Law. GPA: 3.857. Expected Date of Graduation May 2020. Presidential Scholarship, Southeastern Trust School Trust Scholarship, Administrative On-Campus Housing Scholarship, Newkirk Family Trust Management Scholarship. President’s List, Dean’s List.

WORK EXPERIENCE Student Success Writing Tutor (Campbell University) May 2017- Present. Assist students in formatting and editing academic papers. Collaborate with other tutors in perfecting my writing skills. Communicate with students on how to improve their writing. Work with professors in educating students on various formatting styles. Responsibilities include fixing grammatical errors, citation issues (both in-text and works cited pages), spelling errors, problems with sentence structures, and issues regarding paragraph/page length. Hendersonville Country Club Server (Hendersonville, NC) July 2014- June 2016. Greeted and offered assistance to members. Conducted orders and maintained member satisfaction. Worked with other servers and cooks to maintain an efficient and positive environment for our members. Networked with prominent members of the community.

EXTRACURRICULAR ACTIVITIES Presidential Scholars Club IOC Representative/Secretary, BADM 100 Mentor, Phi Eta Sigma Honors Society, Relay For Life Team Captain, Mock Trial Team.

Jeffrey Fonda EDUCATION Campbell University, Master of Business Administration (proposed applicant), BBA in Trust & Wealth Management, Minor in Financial Planning. Expected Date of Graduation: May 2020. Scott-Ellis Scholarship, John Hill Trust And Wealth Management Scholarship.

WORK EXPERIENCE Southeastern Trust School, Student Assistant (June 2018). Catered to the needs of students and professors during and outside of class. Organized and set up the classroom before class. U.S. National Whitewater Center, Bartender, Delivery Coordinator, and Cashier (May 2017- July 2018). Confirmed receipt of deliveries against purchase order manifest. Reviewed and replenished inventories. Reconciled receipts to register nightly and performed transactions. Performed exceptional customer service by bringing customers drink and food orders. Campbell Football Equipment, Assistant Equipment manager (August 2017- May 2018). Set up practice equipment daily before practice. Participated hands on during practice by maintaining an efficient practice and spotting the football for the offense. Filled Gatorade cooler and assisted with laundry on a daily basis.

EXTRACURRICULAR ACTIVIES Campbell University Varsity Football, Volunteers at Habitat For Humanity (hanging dry wall, laying down laminate wood flooring and installing vinyl siding), Member of the Trust and Wealth Management Club, Intramural Participant (Basketball and Volleyball), Mentored and trained young football kickers as a Former High School State Championship kicker.

Joshua Friday EDUCATION Campbell University, Masters of Trust and Wealth Management, BBA in Trust and Wealth Management Expected date of graduation: May 2020; GPA: 3.11. Scott Ellis Scholarship recipient.

WORK EXPERIENCE Intern at Consolidated Planning in Sanford, NC. Gained hands-on experience and knowledge in the field of financial planning from an expert with 30 years of experience. Creator and Co-Owner of Sole Priorities, February 2017-Present. Small business my partner and I operate selling limited quantity sneakers and apparel. Have maintained profitability since inception with current profits over $40,000 this calendar year. Closed sales on 750+ items nationwide to a diverse customer base using different apps such as Goat, StockX, eBay, and Instagram. Built a reputable social media account to facilitate and drive sales. Nike Factory Store (Smithfield, NC), April 2017- September 2017. Sales Associate: Greeted customers and assisted in making selections. Learned to thrive in a consumer-focused environment, listening to needs and wants and finding a product to match their needs. Performed inventory audits and price changes based on current inventory. Process and execute online orders. Galot Motorsports Park (Benson, NC), September 2016- February 2017. Track preparation technician: Assist in track preparation and maintenance. Assisted in safety inspections and accident prevention. Liaison between management and attendees. Officiated various forms of races.

EXTRACURRICULAR ACTIVITIES Campbell Men’s Club Golf Team President and Member, August 2015- Present. Lundy Learners Non-Profit, Treasurer, January 2017- May 2017.

Kelly Ruth Fuqua EDUCATION Campbell University, BBA in Trust & Wealth Management Pre-Law, Minors in Financial Planning & Accounting, Masters in Business Administration. Expected Date of Graduation is May 2020. Recipient of a Presidential Scholarship & the Peggy R Lawrence Trust Scholarship.

WORK EXPERIENCE Trust Intern at American Armed Forces Mutual Aid Association, Reston, VA, Fayetteville, NC, Summer 2018. Completed a stock proposal project under the advisement of both the Chief Investment Officer & President of the trust company. Became familiarized with expense reporting, annual audits, & software such as Fi-Tek & E-money. Assisted Relationship Managers with an array of projects from investment philosophies to personal outreach campaigns & client communications. Fitness Attendant at Campbell University Campus Recreation Department, Buies Creek, NC, September 2016 - Present. Collaborate with all general fitness attendants about scheduling & events, remain in good relationship with department graduate assistants, recommend during the hiring process, attend group fitness classes, delegate responsibility, & ensure sanitation standards in all facilities. Earned certification through American Red Cross in First Aid/CPR/& AED. Counselor at the Jesse Helms Center Free Entrepreneurship Challenge, Houston, TX, Wingate, NC, Palm Beach, FL, Buies Creek, NC, Summers 2014 - 2017. Influenced high school students with interests in entrepreneurship & government while simulating a new company environment through projects such as designing business plans, commercials, stock market games, founding fathers principles, virtual trade, & current event debates. Prepared & presented opening prayers for the Annual Donor Recognition Banquet. Marketing Intern at The Journey Church, Dunn, NC, September 2016 - April 2017. Restructured social media platform, designed graphics for events or quotes, improved audience reach for posts, assisted live streaming church services, & participated in service projects.

EXTRACURRICULAR ACTIVITIES Student Ambassador for the Algernon Sydney Sullivan Foundation. Campbell University Social Entrepreneurship Club Advisor & Campus Civitan International Charter Treasurer. Office of Alumni Engagement Student Speaker. Lundy Fetterman School of Business Student Success Team Member. Office of Spiritual Life Small Group Bible Study Co-Leader. Presiding Judge at Chapel Hill Collegiate Regional Mock Trial Tournament, Duke Collegiate Mock Trial Invitational, & Justice Iredell Middle School Mock Trial Tournament. Harnett County Early College Final Exam Proctor. PuraVida Brand Representative.

Parker Gallagher EDUCATION Campbell University, Master of Business Administration, BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May of 2020. Overall GPA: 3.15; Campbell University Presidential Scholarship, Jimmy E. Witherspoon Trust Scholarship, Becky T. Kelly Wealth Management Scholarship, C.U. Administration Award.

WORK EXPERIENCE Wells Fargo, Fiduciary Administration Intern (Long Beach, California) Summer 2018. Completed administrative tasks including distribution requests, various account reviews, closings/terminations and overdrafts. Attended weekly team meetings regarding a variety of account issues/solutions. Managed boss’ open risk items and saw them through completion. Completed trust distributions coinciding with life interest calculations. Worked alongside relationship managers to provide clients with proper administration. Operated Wells Fargo proprietary software systems with ease and understanding. Shadowed trust administrators and managers during clients calls, meetings, and trainings. Observed investment managers, trust termination teams, and fiduciary relationship specialists. Authenticated discretionary client requests via CIMM from Field Offices and ensured proper distributions.

KS Bank Inc. Trust Department Trust Intern Summer 2017. Assessed and organized client accounts and files in preparation for internal trust audit. Observed client relationship meetings and conference calls. Sat in on Trust Committee meetings. Set up online Synapsys accounts on the trust data base for new clients to be able to access their account information online. Organize and scan client files into TNET online trust database as well as set up tickler reminders for initial and annual reviews. Performed administrative tasks.

Campbell University Lundy-Fetterman School of Business Director of Trust and Wealth Management Student Assistant August 2017 – Present. Planning and assisting in continuing education programs for Trust Education Foundation. Prepared materials for trust meetings classes. Welcomed and assisted new trust students. Performed administrative duties for Director of Trust program. Trust Education Foundation Southeastern Trust School Student Assistant Summer 2017. Observed SETS sessions. Performed administrative duties to aid a successful summer session. Campbell University Lundy-Fetterman School of Business Career Services Assistant, August 2016 – present. Assisted peers in résumé writing, interview skills, professional dress, and career development. Assisted in forming résumé and biography packets for interview panels. Worked closely with Director to plan catered lunches and receptions for on-campus recruiters, developed plans for career fairs and

professional workshops, and created an accessible and encouraging office. Assisted with maintaining a database of interview questions to be uploaded to Perfect Interview software. Assisted in organizing an office job board and maintained a comprehensive spreadsheet to track student internship and permanent hire placement. Contributed student input in planning meetings with the leadership of the LFSB. Campbell University Undergraduate Admissions Student Ambassador, August 2015 – present. Take potential students on campus tours. Input potential student information into Excel spreadsheets. Organizing and make packets for potential students for Visitation Days.

Ashworth’s Men’s Clothing and Shoes (Fuquay-Varina, NC), Haberdasher, August 2015 – present. Merchandise new products and organized merchandise on the floor. Advise and inform customers on professional dress and products. Reconciled cash receipts to daily sales of up to $15,000 using proprietary software. Evaluated, tagged, and replenished merchandise inventory.

EXTRACURRICULAR ACTIVITIES Head Organizer of the Annual Cole Humphrey Memorial Run and Walk, Lundy-Fetterman Business Week Committee Member, Member of Kappa Sigma Fraternity. President of Greek Life Programming Board for Campbell Greek Life.

Stephen Harrelson EDUCATION Campbell University, Master of Business Administration (Proposed Applicant), B.B.A in Trust and Wealth Management, Minor in Pre-law: Expected graduation: May 2020; Overall GPA: 3.85. Dean’s List (three semesters), Presidential Scholarship, Newkirk Family Trust Management Scholarship, Dorothy Williamson and George McLaney JR Endowed Scholarship (twice), T. Harry Gatton Trust Scholarship

WORK EXPERIENCE Mark Harris for Congress, Campaign Volunteer, March 2018-May 2018. Placed campaign signs. Informed citizens about our campaign. Berry Lewis for Bladen County Board of Education, Campaign Volunteer, September 2016-November 2016. Placed campaign signs. Informed citizens about our campaign. Delivered absentee ballots. Cris Harrelson for Bladenboro Town Commissioner, Campaign Volunteer, September 2015- November 2015. Placed campaign signs. Informed citizens about our campaign. Helped develop campaign motto. Helped design campaign signs. Delivered absentee ballots.

EXTRACURRICULAR ACTIVITIES Member of Phi Eta Sigma National Honors Society, Gilbert T. Stephenson Trust Club, Campbell University Bible Study Small Group

Logan Heintzman EDUCATION Campbell University, Trust and Wealth Management, Masters of Business Administration (proposed applicant). Expected date of graduation: May 2021. Undergraduate GPA: 3.069. Presidential scholarship, Mary Paschal Trust Scholarship.

WORK EXPERIENCE Campbell University grounds keeping for Houston Astros organization, February 2017-May 2017. Assisted head of grounds to upkeep and maintain university’s baseball field after use by teams, along with maintaining grounds of the university. Arlington Memorial Gardens, May 2017- August 2017 and June 2018- August 2018. Worked to maintain and repair the grounds as well as assist families in burial services. Also worked to upkeep equipment and vehicles and assist those seeking headstones in the gardens.

EXTRACURRICULAR ACTIVITIES Campbell University Varsity Baseball. Campbell University Student Athlete Advisory Committee representative for Campbell University Baseball. Student Athlete Junior College Transfer mentor at Campbell University.

Keyana Holman-Drone EDUCATION Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: December 2019. Scott-Ellis Scholarship, Administrative On-Campus Housing Scholarship.

WORK EXPERIENCE TIAA, Charlotte, June 2018- August 2018. Intern for Craig Parkin, Institutional Financial Services Regional General Manger. Assisted the CORE Mid-Atlantic team members with multiple tasks including client meetings. Completed several tasks and projects, including a mass report for the Wealth Advisors Directors, created a spreadsheet of the overall Blue Ridge territory cliental and personnel data, and established an Executive Onboarding Process for external new hires. Kernersville YMCA, Kernersville, North Carolina, Back Desk Receptionist, Summer 2017 and 2018. Responsible for checking members into the facility and informing members on the latest information about the facility. Managed liability waivers with non-member and member associated with a different YMCA. Other duties include overseer of the concessions. Cheddar’s Scratch Kitchen, Jacksonville, North Carolina, Hostess and Busser, April 2014- August 2014. Responsibilities and duties as a hostess involved providing excellent customer service and organizing materials for guests. As a busser, providing a clean environment for guests to eat.

EXTRACURRICULAR ACTIVITIES Volunteered at St. Paul United Methodist Church Food Pantry and Spiritual Life Freshman Move in Day. Gilbert T. Stephenson Trust Club, Secretary.

Zachary Huber

EDUCATION Campbell University, BBA in Trust and Wealth Management. Expected date of graduation: May 2020.

WORK EXPERIENCE Echo Lake Country Club, Caddy (Westfield, NJ) Summer, 2018. Carried members’ bags during their golf rounds. Measured distance, wind direction, and slope for each shot members took. Read each green to tell members where to putt. Clean members’ clubs after each shot. Provide local knowledge about the country club to anybody who may need it.

Echo Lake Country Club, Professional Golf Management Intern (Westfield, NJ) Summer, 2017. Greet all members when they arrived at the country club. Staged all golf bags and carts for the day around the putting green. Monitored pace of play on the course throughout the day. Organize and clean pick the driving range and short game practice area. Washed and parked golf carts in their properly numbered spot. Replenished water supplies on the golf course. Assisted members or guests with any need they may have.

Galloping Hill Golf Course, Outside Operations Staff Member (Kenilworth, NJ) Summer, 2016. Greet all players when they arrived at the golf course. Set up golf bags on any carts or push carts that were being used. Direct golfers to their starting holes. Clean golfers’ clubs when they finish their golf round. Washed and parked golf carts in their properly numbered spot.

EXTRACURRICULAR ACTIVITIES Trust and Wealth Management Club

Aidan Hunt

EDUCATION Campbell University, BBA in Trust and Wealth Management Pre-Law, Minor in Financial Planning: Anticipated graduation date: May 2020; GPA 3.798; James A. Campbell Full Academic Scholarship, Southeastern Trust School Trust Management Scholarship, President’s List, Dean’s List.

WORK EXPERIENCE IronBox, Sales Associate Intern (Raleigh, NC), May 2018 – August 2018. Maintained and developed business relationships with vendors and customers. Prepared sales quotes for individual customers and existing business to business contracts. Fielded customer inquiries and maintained customer databases using advanced software to nurture potential leads into long-term business relationships. Developed and maintained new e-commerce marketplaces including Newegg and Fulfillment by Amazon (FBA). Shipped to (FBA) 3,583 units valuing $102,387.95 increasing sales from Q1&2 at $23,766.38 to Q3 at $96,985.42, an increase of 408%. Analyzed sales metrics for products to determine new potential sales trends. Over the course of two months, closed five deals valuing $22,000. The Headfirst Companies, Camp Counselor (Washington D.C.), May 2017-August 2017. Coached teams of children for the #1 kids sports camp in the Washington D.C. area. Mentored, nurtured, and enriched the lives of young children in the community, while simultaneously enhancing personal leadership skills. Independent Umpire’s Association, Umpire (Montgomery County, MD), April 2015-April 2018. Officiated youth baseball games ages 8-18. Developed skills in professionalism and authority.

EXTRACURRICULAR ACTIVITIES Day trader in the Foreign Exchange and commodities markets. Finance & Investing Club, member. Kappa Alpha Order at Campbell University, Chapter treasurer (December 2017- present). Muscle Dystrophy Association Walk and Fundraiser with Kappa Alpha Order at Campbell University. Intramural flag football.

Adam T. Johnson EDUCATION Campbell University, Master of Business Administration (Proposed Applicant), BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of Graduation: May 2021; GPA: 3.605. President’s List, Campbell University Presidential Scholarship, NFIB Young Entrepreneur Scholarship, Thomas Murray & Shirley Rice Lewis Scholarship, Top 10 Percent Award, Alumni Referral Scholarship, Campbell University Administrative Scholarship, Local Government Federal Credit Union Scholarship, NCAREMS Scholarship, Chamber of Commerce (St. Pauls, NC) Scholarship, North Carolina Police Benevolent Association Scholarship, North Carolina Woodmen of the World Focus Forward Scholarship, Southeastern Trust School Trust Management Scholarship

WORK EXPERIENCE Campbell University (Buies Creek, NC), School of Business Student Mentor, August 2018- Present. Assist BADM 200 students in adapting to the business school. Provide academic support and course related advice to students. Utilize knowledge of campus and resources to benefit mentees. Organize group events outside of class. Design grading rubrics for students to follow. Work closely with the professor to ensure student success. The Life Center (St. Pauls, NC), Worship Director and Coordinator, January 2017- July 2018. Supervised a team consisting of sixteen members. Collaborated with members of the team on a weekly basis through email, text, and personal contact. Managed social media for summer ministries. Organized and implemented success plans. Created goals for the team and motivated members to achieve the goals. Used Excel to monitor department budget. Handled issues that occasionally arose in a professional and logical manner. Created monthly schedules for team members to follow. All American Alarms (Parkton, NC), Sales and Services Representative, May 2017- August 2017. Created an updated inventory list. Converted hard copy business records to electronic business files using QuickBooks and other software. Assisted team members with daily tasks including meetings with customers, answering phone calls, and installing alarm systems. Provided excellent customer service by responding to requests from clients in a timely manner and by communicating with clients to ensure that they were satisfied with the services provided. Functioned in a professional environment with high expectations and standards. Created strategies for marketing and advertising. Presented information to management regarding customer needs. Billed and collected payments from customers. St. Pauls Swim Club (St. Pauls, NC), Head Lifeguard, summer 2015, summer 2016. Managed the facility during operating hours. Created schedules for staff to follow. Maintained an excellent record of payments and expenditures. Performed normal lifeguard duties. Entered employee time sheets weekly. Accepted cash payments and checks from members. Presented information at member meetings and board meetings.

EXTRACURRICULAR ACTIVITIES Campbell University Finance and Investing Club Member, Disaster Relief USA Volunteer, Campbell University Science Olympiad Volunteer, Youth Leader at The Life Center Church (St. Pauls, NC), Music Mentor for TLC (St. Pauls, NC), Campbell University Small Group Bible Study Member, Youth Music and Drama Camp Leader/Volunteer, Volunteer Co-Worship Leader at Compassion Church (Wilmington, NC)

Sarai Jordan EDUCATION Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning & Finance. Expected Date of Graduation: May 2020. GPA: 3.206. Presidential Scholarship, Administrative Scholarship, Gatton T Harry Trust Scholarship

WORK EXPERIENCE Campbell University Resident Assistant, August 2017 – Current; Responsibilities include supervising the residence hall, responding to all requests and emergencies during duty hours. Receive and promptly process requests for maintenance repairs and custodial needs received from residents. Organize and implement programs for residents that enhance the social, educational, community, and personal development of residents. HWY 55 Burgers, Shakes, and Fries Shift Lead Waitress, Shallotte, NC, November 2015 - August 2018; Effectively counted and submitted daily reports. Trained new waitresses on guest service expectations, safety procedures, proper food handling, and restaurant protocols. Monitored dining room to ensure optimal guest experience. Worked with individual servers to improve performance. Answered customer inquiries and resolve issues promptly. Scheduled wait staff, and approved time off as needed. Assisted guests with making menu choices in an informative and helpful fashion. Appropriately suggested additional items to customers to increase restaurant sales. Effectively communicated with kitchen staff regarding customer allergies, dietary needs, and other special requests. Regularly checked on guests to ensure satisfaction with each food course and beverages. Consistently adhered to quality expectations and standards. Campbell University Lobby Attendant, September 2016 - April 2017; Maintained order in resident lobbies. Completed and Organized check in paperwork. Reported to resident staff about complications. Port City Java Shift Lead Barista, Leland, NC, June 2013 - June 2016; Trained new employees on guest service and expectations, safety procedures, and proper food handling. Answered questions about menu selections and made recommendations when requested. Accurately recorded orders and collaborated with team members to serve food and beverages that exceeded guests’ expectations. Skillfully anticipated and addressed guests’ service needs. Answered customer inquiries and resolve issues promptly. Managed closing duties, including restocking items and reconciliation of the cash drawer.

EXTRACURRICULAR ACTIVITIES Campbell University Orientation Leader

Justin Kemmerlin EDUCATION Campbell University, BBA in Trust and Wealth Management, BBA in Accounting, Minor in Financial Planning: Expected date of graduation: December 2019; GPA: 3.241. Major GPA: 3.250. Dean’s List, Presidential Scholarship, Out of State Scholarship, Southeastern Trust School Trust Management Scholarship 2016-2017.

WORK EXPERIENCE United States Army, Chinook Helicopter Mechanic (Pyeongtaek, South Korea and Colorado Springs, CO), February 2011-July 2015. Conducted various forms of maintenance on Chinook helicopters in a military setting. Organized and lead maintenance tasks on Chinooks such as corrosive inspections, scheduled and unscheduled maintenance. Took part in relief efforts 4th Combat Aviation Brigade took part in during the 2013 Black Forest Wild Fire and Boulder, CO floods. Assisted platoon sergeant in administrative tasks including coordinating mission and personnel decisions with company and battalion leaders and representatives. Bi-Lo, Customer Service Representative/ Bookkeeper (Chapin, SC). August 2005- January 2011. Assisted customers who had questions or concerns about pricing and customer service. Processed check cashing, Western Unions, money orders, bill payments, as well as cash pickup and drop-off with Brinks on a daily basis. Conducted twice-daily till audits, opening and closing of tills and customer service center, and exchange of currency. Lead the front end of the store along with the Front End manager and managed breaks during the day for front end employees.

EXTRACURRICULAR ACTIVITIES Business School Student Success leader, Academic Coach, Student Veterans Club, Participant in Institute for Humane Studies Colloquium 2016-2018, Cheerleader for Campbell University 2015-2017, Volunteer Summer Freshman Orientation 2016-2017.

Joseph Kennedy EDUCATION Campbell University, Master of Trust and Wealth Management (proposed applicant), BBA in Trust and Wealth Management, Minor in Financial Planning. Dual Enrolled at Johnston Community College while attending West Johnston High School. Expected Date of Graduation: 2021. Scott-Ellis Scholarship; Dr. Earnest Paskel Saul’s Scholarship; Mary Paschal Trust Scholarship. G.P.A: 3.27

WORK EXPERIENCE U.S. Army Human Resource Specialist. Head of 3 separate administrative divisions and Security manager for a detachment of 28 soldiers spread out over 3 countries within the Central Command Area of Report. Helped train members of the Qatari armed forces on Aerial Delivery Operations. Developed Operation Security Protocol to protect Sensitive Information and Inventory valued around $17,400,000 from Espionage and Theft. Coordinated Flights, travel, lodging, training and Professional development for Soldiers within the Area of Report. Processed and reviewed Security Clearances for approval or denial using the Joint Personnel Adjudication System (JPAS), as well as handled SF 312 nondisclosure agreements. Initiated background checks by using the SF86 Secure personnel questionnaire and DD Form 369-Police Record Background Check and submitting it into the Electronic Questionnaire for Investigations Processing(e-QIP) System. Processed 1380’s and 4187’s to initiate pay for soldiers. Initiated and processed promotion paperwork. Started and updated Service Group Life Insurance (SGLI) Polices for service members. Operated a Collaborative SharePoint. Developed memorandums for widespread company usage. Calculated and prepared forms for medical, regular, and emergency leave. Generated Electronic Line of Accounting injury claims in the Medical Protection System for disability claims. Managed and operated a mobile gaming center for Games Gone Mobile. Maintained all systems and trained personnel on procedures and customer service techniques. Scheduled appointments and acted as an Administrative Assistant for the head of Disability Services at Campbell University.

EXTRACURRICULAR ACTIVITIES Deployed in Support of Operation Enduring Freedom (Spartan Shield). Army Commendation Medal, Army Achievement Medal, National Defense Service Medal, Global War on Terrorism Expeditionary Medal, Global War on Terrorism Service Medal, Armed Forces Reserve Medal with “M” Device, Army Good Conduct Medal, Army Service Ribbon, Overseas Service Ribbon. President of the West Johnston Highschool Political Science Club. Volunteer Mock Attorney for the Teen Court Youth Diversionary Program of Johnston County. Active Secret Security Clearance. Operation Security Training Level II Certified. HIPPA Certified. Combat Lifesaver

Certified (active shooter scenario casualty care). Volunteer with the Pink Inc. Tattoo Day of Hope in support of Breast Cancer research from May 2016-Present.

William Knabe EDUCATION Campbell University, BBA in Trust & Wealth Management and Accounting. Expected graduation date May 2020. GPA: 3.908. President’s List, Dean’s List, Presidential Scholarship, Southeastern Trust School, FIS Scholarship Program, Cross Country and Track & Field Scholarship, Phi Eta Sigma National Honor Society, Phi Kappa Phi Member.

WORK EXPERIENCE Campbell University Accounting Intern, June 2018 to Present. Scanned and indexed documents such as invoices, purchase orders, special purpose funds, onto the University’s Onbase software. Performed a variety of tasks across the accounting department including Accounts Payable, Accounts Receivable, and Payroll. Target Corporation Cart Attendant/Guest Service, June 2016- August 2018. Covered multiple store areas: cart attendant, cashier, sales floor associate, customer service and food avenue. Processed quick transactions that alleviated wait times. Served as a Target Cart Attendant Team Trainer. Assisted customer’s requests with utmost respect and politeness.

EXTRACURRICULAR ACTIVITIES Campbell University Student Success Team, Cross Country and Track & Field athlete(2016- 2018), NCACPA SOAR Committee Member, NCACPA/NC State Summer Leadership Conference.

Matthew Knortz EDUCATION Campbell University, Master of Business Administration (Proposed Applicant), BBA in Trust and Wealth Management, Minor in Financial Planning. Expected Date of Graduation: May 2020. GPA 3.853. Dean’s List, Presidential Scholarship, Thomas Jack Lynch Scholarship, Administrative on Campus Housing Scholarship, Alumni Referral Scholarship, Southeastern Trust School Trust Scholarship.

WORK EXPERIENCE B&J Seafood Marketplace Associate, New Bern, NC, January 2015 – Present. Greeted and offered selection assistance to customers. Assisted new employees with job transition. Prepared products for customers. Restocked and counted inventory. Provided excellent customer service to all customers.

EXTRACURRICULAR ACTIVITIES Finance & Investing Club Member, Intramural Sports.

Nicolas J. Lamorte EDUCATION Campbell University, Master of Business Administration (proposed applicant), BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: December 2020. Campbell University Scott-Ellis Scholarship and Campbell University Administrative On-campus Housing Scholarship.

WORK EXPERIENCE Freedom Boat Club (Cornelius NC), Dockhand, May 2017- Present.My duties working at Freedom Boat Club included maintaining a fleet of 30+ boats, helping inexperienced boaters dock/operate boats, fuel, and clean/detail. The traits of this job that would apply to the trust field would be the practice of keeping a stressful environment stress free, socializing with members from various backgrounds or cultures, and building relationships with members and their families for a positive experience each time they visited us. Apollo Retail, Spring 2017- Fall 2017In my position, I helped setting up and auditing displays in CVS, Walgreens, and Dick’s. A few of the products I performed audits/set up displays for were Hydroflask and Gillette. In this job, I got a taste of what dealing with prominent organizations would entail. Peninsula Yacht Club, Sailing Instructor/Special Events, Summer 2016 At the Peninsula Yacht Club I mainly worked with the sailing camp and sailing team but occasionally helped with special events.One of the graduation requirements for graduating from Pine Lake Preparatory School is a two-year project that involves a 12-page research paper (Junior Year) and a 15-minute presentation/product (Senior Year). The project was to investigate a career that peaked our interest. My choice was a Financial Advisor. During Junior year I conducted an in-depth interview and cited it as a source in my paper to move into senior year. However, during senior year I completed 15 hours of shadowing a financial advisor, Bryan Stanfill, during which I learned what a regular day is like in this field. I sat through multiple meetings with clients and other personnel while also gaining an in-depth understanding of what being in this career would mean. To graduate, I presented a 15 presentation and presented my “Pride Product.” The point of the Pride Product was to demonstrate what this career would be providing to society. For my Product, I completed three separate portfolios for different clients. One high risk for a younger client with a longer earning potential, one medium risk for a middle- aged client that is approximately halfway through their career, and a low-risk portfolio for an older retiree. I feel that through this two-year project I gained a unique look into a field that I still find intriguing.

EXTRACURRICULAR ACTIVITIES Treasurer of the Kappa Sigma Fraternity-Sigma Phi Chapter and various Intramural Sports.

Veronica Martinez EDUCATION Campbell University, Master of Business Administration (proposed applicant), BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May of 2021. Scott Ellis Scholarship.

WORK EXPERIENCE Wiggins Memorial Library, Student worker (Buies Creek North Carolina) August 2016- Present. Aided students in sending faxes, printing, finding library material, such as books and electronics within the library premises. Collaborated with superiors to make the Library a more appealing environment for fellow workers. Helped maintain inventory of library books, as well as booked rooms for students wishing to study. Creekstone farms, Warehouse Clerk (Arkansas City, Kansas) June 2018- August 2018. Assisted team members find parts required to fix machinery. Invented a new system to organize parts. Created new homes as well as changed the location for placement of old and new inventory. Organized over seventy new parts into new homes, using Excel. Managed incoming shipments, created shipping invoice sheets to inform superiors of shipment status. Pentair, Material Gather (Sanford, North Carolina) May 2017- August 2017. Obtained pieces of equipment for structural purposes of material. Delegated what parts where to go to individuals in a manufacturing line. Handled BOLS and insured that the corrects amounts were shipped as well as that the correct amounts of materials were outputted into the shipping system. Oversaw eight workers, delegating materials needed in order to make shipping requirements. Galloway Ridge, Housekeeping/ Supervisor Assistant (Pittsboro, North Carolina) May 2016- August 19th, 2016. Translated paperwork from English to Spanish for supervisor when needed. Helped Organized meeting as well as information to be given out to employees, helped create updates for over eight employees such as what the daily schedule as well as weekly schedule was going to be. Emailed executive branch supervisors in order to inform them of daily changes. Assisted other works when work was completed. Sunni Sky’s, Ice cream Server. (Angier, North Carolina) September 24, 2015- April 15, 2016. Assisted with the creation of flavors. Managed over 2,500 dollars on a daily basis. Trained new members, informed them of regulations and expectations. Maintained Ice Cream shop including but not limited to pressure washing as well as everyday cleaning. Delegated work to over ten team members, informed employers of any mishaps during the day. Assisted in informing employer in any prospecting business within the community.

EXTRACURRICULAR ACTIVITIES President of Campbell University Astronomical Society. President of Gilbert T. Stephenson Trust Club. Campbell University Business School Admission, Team Member.

Susan Mayo EDUCATION Campbell University, BBA in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2020; Overall GPA 3.1. Presidential Scholarship, Lewis M. and Annabelle L. Fetterman Business Scholarship, Lundy B. Fetterman School of Business Gordan B. Rowland Trust Scholarship, Phi Theta Kappa National Honor Society.

WORK EXPERIENCE Tugwell Auction & Realty Company, Company Support Associate (Falkland, NC) January 2012- Present. Gained proficiency in Auction Flex, a multifunctional software system for auction and real estate companies. Gathered and managed data from clients nationally and internationally. Worked one-on- one with clients while finalizing over $750,000 worth of sales in real estate, farm equipment, household appliances, antiques, and automobiles. Calculated item’s ticket information and recorded over 5,000 tickets worth in sales. Collected titles, deeds, and miscellaneous material when finalizing certain sales for the company and client. Promoted the company through social media outlets, email, and postal service. The Wooten Company, Administrative Assistant (Greenville, NC) June 2015-July 2016. Learned to operate CAD and blueprint scanner and printer systems. Oversaw the cleanup and organization of the company warehouse containing several thousand documents dating back 6 decades. Scanned several hundred SPECS, final design, and amendment blue prints for surrounding towns, counties, and states as well as for commercial companies. Met biweekly with a team of 10 engineers and assistants to discuss and plan current and upcoming projects, client initiatives, and current team goals. Jewel’s Formals, Sales Associate (January 2017-May 2017). Directly engaged, assessed, and sold over $7,000 worth of couture, formal attire to clients across the state. Worked with representatives in national organizations such as Miss America and Miss USA to ensure client satisfaction and delivery. North Carolina Independent Colleges and Universities, College Intern (Raleigh, NC) January 2018- Present. Research and prepare spreadsheets, documents, and info packets for events. Attend and take notes of committee meetings and House/Senate sessions. Work with lobbyists, state officials, and legislators to advocate for the private and independent colleges and universities across the state of North Carolina.

EXTRACURRICULAR ACTIVITIES Campus Activities Board Secretary, LFSB mentor, LFSB Business Week Event Member, Homecoming and Spring Fling Event Director, SGA Sophomore Class Vice President, Greenville Christian Academy Alumni, Parker’s Chapel FW Baptist volunteer, Family Works Ministries volunteer.

Carlton Jesse Miller EDUCATION Campbell University, BBA in Trust and Wealth Management. Expected date of graduation: May 2020. Scholarships: Campbell University Presidential Scholarship, Hope Scholarship.

WORK EXPERIENCE Polls Manager for Dillon County Voting in district 7 (Hamer, SC), managed voting polls and supervised crew of 3, June 2018- Present. Farm owner and manager for Miller Farms (Hamer, SC), head over all operating activities and supervisor of crew of 2, operated and tended to 800 acres of both owned and rented land. Co- mechanic for servicing farm machines and vehicles. Knowledgeable in herbicides, pesticides, and fungicides; both in application and effectiveness. May 2015- Present.

EXTRACURRICULAR ACTIVITIES Alumni Chair of the Kappa Sigma Fraternity- Sigma Phi Chapter, Spring 2018- Present. Member of Campbell University Ducks Unlimited, Fall 2017- Present.

Trevor Milligan EDUCATION Campbell University, Master of Business Administration (proposed applicant), BBA in Trust and Wealth Management, Minor in Financial Planning; Expected Date of Graduation: May 2020; GPA: 3.631. President’s List, Dean’s List, Scott-Ellis Scholarship, Raymond F Memorial Shearin Scholarship, Dr. Ernest Paskel Sauls Business Scholarship, Residence Life Scholarship, Southeastern Trust School Trust Management Scholarship, Major Sam Byrd Trust Education Scholarship, Administrative On Campus Housing Scholarship.

WORK EXPERIENCE Campbell University Residence Life, Resident Assistant (Buies Creek, NC), August 2017-May 2018. Responsibilities included the development, coordination, and maintenance of the residence hall/apartment program. Served as a positive role model for the students in their residence hall. Conducted Campbell University policy with safety and integrity. Golf Galaxy, Player’s Assistant/Customer Service (Cary, NC), May 2017-Present. Create a world-class customer experience by providing passionate customer service and selling through customer engagement. Demonstrate ability to genuinely interact with customers to show passion, knowledge, dedication, and commitment in golf. Uphold company standards for merchandise presentation of the best apparel and equipment brands in golf. United Parcel Service, Seasonal Driver Helper (Morrisville, NC), December 2016. Assisted the UPS Driver with everyday tasks, including delivering to businesses and residences and picking up packages from businesses. Demonstrated excellent customer contact skills on the job. Required to deliver packages successfully in very little time to keep the driver on schedule. West Raleigh Baseball Association, Umpire (Raleigh, NC), March 2013-May 2016. Officiated youth baseball games. Monitored behavior of athletes and spectators at events. Enforced rules of sportsmanship and good conduct in the facilities.

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

Alexander Milne EDUCATION Campbell University, BBA in Trust and Wealth Management. Expected date of graduation: May 2020. Campbell University overall GPA: 3.87. Scott Ellis Transfer Scholarship, Newkirk Family Trust Management Scholarship.

WORK EXPERIENCE Olive Garden Certified Trainer/Server, Holly Springs, North Carolina, October 2017-present. Conducted training classes for any front of house position for groups of new employees within the restaurant, along with educating the individuals on the processes and policies that need to be followed when working. Developed relationships with guests to have an ability to meet their needs during their visit and be able to make sales recommendations based on observations. Handled all forms of payment from each table during a shift until the end when money was turned in and redistributed. Olive Garden To-Go Specialist, Tampa, Florida, January 2017-August 2017. Handled all money exchanged throughout the restaurant daily, while performing bank drops and working with managers to determine if the amount of money is compliant with the computer system. Used phones, as well as computers, to develop relationships with guests while placing and recording orders for pick up or delivery. Seminole State College of Florida Assistant Coach, Sanford, Florida, August 2015-June 2016. Supported and respected the head coach’s instructions as well as his philosophy with the players. Made phone calls, sent out emails, and attended lower level events in order to develop relationships with possible recruits. Taught, developed, and instructed players to help improve each players value in hopes to move them to the next level.

EXTRACURRICULAR ACTIVITIES University of Central Florida Men’s baseball team (2012-2013), Seminole State College of Florida Men’s Baseball team (2013-2015)

Andrew Morgan

EDUCATION Campbell University, BBA in Trust and Wealth Management and 4+1 MBA: Expected date of graduation: May 2020; GPA: 3.507. President’s List, Dean’s List, NWCA Academic All-American, Southern Conference Academic Honor Roll 2017 & 2018, Scott-Ellis Transfer Scholarship, Men’s Wrestling Scholarship, Stephenson, Grace White, & Gilbert Thomas Scholarship.

WORK EXPERIENCE Assistant wrestling coach and summer camp administrator for Wrestling Prep (Fairfax, VA), June August 2015-2018. Led wrestling practice sessions for over 60 wrestlers per week, over 5 weeks. Organized day to day schedules for wrestlers and living arrangements for campers. Prepared marketing materials including self-produced interview videos for social media. Coordinated the logistics and led the successful close out of the camp facility and summer residence. Answered and dealt with questions from parents concerning their children’s week stay at camp. Worked with the resident staff of the camp’s location to ensure we abided all rules that were put in place. MVP Protech, Fountain Valley, CA, 2012-2017, property management and carpenter assistant. Painted a wide range of different objects and houses. Cleaned windows on large scale projects. Performed household yardwork.

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

Ian Clayton Moser EDUCATION Campbell University, Master of Business Administration (proposed applicant), BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May 2020, Scott Ellis Scholarship.

WORK EXPERIENCE July 2018 - August 2018 Intern at Linville Team Partners Commercial Real Estate, Responsibilities included: calling property owners to gauge interest in selling or buying properties and compiling list of potential candidates, interviewing clients to refine their criteria of investing and showing properties that fit their targeted interest. Using spreadsheets to report key metrics to agents and brokers. July 2018 - August 2018 I worked on houses, remodeling, decking, cleaning rent houses. Of which I had to know carpentry, landscaping, and painting. March 2016 - July 2016 Intern at Graves Investigations, LLC, Responsibilities included: shadowing a private investigator on existing cases, which included, presumed infidelity, workers compensation fraud, theft, and protection. Learned surveillance, tracking, and techniques used by the profession. June 2015 - August 2015 Irrigation Specialist at Mid South Irrigation and Landscape. Responsibilities included site planning of plant material and installation of underground sprinkler systems. May 2013 - Present Adjunct Instructor at Kit Solutions, LLC. Responsibilities include: training of Military, Law Enforcement and civilians on rifle, handgun, and shotgun techniques, as well as, firearm cleaning and weapon maintenance. June 2013 - August 2013 Cowboy at Bar TT Ranch in Montana. Responsibilities included: Herding, roping, and branding cattle. Accessing health of cattle and giving medication/shots when warranted. Repairing fence, barns, gates, trails, and houses. Painting houses, mowing lawns, weed eating, and property maintenance.

EXTRACURRICULAR ACTIVITIES Campbell University Lacrosse Club member, Half Apple Band Member, BCR Band member, Intramural sports participant (basketball, softball).

Montoya Murphy

EDUCATION Campbell University, Buies Creek, NC BBA Trust and Wealth Management – 2020, Master of Business Administration (proposed Applicant). Minor in Financial Planning. Expected date of Graduation: May of 2020. Campbell University Scott-Ellis Scholarship.

WORK EXPERIENCE Supervisor, Burkes Outlet November 2016 – Present Reliable and Punctual Supervisor who possesses an excellent work ethic and 2 years in retail. Areas of expertise including inventory, cash management and excellent customer service. Serve as department manager and created solutions toward the identified floorplan setup and aisle presentation. Efficient in meeting weekly datelines. Establish daily tasks for myself and associates. Kept store clean and maintained neat, orderly product displays. Calculate daily store funds, including balancing registers and safe, receiving pick-ups, creating daily deposits, making change orders. Checking e-mails, responding to other stores. Providing great customer service, including greeting, dealing with customer concerns and/ or complaints. Unloaded trucks and stocked merchandise Sales Associate, Party City September 2015 – August 2016 Helped customers select products that best fit their personal needs. Educated customers on product and service offerings. Balloon specialist

Donald Palmer

EDUCATION Campbell University, Master of Business Administration (proposed applicant), BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May 2020. GPA: 3.194. Campbell Grant.

WORK EXPERIENCE Six Sigma Yellow Belt: Process Enhancement Project, Buies Creek, NC, January 2017- May 2017 responsibilities focused on determining specific areas of John’s Creek Dental Care’s technological system that required improvement including revising and replacing an outdated and inefficient filing system with one much more productive. Assisted team members with idea development and process upgrades. Devised and initiated a new e-filing system within the business, Dentrix. Collaborated with senior level professionals such as a prior CEO, CFO, and COO of various facilities who performed the daily duties of revenue cycle management, budgeting, financial analysis, and process improvement. YBOA Tournament Staff, Atlanta, GA, July 2016-17 handled tournament entry fees and transferred the earnings from check-in station to allocated representatives and management. Cooperated with fellow employees on station shifts and clock management. Provided a safe environment for coaches, teams, players, spectators, and referees. Chick-Fil-A, Atlanta, GA, Dec. 2014-March 2015 cash management specialist that handled cash exchanges between customer and employee. Completed customer’s orders and delivered food in a timely manner while providing a homey and friendly environment. Assisted with inventory storage and quality update regulations. Performed weekly cleaning duties and collaborated with team members to accomplish weekly goals.

EXTRACURRICULAR ACTIVITIES Kappa Sigma Fraternity. Relay for Life. Operation Inasmuch. Buies Creek Fire Station Spaghetti Dinner Benefit. Military Heroes Golf Shootout

Alex Reid

EDUCATION Campbell University, Master of Trust and Wealth Management (proposed applicant), BBA Trust and Trust Wealth Management, Minor in Financial Planning, Expected date of graduation: May 2020. Campbell Marching Band Scholarship

WORK EXPERIENCE Hibbett Sports Retail Salesperson in Elizabeth City, North Carolina Summer of 2017. Stocked and replenished merchandise according to store merchandising layouts. Priced merchandise, stocked shelves and took inventory supplies. Cleaned and organized the store, including the checkout desk and displays. Alerted customers to upcoming sales events and promotions. Identified potential shoplifters and alerted management. Completed all point of sales opening and closing procedures including counting the contents of the cash register. Handled all customer relations issues in a gracious manner and in accordance with company policies. Perquimans County Clerk of Superior Court (May 21, 2018-July 31, 2018). Initially worked as an intern, and due to high performance and work ethic was immediately sworn in as an Assistant Deputy Clerk. Duties included: became familiar with Juno and VMAT software, prepared Superior and District Court files for their scheduled court dates, sat in on estate meetings and incompetency hearings before the Clerk, attended court dates and magistrate hearings, attended first appearances at the County Jail with the Clerk of Court, filed small claims documents and citations in their proper files within the office, made deposits for the office at the local bank, became proficient in microfilming closed case files.

EXTRACURRICULAR ACTIVITIES Black Student Association, Campbell University Marching Band and Wind Ensemble, Intramural Sports, Albemarle Hope-line Clothesline (volunteered Summer of 2015)

Zach Roderick EDUCATION Campbell University,Masters of Business Administration (proposed applicant), BBA in Trust & Wealth Management. Expected Date of Graduation: December 2020. Overall GPA: 2.894. Dean’s List. Scott-Ellis Scholarship, Campbell University Football Scholarship.

WORK EXPERIENCE Sports-camp counselor for two years, coached kids from ages 9-12 how to play numerous sports; football, lacrosse, basketball, wrestling. (2014-2016) Worked with construction crews for the past two years putting together airplane hangars and gym layouts in local Virginia areas. Also helped with home improvement and installation of Caroline County High School’s basketball gym. (2014-2016). Caregiver for a family’s son, who has disabilities, under a company named Public Partnerships. A part of the Leadership Committee on Campbell University’s Football Program. Also have started all three years.

EXTRACURRICULAR ACTIVITIES Member of the Campbell University football team. Kids-point counselor for LifePoint Church in Fredericksburg, Va. Help with specials needs events, including Woodberry Forest’s annual Special Olympics. A caregiver for a family’s son, which is very important to how I look at life, with the intentions to treat everyone with respect and equally. Attend FCA and ransom events within the school community.

Joel Rundle EDUCATION Campbell University, Masters of Business Administration, BBA in Trust and Wealth Management: Expected date of graduation: May 2020; GPA: 3.248. Presidential Scholarship, Jerry M. And Betty Wallace Trust Scholarship, Sally Bendix and Aubrey T. Quakenbush Scholarship.

WORK EXPERIENCE Southern Water Gardens, (Raleigh, NC), March 2016- Present. Worked for a small Business, gaining strong customer interaction skills, on my feet problem solving ability, and a love for finding quick solutions for customers problems. Harris Teeter, (Raleigh, NC), January 2014-March 2016. Gained a knowledge of how to deal with a large range of people, learned how to approach new tasks, and passed on information to new employees while training them.

EXTRACURRICULAR ACTIVITIES Eagle Scout, Senate Page, Student Mentor, Accounting Club, Trust and Wealth Club. Hobbies include: Tennis, Hiking, Backpacking.

Rogelio Salvador

EDUCATION Campbell University, BBA in Trust and Wealth Management Pre-Law, Minor: Financial Planning and Finance, Expected Date of Graduation: May 2020; Overall GPA 3.355, Major GPA 3.63, Dean’s List; Presidential Scholarship, Phi Theta Kappa Transfer Scholarship, William M & Eunice Johnson Scholarship, Mary Paschal Trust Scholarship, Alumni Referral Scholarship. Fluent in Spanish

WORK EXPERIENCE Capitol Financial Solutions, Summer Intern, Raleigh, NC (May- August 2018), Gathered and organized client data through eMoney. Assisted CFP’s by developing potential clients. Organized prospective client data by creating spreadsheets through Excel. Attended training sessions that focused on enhancing communication skills – in particular, face-to-face client interaction, and interpersonal skills. Used SmartOffice to upload client documents for electronic safekeeping. Caterpillar Inc., Welder, Sanford, NC (May 2014 – August 2018), Focused on the operation of robotic and manual MIG weld machines for the production of quality fabricated metal parts. Earned the designation as a workstation floater by demonstrating competence in the majority of the production line workstations. Served as a Safety Team Area Representative for the Fabrications department. Collaborated with colleagues and management in a project aimed at improving inclusion in the workplace. Belflex Staffing Agency, Material Handler, Sanford, NC (October 2013 – May 2014), Provided support to Caterpillar Inc. production employees with their daily operations in the Fabrications department. Operated crane and hoist equipment to move heavy fabricated metal parts and load them into robotic welding systems. Cleared common robotic welding system faults that occurred frequently. Efrain’s Landscaping, Sanford, NC (March 2008 – October 2013) Assisted my dad with starting his landscaping business. Formulated a business plan which included conducting financial practices through Excel. Developed new business through leads and cold-calls. Routinely communicated with potential clients and handled pricing and billing for services. Helped manage a crew of three during daily operations.

EXTRACURRICULAR ACTIVITIES Guardian ad Litem District 11 Volunteer, Campbell University’s Finance and Investing Club, 2016/2017 President of the Phi Theta Kappa Honor Society chapter at Central Carolina Community College.

Conner Sawyer EDUCATION Master of Business Administration (Proposed Applicant), BBA in Trust and Wealth management with a minor in Financial Planning.. Date of graduation May of 2021. Received the Scott Ellis Scholarship. Men’s Football Scholarship and the Hill, John Trust and Wealth Management Scholarship.

WORK EXPERIENCE Southeastern Trust School Student Worker. (June 2018) Had an opportunity to shadow and observe trust professionals. Helped prepare classrooms daily for the students and speakers. The Assistant Manager of Campbell University’s Football team. (August 2016- Present) Design and Develop plans for practices. Organize players and coaches gear so that they are presented in a safe and professional manor. Also organize packing for traveling to various game locations around the country. Head Soda Jerk/ Bar Manager of Big Als Soda Fountain and Grill. (May 2017- June 2018) Institute Management techniques to employees working behind the bar. Evaluate Inventory daily for restocking and replenishing.

EXTRACURRICULAR ACTIVITIES Member of the Campbell Football team Summer of 2016. Assistant Manager of the Football Team (August 2016-Present). Member of the Trust Club.

Aaron Schnoor

EDUCATION Campbell University, Master of Business Administration (proposed applicant), B.B.A. in Trust and Wealth Management, Minor in Financial Planning: Expected date of graduation: May 2021; GPA: 4.0. J.A. Campbell Scholarship, President’s List, BB&T Business Fellow.

WORK EXPERIENCE Goetzpartners Securities Limited, London, United Kingdom, Intern Analyst; June-July 2018. Researched financial data of specific companies in the medtech, biotech, pharmaceutical, and healthcare industries. Prepared written sector reports discussing products to treat infectious diseases, immuno-oncology, immunology, radiation therapy, wound care, Alzheimer’s, and addition fields. Created company presentations focusing on molecular and imaging diagnostics for the Goetzpartners London Compass Seminar. Maintained company investor database by compiling information in Excel, WeConvene, and FactSet sites. Proofread work written by top company analysts prior to publication.

EXTRACURRICULAR ACTIVITIES Sophomore Class President, Campbell University Student Government Association (CUSGA); Freshman Class President, CUSGA; Rules Committee Member, CUSGA; Student Conduct Committee Member, CUSGA; Staff Writer, Campbell Times student newspaper; Business Admissions Team.

Allyson Slater

EDUCATION Campbell University, BBA in Trust and Wealth Management. Expected date of graduation is May 2020. Campbell University Presidential Scholarship. Campbell University Color Guard Scholarship.

WORK EXPERIENCE Marine Corps Community Services Camp Lejeune, NC, June 2014- present. MCCS is a comprehensive program that supports and enhances the quality of life for Marines, Sailors, and their families. Primary job is a recreation attendant at Tarawa Terrace Community Center. Responsible for opening and closing facility. Carry out assigned phases of designated activity applying an understanding of the interest and needs of programs participants. Assist in publicizing various activities to attract and motivate participants. Provides World Class Customer Service with an emphasis on courtesy. Assists customers and communicates positively in a friendly manner. Takes action to solve problems quickly. Performs other related duties assigned. Has been responsible for the green rooms and artist areas at the annual Fourth of July Concert, which draws an estimated 30,000 people. Was the driver for one of the headline acts for 2018, Tyler Farr. When other base activities are shorted staff, works at facilities such as the Base Theater, Fitness Centers, and the Gottschalk Marina.

EXTRACURRICULAR ACTIVITIES Gamma Upsilon Chapter Delta Phi Epsilon Sorority member, Campbell University Marching Band, Color Guard.

Mahala Slaughterbeck

EDUCATION Campbell University, Master in Business Administration (proposed applicant), BBA in Trust & Wealth Management. Expected date of graduation: May 2020. GPA: 3.143.

WORK EXPERIENCE Campbell University swim instructor, Buies Creek, NC (Summer 2012 and 2013). Duties consisted of teaching young children water safety and how to swim, communicating with parents about their children’s progress, and provide private swim lessons to individual students as requested by parents. Front of the house cashier, Zaxby’s, Lillington NC (August 2014 - August 2014). Duties consisted of extend a warm and friendly greeting to all guests. Answered questions about menu selections and made recommendations when requested. Accurately recorded orders and collaborated with team members to serve food and beverages that exceeded guests’ expectations. Presented orders to guest, properly packaged and with all necessary accompaniment and utensils. Answered customer inquiries and resolve issues promptly. Managed closing duties, including restocking items and reconciliation of the cash drawer. Responsible for cleaning all guest areas. Informed management when any front-of-house equipment needs service or inventory is needed. Sales Associate, Jernigan’s Nursery, Dunn, NC (August 2014 - June 2018). Duties consisted of displaying new merchandise, maintaining the sales floor, helping customers with fitting rooms, accessories, and shoes, providing customer service, which included handling customer questions or complaints, taking detailed inventories, counting down the drawer after every shift, checking in merchandise with the invoice sheets. Manage and project inventory on a daily basis. Train new employees on the sales floor by guiding employees on how to interact with customers, how to sell merchandise, and how to count down registers. Present, and discuss new merchandise at monthly meetings. Certified Retail Sales Professional presented by Bob Negen and certified seller of Dansko orthopedic shoes. Campbell University Facilities, receptionist Buies Creek, NC (June 2018 - current). Duties consist of operating communication systems, such as telephone, switchboard, and two-way radio. Welcome visitors by greeting them, in person or on the telephone; answering or referring inquiries. Directs visitors by maintaining employee and department directories; giving instructions. Receives, verifies and prioritizes work requests from campus contacts. Create work orders, enters labor, and material charges against the work orders and closes work orders when complete.

EXTRACURRICULAR ACTIVITIES Currently work part time at Campbell University Facilities, as a receptionist. Active member at The Prayer Room Church.

Daniel Smith EDUCATION Campbell University, Candidate for a Masters in Business Administration, BBA in Trust & Wealth Management Pre-Law. Expected Date of Graduation: December 2020. Major GPA: 3.5 Overall GPA: 3.287. Presidential Scholarship, T. Harry Gatton Trust Scholarship, Hope Scholarship, Lundy-Fetterman School of Business Gregory Lee Prillaman Scholarship

WORK EXPERIENCE The Good Son, Handyman/Construction work, May

2017 - July 2017. I worked with a group of men in

which we built a boardwalk, powerwashed a pool

deck and sidewalk, painted a large portion of a fence,

fixed drywall, and painted the white lines at stop

signs. Pike’s Fish House, Food Runner, April 2016 -

June 2016. I assisted servers at Pike’s Fish House by

running food to tables, refilling drinks when customers

needed refills, swept the floors, cleaned tables, and

helped do dishes.

EXTRACURRICULAR ACTIVITIES Member of the Campbell University football team, chosen by the teammates and coaches to be a Captain of the team as a sophomore, volunteer opportunities to include the Tim Tebow Foundation - A Night to Shine event showing children with disabilities they are no different than their peers, assisted with freshman move in day at Campbell, the Football Turkey Drive, as well as other community service events at school. Campbell University Relay for Life, FCA

Member.

Colin Stewart

EDUCATION Campbell University, Master of Business Administration, BBA in Trust and Wealth Management. Expected date of graduation: May of 2020; Overall GPA 3.777. Dean’s List Fall 2015, Spring 2016, Fall 2017, Spring 2017, Spring 2018; President’s List Fall 2015, Spring 2016. Southern Conference Academic Honor Roll 2016 and 2017; Southern Conference Commissioner’s Medal for Academic Excellence 2016 and 2017; 2.5 Year Campbell University ROTC Scholarship; ROTC Sons of the American Revolution Leadership Award; Campbell University President’s Scholarship; Becky T Kelly Trust Management Scholarship; William Solomon Terrell Scholarship; Men’s Wrestling Athletic Scholarship; James W Narron and C Gray Johnsey Trust Scholarship; Strickland Insurance Group Business Scholarship; Billy A. and Hilda M. Small Scholarship.

WORK EXPERIENCE ROTC Platoon leader (current) responsible for organizing, developing and leading 26 Army ROTC cadets; Internship with National Advisors Trust (2018) worked heavily with Trust Administrative teams to analyze risk, approve and send out discretionary distributions. Campbell University Wrestling Camps (2016) Responsible for handling student athlete registration and funds associated with the camp athletic gear store. Identified by coaches as an exemplary student athlete, tasked to work the most camp sessions of any underclassman. Charlotte Area non-profit youth organization (2015-Current), responsibilities included contributing to the development and growth of a youth-based non-profit organization. Provided critical inputs to the development of new business processes and service offerings. Interacted with parents to provide insights around the challenges of effectively preparing for and balancing the demands of a collegiate student- athlete. Led instructional sessions, large group, small group, and one-on-one, with a focus on the efficiency and effectiveness of the program’s activities while supporting the mission and intended outcomes of the organization. Mentored youth members on balancing immediate and future athletic and academic goals.

EXTRACURRICULAR ACTIVITIES Campbell University Varsity Men’s Wrestling; Volunteered with the wrestling team in community clean-up and support efforts (2015-Current); Campbell University ROTC Cadet/Candidate for United States Army Commissioned Officer; Volunteered in support of the Tim Tebow Foundation Night to Shine event (2017); Volunteer wrestling coach and mentor, Amateur Athletic Union (AAU) Darkhorse Wrestling Club, Charlotte, NC (2015-Current).

Henry Stotz EDUCATION Campbell University, BBA in Trust and Wealth Management Pre-Law, Minor in Financial Planning. Expected date of graduation: December 2019; Johnston Community College, Associate of Science Degree (Honors), May 2017. Presidential Transfer Scholarship, Miller, Janice Daniels and Clifford Russel Scholarship.

WORK EXPERIENCE L.L Vann Electric, Inc., Warehouse Maintenance Assistant (June 2015-August 2017). Duties included handling wire shipments, constructing warehouse storage solutions, conducting building renovations, organizing electrical supplies and materials and preparing decommissioned copper wire for resell. Woodall’s Fitness Studio, Business Office Intern (June 2018- July 2018). Duties included conversing with potential and current customers, having extensive knowledge of both nutritional products and workout programs offered and calculating profits and expenses.

EXTRACURRICULAR ACTIVITIES Founding Vice President and current President for Campbell Men’s Club Lacrosse, Member of Gilbert T. Stephenson Trust Club and Campbell University Investing Club.

Victoria Stotz EDUCATION Campbell University, Master of Business Administration, BBA in Trust and Wealth Management Pre-Law, Minor in Financial Planning. Expected date of graduation: December 2019; Overall GPA: 3.719; Major GPA: 4.000. President’s List, Dean’s List, Phi Eta Sigma Honor Society, Presidential Scholarship, Wells Fargo Undergraduate Trust and Wealth Management Scholarship.

WORK EXPERIENCE Wells Fargo, Philanthropic Services Intern, Winston- Salem, NC, (June 2018 – August 2018). Completed all required compliance training and in-person philanthropic specific training. Worked closely with Center Serviced, Center Owned, Planned Giving, Client Management, Charitable Remainder Trust, and Grant and Scholarship Administration teams. Completed audit projects including named beneficiary exception and co- trustee compensation reports. Exposed to governing documents and the process an administrator conducts to review an account and remediate. Completed quarterly code exception reviews for Center Serviced and Client Management Teams through utilization of the Philanthropic Coding Guide. Began work on a short-term capital gains project focusing on accounts located in Georgia to assist the Center Risk Manager. Assisted with the completion of audit requests. Completed annual account reviews (AARs) for East, West, and Planned Giving teams. Reviewed the complex steps of the CFAR and CTAC process with trust and grant administrators. Participated in biweekly CTAC calls. Utilized advanced Microsoft Excel capabilities and organized spreadsheets to facilitate efficient project completion. Discussed and resolved complex account issues with team members and managers while working through the named beneficiary exception project. Applied and solidified course knowledge of fiduciary administration, nonprofit organizations, and charitable trusts. Gained proficiency in usage of SEI, Trust Gateway, GuideStar website, and all fnctions found through IFS Navigator such as ImageView, FileNet, and TMT; exposed to PG Calc, Gift Wrap, MicroEdge Gifts, iGAM, and Tridion. Participated in numerous calls and team meetings with managers and account administrators to gain exposure to the complexities and challenges unique to philanthropic trust administration. GT Independence, Personal Caregiver, Clayton, NC, (November 2017 – Present). Documented client tasks on time sheet. Assisted client with activities of daily living. Aided client with completion of necessary educational tasks. Obtained CPR certification. Stotz Solutions LLC, Administrative Assistant, Clayton, NC, (January 2013 – November 2016). Duties included faxing, scanning, and copying highly confidential documents. Coordinated client services with payer source. Developed, organized, and maintained manual filing system. Managed administrative processes, systems, and tasks. Handled case information in a professional and confidential manner.

EXTRACURRICULAR ACTIVITIES Lundy Fetterman School of Business Student Mentor, Vice President for Females Associated with Business Club, Gilbert T. Stephenson Trust Club, Campbell University Orientation Leader Volunteer, Notetaker for Office of Student Success

Campbell Tarpey EDUCATION Campbell University, Master of Business Administration (proposed applicant), BBA in Trust and Wealth Pre-Law, Minor in Financial Planning: Expected Date of graduation: May 2021; Overall GPA 3.8. President’s List, Dean’s List, Presidential Scholarship, Residents Life (RA) Scholarship, Dr. Ernest Paskel Sauls Business Scholarship, Carl G & Nancy Ward Scholarship, Edith C and Raymond L Jr. Mulkey Scholarship, Alumni Referral Scholarship, Trust Management Alumni Scholarship, Phi Eta Sigma National Honors Society.

WORK EXPERIENCE Campbell University Southeastern Trust School, Student Assistant (Buies Creek, North Carolina) June 2018 - June 2018. Collaborated and assisted the 80 Trust officers from across the country throughout the entirety of the week long program. Capitalized on the opportunity to listen to successful speakers from the trust field and network with multiple professionals across the industry. Engaged in productive conversations and lectures about Trusts in the modern world while preparing the other trust officers for an exam. Campbell University Residence Life, Residence Assistance (Buies Creek, North Carolina) August 2017-May 2018. Create and facilitate a “My door is always open” policy that assists in the productivity of any level of management. Supervise the residence hall, responding to all requests and emergencies during duty hours. Receive and promptly process requests for maintenance repairs and custodial needs received from residents. Organize and implement programs for residents that enhance the social, educational, community, and personal development of residents. Campbell University Lundy Fetterman School of Business (LFSB), Student Mentor (Buies Creek, North Carolina) August 2017–Present. Acted as the liaison between the students, dean, success coordinator, and the teaching assistant. Mentored the freshman in making social, business, and personal connections in attempt to facilitate networking skills. Assist incoming freshman overcome the roadblocks that come with the college transition. Guide the freshman’s construction of their own detailed food truck business plan, figures sheet, and presentation. Walgreens, Customer Sales Associate (Apex, North Carolina) February 2016- Present. Contributed to the sales team by marketing products, markdowns, and sales to the appropriate clients. Initiated the Walgreens’ Customer Sales Associate protocol by greeting each valued customer with respect. Conducted weekly inventory checks, re-ordering, and communicating with upper level management through inventory systems such as AS400 and Excel. Engaging and assisting in operation of the store at the beginning and the end of the day by operating under Walgreens’ protocol.

EXTRACURRICULAR ACTIVITIES Campbell University Student Athletic Advisor Committee (SAAC), Campbell Presidential Scholars Club, Campbell University Phi Eta Sigma National Honors Society, Campbell University Football Team, Lundy Fetterman School of Business (LSFB) Mentor.

Jessica Watkins EDUCATION Campbell University, Master of Business Administration, BBA in Trust and Wealth Management Pre-Law with a Minor in Financial Planning. Expected Date of Graduation is May 2020. GPA: 3.194, Dean’s List. Campbell Presidential Scholarship. Ball, Ned B Business Scholarship. G Fred Hale Memorial Business Scholarship. Multi- Student Scholarship, Harry T Gatton Scholarship, Federal Educational Opportunity Grant. Scott, B C Memorial Scholarship.

WORK EXPERIENCE First Citizens Bank, Wealth Management Intern, May 2018-August 2018. Assisted in various initiatives for senior management and administrators within the Institutional and Estate Settlement departments. Acquired proficiency with computer systems, including Trust Desk, OnBase, and Will File. Gained insight from various specialists in each Wealth Department including, Personal Banking, Estate Settlement, Wealth Planning, Philanthropic, Wealth Strategy, and Brokerage. Assisted with Estate Settlement tasks such as managed, organized, and input the Deferred Files each day. Created Desk Top Procedures for processes for the team. Managed the Deceased Customer Notification List. Followed up on the debts of the decedents by claiming unclaimed property and calling about final bills. Traveled with an Estate Specialist to Hendersonville, NC to see the process of appraising and inventorying assets, closing out decedents accounts, and collecting valuable items. Within Institutional department, assisted with the Campbell University Reconciliation. Assisted with SUB Committee Packets for internal audits. Imaged for both departments. First Federal Bank, Human Resources Intern, September – November 2017. Collaborated with the CEO, Department Heads, Corporate Secretary, and Director of Human Resources to design, construct, edit, and distribute the latest version of the description of each job they employ. Organized the bank's Human Resources documents in a company-wide I-Drive and in hard copy. Managed and presided over Employee Evaluation forms in order to adequately establish what each employee did within their position for the Job Description Project. Lundy Fetterman School of Business BADM-100 mentor for the 2017- current academic years. Lead freshman students integrating into the Business School and provide them the guidance they need to be successful. Plan lectures for mentor group to further educate freshman on subjects discussed in class. Completed Six Sigma Project that helped a business become more successful by testing, then teaching the marketing skills needed to increase their customer engagement and profits. Increased customer engagement by 700%. Student Success Team during the 2016-2018 academic years. Worked closely with the Dean, professors, and the Student Success Coordinator to develop and implement ideas to put in place.

EXTRACURRICULAR ACTIVITIES Lundy Fetterman School of Business BADM-100 Mentor during the 2017-current academic years. Campbell Student Admissions Ambassador. Campbell University Student Success Team. Operation Inasmuch. Campbell University Relay for Life. Special Olympics, Martin Luther King Day of Service. Participated in numerous community service projects like JoCo Projects, Meals on Wheels, Back Pack Buddies, libraries, and mission trips.

Levi Wiggins EDUCATION Campbell University, Master of Business Administration (proposed applicant), BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May 2020

WORK EXPERIENCE Assistant at Farmers Insurance Agency and was over food preparations at Zaxbys

EXTRACURRICULAR ACTIVITIES Member of Student-Athlete Advisory Committees (SAAC), member of the varsity football team.

Jared Williams

EDUCATION Campbell University, Master of Business Administration (proposed applicant), BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: December 2020. Overall GPA 3.59; Dean’s List, Campbell University Presidential Scholarship, Campbell University Salutatorian Scholarship, William G. Gaither Scholarship, Local Government Federal Government Credit Union Scholarship, Raleigh Carver, Jr. Scholarship, GBHEM United Methodist Church Scholarship.

WORK EXPERIENCE Top Shelf NC (Online Apparel Resale), Owner (Elizabeth City, NC) February 2011-Present. Obtain highly demanded products on release date to sell at a later time. Determine profitability of potential products. Seek out investments that will return a high yield. Oversee market to note past, present and future price fluctuations. North Carolina High School Athletic Association, Official (Baseball, Football and Basketball), (Raleigh, NC) January 2018-Present. Ensure games are conducted in a safe and fair manner, by controlling participants, coaches and spectators. Properly resolve conflict between participants, coaches and spectators. Maintain a knowledge of the sports being played to maintain the integrity of the game. Kilmarlic Golf Club, Golf Shop Attendant (Powells Point, NC) May 2017-Present (Seasonal). Coordinated tee times for guests and members using foreUP golf software. Promote and market the golf club to over 700 rental homes on the Outer Banks of North Carolina using “K Club OBX.” Attend to golfers checking in and golf shop sales using Intuit QuickBooks POS. Campbell University Campus Recreation, Intramural Supervisor (Buies Creek, NC) November 2016-Present. Recruit, train, supervise, and evaluate 20-30 student officials for 12 sports. Assist with preparation, inspecting and maintaining standards of play to serve approximately 1/3 of student population (1,050 unique participants). Develop, test and implement new rules/regulations to strengthen the overall intramural experience.

EXTRACURRICULAR ACTIVITIES Vice President of the Kappa Sigma Fraternity-Sigma Phi Chapter, Lundy Fetterman School of Business Student Mentor, Intramural Sports

Addison Woody

EDUCATION Campbell University, Master of Business Administration (proposed applicant), BBA in Trust and Wealth Management, Minor in Financial Planning. Expected date of graduation: May of 2020. Transfer Credit GPA: 3.49. Recipient of Campbell University Presidential Scholarship and Administrative On- Campus Housing Scholarship.

WORK EXPERIENCE Wellness Attendant at Ingram Family YMCA, September 2017 - Present. Responsibilities include conducting weekly inventory checks, completing new member orientations, greeting members as they enter the facility and wellness attendant training. Electrician Assistant at Mike Garner Electric, September 2016 - July 2017. Worked directly under the Head Electrician to complete projects in a timely manner. Executed work that was presented to me. Collaborated with clients to ensure that they are satisfied with work completed.

EXTRACURRICULAR ACTIVITIES Microsoft Office Proficient (Excel, Word, PowerPoint), Gilbert T Stephenson Trust Club.