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Intern Placement Bulletin 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
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