People in the News
Monday, June 25, 2018
Hardee named asset management specialist
Justin Hardee, a financial advisor with the Warner, Hood & Culpepper Family Wealth Management Group of Wells Fargo Advisors, has earned the title of accredited asset management specialist after completing the required training offered through the College for Financial Planning. The College for Financial Planning is the country’s oldest provider of financial planning education.
"Financial advisors who are awarded the accredited asset management specialist title are not only prepared to identify opportunities in investments, but readily equipped in areas such as insurance, tax-efficient investing and retirement and estate planning," said Archie Jennings, eastern North Carolina complex manager of Wells Fargo Advisors. “It is our privilege to provide investors with financial advisors who understand these complexities and our prepared to offer tailored advice to address these needs.”
To earn the AAMS designation, Hardee successfully completed 120 hours of training focused on subjects such as asset allocation, retirement planning and risk management. Accredited Asset Management Specialists have in-depth knowledge of the investment-planning process and understand that as clients gain wealth, their financial needs are likely to become more complex. In addition to this understanding, Hardee also agreed to abide by a comprehensive code of ethics upon receiving his accreditation.
Hardee holds a bachelor of science in business management from North Carolina State University. He is a member of the Chamber of Commerce, Ducks Unlimited, and the Greenville Country Club.
McCoy earns meeting professional designation
Tarshi McCoy, senior sales manager with the Greenville-Pitt County Convention & Visitors Bureau recently earned the designation of certified meeting professional from the Events Industry Council and Meeting Professionals International.
The Certified Meeting Professional program was launched in 1985 to enhance the knowledge and performance of meeting professionals, promote the status and credibility of the meeting profession, and advance uniform standards of practice in every sector of the meetings industry, from corporations and associations to government and institutional organizations.
“MPI is the largest meeting and event planner industry association in the world, and the CMP designation is recognized globally as the badge of excellence within our industry,” McCoy said. “I am excited to know that what I have learned will help reflect the best practices in our field”.
McCoy serves on the Association Executives of North Carolina Scholarship and Awards Committee, is a member of Meeting Professionals International-Carolinas Chapter, the Society of Government Meeting Professionals — NC Chapter, the National Coalition of Black Meeting Professionals, Religious Conference and Meeting Association, Christian Meeting and Convention Association, and the Southeastern Regional Education Conference Committee co-chairwoman representing the N.C. and Georgia Peach Chapter.
She also is a member of the Uptown Greenville Branding & Event Committee and the Greenville-Pitt County Chamber of Commerce Leadership Institute Class of 2016.
As senior sales manager at the Greenville-Pitt County Convention & Visitors Bureau, McCoy is responsible for both the Association and Religious markets. She works to educate these meeting and events planners on the value of having their events in our destination to help create a positive exposure and economic impacts in Greenville and Pitt County.
Norman joins Capital to Coast practice
Capital to Coast NC Law Group has announced that attorney Serenity Norman has joined the practice.
Norman, a graduate of the University of Virginia School of Law and a President's Scholar at Southern Methodist University, brings to the firm more than a decade of experience in federal and state jury trials, complex commercial litigation, landlord-tenant disputes, post-martial property division, and other domestic law.
She will focus on guiding clients through the divorce process, advocating to protect their assets, all while helping clients shield their children from the difficult parts of the process.
ONLINE Information Services honors employees
Jordan Vines, a consumer collections representative of the ONLINE collections department, has been named employee of the month at ONLINE Information Services for the month of February.
Vines has been with ONLINE since April of 2016. Official said she brought with her a positive attitude and superior customer service background.
In 2016 she hit her personal goal 4 out of 8 months and hit 100.23 prcent of her 2016 goal. In 2017 she hit 11 out of 12 months and ended the year with the highest compliance scores. Compliance is an important facet of the credit and collections industry and Vines exemplifies the compliant agent, officials said.
Jordan is 1 for 1 so far in 2018 and is hoping she can hit 12 of 12 months and hold onto her highest compliance ranking.
Vines was recognized for her hard work and dedication and was promoted to a senior collection representative in September of 2017.
ONLINE officials said they are proud of Vines, adding that “She continues to set the bar high by showing everyone all things are possible with hard work and dedication.”
A name plate will be added to a plaque commemorating Vines as Employee of the Month for February 2018 at ONLINE Information Services.
Ann VanVooren, systems security analyst in the Information Technology Department has been named ONLINE Information Services’ Employee of the Month for March, 2018 by a committee of her co-workers.
VanVooren plays a crucial role in the company by facilitating security compliance efforts. She was able to use her background to help increase ONLINE’s security certification level for it applicant screening products from Experian Independent 3rd Party Assessment to SSAE SOC 2 Type II with a concentration in security. She also used common themes across varying security auditor requirements to streamline additional data security audits.
A name plate will be added to a plaque at ONLINE commemorating VanVooren as Employee of the Month for 2018 at ONLINE Information Services.
Clark awarded doctorate at Loyola University
Kathleen Castillo-Clark was awarded a doctor of education in curriculum and instruction at the School of Education commencement ceremony at Loyola University Chicago on May 8.
While at Loyola, Greenville native Castillo-Clark served as research assistant and adjunct professor teaching courses on educational policy for diverse students, children’s literature, and individualized assessment and instruction for diverse students, among others.
She earned her master’s degree in language and literacy from Harvard University Graduate School of Education and her bachelor’s degrees in elementary education and Spanish from the University of North Carolina at Chapel Hill.
In Greenville, she attended St. Peter Catholic School and J.H. Rose High. Castillo-Clark was a N.C. Teaching Fellow who taught in Charlotte Mecklenburg School System where she was named First Year Teacher of the Year. She also taught in the Pitt County School System and is National Board Certified in literacy.