Adam Easley

Adam Easley

Undergraduate

Followers of Adam Easley689 followers
location of Adam EasleyWrightsville Beach, North Carolina, United States

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  • Timeline

  • About me

    Client Service Manager at Live Oak Private Wealth

  • Education

    • Raleigh Charter High School

      2015 - 2019
      High School Diploma
    • University of North Carolina Wilmington

      2019 - 2023
      Bachelor of Business Administration - BBA Finance
  • Experience

    • University of North Carolina Wilmington

      Aug 2019 - May 2023
      Undergraduate

      Received a Bachelors of Science in Business Administration with a concentration in Finance.

    • Smith Land Outdoors

      Jun 2020 - May 2022
      Business Operations Manager

      • Handled the scheduling, route planning and job quoting for a landscaping company run by UNCW students• Helped promote company growth by using social media advertising as well as face-to-face advertising• Advised the company in its transition stage between a Partnership and LLC • Aided the company in efficient route scheduling and job planning/supervision while increasing clients by almost 50% in its first year of operation

    • Live Oak Bank

      May 2022 - Aug 2023

      • Processed 500+ loan closing binders and documents, while working closely with internal and external attorneys • Classified and audited documents in Salesforce to aid in the post-close review of loans by bank officers • Coordinate the audit, review, and removal of 100+ paid-out loans totaling over $50 Million • Assisted bank officers with daily tasks including editing of documents to meet FDIC and SEC regulations • Conducted research on different verticals using S&P Capital IQ to understand the present and future valuations of loans Show less

      • Post Closing Specialist

        May 2023 - Aug 2023
      • Post Closing Specialist

        May 2022 - May 2023
    • Live Oak Private Wealth

      Aug 2023 - now
      • Client Service Manager

        Feb 2025 - now
      • Client Relationship Associate

        Aug 2023 - Feb 2025
  • Licenses & Certifications

  • Volunteer Experience

    • Treasurer - Board of Directors

      Issued by NourishNC on Jul 2024
      NourishNCAssociated with Adam Easley