
Adam Easley
Undergraduate

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About me
Client Service Manager at Live Oak Private Wealth
Education

Raleigh Charter High School
2015 - 2019High School Diploma
University of North Carolina Wilmington
2019 - 2023Bachelor of Business Administration - BBA Finance
Experience

University of North Carolina Wilmington
Aug 2019 - May 2023UndergraduateReceived a Bachelors of Science in Business Administration with a concentration in Finance.

Smith Land Outdoors
Jun 2020 - May 2022Business 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 2023Post Closing Specialist
May 2022 - May 2023

Live Oak Private Wealth
Aug 2023 - nowClient Service Manager
Feb 2025 - nowClient Relationship Associate
Aug 2023 - Feb 2025
Licenses & Certifications
- View certificate

Bloomberg Market Concepts
BloombergMar 2023 - View certificate
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FMI's Foundations in Financial Modeling
Financial Modeling Institute (FMI)Mar 2023
Volunteer Experience
Treasurer - Board of Directors
Issued by NourishNC on Jul 2024
Associated with Adam Easley
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