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Jacob Creswell

Jacob creswell

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location of Jacob CreswellGreater Anchorage Area
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  • Timeline

  • About me

    Fiduciary Services Expert | Navigating Complex Trust Administration

  • Education

    • Campbell university, lundy-fetterman school of business

      2021 - 2024
      Trust and wealth management financial planning and services 3.90

      Activities and Societies: Truist Business Fellows, Club Baseball, Fellowship of Christian Athletes, Student Government Association.

  • Experience

    • Poppyseed market

      Aug 2020 - Aug 2022
      Dining room server

      Worked many positions within the restaurant industry including waiter, host, and front of kitchen. I excelled in quality customer service, kept the kitchen clean and orderly, and worked collaboratively with management.

    • Campbell university

      Jan 2022 - Jun 2023
      Student library assistant

      I work part-time in Campbell University's Wiggins Memorial Library as a work-study student. I aided student research and organized the library based on Library of Congress Standards.

    • Cumberland trust

      May 2023 - Aug 2023
      Personal trust intern

      Worked as a Personal Trust, Estate Planning, Special Needs, and Special Assets intern over a 12 week period.

    • First covenant trust and advisors, llc

      Jun 2024 - Dec 2024
      Trust intern

      Aided administration and business development, with a focus on business development. helped to increase efficiency of administration and develop relationships with prospect and future clients through the future client platform.

    • Peak trust company

      Jan 2025 - now
      Fiduciary assistant

  • Licenses & Certifications

    • Emerging leaders certification

      Truist leadership institute
      Apr 2023

  • Honors & Awards

    • Awarded to Jacob Creswell
      President's List Dr. Creed May 2024 Campbell University's most prestigious academic acknowledgement for outstanding academic excellence.

  • Volunteer Experience

    • Camp Leader

      Issued by North Wake Runners Camp on Jun 2020
      North Wake Runners CampAssociated with Jacob Creswell