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stephen oster               CREATIVE DIRECTION + BRAND STRATEGY




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stephen oster                                                                                                                                                CREATIVE DIRECTION + BRAND STRATEGY




        RuBiRu Sponsors

            Presenting Sponsor




            Hosting Sponsors




                                                                                                                                             Lace up 10.25.2008 | 9 am
                                                                             Coming this fall, RuBiRu is the 2nd annual community Run-Bike-Run amateur event
                                                                             at UNC Charlotte to support local brain cancer research. Presented by Hearst Service
                                                                             Center and co-hosted by Brain Tumor Fund for the Carolinas (BTFC) and UNC Charlotte,
                                        Lace up 10.25.2008
                                                                             RuBiRu is a 30K event involving an exhilarating 5K run and 20K bike ride around
                                                                             the perimeter loop of the campus followed by a 5K cross country trail run on UNC
                                                                             Charlotte’s wooded trails. A 5K run/walk will take place on the first part of the course.
                                                                             Family-Friendly activities, health screenings, food, beverages and entertainment will be
                                        duathlon competition + 5K run/walK   provided. Individuals and teams of all ages are welcome.

                                                                             Brain Tumor Fund for the Carolinas is proud to partner with UNC Charlotte for its second
                                                  presenting sponsor
                                                                                                                 duathlon competition + 5K run/walK
                                                                             major on campus community race event. Proceeds will benefit the Brain Tumor Fund for
                                                                             the Carolinas to support.




[ completed at Bright Yellow Jacket ]
stephen oster                                                            CREATIVE DIRECTION + BRAND STRATEGY




                                                           RACE DAY SHIRTS




                                        BACK




                                                                         FRONT




                                                           VOLUNTEER SHIRTS

                                                                                             BACK
                                               SpONSOR SHIRTS
                                                                             FRONT




[ completed at Bright Yellow Jacket ]
stephen oster               CREATIVE DIRECTION + BRAND STRATEGY




[ completed at Bright Yellow Jacket ]
stephen oster               CREATIVE DIRECTION + BRAND STRATEGY




[ completed at Bright Yellow Jacket ]
stephen oster                                                                            CREATIVE DIRECTION + BRAND STRATEGY




                                                                     STEPHEN OSTER /PRINCIPAL                                  office 704 707 4171 fax 503 212 6174
                                                                               mobile 503 381 5837   1018 East Boulevard, Suite 2 Charlotte, North Carolina 28203
                                                                  stephen@brightyellowjacket.com                                            brightyellowjacket.com




                                                                                                               Stand apart.




                          Stand apart.                                                                                 1018 East Boulevard, Suite 2 Charlotte, North Carolina 28203




                                         brightyellowjacket.com




[ completed at Bright Yellow Jacket ]
stephen oster               CREATIVE DIRECTION + BRAND STRATEGY




[ completed at Bright Yellow Jacket ]
stephen oster               CREATIVE DIRECTION + BRAND STRATEGY




[ completed at Bright Yellow Jacket ]
stephen oster               CREATIVE DIRECTION + BRAND STRATEGY




[ completed at Bright Yellow Jacket ]
stephen oster                                                                                                                                                                                                                                    CREATIVE DIRECTION + BRAND STRATEGY




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           [ completed at Bright Yellow Jacket ]
stephen oster                                             CREATIVE DIRECTION + BRAND STRATEGY




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[ completed at Bright Yellow Jacket ]
stephen oster               CREATIVE DIRECTION + BRAND STRATEGY




[ completed at Bright Yellow Jacket ]
stephen oster   CREATIVE DIRECTION + BRAND STRATEGY
stephen oster   CREATIVE DIRECTION + BRAND STRATEGY
TIV
                                                                                   CREA



stephen oster                                                                       CREATIVE DIRECTION + BRAND STRATEGY




    hen oster
step

                               in a	*
                             r .
                        r	 Ma 	slips
                     a 0
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          S pecwith	o




                                        A treasure on the coast of
                                        	 			North Carolina
                                              Here is your opportunity to be the
                                              first to discover Cutter Bay!
stephen oster                                                                                                                                                                               CREATIVE DIRECTION + BRAND STRATEGY




                Obtain the Property Report required by Federal law and read it before signing anything. No Federal agency has judged
                the merits or value, if any, of this property.
                This project is registered in Illinois (089.0000446), New Jersey and California. WARNING: THE CALIFORNIA DEPARTMENT OF REAL ESTATE HAS NOT
                INSPECTED, EXAMINED OR QUALIFIED THIS OFFERING. Registration does not constitute endorsement of the merits or value of the project. This is not intended
                to be an offer to sell, nor solicitation of an offer to buy real estate in North Carolina to residents of any state or other jurisdiction where prohibited by law. Marina
                is not community common area. Use of and access to the marina slips will be sold individually to Cutter Bay lot owners, subject to availability and specific rules
                and regulations covering slip ownership. Except as set forth in the Property Report, the developer has not guaranteed that the depicted marina slips and planned
                amenities will be constructed, or if constructed, that they will be the same size and style depicted. All site plans are conceptual in nature and subject to change
                without notice. Renderings are used to depict style, not size. Illustrative sketch plan, not for recording. Proposed, subject to permitting and regulatory approval. An
                Equal Housing Opportunity. Southeastern Waterfront Marketing, Inc./Broker
stephen oster   CREATIVE DIRECTION + BRAND STRATEGY
stephen oster   CREATIVE DIRECTION + BRAND STRATEGY




                 [ completed at Bright Yellow Jacket ]
stephen oster                                                                                                                                                                   CREATIVE DIRECTION + BRAND STRATEGY




                                                                                                                 WFP1007-Beachside-A2env.indd 1                                                                             7/6/07 4:02:09 PM




                                                                                                                               WFP1007-Beachside-notecard.indd 1                                                                      7/6/07 3:56:44 PM




                                                                                                                                                                               James Hanson, Project Director
                                                                                                                                                                               jhanson@beachsidetx.com



                                                                                                                                                                                                   327 Calhoun Plaza, Port Lavaca, TX 77979
                                                                                                               www.beachsidetx.com                                                          Toll Free: 1-888-552-0785 Fax: 361-551-2058
                                                                                                                                                                                                                Waterfront Marketing, LLC/Broker




                                                                            WFC1007-Beachside-Bcard-e.indd 1                                            7/12/07 WFC1007-Beachside-Bcard-e.indd 2
                                                                                                                                                                 4:38:26 PM                                                                   7/12/07 4:38:27 PM




                                      WFP1007-Beachside-no10env.indd 1                                                                                                      7/6/07 4:01:21 PM




WFC1007-Beachside_bizSys-lgenv.i1 1                                      7/6/07 4:00:33 PM
stephen oster                                                                                                                                                                                                                                                                                                             CREATIVE DIRECTION + BRAND STRATEGY




                                  E NO R
                 MAK                  TS FO
                    EN
               PAYM           THS
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                 12       MON




                        Discover the warmth and charm of coastal living.

                        Discover BEACHSIDE.

                             Homesites starting at $79,880**
                             This special community brings together the architecture and landscape
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                             • Parks and playground                    • Boat storage                             • Clubhouse with
                             • Basketball court                          and ramp†                                  swimming pool
                             • Observation decks                       • Gated entrance                           • Community
                                                                       • Two tennis courts                          mailbox stations
                             • Day docks†
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                                                        Oct. 19-21 & Oct. 26-28
                                                      Call Today 1-888-552-0785, Ext. M
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                Obtain the Property Report required by Federal law and read it before signing anything. No Federal agency has judged the merits or value, if any, of this property.
                This is not intended to be an offer to sell, nor solicitation of an offer to buy real estate in Texas to residents of any state or other jurisdiction where prohibited by law. If married, both husband and wife must attend the Grand Opening Weekend Getaway together onsite on the specified weekend. Pictures
                used are not photographs of the community, but are used to illustrate lifestyle only. *Offer good only for developer-owned home sites through specified banks, subject to customer credit approval. Specific conditions apply. Offer does not include taxes or HOA assessments. 10% down payment required.
                        60-month interest-only loan, first 12 months interest payments paid by seller. Example for a $79,880 home site: A loan of $71,892 at an interest rate of 7.625%, 7.625% APR, year 2 through 5 interest payments will be $456.81 per month with a principal balance of $71,892 also due at maturity.
                        Interest rates and terms are current as of August 30, 2007 and are subject to change without notice. **Limited supply, subject to availability. †Subject to permitting and regulatory approval. Equal Housing Opportunity. Waterfront Marketing, LLC/Broker




        WFC1020-12x9.75-Ad-B.indd 1                                                                                                                                                                                                                                                                                              10/11/07 3:51:20 PM
stephen oster   CREATIVE DIRECTION + BRAND STRATEGY
7 T H AN N UAL   stephen oster                                                        CREATIVE DIRECTION + BRAND STRATEGY




                                                       2 0 0 9 | 8 TH A N N U A L
                        2 0 0 8 | 7 TH A N N U A L
                           BUSINESS PLAN
                                                          BUSINESS PLAN
                      COMPETITION&CONFERENCE         COMPETITION&CONFERENCE




                                                                                          9th Annual
                                                                                        Business Plan
                                                                                    Competition + Conference
 200 8
stephen oster   CREATIVE DIRECTION + BRAND STRATEGY
stephen oster                                                                                                                                CREATIVE DIRECTION + BRAND STRATEGY




  What is         ?
  It’s being able to see around corners.
  It’s connecting, engaging, collaborating and debating.
  It’s inspiring a new generation of business leaders.

        is a new speaker series from the Belk College of Business.

                                                                                             THANKS FOR MAKING THE INAUGURAL EVENT A
                    is Tomorrow’s ideas. Today.

                                                                                             SUCCESS
                                                                                             Stay tuned for our next event coming this spring.

  The         event:        NOV. 04, 2010                                                    On behalf of the Belk College of Business, we’d like to thank
                                                                                             you for attending last week’s NEXT speaker series event,
                                                                                             featuring the authors of Freakonomics. We thought you
   JOIN US FOR AN EVENING WITH                                                               might enjoy this link to a clip of Steven Levitt from the event.
                                                                                             We’ll have the full program up on the UNC Charlotte YouTube
                                                                                             channel next week.
                                                                                             The NEXT speaker series is focused on bringing you tomorrow’s ideas, today. We look for-
                                                                                             ward to bringing in more speakers who can help us look ahead to the trends, ideas and in-
                                                                                             novations that will inform the next generation of business leaders, and we hope you’ll join us
                                                                                             for future events.
                                                                                             Stay tuned for news on our NEXT spring speaker in the coming weeks. In the meantime, if
                                                                                             you have any suggestions of great speakers or feedback that can help us improve future
                                                                                             events, please send an email to belknews@uncc.edu.
                                                                                             Thanks,
                                                                                             Belk College External Relations Team

                                                                                             To view photos from the NEXT event, visit us on Facebook.




                                                                       THE BELK COLLEGE OF BUSINESS                     PRESENTS THE
                                                                                                                        AUTHORS OF

   VIP tickets include a private reception with the authors and an
   autographed copy of Freakonomics.

   Register today at:
                                                                                                                                                                                      11.04.10
   BELKCOLLEGE.UNCC.EDU/NEXT

                           The Belk College Speaker Series           Steven Levitt & Stephen Dubner
stephen oster                                                                         CREATIVE DIRECTION + BRAND STRATEGY




                                                          NEXT SPEAKERS
   As we celebrate the
   Belk College’s 40th speaker series
                       is a new
            from the we can’t
   anniversary, Belk College that looks ahead                                                           JOIN US ON THE EVENING OF
                                                                                         THURSDAY, NOVEMBER 4, 2010
   wait to show trends, ideas and innovations
            to the you…                                                                                              AT THE
                that will inform the next generation of                                       RITZ-CARLTON CHARLOTTE
                                                                                                           201 E. Trade Street
                business leaders. By bringing top
                experts and notable figures from the                                                              5:30PM
                                                                                                 RECEPTION & ANNIVERSARY CELEBRATION
                world of business to Charlotte, NEXT
                                                                                                                  6:30PM
                will be a place for people to connect                                                              PROGRAM
                                                          AND SUPERFREAKONOMICS
                with   each   other,   to   engage   in                                                    VIP RECEPTION TO FOLLOW

                collaboration and debate, and to be
                inspired to better themselves and                                                      $   49 GENERAL ADMISSION
                their communities.                                                                          $149 VIP TICKET*

                                                                                                   QUESTIONS? E-MAIL BELKNEWS@UNCC.EDU
                Next is tomorrow’s ideas. Today.                                             * VIP ticket includes private reception with the speakers
                                                                                                        and a signed copy of Freakonomics
                                                          REGISTER AT
                                                          BELKCOLLEGE.UNCC.EDU/NEXT
stephen oster                                                                                                                                                                                                      CREATIVE DIRECTION + BRAND STRATEGY




                                                                                                                                                                                                             MAtheMAticAl FinAnce
                “The Mathematical Finance program is just one
                example of how UNC Charlotte responds to the                                                                                                                                                                                                                                                                                                      Student Body Profile
                                                                                                                                                                                                             Admissions Requirements
                needs of the business community with innovative and                                                                                                                                          Admission to the Master of Science in Mathematical Finance program is open to qualified                                                              Avg. GMAT:                       641     Male:                                    72%   Undergraduate Background:
                collaborative academic programs. We’re proud of our                                                                                                                                          graduates of recognized colleges and universities. Over the past three years, the program has                                                        Avg. GRE scores:                           Domestic:                              75%     Business:                  40%
                    Produced in May 2008 by the Belk College of Business. 2500 copies of this public document were printed at a cost of $XXXXX, or $XXXXX per copy.




                                                                                                                                                                                                             enrolled about 50 students per academic year, with approximately 75% attending on a part-time
                partnerships with the region’s leading corporations                                                                                                                                          basis and the remaining 25% on a full-time basis.
                                                                                                                                                                                                                                                                                                                                                                    Quantitative:                   736      International:                         25%     Mathematics:               25%
                and are very pleased with the response to the                                                                                                                                                                                                                                                                                                       Verbal:                         503    Female:                                  28%     Science/Engineering:       30%
                                                                                                                                                                                                             In addition to a written application, the major requirements for admission are:                                                                      Domestic:                        67%       Domestic:                              48%     Other:                      5%
                program from both students and employers.”                                                                                                                                                                                                                                                                                                        International:                   33%       International:                         52%   Additionally, 53% of students hold
                                                                                                                                                                                                             +       A baccalaureate degree in a related field with a GPA of at least 2.75 out of 4.0, with an
                Philip L. Dubois, Chancellor, UNC Charlotte                                                                                                                                                          average of 3.0 in the junior and senior years;                                                                                                                                                                                       graduate degrees.
                                                                                                                                                                                                             +       Two official transcripts of all previous academic work;
                                                                                                                                                                                                             +       Acceptable scores on each portion of the GRE, or a GMAT score of at least 600 with a
                                                                                                                                                                                                                     minimum score of at least the 85th percentile on the math portion;
                UNC Charlotte + The Business Community                                                                                                                                                       +       At least three evaluations from persons familiar with the applicant’s professional and/or
erica and                                                                                                                                                                                                            academic qualifications;
 nationally     Over the past two decades, Charlotte has transformed from a regional business                                                                                                                +       Specific course work equivalent to the following: introductory course in the Theory of
                hub to the second-largest financial services center in the United States. Home to                                                                                                                    Finance; a standard three semester sequence in Calculus; Linear Algebra; Micro- and
estment –       the global headquarters of nine Fortune 500 companies, the region has become a                                                                                                                       Macro-Economics; at least one upper-level course in Probability and Statistics. Applicants
                magnet for ambitious and aspiring young professionals from all over the world.                                                                                                                       should also have a working knowledge of a suitable programming language.
epreneurs –
                                                                                                                                                                                                                     Students lacking this coursework may be admitted subject to the condition that they
                Just as the city has evolved, UNC Charlotte has as well. The university has
une 500         anticipated and responded to this transformation by developing innovative                                                                               Master of Science                            satisfactorily complete such coursework during the first two semesters that they are enrolled
                                                                                                                                                                                                                     in the program and prior to their taking any program courses where prerequisites are missing;

                                                                                                                                                                        Mathematical Finance
                academic programs and research centers in its seven colleges.
 ities of the                                                                                                                                                                                                +       For applicants from non-English speaking countries, the following language requirement
stment          The Belk College of Business began collaborating with the College of Liberal                                                                                                                         tests and minimum scores are accepted: IELTS, 6.5; TOEFL, Paper-Based - 557, Computer-
 nks            Arts and Sciences on the Mathematical Finance program in 2003. Together,                                                                                                                             Based - 220, Internet-Based - 83; MELAB - 78. Non-native speakers of English may, at
                the two colleges have designed this program to develop a highly specialized                                                                                                                          the discretion of either the Graduate School or the Program Committee for the M.S. in                                                     I chose this program because of its        I chose UNC Charlotte because of                I came to UNC Charlotte straight
 ies for        talent pool to manage the increasingly complex financial services industry.                                                                                                                          Mathematical Finance, be required to enroll in English as a Second Language (ESL) courses                                                 focus on financial derivatives. Not        the faculty’s practical experience              from my undergraduate program.
                Industry leaders have been actively involved in ensuring that the curriculum                                                                                                                         at the English Language Training Institute at UNC Charlotte.                                                                              only was I able to gain a thorough         and commitment to student success.              One of the huge benefits of the MS
                provides students with the essential knowledge needed to succeed in the fast-                                                                                                                                                                                                                        For admissions forms and                  understanding of how derivates             My degree in Mathematical Finance               in Mathematical Finance program ha
                paced financial arena.                                                                                                                                                                                                                                                                               applications, please visit                are priced, developed and used, I          gives me a specialized advantage in             been its connectivity to Charlotte. T
                                                                                                                                                                                                                 Admissions Deadlines                                                                                The Graduate School at                    was able to advance my career as a         areas ranging from risk management              city is a prominent global financial
                                                                                                                                                                                                                 Students may be admitted to the program during any semester. Deadlines to submit                    www.uncc.edu/gradmiss/                    direct result of my coursework in the      to derivative pricing to trading. My            center with a lot of opportunity.
                                                                                                                                                                                                                 application materials to the graduate school for each semester are:                                                                           program. My goal was to find a job in      plan is to sit for the CFA exams                Because of these connections, I wa
                                                                                                                                                                                                                     For fall semester admissions:                             May 1                                 UNC Charlotte                             investment banking when I graduated,       so I can pursue my current goal of              able do an internship at Wachovia a
                                                                                                                                                                                                                     For spring semester admissions:                           October 1                             Institution Codes:                        but midway through the program I was       becoming a portfolio manager. The               gain valuable insight into the financi
                                                                                                                                                                                                                     For summer admissions:                                    April 1                               GRE: 5105                                 offered a fantastic opportunity in risk    program has more than prepared me               industry. The internship, coupled wit
                                                                                                                                                                                                                                                                                                                     TOEFL: 5105                               management. I still use the knowledge      for this challenge, and for success             UNC Charlotte’s strong reputation,
                                                                                                                                                                                                                                                                                                                     GMAT: 5Z3-08-96                           I gained at UNC Charlotte in my            throughout my career.                           were instrumental in helping me
                                                                                                                                                                                                             Academic Common Market                                                                                                                            current position at Bank of America.                                                       secure a position after graduation.
                                                                                                                                                                                                             The Academic Common Market is a cooperative agreement between North Carolina and 15 other               For full details on North
                                                                                                                                                                                                             southern states that enables residents to pursue unique master’s and doctoral degree programs           Carolina’s participation in the
                                                                                                                                                                                                             offered at public institutions in other states while paying in-state tuition.                           Academic Common Market                    Kurt Bombien I Charlotte, NC               Marcel Burks I Morgantown, WV                   Jacki Jensenius I Cumberland, ME
                                                                                                                                                                                                                                                                                                                     program, including application            BS in Mechanical Engineering,              BS in Finance, West Virginia University         BS in Mathematics, Susquehanna University
                                                                                                                                                                                                             The Mathematical Finance program is part of North Carolina’s inventory of Academic Common               procedures, please see the                NC State University                        Previous Position:                              Current Position:
                                                                                                                                                                                                             Market eligible programs. As a result, some out-of-state students may be able to enroll in the          UNC System Academic                       MBA, UNC Charlotte                         Information Research Specialist                 Risk Management Analyst
                                                                                                                                                                                                             Mathematical Finance program and pay in-state tuition.                                                  Common Market website at:                 Previous Position:                         Bank of America                                 Bank of America
                                                                                                                                                                                                                                                                                                                     https://register.rti.org/acm/             Aftermarket Manager                        Current Position:
                                                                                                                                                                                                             Contact for Graduate Admissions                       Contact for Program Information                                                             De Dietrich Process Systems, Inc.          Investment Systems Analyst
                                                                                                                                                                                                             The Graduate School                                   Belk College of Business                                                                    Current Position:                          Evergreen Investments
                                                                                                                                                                                                             phone: 704-687-3366                                   Friday Building - 250 D                                                                     Corporate Treasury Team
                                                                                                                                                                                                             fax: 704-687-3079                                     704-687-7647                                                                                Lead, Global Corporate and
                                                                                                                                                                                                             Domestic: gradadm@uncc.edu                            mathfin@uncc.edu                                                                            Investment Banking Group
                                                                                                                                                                                                                                                                                                                                                               Bank of America
                                                                                                                                                                                                             International: intlgradadm@uncc.edu                   www.mathfinance.uncc.edu


                                                                                                                                                                                                             Friday Building | 9201 University City Blvd. | Charlotte, NC 28223
                                                                                                                                                                                                             www.mathfinance.uncc.edu


                                                                                                                                                                                               BCB1004-MathFinance-Insert-Final.indd 1                                                                                                    5/23/08 4:09:38 PM
stephen oster                                                                                                                                               CREATIVE DIRECTION + BRAND STRATEGY




                                                                                                                                         contact     request info      apply now




        Welcome

        Prospective Students

        Current Students

        Curriculum

        Faculty

        Employers Resources

        Alumni



         “At. Pit wisi euis alit
         eummy nim diam enim
         irilissisit, coreet lamconum
                                                MaSter oF Science in MatheMatical Finance prograM
         qui ea fac eummy nim
         diam enim irilissisit, coreet
                                                the Master of Science in Mathematical Finance program at Unc charlotte is designed to prepare
         lamconum qui ea ipsu sci-
                                                students to pursue careers in finance. Increasingly firms of all types, but especially financial institutions,
         dunt aut ullutpat wisi.”
                                                investment banks, and commodities firms, rely upon highly sophisticated mathematical models to
                         Marcel Burks           identify, measure, and manage risk. The advent of these models has triggered the emergence of a
                           BS in Finance,       new discipline, Mathematical Finance. This new discipline, sometimes also referred to as financial
                            West Virginia
                               University       engineering, computational finance, or quantitative finance, requires professionals with extensive skills
                                                in both finance and mathematics.


                                                the Mathematical Finance program at Unc charlotte is a joint program of the Departments of
                                 student
                               spotlights       Finance and economics in the Belk college of Business administration and the Department of
                               click for more   Mathematics in the College of Arts and Sciences. Students take courses from all three departments in
                                                an integrated curriculum. Students may use electives to tailor the program to their specific interests.




        © 2008 UNC Charlotte                                                   UNC Charlotte   |   Belk College of Business   |   College of Liberal Arts & Sciences   |   Sitemap
stephen oster   CREATIVE DIRECTION + BRAND STRATEGY
stephen oster                                                                                                                 CREATIVE DIRECTION + BRAND STRATEGY




roducts
                                                                                                                                                                                           9              degrees
                                                                                                                                                                       INTERESTING


                                                              We have a plan                      We have the people
 ve use of products                                                                                                                                                    FACTS ABOUT
  sets us apart from                                                                                                                                                     OUR TEAM                         completed

                                                                                                                                                                                          8
price driven solution
  offer insurance
sed on the needs of                                           to help people...                   to help you plan...                                                                              colleges
                                                                                                                                                                                                   + universities
                                                                                                                                                                                         including the University of Texas at
 ces that in the                                                                                                                                                                       Austin–Jim, University of North Carolina
   life or health—
                                                                                                                                                                                         at Charlotte–Mary Ann, and Central
 r concern, not                                               Manage the risks of everyday life   Jim “Happy” Mullen, Agent                                                             Piedmont Community College–Megan,
ur price is a risky                                                                               Jim designs and implements long term strategies for
s protection of your                                                                              insurance and financial services clients with emphasis on                                  as well as a graduate degree
                                                                 Recover from the unexpected                                                                                                       in music–Adam


                                                                                                                                                                    4
  amily.                                                                                          protection against unexpected loss. He also oversees the
                                                                                                  day to day operations of the agency. Jim started the agency
                                                              Realize their dreams                in 1991 following a successful career in real estate and
                                                                                                                                                                           Charlotte
                                                                                                  investments. A native Charlottean, he returned to Charlotte              natives
 discuss                                                                                          in 1990 after attending the University of Texas at Austin
                                                                                                  and living in Dallas several years. He and Melanie have two
                                                                                                                                                                Jim, Mary Ann, Megan, Ali                The length of mar-
uation                                                                                            grown children. Jim is an avid mountain biker and snow         Taylor from Arkansas, Adam and
                                                                                                                                                                Shawna from New Jersey, Jennifer
                                                                                                                                                                                                        riage varies from 40
                                                                                                                                                                                                       years–Jim, to squeaky
                                                                                                  skier. “Happy” is a nickname given by family at birth and
0.                                                                                                still used by family and friends.                             from New York, and Melanie from
                                                                                                                                                                              Texas
                                                                                                                                                                                                     new–Ali, with 10 children
                                                                                                                                                                                                        and 2 grandchildren
 alth | Business                                                                                  Team Members                                                                                        among the team mem-
                                                                                                  Our agency has 8 team members in addition to Jim. There
                                                                                                                                                                                                           bers’ families.
                                                                                                  are 4 Account Representatives, an Office Manager, 2




                                                                                                                                                                                                            we
                                                                                                  Customer Service Representatives, and a Marketing Coor-
                                                                                                  dinator. We have a combined 50+ years of experience in                Our success is
                                                                                                  personal insurance. The two senior team members have               built on the foundation
                                                                                                  each been with Jim 10 years.                                        of quality service and
                                                   485                                                                                                                relationships, mutual            mountain bike, snow ski,
                        UNIVERSITY
                                                                                                                                                                     trust and integrity, and      water ski, boat, run, read books,
         St                                                                                                                                                             financial strength.
 on                                                                                                                                                                                                shop, go to movies, eat out, and
                            St
                avid
                    son                                                                                                                                                                              love life in general, centered
              ND       NODA
                                        Central
                                                                                                                                                                                                        around family, friends
                                                   Ave
                                                                                                                                                                                                            and community.
                                                                                                  Account
                                                                                                  Representatives
d
    St
      re
                                                                                                  Mary Ann Vaccaro
          et                     In
                                   de
                                      pe
                                                                                                  Jennifer Ryder
                                         nd
                                           en                                                     Adam Lee
 RS PARK                                      ce
                                                   Bl
                                                     vd                                           Taylor Ethridge
                                                        .
                                                                                                  Customer Service
                   Pr




                                                                                                                                                                          Our agency team will arrange to meet
                   o
                   ov




HPARK                                                                                             Representatives
                      iid
                        d
                       en




                                                                                                  Shawna Boyer
                        ce




                                                                                                                                                                          you anywhere, anytime to accomplish
                           R d




                                                                                                  Ali Garrison
                                                                                                  Office Manager
                                                                                                                                                                          the plan. Your needs will determine
                                                                                                  Megan Harrill                                                           our path. Shared values will guide us.
                                                                                                  Marketing                                                               CALL US TODAY! 704.362.0800
                                                                                                  Coordinator
Charlotte, NC 28203                                                704.362.0800                   Melanie Mullen
 pymullen.com                                                    www.happymullen.com
stephen oster                                                                                                                                                          CREATIVE DIRECTION + BRAND STRATEGY




                I lost my job. My spouse just passed away.                                                                              PREFERRED


                My apartment has flood damage due to my
                                                                                                                                        CONTACT




                                                                                                                                                     SLIDE CARD OUT.
                                           last name                                               first name

                neighbors leak. I lost my engagement ring.
                My spouse was just talk soon. a disease.
                               Let’s diagnosed with
                                           last name                                               first name
                                                                                                                  [ ] cell   [ ] home    [ ] work


                I was in a Removewreck andit the fill it out, driver is
                            car this card, flip over, other
                                           phone



                critically injured. Isend it back please. I am facing a
                                 and
                                      lost my job.
                                           email
                                           PREFERRED CONTACT METHOD       [ ] Phone     [ ] Email

                lawsuit due to a fatal car wreck and my assets
                                           APPOINTMENT PREFERENCES



                are in question. Does my plan have me covered.
                                           Circle your preference below and we will contact you to schedule an appointment for a 30 minute review.

                                                         [ ] Monday [ ] Tuesday       [ ] Wednesday      [ ] Thursday    [ ] Friday
                                                          [ ] 8am-1am [ ] 1-5pm [ ] 5-7pm Other _________________
                     704.362.0800 | www.happymullen.com
                                           DECLINATION
                                           [ ] I decline review.


                                           signature
                                                                                                      Your protection needs attention.
                                              We need to update your contact record regardless of your decision. Please return.




Coffee.
Talk.
                                                                                                      Make informed decisions about your protection—life, health, and property. Manage
                                                                                                      the risks of everyday life, recover from the unexpected. 30 minutes every couple
                                                                                                      of years…time well spent.

                                                                                                       704.362.0800 | www.happymullen.com
stephen oster                                                                                 CREATIVE DIRECTION + BRAND STRATEGY




 Providing Insurance and Financial Services




 704.362.0800                                 704.362.0800
   www.happymullen.com                        www.happymullen.com




                                                                                                    Office Hours
                                                                    Providing Insurance and         Monday - Friday 8:30 - 5:00
                                                                                                                        AM        PM


                                                                       Financial Services           or by appointment




                                               Jim “Happy” Mullen
Portfolio Deck
Portfolio Deck

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Portfolio Deck

  • 1. stephen oster CREATIVE DIRECTION + BRAND STRATEGY [ completed at Bright Yellow Jacket ]
  • 2. stephen oster CREATIVE DIRECTION + BRAND STRATEGY RuBiRu Sponsors Presenting Sponsor Hosting Sponsors Lace up 10.25.2008 | 9 am Coming this fall, RuBiRu is the 2nd annual community Run-Bike-Run amateur event at UNC Charlotte to support local brain cancer research. Presented by Hearst Service Center and co-hosted by Brain Tumor Fund for the Carolinas (BTFC) and UNC Charlotte, Lace up 10.25.2008 RuBiRu is a 30K event involving an exhilarating 5K run and 20K bike ride around the perimeter loop of the campus followed by a 5K cross country trail run on UNC Charlotte’s wooded trails. A 5K run/walk will take place on the first part of the course. Family-Friendly activities, health screenings, food, beverages and entertainment will be duathlon competition + 5K run/walK provided. Individuals and teams of all ages are welcome. Brain Tumor Fund for the Carolinas is proud to partner with UNC Charlotte for its second presenting sponsor duathlon competition + 5K run/walK major on campus community race event. Proceeds will benefit the Brain Tumor Fund for the Carolinas to support. [ completed at Bright Yellow Jacket ]
  • 3. stephen oster CREATIVE DIRECTION + BRAND STRATEGY RACE DAY SHIRTS BACK FRONT VOLUNTEER SHIRTS BACK SpONSOR SHIRTS FRONT [ completed at Bright Yellow Jacket ]
  • 4. stephen oster CREATIVE DIRECTION + BRAND STRATEGY [ completed at Bright Yellow Jacket ]
  • 5. stephen oster CREATIVE DIRECTION + BRAND STRATEGY [ completed at Bright Yellow Jacket ]
  • 6. stephen oster CREATIVE DIRECTION + BRAND STRATEGY STEPHEN OSTER /PRINCIPAL office 704 707 4171 fax 503 212 6174 mobile 503 381 5837 1018 East Boulevard, Suite 2 Charlotte, North Carolina 28203 stephen@brightyellowjacket.com brightyellowjacket.com Stand apart. Stand apart. 1018 East Boulevard, Suite 2 Charlotte, North Carolina 28203 brightyellowjacket.com [ completed at Bright Yellow Jacket ]
  • 7. stephen oster CREATIVE DIRECTION + BRAND STRATEGY [ completed at Bright Yellow Jacket ]
  • 8. stephen oster CREATIVE DIRECTION + BRAND STRATEGY [ completed at Bright Yellow Jacket ]
  • 9. stephen oster CREATIVE DIRECTION + BRAND STRATEGY [ completed at Bright Yellow Jacket ]
  • 10. stephen oster CREATIVE DIRECTION + BRAND STRATEGY tment Seminars (ITS) e approach to training new oal is to deliver relevant rmation to the healthcare ease their skill base and workplace. d? Continuing Effective Education Credits: 6.5 Wheelchair + Leadership for PT, PTA, OT, OTA, Bed Positioning SLP, SLPA see cover for approval information for the geriatric for the rehab professional 9 One Day Only in Your Area. physical, 3 years of nDirector of a leading provider of physical, occupational, l track record Post Office Box 3005 • Burleson, Texas 76097-3005 settings. Utilizing 20 years of geriatric experience and financial n trackbuild of clinical development, effective rehab ors to record or taking clinicians to the next level of excellence and both the s developed has developed an innovative, successful ey, OT, she an early bird 1-817-426-9465 • 1-817-426-9466 fax tion to documentation. discount documentation. don’t miss ends Friday, July 8th st. louis, mo www.innovative-seminars.com ship Development for a national provider of physical, Register today! er ofterm care settings, Brian has a passion for equipping thursday, july 21, 2011 ong physical, fective managers and leaders. He is a results-driven 1-877-339-9465 toll free ng 20 years of mmunication skills to provide training opportunities that cord of clinical nd team performance. or taking One day only in your area — this course will fill up quickly. with Emily Caskey, Register Early! oning - from a speaker for Innovative Treatment Seminars or new topic, please send your information to: This course has been approved by the following PT and OT State Associations/Boards for 6.5 Continuing Education Hours: Kansas, North Carolina, and Florida. Participants must stay for entire course to receive credit. -seminars.com or call 877-339-9465. This course has been submitted to the Illinois Physical Therapy Association and Illinois Occupational Therapy Association for approval. Please call if you have any questions regarding course approvals. [ completed at Bright Yellow Jacket ]
  • 11. stephen oster CREATIVE DIRECTION + BRAND STRATEGY Post Office Box 3005 Burleson, Texas 76097-3005 www.innovative-seminars.com Post Office Box 3005 Burleson, Texas 76097-3005 www.innovative-seminars.com Post Office Box 3005 Burleson, Texas 76097-3005 1-817-426-9465 1-877-339-9465 toll free 1-817-426-9466 fax www.innovative-seminars.com [ completed at Bright Yellow Jacket ]
  • 12. stephen oster CREATIVE DIRECTION + BRAND STRATEGY [ completed at Bright Yellow Jacket ]
  • 13. stephen oster CREATIVE DIRECTION + BRAND STRATEGY
  • 14. stephen oster CREATIVE DIRECTION + BRAND STRATEGY
  • 15. TIV CREA stephen oster CREATIVE DIRECTION + BRAND STRATEGY hen oster step in a * r . r Ma slips a 0 ta culver 15 S pecwith o A treasure on the coast of North Carolina Here is your opportunity to be the first to discover Cutter Bay!
  • 16. stephen oster CREATIVE DIRECTION + BRAND STRATEGY Obtain the Property Report required by Federal law and read it before signing anything. No Federal agency has judged the merits or value, if any, of this property. This project is registered in Illinois (089.0000446), New Jersey and California. WARNING: THE CALIFORNIA DEPARTMENT OF REAL ESTATE HAS NOT INSPECTED, EXAMINED OR QUALIFIED THIS OFFERING. Registration does not constitute endorsement of the merits or value of the project. This is not intended to be an offer to sell, nor solicitation of an offer to buy real estate in North Carolina to residents of any state or other jurisdiction where prohibited by law. Marina is not community common area. Use of and access to the marina slips will be sold individually to Cutter Bay lot owners, subject to availability and specific rules and regulations covering slip ownership. Except as set forth in the Property Report, the developer has not guaranteed that the depicted marina slips and planned amenities will be constructed, or if constructed, that they will be the same size and style depicted. All site plans are conceptual in nature and subject to change without notice. Renderings are used to depict style, not size. Illustrative sketch plan, not for recording. Proposed, subject to permitting and regulatory approval. An Equal Housing Opportunity. Southeastern Waterfront Marketing, Inc./Broker
  • 17. stephen oster CREATIVE DIRECTION + BRAND STRATEGY
  • 18. stephen oster CREATIVE DIRECTION + BRAND STRATEGY [ completed at Bright Yellow Jacket ]
  • 19. stephen oster CREATIVE DIRECTION + BRAND STRATEGY WFP1007-Beachside-A2env.indd 1 7/6/07 4:02:09 PM WFP1007-Beachside-notecard.indd 1 7/6/07 3:56:44 PM James Hanson, Project Director jhanson@beachsidetx.com 327 Calhoun Plaza, Port Lavaca, TX 77979 www.beachsidetx.com Toll Free: 1-888-552-0785 Fax: 361-551-2058 Waterfront Marketing, LLC/Broker WFC1007-Beachside-Bcard-e.indd 1 7/12/07 WFC1007-Beachside-Bcard-e.indd 2 4:38:26 PM 7/12/07 4:38:27 PM WFP1007-Beachside-no10env.indd 1 7/6/07 4:01:21 PM WFC1007-Beachside_bizSys-lgenv.i1 1 7/6/07 4:00:33 PM
  • 20. stephen oster CREATIVE DIRECTION + BRAND STRATEGY E NO R MAK TS FO EN PAYM THS * 12 MON Discover the warmth and charm of coastal living. Discover BEACHSIDE. Homesites starting at $79,880** This special community brings together the architecture and landscape true to coastal living with the following planned amenities: • Parks and playground • Boat storage • Clubhouse with • Basketball court and ramp† swimming pool • Observation decks • Gated entrance • Community • Two tennis courts mailbox stations • Day docks† BEACHSIDE Grand Opening Weekends Oct. 19-21 & Oct. 26-28 Call Today 1-888-552-0785, Ext. M Waterfront Marketing, LLC./Broker www.beachsidetx.com Obtain the Property Report required by Federal law and read it before signing anything. No Federal agency has judged the merits or value, if any, of this property. This is not intended to be an offer to sell, nor solicitation of an offer to buy real estate in Texas to residents of any state or other jurisdiction where prohibited by law. If married, both husband and wife must attend the Grand Opening Weekend Getaway together onsite on the specified weekend. Pictures used are not photographs of the community, but are used to illustrate lifestyle only. *Offer good only for developer-owned home sites through specified banks, subject to customer credit approval. Specific conditions apply. Offer does not include taxes or HOA assessments. 10% down payment required. 60-month interest-only loan, first 12 months interest payments paid by seller. Example for a $79,880 home site: A loan of $71,892 at an interest rate of 7.625%, 7.625% APR, year 2 through 5 interest payments will be $456.81 per month with a principal balance of $71,892 also due at maturity. Interest rates and terms are current as of August 30, 2007 and are subject to change without notice. **Limited supply, subject to availability. †Subject to permitting and regulatory approval. Equal Housing Opportunity. Waterfront Marketing, LLC/Broker WFC1020-12x9.75-Ad-B.indd 1 10/11/07 3:51:20 PM
  • 21. stephen oster CREATIVE DIRECTION + BRAND STRATEGY
  • 22. 7 T H AN N UAL stephen oster CREATIVE DIRECTION + BRAND STRATEGY 2 0 0 9 | 8 TH A N N U A L 2 0 0 8 | 7 TH A N N U A L BUSINESS PLAN BUSINESS PLAN COMPETITION&CONFERENCE COMPETITION&CONFERENCE 9th Annual Business Plan Competition + Conference 200 8
  • 23. stephen oster CREATIVE DIRECTION + BRAND STRATEGY
  • 24. stephen oster CREATIVE DIRECTION + BRAND STRATEGY What is ? It’s being able to see around corners. It’s connecting, engaging, collaborating and debating. It’s inspiring a new generation of business leaders. is a new speaker series from the Belk College of Business. THANKS FOR MAKING THE INAUGURAL EVENT A is Tomorrow’s ideas. Today. SUCCESS Stay tuned for our next event coming this spring. The event: NOV. 04, 2010 On behalf of the Belk College of Business, we’d like to thank you for attending last week’s NEXT speaker series event, featuring the authors of Freakonomics. We thought you JOIN US FOR AN EVENING WITH might enjoy this link to a clip of Steven Levitt from the event. We’ll have the full program up on the UNC Charlotte YouTube channel next week. The NEXT speaker series is focused on bringing you tomorrow’s ideas, today. We look for- ward to bringing in more speakers who can help us look ahead to the trends, ideas and in- novations that will inform the next generation of business leaders, and we hope you’ll join us for future events. Stay tuned for news on our NEXT spring speaker in the coming weeks. In the meantime, if you have any suggestions of great speakers or feedback that can help us improve future events, please send an email to belknews@uncc.edu. Thanks, Belk College External Relations Team To view photos from the NEXT event, visit us on Facebook. THE BELK COLLEGE OF BUSINESS PRESENTS THE AUTHORS OF VIP tickets include a private reception with the authors and an autographed copy of Freakonomics. Register today at: 11.04.10 BELKCOLLEGE.UNCC.EDU/NEXT The Belk College Speaker Series Steven Levitt & Stephen Dubner
  • 25. stephen oster CREATIVE DIRECTION + BRAND STRATEGY NEXT SPEAKERS As we celebrate the Belk College’s 40th speaker series is a new from the we can’t anniversary, Belk College that looks ahead JOIN US ON THE EVENING OF THURSDAY, NOVEMBER 4, 2010 wait to show trends, ideas and innovations to the you… AT THE that will inform the next generation of RITZ-CARLTON CHARLOTTE 201 E. Trade Street business leaders. By bringing top experts and notable figures from the 5:30PM RECEPTION & ANNIVERSARY CELEBRATION world of business to Charlotte, NEXT 6:30PM will be a place for people to connect PROGRAM AND SUPERFREAKONOMICS with each other, to engage in VIP RECEPTION TO FOLLOW collaboration and debate, and to be inspired to better themselves and $ 49 GENERAL ADMISSION their communities. $149 VIP TICKET* QUESTIONS? E-MAIL BELKNEWS@UNCC.EDU Next is tomorrow’s ideas. Today. * VIP ticket includes private reception with the speakers and a signed copy of Freakonomics REGISTER AT BELKCOLLEGE.UNCC.EDU/NEXT
  • 26. stephen oster CREATIVE DIRECTION + BRAND STRATEGY MAtheMAticAl FinAnce “The Mathematical Finance program is just one example of how UNC Charlotte responds to the Student Body Profile Admissions Requirements needs of the business community with innovative and Admission to the Master of Science in Mathematical Finance program is open to qualified Avg. GMAT: 641 Male: 72% Undergraduate Background: collaborative academic programs. We’re proud of our graduates of recognized colleges and universities. Over the past three years, the program has Avg. GRE scores: Domestic: 75% Business: 40% Produced in May 2008 by the Belk College of Business. 2500 copies of this public document were printed at a cost of $XXXXX, or $XXXXX per copy. enrolled about 50 students per academic year, with approximately 75% attending on a part-time partnerships with the region’s leading corporations basis and the remaining 25% on a full-time basis. Quantitative: 736 International: 25% Mathematics: 25% and are very pleased with the response to the Verbal: 503 Female: 28% Science/Engineering: 30% In addition to a written application, the major requirements for admission are: Domestic: 67% Domestic: 48% Other: 5% program from both students and employers.” International: 33% International: 52% Additionally, 53% of students hold + A baccalaureate degree in a related field with a GPA of at least 2.75 out of 4.0, with an Philip L. Dubois, Chancellor, UNC Charlotte average of 3.0 in the junior and senior years; graduate degrees. + Two official transcripts of all previous academic work; + Acceptable scores on each portion of the GRE, or a GMAT score of at least 600 with a minimum score of at least the 85th percentile on the math portion; UNC Charlotte + The Business Community + At least three evaluations from persons familiar with the applicant’s professional and/or erica and academic qualifications; nationally Over the past two decades, Charlotte has transformed from a regional business + Specific course work equivalent to the following: introductory course in the Theory of hub to the second-largest financial services center in the United States. Home to Finance; a standard three semester sequence in Calculus; Linear Algebra; Micro- and estment – the global headquarters of nine Fortune 500 companies, the region has become a Macro-Economics; at least one upper-level course in Probability and Statistics. Applicants magnet for ambitious and aspiring young professionals from all over the world. should also have a working knowledge of a suitable programming language. epreneurs – Students lacking this coursework may be admitted subject to the condition that they Just as the city has evolved, UNC Charlotte has as well. The university has une 500 anticipated and responded to this transformation by developing innovative Master of Science satisfactorily complete such coursework during the first two semesters that they are enrolled in the program and prior to their taking any program courses where prerequisites are missing; Mathematical Finance academic programs and research centers in its seven colleges. ities of the + For applicants from non-English speaking countries, the following language requirement stment The Belk College of Business began collaborating with the College of Liberal tests and minimum scores are accepted: IELTS, 6.5; TOEFL, Paper-Based - 557, Computer- nks Arts and Sciences on the Mathematical Finance program in 2003. Together, Based - 220, Internet-Based - 83; MELAB - 78. Non-native speakers of English may, at the two colleges have designed this program to develop a highly specialized the discretion of either the Graduate School or the Program Committee for the M.S. in I chose this program because of its I chose UNC Charlotte because of I came to UNC Charlotte straight ies for talent pool to manage the increasingly complex financial services industry. Mathematical Finance, be required to enroll in English as a Second Language (ESL) courses focus on financial derivatives. Not the faculty’s practical experience from my undergraduate program. Industry leaders have been actively involved in ensuring that the curriculum at the English Language Training Institute at UNC Charlotte. only was I able to gain a thorough and commitment to student success. One of the huge benefits of the MS provides students with the essential knowledge needed to succeed in the fast- For admissions forms and understanding of how derivates My degree in Mathematical Finance in Mathematical Finance program ha paced financial arena. applications, please visit are priced, developed and used, I gives me a specialized advantage in been its connectivity to Charlotte. T Admissions Deadlines The Graduate School at was able to advance my career as a areas ranging from risk management city is a prominent global financial Students may be admitted to the program during any semester. Deadlines to submit www.uncc.edu/gradmiss/ direct result of my coursework in the to derivative pricing to trading. My center with a lot of opportunity. application materials to the graduate school for each semester are: program. My goal was to find a job in plan is to sit for the CFA exams Because of these connections, I wa For fall semester admissions: May 1 UNC Charlotte investment banking when I graduated, so I can pursue my current goal of able do an internship at Wachovia a For spring semester admissions: October 1 Institution Codes: but midway through the program I was becoming a portfolio manager. The gain valuable insight into the financi For summer admissions: April 1 GRE: 5105 offered a fantastic opportunity in risk program has more than prepared me industry. The internship, coupled wit TOEFL: 5105 management. I still use the knowledge for this challenge, and for success UNC Charlotte’s strong reputation, GMAT: 5Z3-08-96 I gained at UNC Charlotte in my throughout my career. were instrumental in helping me Academic Common Market current position at Bank of America. secure a position after graduation. The Academic Common Market is a cooperative agreement between North Carolina and 15 other For full details on North southern states that enables residents to pursue unique master’s and doctoral degree programs Carolina’s participation in the offered at public institutions in other states while paying in-state tuition. Academic Common Market Kurt Bombien I Charlotte, NC Marcel Burks I Morgantown, WV Jacki Jensenius I Cumberland, ME program, including application BS in Mechanical Engineering, BS in Finance, West Virginia University BS in Mathematics, Susquehanna University The Mathematical Finance program is part of North Carolina’s inventory of Academic Common procedures, please see the NC State University Previous Position: Current Position: Market eligible programs. As a result, some out-of-state students may be able to enroll in the UNC System Academic MBA, UNC Charlotte Information Research Specialist Risk Management Analyst Mathematical Finance program and pay in-state tuition. Common Market website at: Previous Position: Bank of America Bank of America https://register.rti.org/acm/ Aftermarket Manager Current Position: Contact for Graduate Admissions Contact for Program Information De Dietrich Process Systems, Inc. Investment Systems Analyst The Graduate School Belk College of Business Current Position: Evergreen Investments phone: 704-687-3366 Friday Building - 250 D Corporate Treasury Team fax: 704-687-3079 704-687-7647 Lead, Global Corporate and Domestic: gradadm@uncc.edu mathfin@uncc.edu Investment Banking Group Bank of America International: intlgradadm@uncc.edu www.mathfinance.uncc.edu Friday Building | 9201 University City Blvd. | Charlotte, NC 28223 www.mathfinance.uncc.edu BCB1004-MathFinance-Insert-Final.indd 1 5/23/08 4:09:38 PM
  • 27. stephen oster CREATIVE DIRECTION + BRAND STRATEGY contact request info apply now Welcome Prospective Students Current Students Curriculum Faculty Employers Resources Alumni “At. Pit wisi euis alit eummy nim diam enim irilissisit, coreet lamconum MaSter oF Science in MatheMatical Finance prograM qui ea fac eummy nim diam enim irilissisit, coreet the Master of Science in Mathematical Finance program at Unc charlotte is designed to prepare lamconum qui ea ipsu sci- students to pursue careers in finance. Increasingly firms of all types, but especially financial institutions, dunt aut ullutpat wisi.” investment banks, and commodities firms, rely upon highly sophisticated mathematical models to Marcel Burks identify, measure, and manage risk. The advent of these models has triggered the emergence of a BS in Finance, new discipline, Mathematical Finance. This new discipline, sometimes also referred to as financial West Virginia University engineering, computational finance, or quantitative finance, requires professionals with extensive skills in both finance and mathematics. the Mathematical Finance program at Unc charlotte is a joint program of the Departments of student spotlights Finance and economics in the Belk college of Business administration and the Department of click for more Mathematics in the College of Arts and Sciences. Students take courses from all three departments in an integrated curriculum. Students may use electives to tailor the program to their specific interests. © 2008 UNC Charlotte UNC Charlotte | Belk College of Business | College of Liberal Arts & Sciences | Sitemap
  • 28. stephen oster CREATIVE DIRECTION + BRAND STRATEGY
  • 29. stephen oster CREATIVE DIRECTION + BRAND STRATEGY roducts 9 degrees INTERESTING We have a plan We have the people ve use of products FACTS ABOUT sets us apart from OUR TEAM completed 8 price driven solution offer insurance sed on the needs of to help people... to help you plan... colleges + universities including the University of Texas at ces that in the Austin–Jim, University of North Carolina life or health— at Charlotte–Mary Ann, and Central r concern, not Manage the risks of everyday life Jim “Happy” Mullen, Agent Piedmont Community College–Megan, ur price is a risky Jim designs and implements long term strategies for s protection of your insurance and financial services clients with emphasis on as well as a graduate degree Recover from the unexpected in music–Adam 4 amily. protection against unexpected loss. He also oversees the day to day operations of the agency. Jim started the agency Realize their dreams in 1991 following a successful career in real estate and Charlotte investments. A native Charlottean, he returned to Charlotte natives discuss in 1990 after attending the University of Texas at Austin and living in Dallas several years. He and Melanie have two Jim, Mary Ann, Megan, Ali The length of mar- uation grown children. Jim is an avid mountain biker and snow Taylor from Arkansas, Adam and Shawna from New Jersey, Jennifer riage varies from 40 years–Jim, to squeaky skier. “Happy” is a nickname given by family at birth and 0. still used by family and friends. from New York, and Melanie from Texas new–Ali, with 10 children and 2 grandchildren alth | Business Team Members among the team mem- Our agency has 8 team members in addition to Jim. There bers’ families. are 4 Account Representatives, an Office Manager, 2 we Customer Service Representatives, and a Marketing Coor- dinator. We have a combined 50+ years of experience in Our success is personal insurance. The two senior team members have built on the foundation each been with Jim 10 years. of quality service and 485 relationships, mutual mountain bike, snow ski, UNIVERSITY trust and integrity, and water ski, boat, run, read books, St financial strength. on shop, go to movies, eat out, and St avid son love life in general, centered ND NODA Central around family, friends Ave and community. Account Representatives d St re Mary Ann Vaccaro et In de pe Jennifer Ryder nd en Adam Lee RS PARK ce Bl vd Taylor Ethridge . Customer Service Pr Our agency team will arrange to meet o ov HPARK Representatives iid d en Shawna Boyer ce you anywhere, anytime to accomplish R d Ali Garrison Office Manager the plan. Your needs will determine Megan Harrill our path. Shared values will guide us. Marketing CALL US TODAY! 704.362.0800 Coordinator Charlotte, NC 28203 704.362.0800 Melanie Mullen pymullen.com www.happymullen.com
  • 30. stephen oster CREATIVE DIRECTION + BRAND STRATEGY I lost my job. My spouse just passed away. PREFERRED My apartment has flood damage due to my CONTACT SLIDE CARD OUT. last name first name neighbors leak. I lost my engagement ring. My spouse was just talk soon. a disease. Let’s diagnosed with last name first name [ ] cell [ ] home [ ] work I was in a Removewreck andit the fill it out, driver is car this card, flip over, other phone critically injured. Isend it back please. I am facing a and lost my job. email PREFERRED CONTACT METHOD [ ] Phone [ ] Email lawsuit due to a fatal car wreck and my assets APPOINTMENT PREFERENCES are in question. Does my plan have me covered. Circle your preference below and we will contact you to schedule an appointment for a 30 minute review. [ ] Monday [ ] Tuesday [ ] Wednesday [ ] Thursday [ ] Friday [ ] 8am-1am [ ] 1-5pm [ ] 5-7pm Other _________________ 704.362.0800 | www.happymullen.com DECLINATION [ ] I decline review. signature Your protection needs attention. We need to update your contact record regardless of your decision. Please return. Coffee. Talk. Make informed decisions about your protection—life, health, and property. Manage the risks of everyday life, recover from the unexpected. 30 minutes every couple of years…time well spent. 704.362.0800 | www.happymullen.com
  • 31. stephen oster CREATIVE DIRECTION + BRAND STRATEGY Providing Insurance and Financial Services 704.362.0800 704.362.0800 www.happymullen.com www.happymullen.com Office Hours Providing Insurance and Monday - Friday 8:30 - 5:00 AM PM Financial Services or by appointment Jim “Happy” Mullen