Carolina Capital Management
Description
Address: 260 W Coleman Blvd Suite C, Mt Pleasant, SC 29464 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (843) 414-1162: : Website: Place name: : : : Category: : Website: http://www.ccmsc.net/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Carolina Capital Management Posting publicly on the Web Write a review Reviews Be the first to review
Carolina Capital Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Carolina Capital Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Carolina Capital Management Employees
Employee
Years
Job
Industry
Walker McLear Walker McLear's Carolina Capital Management Experience May 2014 - October 2014
Job Junior Property Accountant at Trinity Partners
Industry Real Estate
Experience
Trinity Partners January 2015 - Present
Carolina Capital Management May 2014 - October 2014
Hellman Yates & Tisdale, PA May 2013 - December 2013
David Aylor, Attorney at Law May 2012 - September 2012
Callie's Charleston Biscuits May 2011 - September 2011
Skills
Microsoft Excel, MS Excel Pivot Tables, Microsoft Office, MRI Software, QuickBooks, Vlookup, Data Analysis, Sales, PowerPoint, Microsoft Word, Accounts Payable, Databases, Invoicing, SQL, Accounts Receivable, Teamwork, Customer Service, TyMetrix, Social Media, AgentNet, Titlesphere, Facebook, Event Planning, Research, Leadership, Time Management
Education
College of Charleston 2009 — 2014
Bachelor's Degree, Finance
Durham Academy 1996 — 2009
Trinity Partners January 2015 - Present
Carolina Capital Management May 2014 - October 2014
Hellman Yates & Tisdale, PA May 2013 - December 2013
David Aylor, Attorney at Law May 2012 - September 2012
Callie's Charleston Biscuits May 2011 - September 2011
Skills
Microsoft Excel, MS Excel Pivot Tables, Microsoft Office, MRI Software, QuickBooks, Vlookup, Data Analysis, Sales, PowerPoint, Microsoft Word, Accounts Payable, Databases, Invoicing, SQL, Accounts Receivable, Teamwork, Customer Service, TyMetrix, Social Media, AgentNet, Titlesphere, Facebook, Event Planning, Research, Leadership, Time Management
Education
College of Charleston 2009 — 2014
Bachelor's Degree, Finance
Durham Academy 1996 — 2009
Jonathan Sozio Jonathan Sozio's Carolina Capital Management Experience August 2009 - September 2011
Job Deloitte Corporate Finance
Industry Management Consulting
Experience
Deloitte August 2014 - Present
BB&T October 2011 - April 2014
Carolina Capital Management August 2009 - September 2011
Skills
Negotiation, Microsoft Excel, Microsoft Office, Business Development, Business Planning, Sales, Retirement Planning, Marketing, Marketing Strategy, Data Analysis, PowerPoint, Series 7, Consumer Lending, Commercial Banking, Credit, Loans, Outlook, Microsoft Word, Small Business Lending, Commercial Lending, Investments, Credit Analysis, Risk Management
Education
Queens University of Charlotte 2014 — 2016
Master of Business Administration (MBA)
Clemson University 2004 — 2009
Bachelor of Science (BS), Finance, General
Deloitte August 2014 - Present
BB&T October 2011 - April 2014
Carolina Capital Management August 2009 - September 2011
Skills
Negotiation, Microsoft Excel, Microsoft Office, Business Development, Business Planning, Sales, Retirement Planning, Marketing, Marketing Strategy, Data Analysis, PowerPoint, Series 7, Consumer Lending, Commercial Banking, Credit, Loans, Outlook, Microsoft Word, Small Business Lending, Commercial Lending, Investments, Credit Analysis, Risk Management
Education
Queens University of Charlotte 2014 — 2016
Master of Business Administration (MBA)
Clemson University 2004 — 2009
Bachelor of Science (BS), Finance, General
Chris Whiteside Chris Whiteside's Carolina Capital Management Experience 2013 - July 2014
Job Sr. Financial Services Rep., Princor Registered Rep., Investment Adviser Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
Carolina Capital Management 2013 - July 2014
Carolina Capital Management 2005 - 2013
Skills
Securities, Financial Services, Finance, Financial Advisory, Strategy, Management, Investments
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts (B.A.), Economics and Psychology
Principal Financial Group July 2014 - Present
Carolina Capital Management 2013 - July 2014
Carolina Capital Management 2005 - 2013
Skills
Securities, Financial Services, Finance, Financial Advisory, Strategy, Management, Investments
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts (B.A.), Economics and Psychology
Tess Ker-Seymer Tess Ker-Seymer's Carolina Capital Management Experience August 2013 - January 2014
Job Legal
Industry Legal Services
Experience
Moondance Adventures May 2015 - August 2015
Moore and Van Allen, PLLC June 2014 - April 2015
Carolina Capital Management August 2013 - January 2014
Westminster Inc. July 2013 - August 2013
Diva Boutique June 2012 - July 2012
Copper Penny April 2012 - July 2012
Create Your Dreams June 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Facebook, Economics, Microsoft Word, French, Social Networking, Google Docs, Microsoft Office, Statistics, Constant Contact, Outlook Express, AccountMate, EOS Web, Autonomy Records Manager, Social Media Marketing, Time Management, Sales, Financial Analysis, Social Media, Research, Teamwork, Leadership, Fundraising, Critical Thinking, Communication, English, Outlook, Writing, Photography, Twitter, Retail
Education
College of Charleston 2010 — 2014
Bachelor of Science (B.S.), Economics
Woodward Academy 2007 — 2010
High School Diploma
Moondance Adventures May 2015 - August 2015
Moore and Van Allen, PLLC June 2014 - April 2015
Carolina Capital Management August 2013 - January 2014
Westminster Inc. July 2013 - August 2013
Diva Boutique June 2012 - July 2012
Copper Penny April 2012 - July 2012
Create Your Dreams June 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Facebook, Economics, Microsoft Word, French, Social Networking, Google Docs, Microsoft Office, Statistics, Constant Contact, Outlook Express, AccountMate, EOS Web, Autonomy Records Manager, Social Media Marketing, Time Management, Sales, Financial Analysis, Social Media, Research, Teamwork, Leadership, Fundraising, Critical Thinking, Communication, English, Outlook, Writing, Photography, Twitter, Retail
Education
College of Charleston 2010 — 2014
Bachelor of Science (B.S.), Economics
Woodward Academy 2007 — 2010
High School Diploma
Adam B. Lea Adam B. Lea's Carolina Capital Management Experience August 2014 - October 2014
Job Investment Analyst at Greystar
Industry Financial Services
Experience
Greystar June 2015 - Present
Sands Investment Group January 2015 - May 2015
CofC Watersports Club April 2014 - May 2015
College of Charleston SB Investment Program April 2014 - May 2015
Carolina Capital Management August 2014 - October 2014
IVG 2013 - September 2014
Panama Study Abroad June 2014 - June 2014
Carolina Homes June 2013 - August 2013
Skills
Finance, Entrepreneurship, Management, Investments, Time Management, Event Planning, Analysis, Leadership, Project Management, Data Analysis, Critical Thinking, Real Estate, Corporate Finance, Marketing, Superior Work Ethic, Teamwork, Microsoft Excel, Budgets, Microsoft Office
Education
College of Charleston 2011 — 2015
Bachelor's degree, Major in Finance, Minor in Real Estate, Focus in Entrepreneurship
JL Mann High School 2007 — 2011
Greystar June 2015 - Present
Sands Investment Group January 2015 - May 2015
CofC Watersports Club April 2014 - May 2015
College of Charleston SB Investment Program April 2014 - May 2015
Carolina Capital Management August 2014 - October 2014
IVG 2013 - September 2014
Panama Study Abroad June 2014 - June 2014
Carolina Homes June 2013 - August 2013
Skills
Finance, Entrepreneurship, Management, Investments, Time Management, Event Planning, Analysis, Leadership, Project Management, Data Analysis, Critical Thinking, Real Estate, Corporate Finance, Marketing, Superior Work Ethic, Teamwork, Microsoft Excel, Budgets, Microsoft Office
Education
College of Charleston 2011 — 2015
Bachelor's degree, Major in Finance, Minor in Real Estate, Focus in Entrepreneurship
JL Mann High School 2007 — 2011
Seth Kight Seth Kight's Carolina Capital Management Experience January 2012 - February 2013
Job Operations/Finance
Industry Nonprofit Organization Management
Experience
Blackbaud September 2013 - Present
College Edge November 2012 - August 2013
Carolina Capital Management January 2012 - February 2013
Pace University July 2006 - March 2011
Skills
Financial Analysis, Cash Flow, Accounting, Tax, Razors Edge, Oracle Applications, Project Management, Marketing Strategy, Strategic Communications, Financial Modeling, Management, Investments, Microsoft Office, Higher Education..., Leadership
Education
College of Charleston 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Pace University 2007 — 2011
MBA, Marketing Management
The Ohio State University 2000 — 2005
BA, History & Communications
Chillicothe High School 1996 — 2000
High School Degree
Blackbaud September 2013 - Present
College Edge November 2012 - August 2013
Carolina Capital Management January 2012 - February 2013
Pace University July 2006 - March 2011
Skills
Financial Analysis, Cash Flow, Accounting, Tax, Razors Edge, Oracle Applications, Project Management, Marketing Strategy, Strategic Communications, Financial Modeling, Management, Investments, Microsoft Office, Higher Education..., Leadership
Education
College of Charleston 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Pace University 2007 — 2011
MBA, Marketing Management
The Ohio State University 2000 — 2005
BA, History & Communications
Chillicothe High School 1996 — 2000
High School Degree
Jon Sitter Jon Sitter's Carolina Capital Management Experience January 2013 - February 2013
Job Enterprise Risk Services at Deloitte
Industry
Experience
Deloitte September 2014 - Present
Sageworks June 2014 - July 2014
Sageworks June 2013 - July 2013
Carolina Capital Management January 2013 - February 2013
Woodlawn Golf Course June 2012 - August 2012
The Jacksonville Inn, Oregon July 2008 - November 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Access, Business Development, Finance, Data Analysis, Management
Education
North Carolina State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Deloitte September 2014 - Present
Sageworks June 2014 - July 2014
Sageworks June 2013 - July 2013
Carolina Capital Management January 2013 - February 2013
Woodlawn Golf Course June 2012 - August 2012
The Jacksonville Inn, Oregon July 2008 - November 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Access, Business Development, Finance, Data Analysis, Management
Education
North Carolina State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Grant Covington Grant Covington's Carolina Capital Management Experience March 2014 - May 2014
Job Intern at Middle Street Partners, LLC
Industry Real Estate
Experience
Middle Street Partners, LLC January 2015 - Present
Carolina Capital Management March 2014 - May 2014
EGM LLC January 2012 - February 2014
Kiawah Island Club April 2013 - September 2013
ANCHORED STYLE October 2012 - August 2013
Camp Sea Gull and Camp Seafarer May 2011 - August 2013
Skills
Teaching, Data Entry, Sales, Brand Ambassadors, Customer Service, Social Networking, PowerPoint
Education
College of Charleston 2011 — 2015
Middle Street Partners, LLC January 2015 - Present
Carolina Capital Management March 2014 - May 2014
EGM LLC January 2012 - February 2014
Kiawah Island Club April 2013 - September 2013
ANCHORED STYLE October 2012 - August 2013
Camp Sea Gull and Camp Seafarer May 2011 - August 2013
Skills
Teaching, Data Entry, Sales, Brand Ambassadors, Customer Service, Social Networking, PowerPoint
Education
College of Charleston 2011 — 2015
Landon Heatherington, CFP®'s Carolina Capital Management Experience March 2010 - Present
Job Financial Services Representative, CERTIFIED FINANCIAL PLANNER™ Professional at Carolina Capital Management, LLC
Industry Financial Services
Experience
Carolina Capital Management March 2010 - Present
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Employee Benefits, Life Insurance, Personal Finance, Disability Insurance, Succession Planning, Investment Strategies, Alternative Investments, Series 7, Series 66, CERTIFIED FINANCIAL...
Education
College of Charleston 2003 — 2007
Economics, History
Carolina Capital Management March 2010 - Present
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Employee Benefits, Life Insurance, Personal Finance, Disability Insurance, Succession Planning, Investment Strategies, Alternative Investments, Series 7, Series 66, CERTIFIED FINANCIAL...
Education
College of Charleston 2003 — 2007
Economics, History
Grover Maxwell Grover Maxwell's Carolina Capital Management Experience September 2013 - May 2014
Job Research Associate at Primary Insight, LLC
Industry Financial Services
Experience
Primary Insight, LLC September 2014 - Present
Carolina Capital Management September 2013 - May 2014
Fullbridge June 2013 - July 2013
Raymond James Financial Inc. May 2012 - July 2012
Skills
Investments, Microsoft Excel, Strategic Planning, Social Media, PowerPoint, Strategy, Expert Networks, Team Building, Business Development, Social Networking, Management, Salesforce
Education
College of Charleston 2011 — 2013
Bachelor's degree, Economics
Primary Insight, LLC September 2014 - Present
Carolina Capital Management September 2013 - May 2014
Fullbridge June 2013 - July 2013
Raymond James Financial Inc. May 2012 - July 2012
Skills
Investments, Microsoft Excel, Strategic Planning, Social Media, PowerPoint, Strategy, Expert Networks, Team Building, Business Development, Social Networking, Management, Salesforce
Education
College of Charleston 2011 — 2013
Bachelor's degree, Economics
Matthew Pontius Matthew Pontius's Carolina Capital Management Experience May 2005 - February 2010
Job Financial Planner helping people nearing retirement optimize their assets and bring their vision to life
Industry Financial Services
Experience
Premier Wealth Partners, LLC July 2014 - Present
Charleston Financial Strategies February 2010 - July 2014
Carolina Capital Management May 2005 - February 2010
Jefferson Pilot Financial April 2004 - April 2005
Skills
Financial Advisory, Investments, Retirement, Wealth Management, Retirement Planning, Financial Goals, Estate Planning, Asset Allocation, Personal Finance, Financial Services, Strategic Financial..., Investment Advisory, Investment Strategies, Stock Management, Retirement Income..., Insurance Planning, Financial Analysis, Financial Management, Income Protection, Asset Management, Charitable Trusts, Charitable Gift Planning, Estate Tax Planning
Education
College of Charleston 2000 — 2004
Bachelor of Science, Business, Finance, Marketing
Premier Wealth Partners, LLC July 2014 - Present
Charleston Financial Strategies February 2010 - July 2014
Carolina Capital Management May 2005 - February 2010
Jefferson Pilot Financial April 2004 - April 2005
Skills
Financial Advisory, Investments, Retirement, Wealth Management, Retirement Planning, Financial Goals, Estate Planning, Asset Allocation, Personal Finance, Financial Services, Strategic Financial..., Investment Advisory, Investment Strategies, Stock Management, Retirement Income..., Insurance Planning, Financial Analysis, Financial Management, Income Protection, Asset Management, Charitable Trusts, Charitable Gift Planning, Estate Tax Planning
Education
College of Charleston 2000 — 2004
Bachelor of Science, Business, Finance, Marketing
Richard Winn Richard Winn's Carolina Capital Management Experience August 2001 - October 2007
Job LPL Financial Advisor at MW Wealth Management
Industry Financial Services
Experience
MW Wealth Management August 2001 - Present
Carolina Capital Management August 2001 - October 2007
RBC August 1995 - March 2000
Old Stone Bank of North Carolina February 1989 - December 1994
Skills
Investments, Estate Planning, Strategic Financial..., Retirement Planning, Management, Insurance, Investment Management, Life Insurance, Financial Services, Wealth Management..., Long-term Care, FINRA, Small Business, Wealth Management, Securities, Finance, Wealth, Mortgage Lending, Customer Service, Loans, Financial Analysis, Mutual Funds, Portfolio Management
Education
Gardner-Webb University 1970 — 1974
BS, Business
MW Wealth Management August 2001 - Present
Carolina Capital Management August 2001 - October 2007
RBC August 1995 - March 2000
Old Stone Bank of North Carolina February 1989 - December 1994
Skills
Investments, Estate Planning, Strategic Financial..., Retirement Planning, Management, Insurance, Investment Management, Life Insurance, Financial Services, Wealth Management..., Long-term Care, FINRA, Small Business, Wealth Management, Securities, Finance, Wealth, Mortgage Lending, Customer Service, Loans, Financial Analysis, Mutual Funds, Portfolio Management
Education
Gardner-Webb University 1970 — 1974
BS, Business
Casey Bennett Casey Bennett's Carolina Capital Management Experience April 2004 - September 2006
Job Sales Representative at Masco Contractor Services
Industry Construction
Experience
Masco Contractor Services February 2015 - Present
Woodforest National Bank June 2014 - January 2015
ValuePest.com January 2011 - May 2014
Carolina Controls Group Inc August 2010 - January 2011
Always Care Benefits February 2010 - July 2010
Nationwide Insurance September 2006 - December 2009
South Carolina Army National Guard September 1993 - December 2006
Carolina Capital Management April 2004 - September 2006
Atlantic Management Associates September 1998 - April 2004
Norwest Financial February 1998 - September 1998
Skills
Insurance, Employee Benefits, Life Insurance, Retirement, Health Insurance, Pest Control, Integrated Pest..., Customer Service, Termite, Sales, Estate Planning, Business Planning, Human Resources, Analysis, Cold Calling, Leadership, Property & Casualty..., Finance, New Business Development, Time Management, Management, Long-term Care, Marketing, Training, Sales Operations, Project Planning, Disability Insurance, Strategic Financial..., Lead Generation, Payroll, Real Estate, Workers Compensation, Team Building, Small Business, CRM, Investments, Salesforce.com, Selling, B2B, Account Management, Customer Retention, Customer Satisfaction, Direct Sales, Key Account Development, Key Account Management, Key Account Mangement, Marketing Strategy, New Account Acquisition, New Account Management, Product Marketing
Education
The Citadel 1993 — 1997
Bachelor's Degree, Business Administration
Masco Contractor Services February 2015 - Present
Woodforest National Bank June 2014 - January 2015
ValuePest.com January 2011 - May 2014
Carolina Controls Group Inc August 2010 - January 2011
Always Care Benefits February 2010 - July 2010
Nationwide Insurance September 2006 - December 2009
South Carolina Army National Guard September 1993 - December 2006
Carolina Capital Management April 2004 - September 2006
Atlantic Management Associates September 1998 - April 2004
Norwest Financial February 1998 - September 1998
Skills
Insurance, Employee Benefits, Life Insurance, Retirement, Health Insurance, Pest Control, Integrated Pest..., Customer Service, Termite, Sales, Estate Planning, Business Planning, Human Resources, Analysis, Cold Calling, Leadership, Property & Casualty..., Finance, New Business Development, Time Management, Management, Long-term Care, Marketing, Training, Sales Operations, Project Planning, Disability Insurance, Strategic Financial..., Lead Generation, Payroll, Real Estate, Workers Compensation, Team Building, Small Business, CRM, Investments, Salesforce.com, Selling, B2B, Account Management, Customer Retention, Customer Satisfaction, Direct Sales, Key Account Development, Key Account Management, Key Account Mangement, Marketing Strategy, New Account Acquisition, New Account Management, Product Marketing
Education
The Citadel 1993 — 1997
Bachelor's Degree, Business Administration
Mike Grueneberger's Carolina Capital Management Experience August 2004 - Present
Job Financial Advisor, Financial Services Representative at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group January 2015 - Present
Carolina Capital Management August 2004 - Present
Skills
Strategic Financial..., Personal Finance, Retirement Planning, Life Insurance, Employee Benefits, Estate Planning, Disability Insurance, Succession Planning
Education
College of Charleston 1999 — 2003
BS, Business Administration, Economics
MetLife Premier Client Group January 2015 - Present
Carolina Capital Management August 2004 - Present
Skills
Strategic Financial..., Personal Finance, Retirement Planning, Life Insurance, Employee Benefits, Estate Planning, Disability Insurance, Succession Planning
Education
College of Charleston 1999 — 2003
BS, Business Administration, Economics
Lindsey Farrell's Carolina Capital Management Experience August 2011 - June 2012
Job at
Industry Financial Services
Experience
Ashland Partners September 2014 - Present
Ashland Partners June 2012 - Present
Carolina Capital Management August 2011 - June 2012
Sweet Tomatoes Pizza December 2007 - January 2012
Oncimmune May 2011 - August 2011
Skills
Advanced Spanish skills, Accounting, Auditing, Financial Analysis, Financial Reporting, Investments, Microsoft Excel, Internal Controls, Corporate Finance, Private Equity, Financial Accounting, Customer Service, Financial Modeling, Microsoft Office
Education
College of Charleston 2008 — 2012
BS, Business Administration
Universidad Autónoma de Barcelona 2011 — 2011
Spanish and International Finance
Needham High Scool 2004 — 2008
Ashland Partners September 2014 - Present
Ashland Partners June 2012 - Present
Carolina Capital Management August 2011 - June 2012
Sweet Tomatoes Pizza December 2007 - January 2012
Oncimmune May 2011 - August 2011
Skills
Advanced Spanish skills, Accounting, Auditing, Financial Analysis, Financial Reporting, Investments, Microsoft Excel, Internal Controls, Corporate Finance, Private Equity, Financial Accounting, Customer Service, Financial Modeling, Microsoft Office
Education
College of Charleston 2008 — 2012
BS, Business Administration
Universidad Autónoma de Barcelona 2011 — 2011
Spanish and International Finance
Needham High Scool 2004 — 2008
Kenneth Yates's Carolina Capital Management Experience January 2013 - October 2013
Job Finance Manager at KTown Cars
Industry Financial Services
Experience
K-Town Cars October 2013 - Present
Carolina Capital Management January 2013 - October 2013
Raymond James Financial Services January 2012 - December 2012
Benham Real Estate Group January 2008 - December 2012
K-Town-Cars January 2007 - January 2008
Skills
Retirement Planning, Life Insurance, Health Insurance, Long Term Care Insurance, Mutual Funds, Wealth Management, Risk Management, Real Estate, Entrepreneurship, Securities, Investments, Purchasing, Leadership
Education
North Carolina State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration - Finance
K-Town Cars October 2013 - Present
Carolina Capital Management January 2013 - October 2013
Raymond James Financial Services January 2012 - December 2012
Benham Real Estate Group January 2008 - December 2012
K-Town-Cars January 2007 - January 2008
Skills
Retirement Planning, Life Insurance, Health Insurance, Long Term Care Insurance, Mutual Funds, Wealth Management, Risk Management, Real Estate, Entrepreneurship, Securities, Investments, Purchasing, Leadership
Education
North Carolina State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration - Finance
Josiah Williams's Carolina Capital Management Experience May 2011 - September 2011
Job Real Estate Broker at Jeff Cook Real Estate
Industry Real Estate
Experience
Jeff Cook Real Estate March 2015 - Present
Keller Williams Realty Charleston July 2013 - March 2015
Carolina Capital Management May 2011 - September 2011
Glassgow Roofing May 2010 - September 2010
Skills
Real Estate, First Time Home Buyers, Real Estate Transactions, Residential Homes, Real Estate License, Townhomes, Social Networking, Management, Networking, Customer Service, Social Media, Teamwork, Strategic Planning, Microsoft Office, Time Management, Sales, Business Planning, Marketing Strategy, Social Media Marketing, Marketing, Human Resources, Investment Properties
Education
Clemson University
Business Administration and Management, General
Jeff Cook Real Estate March 2015 - Present
Keller Williams Realty Charleston July 2013 - March 2015
Carolina Capital Management May 2011 - September 2011
Glassgow Roofing May 2010 - September 2010
Skills
Real Estate, First Time Home Buyers, Real Estate Transactions, Residential Homes, Real Estate License, Townhomes, Social Networking, Management, Networking, Customer Service, Social Media, Teamwork, Strategic Planning, Microsoft Office, Time Management, Sales, Business Planning, Marketing Strategy, Social Media Marketing, Marketing, Human Resources, Investment Properties
Education
Clemson University
Business Administration and Management, General
Amanda McCaw Amanda McCaw's Carolina Capital Management Experience December 1996 - March 2003
Job Paralegal at Schweppe Law Firm, PA
Industry Real Estate
Experience
Schweppe Law Firm, PA May 2012 - Present
City of Charlotte November 2006 - June 2012
Kennedy Law Offices March 2003 - November 2006
Carolina Capital Management December 1996 - March 2003
Skills
Legal Writing, Legal Research, Employment Law, Litigation, Commercial Litigation, Public Policy, Real Estate, Civil Litigation, Westlaw, Mediation, Courts, Microsoft Office
Education
Appalachian State University 1991 — 1996
BS, Sociology
Schweppe Law Firm, PA May 2012 - Present
City of Charlotte November 2006 - June 2012
Kennedy Law Offices March 2003 - November 2006
Carolina Capital Management December 1996 - March 2003
Skills
Legal Writing, Legal Research, Employment Law, Litigation, Commercial Litigation, Public Policy, Real Estate, Civil Litigation, Westlaw, Mediation, Courts, Microsoft Office
Education
Appalachian State University 1991 — 1996
BS, Sociology
Martin Connelly's Carolina Capital Management Experience January 2014 - April 2014
Job Outside Sales Coordinator at 84 Lumber
Industry Building Materials
Experience
84 Lumber January 2015 - Present
84 Lumber June 2014 - December 2014
Carolina Capital Management January 2014 - April 2014
Orangeburg DPU 2012 - 2013
Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Customer Service, Time Management, Analysis, Teamwork, Public Speaking, Research, Sales, Team Building
Education
Charleston Southern University 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
84 Lumber January 2015 - Present
84 Lumber June 2014 - December 2014
Carolina Capital Management January 2014 - April 2014
Orangeburg DPU 2012 - 2013
Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Customer Service, Time Management, Analysis, Teamwork, Public Speaking, Research, Sales, Team Building
Education
Charleston Southern University 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Henry Loong Henry Loong's Carolina Capital Management Experience May 2014 - December 2014
Job Junior Associate at Capital A Partners
Industry Financial Services
Experience
Capital A Partners September 2015 - Present
Mappus Insurance Agency, Inc. May 2015 - Present
College of Charleston School of Business August 2012 - Present
Carolina Capital Management May 2014 - December 2014
Skills
Microsoft Excel, Swim Instruction, Swim Lessons, Microsoft Office, Financial Modeling, Cpr Certified, Investments, Swimming, Financial Analysis, Sports Coaching, Strategic Financial..., Insurance, AED, Athletic Training, Athletics, Leadership
Education
College of Charleston 2012 — 2016
Bachelor's Degree, Finance
Lassiter High School 2008 — 2012
Capital A Partners September 2015 - Present
Mappus Insurance Agency, Inc. May 2015 - Present
College of Charleston School of Business August 2012 - Present
Carolina Capital Management May 2014 - December 2014
Skills
Microsoft Excel, Swim Instruction, Swim Lessons, Microsoft Office, Financial Modeling, Cpr Certified, Investments, Swimming, Financial Analysis, Sports Coaching, Strategic Financial..., Insurance, AED, Athletic Training, Athletics, Leadership
Education
College of Charleston 2012 — 2016
Bachelor's Degree, Finance
Lassiter High School 2008 — 2012
Justin Cramer's Carolina Capital Management Experience November 2011 - December 2013
Job Asst. Vice President, Financial Advisor at Pyle Financial Services, Inc.
Industry Financial Services
Experience
Pyle Financial Services, Inc. February 2015 - Present
Edward Jones January 2014 - January 2015
Carolina Capital Management November 2011 - December 2013
BB&T November 2010 - November 2011
Skills
Investments, Comprehensive Financial..., Legacy Planning, Asset Allocation..., Wealth Management &..., Financial Risk..., Buy-Sell Agreements, Retirement Strategies, Business Succession..., Estate Conservation &..., Executive Benefit..., Mutual Funds, Variable Products, College Savings Plans, Long Term Care, Personal Protection..., Group Benefit Planning, Business Strategy Design, Financial Evaluation &..., Business Planning, Asset Allocation, Financial Advisory, Financial Services, Long-term Care, Succession Planning, Retirement, Finance
Education
Coastal Carolina University 2006 — 2010
Bachelor of Science in Business Administration, Management
Pyle Financial Services, Inc. February 2015 - Present
Edward Jones January 2014 - January 2015
Carolina Capital Management November 2011 - December 2013
BB&T November 2010 - November 2011
Skills
Investments, Comprehensive Financial..., Legacy Planning, Asset Allocation..., Wealth Management &..., Financial Risk..., Buy-Sell Agreements, Retirement Strategies, Business Succession..., Estate Conservation &..., Executive Benefit..., Mutual Funds, Variable Products, College Savings Plans, Long Term Care, Personal Protection..., Group Benefit Planning, Business Strategy Design, Financial Evaluation &..., Business Planning, Asset Allocation, Financial Advisory, Financial Services, Long-term Care, Succession Planning, Retirement, Finance
Education
Coastal Carolina University 2006 — 2010
Bachelor of Science in Business Administration, Management
Richard Lysaght Richard Lysaght's Carolina Capital Management Experience August 2013 - November 2013
Job Logistics Account Executive at Total Quality Logistics
Industry International Trade and Development
Experience
Total Quality Logistics November 2014 - June 2015
MassMutual Financial Group May 2014 - November 2014
Carolina Capital Management August 2013 - November 2013
Sherwin Williams June 2013 - August 2013
Cohen and Company, CPAs April 2010 - May 2010
Skills
International Relations, Spanish, International Business, Social Media, Microsoft Office, Economics, Intercultural..., Research, Microsoft Excel, Social Networking, Management, Strategic Planning, Facebook, Program Management, Project Planning, Teamwork, Event Management, Public Relations, Event Planning, Microsoft Word, Business Strategy, Team Leadership, PowerPoint, Contract Negotiation, Public Speaking, Sales
Education
College of Charleston 2010 — 2014
Bachelor's Degree, International Business
University Autonomo of Barcelona 2013 — 2013
Total Quality Logistics November 2014 - June 2015
MassMutual Financial Group May 2014 - November 2014
Carolina Capital Management August 2013 - November 2013
Sherwin Williams June 2013 - August 2013
Cohen and Company, CPAs April 2010 - May 2010
Skills
International Relations, Spanish, International Business, Social Media, Microsoft Office, Economics, Intercultural..., Research, Microsoft Excel, Social Networking, Management, Strategic Planning, Facebook, Program Management, Project Planning, Teamwork, Event Management, Public Relations, Event Planning, Microsoft Word, Business Strategy, Team Leadership, PowerPoint, Contract Negotiation, Public Speaking, Sales
Education
College of Charleston 2010 — 2014
Bachelor's Degree, International Business
University Autonomo of Barcelona 2013 — 2013
Alex Kozloff Alex Kozloff's Carolina Capital Management Experience September 2014 - November 2014
Job Research Associate at CoStar Group
Industry Commercial Real Estate
Experience
CoStar Group January 2015 - Present
The Daniel Island Club May 2014 - December 2014
Carolina Capital Management September 2014 - November 2014
Hay Tire Company August 2013 - May 2014
Connecticut Golf Club July 2008 - August 2012
Skills
Valuation, Financial Analysis, Microsoft Excel, Microsoft Office, Economics, PowerPoint, Microsoft Word, Investments, Market Research, Customer Service, Research, Teamwork, English, Social Media, Corporate Finance, Real Estate, Finance, Marketing
Education
College of Charleston 2010 — 2014
Bachelor of Science (BS), Economics
College of Charleston 2010 — 2014
BS, Economics
CoStar Group January 2015 - Present
The Daniel Island Club May 2014 - December 2014
Carolina Capital Management September 2014 - November 2014
Hay Tire Company August 2013 - May 2014
Connecticut Golf Club July 2008 - August 2012
Skills
Valuation, Financial Analysis, Microsoft Excel, Microsoft Office, Economics, PowerPoint, Microsoft Word, Investments, Market Research, Customer Service, Research, Teamwork, English, Social Media, Corporate Finance, Real Estate, Finance, Marketing
Education
College of Charleston 2010 — 2014
Bachelor of Science (BS), Economics
College of Charleston 2010 — 2014
BS, Economics
James Gilly James Gilly's Carolina Capital Management Experience August 2009 - August 2010
Job Construction Manager at Gilly Development Corporation
Industry Telecommunications
Experience
Gilly Development Corporation December 2011 - Present
BB&T Investment Services 2010 - 2011
Carolina Capital Management August 2009 - August 2010
Carolina Capital Management August 2009 - August 2010
Independent Mortgage of SC, LLC June 2008 - November 2008
Raymond James Financial Services June 2007 - September 2007
Skills
Investments, Portfolio Management, Microsoft Office, Valuation, Customer Relations, Financial Analysis
Education
College of Charleston 2004 — 2008
BS, Finance
College of Charleston 2004 — 2008
Bachelor of Science, Business Administration; Finance
Gilly Development Corporation December 2011 - Present
BB&T Investment Services 2010 - 2011
Carolina Capital Management August 2009 - August 2010
Carolina Capital Management August 2009 - August 2010
Independent Mortgage of SC, LLC June 2008 - November 2008
Raymond James Financial Services June 2007 - September 2007
Skills
Investments, Portfolio Management, Microsoft Office, Valuation, Customer Relations, Financial Analysis
Education
College of Charleston 2004 — 2008
BS, Finance
College of Charleston 2004 — 2008
Bachelor of Science, Business Administration; Finance
Elizabeth Paturalski Elizabeth Paturalski's Carolina Capital Management Experience June 2013 - August 2013
Job Underwriting Senior Associate at Cigna
Industry Financial Services
Experience
Cigna June 2015 - Present
Colonial Life August 2014 - February 2015
Northwestern Mutual May 2014 - August 2014
Carolina Capital Management June 2013 - August 2013
Daniel Island Club May 2011 - July 2013
CaraMia January 2011 - May 2012
North Isle Village June 2008 - August 2009
Skills
Time Management, Microsoft Excel, Dependable Team Player, Leadership, Microsoft Word, Finance, Data Analysis, Social Networking, Teamwork, Event Planning
Education
University of South Carolina - Darla Moore School of Business 2012 — 2014
Bachelor's Degree, Finance (General), Real Estate, Behavioral and Social Sciences
Suffolk County Community College 2010 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Miller Place High School 2006 — 2010
Cigna June 2015 - Present
Colonial Life August 2014 - February 2015
Northwestern Mutual May 2014 - August 2014
Carolina Capital Management June 2013 - August 2013
Daniel Island Club May 2011 - July 2013
CaraMia January 2011 - May 2012
North Isle Village June 2008 - August 2009
Skills
Time Management, Microsoft Excel, Dependable Team Player, Leadership, Microsoft Word, Finance, Data Analysis, Social Networking, Teamwork, Event Planning
Education
University of South Carolina - Darla Moore School of Business 2012 — 2014
Bachelor's Degree, Finance (General), Real Estate, Behavioral and Social Sciences
Suffolk County Community College 2010 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Miller Place High School 2006 — 2010
Sarah Daily's Carolina Capital Management Experience August 2014 - December 2014
Job Sales and Marketing Coordinator at The Post and Courier
Industry Marketing and Advertising
Experience
The Post and Courier September 2015 - Present
Family Legacy Concepts January 2015 - September 2015
Carolina Capital Management August 2014 - December 2014
Crouse Hospital 2010 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Event Planning, Social Media, Time Management, Teamwork, Research
Education
Charleston Southern University 2011 — 2015
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Charleston Southern University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
The Post and Courier September 2015 - Present
Family Legacy Concepts January 2015 - September 2015
Carolina Capital Management August 2014 - December 2014
Crouse Hospital 2010 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Event Planning, Social Media, Time Management, Teamwork, Research
Education
Charleston Southern University 2011 — 2015
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Charleston Southern University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Drew Harlow Drew Harlow's Carolina Capital Management Experience June 2010 - August 2010
Job Recruitment Consultant at Benjamin Douglas Consulting
Industry Management Consulting
Experience
Benjamin Douglas Consulting April 2015 - Present
SunGard 2014 - 2015
SunGard April 2012 - January 2014
StarTau - Tel Aviv University Entrepreneurship Center October 2011 - January 2012
Carolina Capital Management June 2010 - August 2010
SunGard June 2008 - August 2008
Skills
Analysis, Start-ups, Project Management, Entrepreneurship, Business Strategy, Microsoft Office, Microsoft Excel, Leadership, Strategic Planning, Business Development, SaaS, Market Research, Databases, Social Media, Training, Technical Recruiting
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
BSBA, Finance and Accounting
Benjamin Douglas Consulting April 2015 - Present
SunGard 2014 - 2015
SunGard April 2012 - January 2014
StarTau - Tel Aviv University Entrepreneurship Center October 2011 - January 2012
Carolina Capital Management June 2010 - August 2010
SunGard June 2008 - August 2008
Skills
Analysis, Start-ups, Project Management, Entrepreneurship, Business Strategy, Microsoft Office, Microsoft Excel, Leadership, Strategic Planning, Business Development, SaaS, Market Research, Databases, Social Media, Training, Technical Recruiting
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
BSBA, Finance and Accounting
Ken Every-Andrews's Carolina Capital Management Experience August 2005 - March 2010
Job Vice President of Sales at BMC Agency
Industry Financial Services
Experience
BMC Agency April 2013 - Present
Allstate Financial May 2011 - April 2013
Summerville Chamber of Commerce 2009 - August 2011
Business Management Consultants April 2010 - June 2011
Carolina Capital Management August 2005 - March 2010
Jefferson Pilot Financial September 2003 - July 2005
Skills
Insurance, Employee Benefits, Life Insurance, Series 63, Financial Services, Retirement Planning, Fixed Annuities, IRAs, Long-term Care, 401k, Wealth Management, Health Insurance, Mutual Funds, Retirement, Investments
Education
State University of New York College at Oneonta 1973 — 1977
BS, Speech
BMC Agency April 2013 - Present
Allstate Financial May 2011 - April 2013
Summerville Chamber of Commerce 2009 - August 2011
Business Management Consultants April 2010 - June 2011
Carolina Capital Management August 2005 - March 2010
Jefferson Pilot Financial September 2003 - July 2005
Skills
Insurance, Employee Benefits, Life Insurance, Series 63, Financial Services, Retirement Planning, Fixed Annuities, IRAs, Long-term Care, 401k, Wealth Management, Health Insurance, Mutual Funds, Retirement, Investments
Education
State University of New York College at Oneonta 1973 — 1977
BS, Speech
John Desselle, MBA, CRC's Carolina Capital Management Experience July 2006 - May 2007
Job Investment Advisor Representative at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2007 - Present
Carolina Capital Management July 2006 - May 2007
Stevenson & Palmer Engineering, Inc. August 2001 - March 2006
Bovis Lend Lease, Inc June 2000 - August 2001
Stevenson & Palmer Engineering, Inc. August 1994 - June 2000
Skills
Insurance, Business Development, Budgets, Leadership, Customer Service, Business Planning, Human Resources, Market Analysis, Research, Benefits Administration, Market Research, Direct Marketing, Funding, Market Planning, Collateral, Retirement, Strategy, Fixed Annuities, Financial Services, Strategic Planning, Mutual Funds, Government, Management, Investments, Finance, 401k
Education
Shorter College 1997 — 1999
Masters
University of Louisiana at Lafayette 1980 — 1986
Bachelor of Arts
Nationwide Financial June 2007 - Present
Carolina Capital Management July 2006 - May 2007
Stevenson & Palmer Engineering, Inc. August 2001 - March 2006
Bovis Lend Lease, Inc June 2000 - August 2001
Stevenson & Palmer Engineering, Inc. August 1994 - June 2000
Skills
Insurance, Business Development, Budgets, Leadership, Customer Service, Business Planning, Human Resources, Market Analysis, Research, Benefits Administration, Market Research, Direct Marketing, Funding, Market Planning, Collateral, Retirement, Strategy, Fixed Annuities, Financial Services, Strategic Planning, Mutual Funds, Government, Management, Investments, Finance, 401k
Education
Shorter College 1997 — 1999
Masters
University of Louisiana at Lafayette 1980 — 1986
Bachelor of Arts
Mike Palczuk's Carolina Capital Management Experience May 2009 - June 2014
Job Sr. Financial Rep., Princor Registered Rep., Investment Adviser Rep. at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Carolina Capital Management May 2009 - June 2014
AXA Advisors 2000 - 2009
AXA Advisors September 2004 - April 2008
Skills
Investments, Insurance, Estate Planning, Securities, Employee Benefits, Finance, Retirement, Life Insurance, Leadership, Sales, Risk Management, Fixed Annuities, Management, Strategic Financial..., Mutual Funds, Disability Insurance, Marketing, Business Development, Long-term Care, Reitement Funding..., Salary Continuation, Special Needs Trusts, Asset Allocation, Executive Benefits..., Split Dollar Plans, Business Continuation..., Financial Needs Analysis, Supplemental Retirement, Business Overhead..., Income Protection, Survivor Income, Buy-Sell Agreements, Informal Business..., Tax-Deferred Savings, Buy-Sell Review, IRAs (Traditional and..., Term Life Insurance, Charitable Giving, Key Person Insurance, Universal Life Insurance, College Funding..., Wellness Programs, Deferred Compensation..., Wealth Accumulation, 401k, 403b, SEP IRA, Simple IRA, Financial Advisory
Education
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1979
Bachelor of Science (B.S.), Zoology/Animal Biology
Principal Financial Group June 2014 - Present
Carolina Capital Management May 2009 - June 2014
AXA Advisors 2000 - 2009
AXA Advisors September 2004 - April 2008
Skills
Investments, Insurance, Estate Planning, Securities, Employee Benefits, Finance, Retirement, Life Insurance, Leadership, Sales, Risk Management, Fixed Annuities, Management, Strategic Financial..., Mutual Funds, Disability Insurance, Marketing, Business Development, Long-term Care, Reitement Funding..., Salary Continuation, Special Needs Trusts, Asset Allocation, Executive Benefits..., Split Dollar Plans, Business Continuation..., Financial Needs Analysis, Supplemental Retirement, Business Overhead..., Income Protection, Survivor Income, Buy-Sell Agreements, Informal Business..., Tax-Deferred Savings, Buy-Sell Review, IRAs (Traditional and..., Term Life Insurance, Charitable Giving, Key Person Insurance, Universal Life Insurance, College Funding..., Wellness Programs, Deferred Compensation..., Wealth Accumulation, 401k, 403b, SEP IRA, Simple IRA, Financial Advisory
Education
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1979
Bachelor of Science (B.S.), Zoology/Animal Biology
Kimberly Frankel's Carolina Capital Management Experience September 2006 - September 2007
Job Trading and Client Support at ATD/A Citi Company
Industry Financial Services
Experience
ATD/A Citi Company May 2009 - Present
Carolina Capital Management September 2006 - September 2007
Central Restaurant January 2004 - April 2007
Education
Bentley University
Bachelor of Science (BS), Marketing/Marketing Management, General
ATD/A Citi Company May 2009 - Present
Carolina Capital Management September 2006 - September 2007
Central Restaurant January 2004 - April 2007
Education
Bentley University
Bachelor of Science (BS), Marketing/Marketing Management, General