Carolinas Investment Consulting
Industry: Company
DescriptionFounded: 2001 Subsidiary: Carolinas Investment Consulting Llc, Asset management armFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportCarolinas Investment ConsultingWebsiteDirections Saved (0) Saved Save Investment service in Charlotte, North Carolina Address: 5605 Carnegie Blvd # 400, Charlotte, NC 28209 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 643-2455Category: Website: : : : : Place name: : : Website: http://www.carolinasinvest.com/ Category: Investment service 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. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Carolinas Investment Consulting Posting publicly on the Web Write a review Reviews Be the first to review
Carolinas Investment Consulting List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Carolinas Investment Consulting. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Carolinas Investment Consulting Employees
Navigant December 2014 - Present
Barclays Investment Bank August 2014 - November 2014
TD September 2011 - August 2014
Wells Fargo September 2008 - September 2011
LPL Financial October 2007 - September 2008
Wells Fargo April 2007 - September 2007
Wachovia Securities Financial Network September 2006 - April 2007
Carolinas Investment Consulting December 2005 - August 2006
Wachovia Securities Financial Network August 2004 - December 2005
Wachovia Securities Financial Network October 2002 - August 2004
Skills
Banking, Risk Assessment, Quality Assurance, Internal Controls, Internal Audit, Operational Due..., Risk Management, Financial Services, Compliance, Financial Crimes..., Anti Money Laundering, Bank Secrecy Act, USA PATRIOT Act, OFAC, FinCEN, SEC filings, Capital Markets, Consulting, OSFI, Financial Risk
Education
Montreat College 1994 — 1998
Bachelor of Science, Business Administration (BBA)
University of North Carolina at Wilmington 1992 — 1993
West Charlotte Senior High School 1989 — 1992
Carolinas Investment Consulting June 2015 - August 2015
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Research, Social Skills, Writing, Leadership, Public Speaking, Marketing Management, Social Media, Facebook
Education
Sewanee-The University of the South 2012 — 2016
Bachelor of Arts (B.A.), Economics, Overall GPA: 3.43 / 4.0
University of North Carolina at Charlotte 2015 — 2015
Summer School, Accounting and Mathematics
IES Abroad Barcelona: Liberal Arts and Business 2014 — 2014
Liberal Arts and Sciences, General Studies and Humanities
Charlotte Country Day School 2008 — 2012
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Carolinas Investment Consulting September 2012 - Present
Xerox Corporation 2004 - 2012
Xerox Corporation 2001 - 2003
Xerox Corporation 1999 - 2001
Xerox Corporation 1987 - 1998
Skills
Account Management, New Business Development, CRM, Solution Selling, Key Account Management, Managed Services, Cross-functional Team..., Relationship Management, Relationship Marketing, Marketing Communications, Sales Process, Strategy, Sales Management, Outsourcing, Sales Operations, Management, Leadership, Marketing Strategy, Management Consulting, Sales, Business Development, Strategic Planning, Process Improvement
Education
Georgia Institute of Technology 1980 — 1984
BS, Industrial Management, with Honors
Carolinas Investment Consulting June 2006 - Present
Bank of America/Banc of America Investments May 2000 - June 2006
Skills
Investment Management, Wealth Management..., Strategic Financial..., Retirement Planning, College Education..., Asset Allocation, Consumer Lending, Asset Based Lending, Comprehensive Planning, Banking, Investments, Estate Planning, Finance, Series 7, Wealth Management, Retirement, Securities, Wealth, Asset Management, Financial Planners, Life Insurance, Financial Planning
Education
North Carolina State University - College of Management
Bachelor’s Degree, Business Administration and Management
North Carolina State University
Certified Financial Planner Program
Needham Broughton
Carolinas Investment Consulting August 2010 - Present
GenSpring Family Offices June 2009 - August 2009
Trusco Capital Management 2002 - 2008
Skills
Investments, Hedge Funds, Investment Management, Asset Managment, Fixed Income, Portfolio Management, Due Diligence, Alternative Investments, Asset Allocation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Investment Management
Davidson College 1998 — 2002
Cary Street Partners May 2015 - Present
Ancora Wealth Management LLC January 2011 - April 2015
Morgan Stanley Smith Barney November 2003 - January 2011
Carolinas Investment Consulting January 2001 - November 2003
Skills
Investment Management, Contrarian Strategies, Fundamental and..., Series 7, Asset Allocation, Wealth Management, Investment Strategies, Asset Managment, Investment Advisory, Investments, Alternative Investments, Series 63, Mutual Funds, Fixed Income, Retirement Planning, Securities, Portfolio Management, Equities, IRAs, Asset Management, Retirement, Financial Advisory, 401k, Wealth Management..., Estate Planning, ETFs, Wealth, Bonds, FINRA, High Net Worth..., Strategic Financial..., Financial Services
Education
Appalachian State University 1999 — 2000
MBA, Business
Appalachian State University 1994 — 1995
BA, English, History
University of Colorado Boulder 1991 — 1994
N/A
Charlotte Latin School 1979 — 1991
Carolinas Investment Consulting February 2014 - Present
Vanguard September 2011 - September 2013
J.P. Morgan November 2008 - July 2011
ING April 2007 - September 2008
Skills
Portfolio Management, Brokerage, Wealth Management, Relationship Management, Stock Management, Asset Management, Investments, Banking, Asset Allocation, Financial Markets, Series 7, Investment Strategies, Securities, Mutual Funds, Equities, Alternative Investments, Fixed Income, Investment Management, Series 63, Financial Services, Bloomberg, Retirement
Education
University of Pittsburgh 1984 — 1987
Bachelor of Arts (B.A.), Political Science
Penn State University
Political Science
Great Lakes & Atlantic Wealth Management & Advisory Partners, Inc. 2015 - Present
Carolinas Investment Consulting 2006 - 2015
Education
University of North Carolina at Charlotte 1998 — 2002
Bachelor of Science (B.S.), Accounting
Edge Capital Partners, LLC August 2011 - Present
Carolinas Investment Consulting June 2001 - June 2011
CornerCap Investment Counsel October 1998 - April 2001
Skills
Asset Management, Due Diligence, Equities, Financial Modeling, Investment Management, Investments, Portfolio Management, Private Equity, Valuation, Hedge Funds, Financial Analysis, Strategy
Education
Hampden-Sydney College 1989 — 1993
BA in English
Georgia State University 1994 — 1996
MBA
Woodberry Forest School 1987 — 1989
Carolinas Investment Consulting May 2001 - Present
Skills
Investment Management, Asset Management, Asset Allocation, Investment Advisory, Investments, Wealth Management, Retirement Planning, Securities, Mutual Funds, Investment Strategies, Series 7, Financial Services, Series 63, Account Management, Operations Management, Asset Managment, Portfolio Management, Equities, Fixed Income
Education
University of Connecticut 1995 — 1997
Master of Business Administration (MBA), Finance and Management
Miami University 1989 — 1993
Bachelor of Science (B.S.), Engineering Physics
Miami University 1989 — 1993
Bachelor of Arts (B.A.), Aeronautics Mathematics
Carolinas Investment Consulting January 2012 - Present
Premier Sports Services January 2009 - Present
Merrill Lynch December 2008 - February 2011
Wachovia Securities, LLC February 2005 - December 2008
KPMG 2003 - 2005
Ernst & Young 2001 - 2003
Skills
Retirement Planning, Investments, Portfolio Management, Retirement, Investment Strategies, Financial Advisory, CRM, Wealth, Financial Services, Financial Planners, Strategy, Finance, Analysis, Financial Planning
Education
University of Florida 1997 — 2001
Bachelor of Arts (B.A.), Economics and Political Science
Carolinas Investment Consulting June 2013 - Present
Vanguard May 2011 - June 2013
Ameriprise Financial - Brian Battle & Associates January 2010 - May 2011
Ameriprise Financial May 2008 - June 2009
Education
Appalachian State University 2004 — 2008
BSBA, Finance and Banking, Financial Planning
TIAA-CREF July 2014 - Present
TIAA-CREF January 2011 - July 2014
Carolinas Investment Consulting March 2006 - January 2011
Skills
Financial Services, Management, Investments, Securities, Series 7, Risk Management, Customer Service, Mutual Funds, Leadership, Portfolio Management
Education
University of North Florida 1987 — 1991
BA, Marketing, International Business
Carolinas Investment Consulting April 2008 - Present
First Citizens Bank 2004 - 2008
Skills
Retirement Planning
Education
The University of Georgia 1996 — 1998
BBA, Finance
Carolinas Investment Consulting July 2015 - Present
TIAA-CREF February 2014 - July 2015
TIAA-CREF April 2012 - February 2014
TIAA-CREF February 2011 - April 2012
TIAA-CREF July 2009 - February 2011
TIAA-CREF September 2007 - July 2009
Skills
Equities, Fixed Income Analysis, Asset Allocation, Product Management, Product Development, Mergers & Acquisitions, Operations Management, PowerPoint, Microsoft Excel, Strategic Planning, Mutual Funds, ETFs, Closed-end Funds
Education
College of Charleston 2004 — 2007
Bachelor's degree, Business Administration and Management, General/Finance