The Carolinas Financial Network
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The Carolinas Financial Network Employees
Employee
Years
Job
Industry
Sebastian Bunster Sebastian Bunster's The Carolinas Financial Network Experience August 2012 - Present
Job Financial and Business Strategy
Industry Sports
Experience
Centurion Sports Media Group, LLC August 2012 - Present
The Carolinas Financial Network August 2012 - Present
Education
Florida State University 2000 — 2004
BS, Economics
Centurion Sports Media Group, LLC August 2012 - Present
The Carolinas Financial Network August 2012 - Present
Education
Florida State University 2000 — 2004
BS, Economics
James R. Hill, CFP(R) James R. Hill, CFP(R)'s The Carolinas Financial Network Experience July 2011 - July 2013
Job Life Insurance Conservation Specialist with MetLife
Industry Financial Services
Experience
MetLife July 2013 - Present
The Carolinas Financial Network July 2011 - July 2013
Data Driven Safety, Inc. March 2010 - July 2011
AMERICAN GENERAL LIFE INSURANCE COMPANY March 2008 - June 2009
GATEHILL FINANCIAL PLANNING, LLC March 2007 - March 2008
MORGAN STANLEY SMITH BARNEY, INC June 2004 - March 2007
FIRST CITIZENS BANK & TRUST COMPANY January 2000 - January 2004
AXA ADVISORS, LLC January 1994 - January 2000
Skills
Insurance, New Business Development, Fixed Annuities, Small Business, Executive Management, Finance, Sales, Life Insurance
Education
Queens University of Charlotte 1999 — 2000
Post Graduate Certificate, Personal Financial Planning
Purdue University 1978 — 1982
Bachelor of Science, Business Management
North Carolina Home State Insurance
MetLife July 2013 - Present
The Carolinas Financial Network July 2011 - July 2013
Data Driven Safety, Inc. March 2010 - July 2011
AMERICAN GENERAL LIFE INSURANCE COMPANY March 2008 - June 2009
GATEHILL FINANCIAL PLANNING, LLC March 2007 - March 2008
MORGAN STANLEY SMITH BARNEY, INC June 2004 - March 2007
FIRST CITIZENS BANK & TRUST COMPANY January 2000 - January 2004
AXA ADVISORS, LLC January 1994 - January 2000
Skills
Insurance, New Business Development, Fixed Annuities, Small Business, Executive Management, Finance, Sales, Life Insurance
Education
Queens University of Charlotte 1999 — 2000
Post Graduate Certificate, Personal Financial Planning
Purdue University 1978 — 1982
Bachelor of Science, Business Management
North Carolina Home State Insurance
John Parham Jr. John Parham Jr.'s The Carolinas Financial Network Experience February 2015 - Present
Job Partner at The Carolinas Financial Network
Industry Financial Services
Experience
The Carolinas Financial Network February 2015 - Present
Lincoln Financial Securities February 2015 - Present
Legacy Wealth Strategies 2004 - February 2015
AXA Advisors February 2011 - January 2015
AXA Advisors, LLC September 2004 - February 2011
The Equitable (AXA Group) 1988 - 2004
Skills
Strategic Financial..., Fixed Annuities, Securities, Insurance, Finance, Risk Management, Investments, Financial Planning, Management, Leadership, Retirement Planning, Small Business, Financial Planners, Tax, Wealth Management..., Wealth Management, 401k, FINRA, Estate Planning, Series 7, Retirement, Mergers & Acquisitions, Annuity
Education
University of North Carolina at Chapel Hill 1984 — 1988
Bachelor's Degree, Economics
Ravenscroft High School 1980 — 1984
The Carolinas Financial Network February 2015 - Present
Lincoln Financial Securities February 2015 - Present
Legacy Wealth Strategies 2004 - February 2015
AXA Advisors February 2011 - January 2015
AXA Advisors, LLC September 2004 - February 2011
The Equitable (AXA Group) 1988 - 2004
Skills
Strategic Financial..., Fixed Annuities, Securities, Insurance, Finance, Risk Management, Investments, Financial Planning, Management, Leadership, Retirement Planning, Small Business, Financial Planners, Tax, Wealth Management..., Wealth Management, 401k, FINRA, Estate Planning, Series 7, Retirement, Mergers & Acquisitions, Annuity
Education
University of North Carolina at Chapel Hill 1984 — 1988
Bachelor's Degree, Economics
Ravenscroft High School 1980 — 1984
Robert Carlton's The Carolinas Financial Network Experience February 2013 - June 2013
Job Entertainment Staff at Carnival Cruise Lines
Industry Leisure, Travel & Tourism
Experience
Carnival Cruise Line July 2013 - Present
The Carolinas Financial Network February 2013 - June 2013
S&A Cherokee January 2012 - November 2012
Down Under Surf and Scuba May 2010 - September 2012
Alpha Tau Omega Fraternity Kappa Delta Chapter January 2011 - December 2011
Legacy Event Planners October 2009 - September 2010
Skills
Teamwork, Communication, Drafting Press Releases, Discipline, Writing, Close Attention to..., Emotional Intelligence, Social Media, Editing, Learning Quickly, Research, Recruiting, Press Releases, Leadership, Public Relations, Motivated self-starter, Interpersonal Skill, Organization
Education
North Carolina State University 2008 — 2013
Bachelor of Arts (B.A.), Communications, Public Relations
North Carolina State University 2008 — 2013
Bachelor of Science (B.S.), Business Administration, Finance
Carnival Cruise Line July 2013 - Present
The Carolinas Financial Network February 2013 - June 2013
S&A Cherokee January 2012 - November 2012
Down Under Surf and Scuba May 2010 - September 2012
Alpha Tau Omega Fraternity Kappa Delta Chapter January 2011 - December 2011
Legacy Event Planners October 2009 - September 2010
Skills
Teamwork, Communication, Drafting Press Releases, Discipline, Writing, Close Attention to..., Emotional Intelligence, Social Media, Editing, Learning Quickly, Research, Recruiting, Press Releases, Leadership, Public Relations, Motivated self-starter, Interpersonal Skill, Organization
Education
North Carolina State University 2008 — 2013
Bachelor of Arts (B.A.), Communications, Public Relations
North Carolina State University 2008 — 2013
Bachelor of Science (B.S.), Business Administration, Finance
Jeff Raxlin Jeff Raxlin's The Carolinas Financial Network Experience November 2011 - Present
Job Executive Benefits and Retirement Income Planning Advisor | Community Catalyst
Industry Financial Services
Experience
The Carolinas Financial Network November 2011 - Present
Lincoln Financial Securities, member SIPC November 2011 - Present
Kelaca August 2013 - October 2014
AXA Advisors May 2007 - November 2011
SunTrust 2003 - 2007
AXA Advisors 2002 - 2003
First Citizens Bank 1990 - 2002
First Union National Bank 1988 - 1990
Skills
Sales, Recruiting, Business Development, Retirement Planning, Building Relationships, Entrepreneurship, Life Insurance, Disability Insurance, Team Building, Start-ups, Long-term Care, Financial Planning, Financial Services, Nonprofits, Connecting People, Professional Networking, Strategic Partnerships, Employee Benefits, Relationship Building, Board of Director..., Chambers of Commerce, Concierge Introductions, Estate Planning
Education
Woodrow Wilson College of Law 1977 — 1980
Juris Doctorate, Law
University of Cincinnati 1973 — 1977
Bachelor of Science (B.S.), Urban Affairs
The Carolinas Financial Network November 2011 - Present
Lincoln Financial Securities, member SIPC November 2011 - Present
Kelaca August 2013 - October 2014
AXA Advisors May 2007 - November 2011
SunTrust 2003 - 2007
AXA Advisors 2002 - 2003
First Citizens Bank 1990 - 2002
First Union National Bank 1988 - 1990
Skills
Sales, Recruiting, Business Development, Retirement Planning, Building Relationships, Entrepreneurship, Life Insurance, Disability Insurance, Team Building, Start-ups, Long-term Care, Financial Planning, Financial Services, Nonprofits, Connecting People, Professional Networking, Strategic Partnerships, Employee Benefits, Relationship Building, Board of Director..., Chambers of Commerce, Concierge Introductions, Estate Planning
Education
Woodrow Wilson College of Law 1977 — 1980
Juris Doctorate, Law
University of Cincinnati 1973 — 1977
Bachelor of Science (B.S.), Urban Affairs
Michael C. Whitman, MBA, RFC® Michael C. Whitman, MBA, RFC®'s The Carolinas Financial Network Experience February 2014 - Present
Job Associate at The Carolinas Financial Network
Industry Financial Services
Experience
The Carolinas Financial Network February 2014 - Present
Lincoln Financial Securities (Broker-Dealer) February 2014 - Present
The Prudential Insurance Company of America, Newark, NJ November 2009 - February 2014
Carolina Club Business Builders 2010 - 2013
Aussie Pet Mobile January 2008 - October 2009
Performance AutoMall 2005 - 2007
Walt Disney World September 2004 - January 2005
Playmaker's Repertory Company 2003 - 2005
Skills
Retirement Planning, Customer Service, Long Term Care, Insurance, Investments, Financial Analysis, Employee Benefits, Financial Planning, Strategic Financial..., Long-term Care, Management, Fixed Annuities, Strategic Planning, Series 63, Mutual Funds, Life Insurance, IRAs, Wealth Management, Series 6, Term Life Insurance, Investment Advisory, Variable Annuities, 401k, Estate Planning, Retirement, Disability Insurance, Financial Planners, Finance, Asset Allocation, Wealth Accumulation, Wealth, Securities, Financial Services, Investment Strategies, Income Protection, Investment Management
Education
University of Phoenix 2008 — 2009
MBA, Business
University of North Carolina at Chapel Hill 2001 — 2005
BA, Dramatic Art
Lumberton High School 2000 — 2001
Burlington Township High School 1998 — 1999
The Carolinas Financial Network February 2014 - Present
Lincoln Financial Securities (Broker-Dealer) February 2014 - Present
The Prudential Insurance Company of America, Newark, NJ November 2009 - February 2014
Carolina Club Business Builders 2010 - 2013
Aussie Pet Mobile January 2008 - October 2009
Performance AutoMall 2005 - 2007
Walt Disney World September 2004 - January 2005
Playmaker's Repertory Company 2003 - 2005
Skills
Retirement Planning, Customer Service, Long Term Care, Insurance, Investments, Financial Analysis, Employee Benefits, Financial Planning, Strategic Financial..., Long-term Care, Management, Fixed Annuities, Strategic Planning, Series 63, Mutual Funds, Life Insurance, IRAs, Wealth Management, Series 6, Term Life Insurance, Investment Advisory, Variable Annuities, 401k, Estate Planning, Retirement, Disability Insurance, Financial Planners, Finance, Asset Allocation, Wealth Accumulation, Wealth, Securities, Financial Services, Investment Strategies, Income Protection, Investment Management
Education
University of Phoenix 2008 — 2009
MBA, Business
University of North Carolina at Chapel Hill 2001 — 2005
BA, Dramatic Art
Lumberton High School 2000 — 2001
Burlington Township High School 1998 — 1999
Bobby Morrow, CLU, ChFC, CFP Bobby Morrow, CLU, ChFC, CFP's The Carolinas Financial Network Experience August 1987 - February 2008
Job Registered Representative, CERTIFIED FINANCIAL PLANNER (TM) Practitioner at Carolina Capital Management, LLC
Industry Financial Services
Experience
Carolina Capital Management, LLC February 2008 - Present
The Carolinas Financial Network August 1987 - February 2008
Skills
Estate Planning, Securities, Financial Analysis, Retirement, Insurance
Education
College of Charleston 1985 — 1987
Bachelor of Arts, Political Science
Wofford College 1983 — 1985
Carolina Capital Management, LLC February 2008 - Present
The Carolinas Financial Network August 1987 - February 2008
Skills
Estate Planning, Securities, Financial Analysis, Retirement, Insurance
Education
College of Charleston 1985 — 1987
Bachelor of Arts, Political Science
Wofford College 1983 — 1985
Daniel Randall Daniel Randall's The Carolinas Financial Network Experience July 2007 - Present
Job Managing Partner The Carolinas Financial Network
Industry Financial Services
Experience
The Carolinas Financial Network July 2007 - Present
Lincoln Financial Group May 2006 - Present
Lincoln Financial Securities January 1999 - Present
East Carolina University April 1997 - Present
Jefferson Pilot Financial January 1990 - May 2006
Education
East Carolina University - College of Business 1987 — 1989
BSBA, Finance
Montreat College 1985 — 1987
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Isothermal Community College 1984 — 1985
General Studies
The Carolinas Financial Network July 2007 - Present
Lincoln Financial Group May 2006 - Present
Lincoln Financial Securities January 1999 - Present
East Carolina University April 1997 - Present
Jefferson Pilot Financial January 1990 - May 2006
Education
East Carolina University - College of Business 1987 — 1989
BSBA, Finance
Montreat College 1985 — 1987
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Isothermal Community College 1984 — 1985
General Studies
Kirk Matenaer's The Carolinas Financial Network Experience January 2009 - January 2012
Job Sr. Associate at Franklin & Associates Inc.
Industry Financial Services
Experience
Franklin & Associates Inc. January 2012 - Present
The Carolinas Financial Network January 2009 - January 2012
Skills
Long Term Care Planning..., Medicare Supplements, Life Insurance, Annuities, Retirement, Medicare, Long-term Care, Fixed Annuities, Retirement Planning, Long Term Care Insurance, Financial Advisory, Financial Services, Estate Planning, 401k, Insurance, Financial Planners, Investment Advisory, Public Speaking, Strategic Planning, Finance, Financial Planning
Education
Eckerd College
Bachelor's degree, Environmental Science
Franklin & Associates Inc. January 2012 - Present
The Carolinas Financial Network January 2009 - January 2012
Skills
Long Term Care Planning..., Medicare Supplements, Life Insurance, Annuities, Retirement, Medicare, Long-term Care, Fixed Annuities, Retirement Planning, Long Term Care Insurance, Financial Advisory, Financial Services, Estate Planning, 401k, Insurance, Financial Planners, Investment Advisory, Public Speaking, Strategic Planning, Finance, Financial Planning
Education
Eckerd College
Bachelor's degree, Environmental Science
Blake Saxon's The Carolinas Financial Network Experience October 2010 - Present
Job Financial Planner/Analyst at The Carolinas Financial Network
Industry Financial Services
Experience
The Carolinas Financial Network October 2010 - Present
NYLIFE Securities & NYLife Ins. June 2006 - October 2010
Education
University of South Carolina-Aiken 2001 — 2006
Finance, Finance, Accounting
The Carolinas Financial Network October 2010 - Present
NYLIFE Securities & NYLife Ins. June 2006 - October 2010
Education
University of South Carolina-Aiken 2001 — 2006
Finance, Finance, Accounting