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Carolina Financial Group LLC Employee Directory

Investment BankingNorth Carolina, United States11-50 Employees

In 2024, the firm expanded its leadership by appointing managing directors to oversee its commercial real estate banking activities. Thomas Saykaly joined as Managing Director on April 18, 2024, and Steve Clifford joined as Managing Director on February 12, 2024. The company’s regional base and recent leadership appointments reflect its focus on private markets and real estate banking within the investment banking landscape.

Find Carolina Financial Group LLC employees' phone numbers or email addresses

Carolina Financial Group LLC Global Highlights

Location
Employees

North America
25

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  • United States Of America
    25

Carolina Financial Group LLC's Leadership

  • Stylized image of a person
    G. R.
    Vice President - Sales & Syndication
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. R.
    President/Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. M.
    Head Teller
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. M.
    Chairman
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. T.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B. S.
    Managing Director
    Phone icon
    Mobile Phone

Carolina Financial Group LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Engineering
  • Finance
  • Human Resources
  • Other

Contact profiles from Carolina Financial Group LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. G.
    Administrative Director
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    M. E.
    Manager, Human Resources
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 29, 2026
  • Stylized image of a person
    A. H.
    Assistant Manager
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    May 30, 2026
  • Stylized image of a person
    C. G.
    Financial And Operations Principal
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 29, 2026
  • Stylized image of a person
    J. S.
    Investment Banking Associate
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Apr 14, 2026
  • Stylized image of a person
    M. H.
    Compliance Specialist
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 29, 2026
  • Stylized image of a person
    A. L.
    Investment Banking Associate
    Phone icon
    Mobile Phone
    United StatesFlorida
    Oct 21, 2024
  • Stylized image of a person
    C. M.
    Analyst
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
  • Stylized image of a person
    L. M.
    Executive
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. G.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Aug 04, 2024

Frequently Asked Questions

What is Carolina Financial Group LLC known for?

Minus sign iconPlus sign iconCarolina Financial Group LLC was founded in 1995 operates in the Investment Banking industry. The company's main headquarters is located in 100 Elks Club Road Brevard, North Carolina 28712 United States; you can contact the main corporate office by phone at
+1-253-564-****
. Explore Carolina Financial Group LLC's company overview page for more information.

What is Carolina Financial Group LLC's most common email format?

Minus sign iconPlus sign iconCarolina Financial Group LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carolina Financial Group LLC email formats with LeadIQ.

How many employees does Carolina Financial Group LLC have currently?

Minus sign iconPlus sign iconCarolina Financial Group LLC has approximately 12 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Carolina Financial Group LLC's key employees and leadership?

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As of June 2026, Carolina Financial Group LLC's key employees include:

  • Vice President - Sales & Syndication: G. R.
  • President/Ceo: B. R.
  • President: B. B.
  • President: J. G.
  • Head Teller: S. M.

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