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Carolina Capital Management Work Values
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Daily Duties at Carolina Capital Management:
As Founder and President of the firm, my responsibilities were all encompassing for all of the services offered. I was personally involved with each client from their introduction and "on-boarding" to the implementation of management of their assets and on-going monitoring of their portfolio's performance.
What they like about Carolina Capital Management:
Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.
Tags
Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
Information about Carolina Capital Management
Company Rank: 5.0 out of 5
Average length of employment : 4 years
Average salary of employees: $100,000
These are some of the questions we asked our climbers about their experiences with Carolina Capital Management:
| 05| | ||
| Were your performance expectations clearly communicated? | 5.0 |
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| Were you recognized for meeting or exceeding expectations? | 5.0 |
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| Did you feel like your personal contribution was important? | 5.0 |
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| Was your career path clearly outlined and discussed? | 5.0 |
| 03| | ||
| I would recommend this as a place of employment. | 3.0 | |
| I believe in the purpose of this organization. | 3.0 | |
| I would work for this organization again. | 3.0 | |
| I feel employees are fairly compensated. | 3.0 |
Climbers who worked at Carolina Capital Management had these interests:
| Blogs | |
|---|---|
| Deborah Manning Financial Advisor http://Palmetto51 |
Read Wall Street Journal, New York times and DJones News Service daily. Also read Forbes, Fortune |
