LeadIQ logo
Learn more at LeadIQ.com

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

Minus sign iconPlus sign icon
  • 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
    B. R.
    President/Ceo
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    May 22, 2026
  • Stylized image of a person
    P. M.
    Chairman
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Apr 15, 2026
  • Stylized image of a person
    B. B.
    President
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Sep 08, 2025
  • Stylized image of a person
    J. G.
    President
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    J. T.
    Owner
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Oct 17, 2024
  • Stylized image of a person
    G. R.
    Vice President - Sales & Syndication
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    S. M.
    Head Teller
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Oct 22, 2024
  • Stylized image of a person
    B. B. S.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Apr 16, 2026
  • Stylized image of a person
    J. T. G.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Jun 29, 2026
  • Stylized image of a person
    C. D.
    Assistant Hr Director; Benefit Ops Coordinator
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    May 31, 2026

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?

Minus sign iconPlus sign icon

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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.