Top 100 Financial Services Companies in North Carolina

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Below is the list of Top 100 Financial Services Companies in North Carolina ranked based on company size, client reviews, services, and awards.

Financial Services Companies in North Carolina

1. Bank Of America Merrill Lynch

Industry: Financial Services

Location: North Carolina

Website: bofaml.com

Company Size: 10001+

Company Address: 100 North Tryon Street, Charlotte, North Carolina, United States

Bank Of America Merrill Lynch Contact Details

Name Title LinkedIn Phone Email
Yaojun Yu Associate
Donald Cofrade Owner And President
Hale Parisek Vp, Client Manager
Josue Campos Avp, Tax Reporting - Senior Business Control Specialist
Pamela Craven Vice President - Executive Recruitment - Retirement And Personal Wealth Solutions And Private Bank Chief Operations Officer
Pmpâ Vitalis Chinyanya Wealth Management Client Service Representative And Project Manager
Julien Dumoulin-smith Senior Research Analyst
Requires/Intent and 2601 more Employees
Performance Tracking & KPI Analytics
Banking & Payment Processing
Risk Management & Compliance
and more

2. Bb&t

Industry: Financial Services

Location: North Carolina

Website: bbt.com

Company Founded: 1872

Company Size: 10001+

Company Address: 200 West Second Street, Winston Salem, North Carolina, United States

Bb&t Contact Details

Name Title LinkedIn Phone Email
Joan Dasher Service Center Specialist
Creative Threase A. Baker Member Of The Advisory Board
Abby Turnbull Financial Wellness Consultant
Meg Beaulieu Vice President Mortgage Loan Officer
Brian Cain Small Business Consultant
Leila Norwood Bilingual Bank Teller
Nella Vargas Assistance Vice-president
Requires/Intent and 3557 more Employees
Document Management & E-signature Solutions
Customer Relationship Management (CRM)
and more

3. Cardinal Financial Company, Limited Partnership

Industry: Financial Services

Location: North Carolina

Website: cardinalfinancial.com

Company Founded: 1987

Company Size: 501-1000

Company Address: 3701 Arco Corporate Drive, Charlotte, North Carolina, United States

Cardinal Financial Company, Limited Partnership Contact Details

Name Title LinkedIn Phone Email
Karl Benjamin Senior Vice President - Wholesale Production
Jerry Ownby Branch Manager
Joe Hesch Vice President Retail Market Leader
William Henderson Recruiting Coordinator
Travis Goltz Producing Branch Manager
Elizabeth Vickers Senior Mortgage Loan Officer
Joseph Demarco Producing Branch Manager
Requires/Intent and 314 more Employees
Investment Advisory
Marketing Services
Securities Trading & Brokerage
ERP For Financial Institutions
and more

4. Barings

Industry: Financial Services

Location: North Carolina

Website: barings.com

Company Size: 1001-5000

Company Address: 300 South Tryon Street, Charlotte, North Carolina, United States

Barings Contact Details

Name Title LinkedIn Phone Email
Yulia Alekseeva Portfolio Manager, Head Of Securitized Credit Research | Global Fixed Income
Joe Gorin Managing Director, Head Of Re Portfolio Management And Value Add Investing - Us
Christopher Smart Chief Global Strategist And Head Of The Barings Investment Institute
Robert Bills Director, Private Equity And Real Assets
Natig Mustafayev Director
Wilibrordus Amadeus Summer Senior Associate
Michael Henderlong Managing Director- Head Of Capital Markets And Strategic Relationship Management Team
Requires/Intent and 118 more Employees
Marketing Services
Financial Forecasting & Modeling
and more

5. Bank Of America Merchant Services

Industry: Financial Services

Location: North Carolina

Company Founded: 2009

Company Size: 1001-5000

Company Address: 150 North College Street, Charlotte, North Carolina, United States

Bank Of America Merchant Services Contact Details

Name Title LinkedIn Phone Email
Keith Mccormack Vice President Client Services Manager
Brett Healey Merchant Specialist Officer
Dan Stewart Senior Vice President Region Sales Leader
Blake Rivers Avp, Business Consultant
Juliene Conway Senior Vice President Enterprise Marketing And Communications
Jennifer Hoxeng Avp, Business Consultant
Mindi Flook Vice President Senior Client Experience Program Manager
Requires/Intent and 132 more Employees
Credit Rating & Analysis
Risk Management & Compliance
Financial Forecasting & Modeling
IoT-enabled Smart Banking Solutions
and more

6. Lendingtree

Industry: Financial Services

Location: North Carolina

Website: lendingtree.com

Company Founded: 1996

Company Size: 501-1000

Company Address: 11115 Rushmore Drive, Charlotte, North Carolina, United States

Lendingtree Contact Details

Name Title LinkedIn Phone Email
Josh Rowe-heupler General Manager - Investing
Mark Moore Senior Manager, Business Development
Brent Cohen Partner Development Manager
Matt Salmon Senior Manager
Georgeann Franks Vice President Of Analytics
Marz Svensson Senior Manager, Crm Strategy
John Turner Application Security Lead
Requires/Intent and 69 more Employees
Debt Collection & Recovery
Insurance & Underwriting Services
Branding & Public Relations
and more

7. Hometrust Bank

Industry: Financial Services

Location: North Carolina

Website: hometrustbanking.com

Company Founded: 1926

Company Size: 501-1000

Company Address: 10 Woodfin Street, Asheville, North Carolina, United States

Hometrust Bank Contact Details

Name Title LinkedIn Phone Email
Paula Labian Executive Vice President And Chief Human Resource Officer
Jeremy Wright Vice President, Senior Portfolio Manager
Robert Williams Senior Vice President
James Anderson Mortgage Loan Officer
Ajaz Siddiqi Vice Presedent, Sba Relationship Manager
Tanya Collins Mortgage Loan Officer
Colby Ebert Commercial Banking Relationship Manager
Requires/Intent and 66 more Employees
IoT-enabled Smart Banking Solutions
Wealth Management
Customer Relationship Management (CRM)
Insurance & Underwriting Services
Marketing Services
and more

8. Lighthouse Financial Corp.

Industry: Financial Services

Location: North Carolina

Website: lighthousefinancial.net

Company Founded: 1987

Company Size: 1-10

Company Address: 925 West Market Street, Greensboro, North Carolina, United States

Lighthouse Financial Corp. Contact Details

Name Title LinkedIn Phone Email
Grant Smith Financial Professional
Daeschner Nancy Customer Service Specialist
Requires/Intent
Banking & Payment Processing
Marketing Services
and more

9. Paymentus

Industry: Financial Services

Location: North Carolina

Website: paymentus.com

Company Founded: 2004

Company Size: 201-500

Company Address: 13024 Ballantyne Corporate Place, Charlotte, North Carolina, United States

Paymentus Contact Details

Name Title LinkedIn Phone Email
Doug Reynolds Regional Sales Director
Tom Kula Vice President, National Sales And Strategic Partnerships
Nicole Haskins Vice President Of Sales
David Maddox Regional Sales Director
Karah Huntsinger Representative
Nancy Sullivan Director Account Management
Mike Griffith Techops Engineer
Requires/Intent and 18 more Employees
Accounting Services
IoT-enabled Smart Banking Solutions
and more

10. Regional Acceptance Corporation

Industry: Financial Services

Location: North Carolina

Website: regionalacceptance.com

Company Founded: 1978

Company Size: 501-1000

Company Address: 1424 East Fire Tower Road, Greenville, North Carolina, United States

Regional Acceptance Corporation Contact Details

Name Title LinkedIn Phone Email
Audra Becker Senior Credit Manager
Andrew Bucci Regional Business Center Manager And Vice-president
Keri Metzdorf Senior Credit Manager
Bryan Hadley Senior Vice President, Regional Manager
Derrick Young Vice President And Branch Manager At Regional Acceptance Corp
Tom Cerrito Credit Manager
Keisha Lambert-hicks Credit Manager
Requires/Intent and 61 more Employees
Hedge Fund & Private Equity Consulting
IoT-enabled Smart Banking Solutions
Insurance & Underwriting Services
Accounting Services
and more

11. Wyndham Capital Mortgage

Industry: Financial Services

Location: North Carolina

Website: wyndhamcapital.com

Company Founded: 2001

Company Size: 201-500

Company Address: 4064 Colony Road, Charlotte, North Carolina, United States

Wyndham Capital Mortgage Contact Details

Name Title LinkedIn Phone Email
Kyle Drake Director Of Underwriting
Christopher Tyler Manager
Ryan Pichardo Senior Mortgage Consultant
Matthew Harrell Mortgage Banker
John Newman Director Of Sales - Utah
Sam Panis Senior Mortgage Consultant
Nathaniel Lahaie Mortgage Consultant
Requires/Intent and 34 more Employees
Data Analytics & Business Intelligence
Accounting Services
Employee Training & Workforce Development
Credit Rating & Analysis
and more

12. Secu

Industry: Financial Services

Location: North Carolina

Website: ncsecu.org

Company Founded: 1937

Company Size: 5001-10000

Secu Contact Details

Name Title LinkedIn Phone Email
Rod Flowers Senior Vice President Of Human Resources Development
Raymond Wohltman Resource Manager
Kyle Moore Vice President Of Member Experience
Bsacs Allison Senical Team Leader, Corporate And Bsa Compliance
Elexus Howard Senior Financial Services Officer
Dwayne Herrera Executive Vice President
Jamie Gainey Escrow Technician I
Requires/Intent and 87 more Employees
Technology Consulting
Employee Training & Workforce Development
API Integration For FinTech
and more

13. Yelton Capital Network, Llc

Industry: Financial Services

Location: North Carolina

Website: yeltoncapitalnet.com

Company Founded: 2014

Company Size: 1-10

Company Address: 580 Beason Road, Mooresboro, North Carolina, United States

Yelton Capital Network, Llc Contact Details

Name Title LinkedIn Phone Email
Barry Yelton Managing Partner
Requires/Intent
Tax Planning & Strategy
Branding & Public Relations
Compliance & Regulatory Advisory
Sales & Lead Generation Strategy
Cloud Computing Solutions
and more

14. Finance Of America Commercial

Industry: Financial Services

Location: North Carolina

Website: foacommercial.com

Company Founded: 2013

Company Size: 51-200

Company Address: 6230 Fairview Road, Charlotte, North Carolina, United States

Finance Of America Commercial Contact Details

Name Title LinkedIn Phone Email
Colby Popplewell Field Market Specialist
Kelly Rossow-soto Field Marketing Specialist
Erica Vilella Closer And Funder
Tai Duong Client Relationship Manager
Mike Meyers Senior Business Developement
Teyauna Williams Senior Loan Processor
Sherry Larue Senior Post Closer
Requires/Intent and 8 more Employees
Blockchain & Cryptocurrency Solutions
Accounting Services
Performance Tracking & KPI Analytics
Securities Trading & Brokerage
Hedge Fund & Private Equity Consulting
and more

15. Meduit | Driving Revenue Cycle Performance

Industry: Financial Services

Location: North Carolina

Website: meduitrcm.com

Company Founded: 2017

Company Size: 501-1000

Company Address: 4135 South Stream Boulevard, Charlotte, North Carolina, United States

Meduit | Driving Revenue Cycle Performance Contact Details

Name Title LinkedIn Phone Email
Stay Eric Day Business Development
Laurel Bougie Director Of Customer Excellence
Dustin Keith Director Of Business Analysts
Doug Marcum Senior Vice President Of Technology
Ken Krieger Regional Vice President Of Sales, North
Angie Flora Relationship Manager
Lucas Mauer Vice President Of Finance
Requires/Intent and 27 more Employees
Automation & Workflow Optimization
Mortgage & Loan Processing
Wealth Management
API Integration For FinTech
and more

16. Deephaven Mortgage Llc

Industry: Financial Services

Location: North Carolina

Company Founded: 2012

Company Size: 51-200

Company Address: 3440 Toringdon Way, Charlotte, North Carolina, United States

Deephaven Mortgage Llc Contact Details

Name Title LinkedIn Phone Email
Cydney Gray Account Executive
Casey Haines Loan Closer
Rosalie Mullane Vice President Finance, Controller
Matthew Lehnen Senior Vice President Of Information Technology
Jessica Gonzalez Senior Underwriter
Ben Buchanan Risk Analyst
Precious Mcgraw Document Specialist
Requires/Intent and 3 more Employees
Cloud Computing Solutions
Financial Forecasting & Modeling
and more

17. Volvo Financial Services

Industry: Financial Services

Location: North Carolina

Website: vfsco.com

Company Founded: 2001

Company Size: 1001-5000

Company Address: 7025 Albert Pick Road, Greensboro, North Carolina, United States

Volvo Financial Services Contact Details

Name Title LinkedIn Phone Email
Clfp Beth Maaske District Finance Manager
Mark Frank District Finance Manager
Beth Maaske District Finance Manager
Kevin Stevens District Finance Manager
Phil Axen District Finance Manager
Jim Dwane Vice President, Global Controller
Randy Carter District Finance Manager
Requires/Intent and 5 more Employees
AI-powered Financial Insights
Treasury & Cash Flow Management
Omnichannel Customer Support
Wealth Management
Financial Auditing & Reporting
and more

18. Reged

Industry: Financial Services

Location: North Carolina

Website: reged.com

Company Founded: 1994

Company Size: 201-500

Company Address: 2100 Gateway Centre Boulevard, Morrisville, North Carolina, United States

Reged Contact Details

Name Title LinkedIn Phone Email
Meghan Mason Senior Vice President Of Sales
Robert Rowe Svp, Sales
Debra Freitag Chief Strategy Officer
Derrick Cobey Chief Technology Officer
Pat Esposito Senior Vice President Sales Core Markets - Reged
Michael Pouliot Senior Vice President
Balaji Ramaswamy Director Application Development
Requires/Intent and 10 more Employees
Wealth Management
Treasury & Cash Flow Management
and more

19. Top Flite Financial, Inc.

Industry: Financial Services

Location: North Carolina

Website: tffinc.net

Company Founded: 2002

Company Size: 201-500

Top Flite Financial, Inc. Contact Details

Name Title LinkedIn Phone Email
Ryan Cuffle Regional Manager And Loan Originator
Matt Cornett Regional Vice President
Nathan Groves Mortgage Loan Officer, Nmls 1096165
Kelsey Adams Licensed Mortgage Loan Officer
Jake Martinelli Mortgage Loan Officer
Vanessa Adele Mortgage Loan Officer
Warren Hutter Senior Mortgage Loan Officer
Requires/Intent and 4 more Employees
Debt Collection & Recovery
Blockchain & Cryptocurrency Solutions
Legal Compliance & Advisory
and more

20. Commercial Credit Group Inc.

Industry: Financial Services

Location: North Carolina

Website: commercialcreditgroup.com

Company Founded: 2004

Company Size: 51-200

Company Address: 525 North Tryon Street, Charlotte, North Carolina, United States

Commercial Credit Group Inc. Contact Details

Name Title LinkedIn Phone Email
Milan Hinich Regional Vice President
Ken Madsen Regional Sales Manager
Jim Norris Regional Sales Manager
Sheila Young Regional Sales Manager
Marc Levesque Regional Sales Manager
Edward Dominiak Regional Sales Manager
Jon Barker Analyst
Requires/Intent and 19 more Employees
Loan Origination & Servicing Platforms
Legal Compliance & Advisory
and more

21. American Financial Education Alliance

Industry: Financial Services

Location: North Carolina

Website: myafea.org

Company Founded: 2011

Company Size: 11-50

American Financial Education Alliance Contact Details

Name Title LinkedIn Phone Email
Nick Stahl Instructor
Jeffrey Costello Chapter Director
Julie Manning Chapter President
Mike Nave Educational Instructor
Alyssa Lubag Academic Coordinator
Holly Taylor Chapter Development Specialist
Requires/Intent
Employee Training & Workforce Development
Accounting Services
Branding & Public Relations
Risk Management & Compliance
and more

22. Crescent State Bank

Industry: Financial Services

Location: North Carolina

Website: yadkinbanksbl.com

Company Founded: 2009

Company Size: 51-200

Company Address: 10200 Mallard Creek Road, Charlotte, North Carolina, United States

Crescent State Bank Contact Details

Name Title LinkedIn Phone Email
Dave Phillips Vice President - Senior Sales Manager
Angel Alba Abm
Jamar Hawkins Vice President Business Development
Deric Mims Vice President Sba Business Development Officer
Tameka Cuyler Customer Service Representative At Crescent State Bank
Requires/Intent
Investment Advisory
Mergers & Acquisitions Advisory
Tax Planning & Strategy
Wealth Management
and more

23. Bridgemark Strategies

Industry: Financial Services

Location: North Carolina

Website: bridgemarkstrategies.com

Company Founded: 2013

Company Size: 1-10

Company Address: 13850 Ballantyne Corporate Place, Charlotte, North Carolina, United States

Bridgemark Strategies Contact Details

Name Title LinkedIn Phone Email
Jeff Nash Chief Executive Officer And Co-founder
Christopher Dunn Senior Vice President
Requires/Intent
Securities Trading & Brokerage
Sales & Lead Generation Strategy
ERP For Financial Institutions
and more

24. Compass Financial Partners

Industry: Financial Services

Location: North Carolina

Website: compassfp.com

Company Founded: 2002

Company Size: 11-50

Company Address: 3903 North Elm Street, Greensboro, North Carolina, United States

Compass Financial Partners Contact Details

Name Title LinkedIn Phone Email
Cfaâ Andrew Lippert Associate Director, Investment Research
Bob Payne Cltc
Requires/Intent
IoT-enabled Smart Banking Solutions
Debt Collection & Recovery
ERP For Financial Institutions
Marketing Services
and more

25. Expertconnect

Industry: Financial Services

Location: North Carolina

Website: expertconnect.net

Company Founded: 2011

Company Size: 11-50

Company Address: 5960 Fairview Road, Charlotte, North Carolina, United States

Expertconnect Contact Details

Name Title LinkedIn Phone Email
Chris Gaudioso Managing Partner
Sonya Khersonsky Managing Partner
Neal Kantharia Senior Associate, Healthcare
Anthony Harris Associate
Requires/Intent
Corporate Finance Strategy
Employee Training & Workforce Development
Omnichannel Customer Support
and more

26. Bfb Gallagher (formerly Burns-fazzi, Brock)

Industry: Financial Services

Location: North Carolina

Website: bfbbenefit.com

Company Founded: 1995

Company Size: 11-50

Company Address: 4600 Park Road, Charlotte, North Carolina, United States

Bfb Gallagher (formerly Burns-fazzi, Brock) Contact Details

Name Title LinkedIn Phone Email
Tyler Quigley Regional Vice President
Liz Santos Chief Of Staff, Executive Benefits Practice
Tj Telford Area Vice President
Candy Host Regional Vice President At Bfb
Kraig Klinkhammer Chief Operating Officer
Bj Burt Regional Manager
Dee Coburn Analyst
Requires/Intent and 3 more Employees
Wealth Management
Corporate Finance Strategy
Technology Consulting
Branding & Public Relations
Financial Auditing & Reporting
and more

27. American Dream Mortgage Inc

Industry: Financial Services

Location: North Carolina

Website: americandreammortgageinc.com

Company Size: 11-50

American Dream Mortgage Inc Contact Details

Name Title LinkedIn Phone Email
Nancy Allen Manager
Requires/Intent
Data Analytics & Business Intelligence
Mortgage & Loan Processing
and more

28. Capitol Financial Solutions

Industry: Financial Services

Location: North Carolina

Website: capfs.com

Company Founded: 2001

Company Size: 51-200

Company Address: 8816 Six Forks Road, Raleigh, North Carolina, United States

Capitol Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Pierre Greene Registered Representative
Jim Ritchie Financial Advisor
Steven Consiglio Financial Planner
Ashley Howell Firm Supervision Specialist, Operations Manager
Daryl Smith Registered Representative
Greylan Cosby Title
Kenneth Kapinskis Investment Advisor Representative
Requires/Intent and 6 more Employees
Performance Tracking & KPI Analytics
AI-powered Financial Insights
Employee Training & Workforce Development
Financial Forecasting & Modeling
Banking & Payment Processing
and more

29. Mortgage Broker

Industry: Financial Services

Location: North Carolina

Website: golhl.com

Company Founded: 2010

Company Size: 11-50

Company Address: 5200 77 Center Dr Street, Charlotte, North Carolina, United States

Mortgage Broker Contact Details

Name Title LinkedIn Phone Email
Gregory Anderson Senior Loan Officer
David Pye Senior Mortgage Consultant
Dena Wilson Loan Processor
Rachel Barsness Process Manager
Alfred Schwab Intern And Loan Officer Assistant
Patriot Ntnl President
Dewey Allen Chief Mortgage Officier
Requires/Intent
IoT-enabled Smart Banking Solutions
Credit Rating & Analysis
Blockchain & Cryptocurrency Solutions
and more

30. Elevation Llc

Industry: Financial Services

Location: North Carolina

Website: elevationllc.net

Company Size: 51-200

Company Address: 1355 Greenwood Cliff, Charlotte, North Carolina, United States

Elevation Llc Contact Details

Name Title LinkedIn Phone Email
Christopher Matthaei Partner | Event Driven And Merger Arbitrage Strategy
Jillian Demmerle Associate
Emeric Twomey Managing Director, Event-driven
Betty Chan Senior Analyst
Jillian Demmerle Associate
Tim Freeman Partner
Requires/Intent
Employee Training & Workforce Development
Blockchain & Cryptocurrency Solutions
Omnichannel Customer Support
and more

31. Piedmont Advantage Credit Union

Industry: Financial Services

Location: North Carolina

Website: pacu.com

Company Founded: 1949

Company Size: 51-200

Company Address: 3530 Advantage Way, Winston Salem, North Carolina, United States

Piedmont Advantage Credit Union Contact Details

Name Title LinkedIn Phone Email
Dion Williams President And Chief Executive Officer
Cfmp Kim E. Adkins Vice President Of Marketing
Deborah Onyabe Regional Manager Branch And Community Development
Jessica Nichols Teller Customer Service
Requires/Intent
Financial Planning & Retirement Solutions
Employee Training & Workforce Development
Loan Origination & Servicing Platforms
Risk Assessment & Mitigation
Credit Rating & Analysis
and more

32. Millennium Advisors, Llc

Industry: Financial Services

Location: North Carolina

Website: millenniumadvisors.com

Company Founded: 2010

Company Size: 51-200

Company Address: 11605 North Community House Road, Charlotte, North Carolina, United States

Millennium Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Zhongyang Li Vice President - Quantitative Research
Melissa Andrus Senior Vice President | Operations Manager
Rousen Zhou Hy Xo Credit Trader
Requires/Intent
Financial Planning & Retirement Solutions
Performance Tracking & KPI Analytics
Credit Rating & Analysis
and more

33. Accounting For Profits

Industry: Financial Services

Location: North Carolina

Website: accountingforprofits.net

Company Founded: 2011

Company Size: 1-10

Company Address: 4633 Mayfield Drive, Granite Falls, North Carolina, United States

Accounting For Profits Contact Details

Name Title LinkedIn Phone Email
Jesse Braswell President
Requires/Intent
IoT-enabled Smart Banking Solutions
Asset Management
Credit Rating & Analysis
API Integration For FinTech
and more

34. Capstone Capital, Llc

Industry: Financial Services

Location: North Carolina

Website: cscap.us

Company Founded: 2007

Company Size: 11-50

Company Address: 1019 Hay Street, Fayetteville, North Carolina, United States

Capstone Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Julius Kinkle Vice President Of Sales Production
Katie Deaver Customer Service
Requires/Intent
Cloud Computing Solutions
Blockchain & Cryptocurrency Solutions
Loan Origination & Servicing Platforms
IoT-enabled Smart Banking Solutions
Legal Compliance & Advisory
and more

35. Raftelis Financial Consultants, Inc.

Industry: Financial Services

Location: North Carolina

Company Founded: 1993

Company Size: 51-200

Company Address: 227 West Trade Street, Charlotte, North Carolina, United States

Raftelis Financial Consultants, Inc. Contact Details

Name Title LinkedIn Phone Email
Joseph Crea Senior Mana
Dwayne Guthrie Consulting Firm Manager
Harold Smith Vice President
Thomas Beckley Vice President
Bonnie Williams Accounting Associate
Hannah Phan Manager
Requires/Intent and 1 more Employees
Financial Auditing & Reporting
Blockchain & Cryptocurrency Solutions
Investment Advisory
Business Strategy & Growth Consulting
and more

36. Issuer Direct Corporation

Industry: Financial Services

Location: North Carolina

Website: issuerdirect.com

Company Founded: 2006

Company Size: 51-200

Company Address: 1 Glenwood Avenue, Raleigh, North Carolina, United States

Issuer Direct Corporation Contact Details

Name Title LinkedIn Phone Email
Thomas Reino Strategic Account Manager
Sean Carliss Senior Strategic Account Manager
Steven Knerr Chief Financial Officer
Daniel Yoon Business Analyst Intern
Requires/Intent
IoT-enabled Smart Banking Solutions
Data Analytics & Business Intelligence
and more

37. New South Wealth Management

Industry: Financial Services

Location: North Carolina

Website: newsouthwealth.com

Company Size: 11-50

Company Address: 5960 Fairview Road, Charlotte, North Carolina, United States

New South Wealth Management Contact Details

Name Title LinkedIn Phone Email
Joseph Milano Managing Partner
Requires/Intent
Document Management & E-signature Solutions
Sales & Lead Generation Strategy
Customer Relationship Management (CRM)
Mergers & Acquisitions Advisory
Branding & Public Relations
and more

38. Cornerstone Wealth Group, Llc

Industry: Financial Services

Location: North Carolina

Website: cfpwealthplan.com

Company Founded: 2001

Company Size: 11-50

Company Address: 16810 Kenton Drive, Huntersville, North Carolina, United States

Cornerstone Wealth Group, Llc Contact Details

Name Title LinkedIn Phone Email
Matthew Morgan Wealth Advisor
Stuart Honenberger Wealth Advisor
Shelly Braden Associate Wealth Advisor- Financial Planning Services Coordinator
Kimberly Newton Director Of Operations
Denise Williams Paraplanner
Jennifer Whatley Client Service Associate
Lynne Armstrong Advisor
Requires/Intent
Technology Consulting
Mergers & Acquisitions Advisory
ERP For Financial Institutions
Portfolio Management
and more

39. Bone Financial Group

Industry: Financial Services

Location: North Carolina

Website: bonefinancial.com

Company Founded: 1985

Company Size: 1-10

Company Address: P/o Box 33371, Raleigh, North Carolina, United States

Bone Financial Group Contact Details

Name Title LinkedIn Phone Email
Deanna Bone Vice President At Bone Financial Group, Inc
Jim Bone President And Chief Executive Officer
Requires/Intent
Asset Management
Omnichannel Customer Support
Data Analytics & Business Intelligence
ESG & Sustainable Finance Consulting
Mortgage & Loan Processing
and more

40. Tzg Financial

Industry: Financial Services

Location: North Carolina

Website: tzgfinancial.com

Company Founded: 2011

Company Size: 1-10

Company Address: 13850 Ballantyne Corporate Place, Charlotte, North Carolina, United States

Tzg Financial Contact Details

Name Title LinkedIn Phone Email
Mike Zaino President And Chief Executive Officer
Requires/Intent
Technology Consulting
Portfolio Management
Legal Compliance & Advisory
Corporate Finance Strategy
Mobile App Development For Financial Services
and more

41. Viking Mergers & Acquisitions

Industry: Financial Services

Location: North Carolina

Website: vikingmergers.com

Company Founded: 1996

Company Size: 11-50

Company Address: 17250 Lancaster Highway, Charlotte, North Carolina, United States

Viking Mergers & Acquisitions Contact Details

Name Title LinkedIn Phone Email
Ben Knight Managing Partner
Merrell Stout Managing Partner
John Elwood Senior Advisor
Requires/Intent
Branding & Public Relations
Cybersecurity & Data Protection
and more

42. Self-help

Industry: Financial Services

Location: North Carolina

Website: self-help.org

Company Founded: 1980

Company Size: 501-1000

Company Address: 301 West Main Street, Durham, North Carolina, United States

Self-help Contact Details

Name Title LinkedIn Phone Email
Kerri Smith Greenville City Executive
Dave Mack Professional Consultant
Darrow Isaacman-vanwertz Senior Commercial Loan Officer And Manager
Steinberg Bertrand It Field Technician
Lori Baudendistel Mortgage Operations Specialist
Felicia Hall Unemployeed
Sheena Ware Manager
Requires/Intent and 120 more Employees
HR & Talent Acquisition
Mergers & Acquisitions Advisory
IoT-enabled Smart Banking Solutions
ESG & Sustainable Finance Consulting
and more

43. Appraisal Nation

Industry: Financial Services

Location: North Carolina

Website: appraisal-nation.com

Company Size: 51-200

Company Address: 500 Gregson Drive, Cary, North Carolina, United States

Appraisal Nation Contact Details

Name Title LinkedIn Phone Email
Damon Zeigler Vice President, Vendor Management
Corey Linquist Placement Representative
Jacob Richard Vendor Management Associate Team Lead
Sean Rheubottom Client Services Manager
Troy Lemley Partner-president Of National Sales
Requires/Intent
Omnichannel Customer Support
Financial Auditing & Reporting
and more

44. Massmutual North Carolina

Industry: Financial Services

Location: North Carolina

Company Size: 51-200

Company Address: 4000 Westchase Boulevard, Raleigh, North Carolina, United States

Massmutual North Carolina Contact Details

Name Title LinkedIn Phone Email
Tony Wagoner Financial Services
Jennifer Naraine Team Lead Mailroom
Sergio Lamonica Claim Examiner
Jorge Cila Case Manager
Requires/Intent
Performance Tracking & KPI Analytics
Branding & Public Relations
ERP For Financial Institutions
Financial Forecasting & Modeling
AI-powered Financial Insights
and more

45. Consolidated Asset Recovery Systems

Industry: Financial Services

Location: North Carolina

Website: ez-recovery.com

Company Founded: 2005

Company Size: 51-200

Company Address: 4800 Six Forks Road, Raleigh, North Carolina, United States

Consolidated Asset Recovery Systems Contact Details

Name Title LinkedIn Phone Email
Jim Wilmsen Chief Technology Officer
Kem Morris Director, Remarketing
Dallan Smith Account Specialist
Parker Grant Software Developer
Requires/Intent
Technology Consulting
Data Analytics & Business Intelligence
and more

46. Nottingham Investment Administration

Industry: Financial Services

Location: North Carolina

Website: ncfunds.com

Company Founded: 1989

Company Size: 51-200

Company Address: 116 South Franklin Street, Rocky Mount, North Carolina, United States

Nottingham Investment Administration Contact Details

Name Title LinkedIn Phone Email
Andy Horton Director Of Sports Marketing
Kristi Nottingham Stay At Home Mom
James Mahler Dinning Services Director
Matthew Richardson Web Developer
Kara Gemmell Director Of Therapeutic Recreation
Lois Shrewsbury Corporate Accounting Specialist
Cara Horner Bartender
Requires/Intent and 3 more Employees
Accounting Services
Corporate Finance Strategy
Credit Rating & Analysis
Risk Assessment & Mitigation
Omnichannel Customer Support
and more

47. All American Tax Services, Llc

Industry: Financial Services

Location: North Carolina

Website: allamericantaxservices.com

Company Founded: 2013

Company Size: 1-10

Company Address: 4608 Bent Grass Drive, Fayetteville, North Carolina, United States

All American Tax Services, Llc Contact Details

Name Title LinkedIn Phone Email
Nora Rosemary Staff Accountant
Requires/Intent
Risk Assessment & Mitigation
Mobile App Development For Financial Services
Financial Planning & Retirement Solutions
and more

48. Carofin

Industry: Financial Services

Location: North Carolina

Company Founded: 1995

Company Size: 1-10

Company Address: 100 Elks Club Road, Brevard, North Carolina, United States

Carofin Contact Details

Name Title LinkedIn Phone Email
Bruce Smith Vice President - Investor Development
Requires/Intent
Insurance & Underwriting Services
Cybersecurity & Data Protection
and more

49. Oakbrook Solutions

Industry: Financial Services

Location: North Carolina

Website: oakbrooksolutions.com

Company Founded: 2000

Company Size: 51-200

Company Address: 301 North Main Street, Winston Salem, North Carolina, United States

Oakbrook Solutions Contact Details

Name Title LinkedIn Phone Email
Michael Perez Managing Director, Business Transformation Practice
Bill Dailey Senior Business Process Consultant
Ricky Nicks Account Advisor And Consultant
Frank Barone Consultant
Dawn Bays Consultant
John Aucoin Management Consultant
Requires/Intent
Banking & Payment Processing
Debt Collection & Recovery
Automation & Workflow Optimization
and more

50. Capital Investment Companies

Industry: Financial Services

Location: North Carolina

Website: capital-invest.com

Company Founded: 1984

Company Size: 201-500

Company Address: 100 East Six Forks Road, Raleigh, North Carolina, United States

Capital Investment Companies Contact Details

Name Title LinkedIn Phone Email
J Andy Ingram Private Wealth Management * 401 Consultant * Investment And Retirement Advisor
Justin Chadwick Financial Advisor
Matt Mowles Financial Advisor
Todd Harden Investment Advisor
Bruce Harris Registered Rep-gsp
Charles Forgason Registered Representative
Charles Todd Agent
Requires/Intent
ERP For Financial Institutions
Risk Assessment & Mitigation
Tax Planning & Strategy
and more

51. Tax Advantage Group Llc

Industry: Financial Services

Location: North Carolina

Website: taxadvantagegroup.com

Company Founded: 2004

Company Size: 1-10

Tax Advantage Group Llc Contact Details

Name Title LinkedIn Phone Email
Tammy Propst Tag Managing Director
Requires/Intent
Technology Consulting
Financial Forecasting & Modeling
IoT-enabled Smart Banking Solutions
and more

52. Allegacy Federal Credit Union

Industry: Financial Services

Location: North Carolina

Website: allegacyfcu.org

Company Founded: 1967

Company Size: 201-500

Company Address: 1691 Westbrook Plaza Boulevard, Winston Salem, North Carolina, United States

Allegacy Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Kimberly Otey Assistant Vice President Deposit Operations
David Zufelt Mortgage Loan Originator
Teresa Richards Indirect Lending Supervisor
Amy Bellucci Account Manager
Judith Metts Compliance
Clifton Stone Loan Officer At Allegacy Federal Credit Union
Amanda Brackens Vice President Digital Banking
Requires/Intent and 1 more Employees
Financial Auditing & Reporting
Data Analytics & Business Intelligence
Marketing Services
Automation & Workflow Optimization
and more

53. Adams Financial

Industry: Financial Services

Location: North Carolina

Website: adamsfinancialpartners.com

Company Founded: 1994

Company Size: 1-10

Company Address: 4141 Parklake Avenue, Raleigh, North Carolina, United States

Adams Financial Contact Details

Name Title LinkedIn Phone Email
Jeffrey Adam President
Kae Lamontagne Senior Tax Manager
Jami Campbell Bookkeeper
Matthew Underhill Manager
Requires/Intent
Fraud Detection & Prevention
Cybersecurity & Data Protection
Banking & Payment Processing
Financial Auditing & Reporting
and more

54. Conversus, A Stepstone Company

Industry: Financial Services

Location: North Carolina

Website: conversus.com

Company Size: 1-10

Company Address: 1422 South Tryon Street, Charlotte, North Carolina, United States

Conversus, A Stepstone Company Contact Details

Name Title LinkedIn Phone Email
Brad Weltler Managing Director, Distribution
Tim Smith Chief Operations Officer And Chief Financial Officer
Requires/Intent
Mergers & Acquisitions Advisory
Loan Origination & Servicing Platforms
and more

55. Innovation Partners, Llc

Industry: Financial Services

Location: North Carolina

Company Size: 11-50

Innovation Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Dean Koenig Financial Advsior
Andrew Bingham Financial Advisor
Jeff Scrimenti Financial Advisor
Willie Bell Registered Representative
Jack Toliver Manager
Requires/Intent
Blockchain & Cryptocurrency Solutions
Tax Planning & Strategy
Securities Trading & Brokerage
Legal Compliance & Advisory
and more

56. Health Credit Services

Industry: Financial Services

Location: North Carolina

Website: hcsloans.com

Company Founded: 2015

Company Size: 51-200

Health Credit Services Contact Details

Name Title LinkedIn Phone Email
Gary Gustavson Director, Enterprise Partnerships
Lindsay Goldsmith Corporate Counsel
Erin Godshall Staff Accountant
Requires/Intent
Loan Origination & Servicing Platforms
Financial Planning & Retirement Solutions
Business Strategy & Growth Consulting
and more

57. New Pinnacle Consulting Group

Industry: Financial Services

Location: North Carolina

Website: newpcg.com

Company Founded: 2007

Company Size: 1-10

Company Address: 19825 B North Cove Road, Cornelius, North Carolina, United States

New Pinnacle Consulting Group Contact Details

Name Title LinkedIn Phone Email
Steve Mauger Managing Director, Operations
Requires/Intent
Cloud Computing Solutions
ESG & Sustainable Finance Consulting
Branding & Public Relations
Performance Tracking & KPI Analytics
AI-powered Financial Insights
and more

58. Atlantic Merchant Services

Industry: Financial Services

Location: North Carolina

Website: atlanticmerchant.com

Company Size: 11-50

Company Address: 1121 Situs County Road, Raleigh, North Carolina, United States

Atlantic Merchant Services Contact Details

Name Title LinkedIn Phone Email
Keith Barker Sales Manager
Jimmy Cooke Owner
Jim Stewart Sales Manager At Atlantic Merchant Services
Tracey Wells Business Consultant
Requires/Intent
Performance Tracking & KPI Analytics
API Integration For FinTech
and more

59. Dover Mortgage Company

Industry: Financial Services

Location: North Carolina

Website: dovermortgage.com

Company Size: 51-200

Company Address: 711 East Morehead Street, Charlotte, North Carolina, United States

Dover Mortgage Company Contact Details

Name Title LinkedIn Phone Email
Tracy Olmstead Account Executive - South Carolina
Jennifer Bryant Account Executive
Rhonda Nalepa Leasing Agent And Security Guard
James Keener Account Executive
Susan Wood Loan Officer
Greg Wilson Account Executive
Requires/Intent
Branding & Public Relations
ERP For Financial Institutions
Omnichannel Customer Support
ESG & Sustainable Finance Consulting
Cloud Computing Solutions
and more

60. Alpha Mortgage Corporation

Industry: Financial Services

Location: North Carolina

Website: alphamortgage.com

Company Founded: 1985

Company Size: 51-200

Company Address: 1320 Airlie Road, Wilmington, North Carolina, United States

Alpha Mortgage Corporation Contact Details

Name Title LinkedIn Phone Email
Justin Marlowe Mortgage Loan Officer
Barry Fishman Mortgage Loan Officer
Amanda Fraley Mortgage Banker
Lori Cundiff Mortgage Processor
Consuelo Hurtado Loan Officer
Carolyn Gerlach Senior Mortgage Loan Officer
Weezie Gorman Vice President
Requires/Intent and 5 more Employees
Credit Rating & Analysis
Employee Training & Workforce Development
and more

61. Vizo Financial Corporate Cu

Industry: Financial Services

Location: North Carolina

Website: vfccu.org

Company Founded: 2016

Company Size: 51-200

Company Address: 7900 Triad Center Drive, Greensboro, North Carolina, United States

Vizo Financial Corporate Cu Contact Details

Name Title LinkedIn Phone Email
Ben Underwood Software Developer
Lisa Cieri Human Resources Manager
Scott Delong Alm Analyst
Ronald Beach Information Systems Manager
Christine Dowhower Project Managment Director
Jill Lamb Eft Specialist
Donna White Adjustments Spec
Requires/Intent
Data Analytics & Business Intelligence
Performance Tracking & KPI Analytics
Insurance & Underwriting Services
and more

62. Financial Analysts

Industry: Financial Services

Location: North Carolina

Website: fainvestors.com

Company Size: 1-10

Company Address: 2626 Glenwood Avenue, Raleigh, North Carolina, United States

Financial Analysts Contact Details

Name Title LinkedIn Phone Email
Marina Babushkin Financial Analyst
Alex Livingstone Financial Analyst
Eric Doane Vice President
Emil Pushkar Financial Advisor
Jess Yu Financial Analyst
Jane Smith Analyst
Requires/Intent
HR & Talent Acquisition
Customer Relationship Management (CRM)
and more

63. Crescent Property Management

Industry: Financial Services

Location: North Carolina

Website: crescentpropertymanagement.com

Company Size: 11-50

Company Address: P/o Box 2804, Cashiers, North Carolina, United States

Crescent Property Management Contact Details

Name Title LinkedIn Phone Email
Kevin Lewis Property Manager
Eleanor Le Blanc Office Assistant And Photographer
Requires/Intent
Cloud Computing Solutions
Compliance & Regulatory Advisory
and more

64. First Financial Services, Inc.

Industry: Financial Services

Location: North Carolina

Website: ffsmortgages.com

Company Founded: 1991

Company Size: 51-200

Company Address: 6230 Fairview Road, Charlotte, North Carolina, United States

First Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
F John Deuschle Life Insurance, Portfolio Management, Financial Planning
Valerie Cline Loan Officer
Michael Glass Loan Originator Nmls 83499
Brenda Lambert Administrative Assistant
Matt Hensley Mortgage Banker
Robbie Holtzman Loan Originator
Ray Dawes Mortgage Loan Consultant
Requires/Intent and 7 more Employees
Blockchain & Cryptocurrency Solutions
ESG & Sustainable Finance Consulting
and more

65. Zenmonics Inc.

Industry: Financial Services

Location: North Carolina

Website: zenmonics.com

Company Founded: 2007

Company Size: 201-500

Company Address: 125 Floyd Smith Drive, Charlotte, North Carolina, United States

Zenmonics Inc. Contact Details

Name Title LinkedIn Phone Email
Beth Burns Senior Business System Analyst Team Lead, Omnichannel-digital Banking And Mobile And Kiosk
Steve Branson Resource Manager
Kim Busch Design Director
Yankus Terri Senior Project Manager
Zach Wiese Business Analyst
Requires/Intent
Tax Planning & Strategy
Insurance & Underwriting Services
and more

66. Sporting Wealth Partners Of Raymond James

Industry: Financial Services

Location: North Carolina

Website: sportingwealthpartners.com

Company Founded: 2018

Company Size: 1-10

Company Address: 3515 Glenwood Avenue, Raleigh, North Carolina, United States

Sporting Wealth Partners Of Raymond James Contact Details

Name Title LinkedIn Phone Email
Brian Carroll Financial Planner | Investment Advisor Representative
Requires/Intent
API Integration For FinTech
Blockchain & Cryptocurrency Solutions
and more

67. Goodmortgage.com

Industry: Financial Services

Location: North Carolina

Website: goodmortgage.com

Company Founded: 1999

Company Size: 51-200

Company Address: 3325 South Tryon Street, Charlotte, North Carolina, United States

Goodmortgage.com Contact Details

Name Title LinkedIn Phone Email
Lee Hardin Senior Loanofficer And Team Lead
Louis Esa Sales Manager And Mlo
Evon Theisgen Mortgage Loan Originator
Mike Newman Branch Manager
Requires/Intent
Insurance & Underwriting Services
ERP For Financial Institutions
Accounting Services
and more

68. Thompson Financial Group

Industry: Financial Services

Location: North Carolina

Website: thompsonfinancialgroup.net

Company Size: 51-200

Thompson Financial Group Contact Details

Name Title LinkedIn Phone Email
Nick Hood Managing Associate
Dillon Kazemi Investment Advisor Representative
Alan Becke Senior Financial Services Executive
Yasuko Moody Financial Services Professional At Mass Mutual Financial Group
Requires/Intent
API Integration For FinTech
Loan Origination & Servicing Platforms
Customer Relationship Management (CRM)
Treasury & Cash Flow Management
Quality Control & Assurance
and more

69. Fni Incorporated

Industry: Financial Services

Location: North Carolina

Website: myfni.com

Company Founded: 2003

Company Size: 1-10

Company Address: 2474 Walnut Street, Cary, North Carolina, United States

Fni Incorporated Contact Details

Name Title LinkedIn Phone Email
John Tucker Regional Sales Vice President
Requires/Intent
Document Management & E-signature Solutions
Automation & Workflow Optimization
and more

70. Plexus Capital, Llc

Industry: Financial Services

Location: North Carolina

Website: plexuscap.com

Company Founded: 2005

Company Size: 11-50

Company Address: 4242 Six Forks Road, Raleigh, North Carolina, United States

Plexus Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Ronda Penn Chief Financial Officer
Wayne Williamson Managing Partner
Mark Vavolizza Associate
Requires/Intent
Omnichannel Customer Support
Legal Compliance & Advisory
Mergers & Acquisitions Advisory
Marketing Services
Online Advertising & SEO
and more

71. Communityone Bank

Industry: Financial Services

Location: North Carolina

Website: community1.com

Company Founded: 1907

Company Size: 501-1000

Company Address: 101 Sunset Avenue, Asheboro, North Carolina, United States

Communityone Bank Contact Details

Name Title LinkedIn Phone Email
Eric Cummings Founder And Executive Director
Betty Tatum Founder
Dennis Smart Vice President
Courtney Lander Community Engagement Director
Requires/Intent
Credit Rating & Analysis
Insurance & Underwriting Services
Employee Training & Workforce Development
Mortgage & Loan Processing
IoT-enabled Smart Banking Solutions
and more

72. Variant Perception

Industry: Financial Services

Location: North Carolina

Company Founded: 2008

Company Size: 11-50

Company Address: 214 North Tryon Street, Charlotte, North Carolina, United States

Variant Perception Contact Details

Name Title LinkedIn Phone Email
Bill Cunliffe Chief Executive Officer
Liangyu Chen Quantitative Strategist
Requires/Intent
Hedge Fund & Private Equity Consulting
Wealth Management
and more

73. Carolinas Credit Union League

Industry: Financial Services

Location: North Carolina

Website: carolinasleague.org

Company Founded: 2014

Company Size: 11-50

Company Address: 323 West Jones Street, Raleigh, North Carolina, United States

Carolinas Credit Union League Contact Details

Name Title LinkedIn Phone Email
Barbara Lehew Director Of Conferences And Training
Susanne Witteborg Vice President Human Resources
Requires/Intent
Financial Auditing & Reporting
Hedge Fund & Private Equity Consulting
Securities Trading & Brokerage
and more

74. Money Counts, Inc.

Industry: Financial Services

Location: North Carolina

Website: moneycounts.biz

Company Founded: 2002

Company Size: 1-10

Money Counts, Inc. Contact Details

Name Title LinkedIn Phone Email
Jennifer Meldrim Client Relationship Manager
Jamie Mcgarity Client Relationship Manager
Jennifer Meldrim Client Relationship Manager
Requires/Intent
Quality Control & Assurance
Risk Management & Compliance
Hedge Fund & Private Equity Consulting
Tax Planning & Strategy
and more

75. Urban Advisors

Industry: Financial Services

Location: North Carolina

Website: urbanadv.com

Company Founded: 2005

Company Size: 1-10

Company Address: 2320 West Morehead Street, Charlotte, North Carolina, United States

Urban Advisors Contact Details

Name Title LinkedIn Phone Email
Jim Deakyne President
Requires/Intent
Automation & Workflow Optimization
Digital Payment & Subscription Solutions
Portfolio Management
Quality Control & Assurance
and more

76. Infovisa, Inc.

Industry: Financial Services

Location: North Carolina

Website: infovisa.com

Company Founded: 1992

Company Size: 11-50

Company Address: 11120 Treynorth Drive, Cornelius, North Carolina, United States

Infovisa, Inc. Contact Details

Name Title LinkedIn Phone Email
Michael Anker Senior Web Developer
Jeremy Berven Software Engineer
Tim Steward Chief Technology Officer At Infovisa, Inc
Tim Leikam Software Developer, Junior Associate
Josh Martin Full Stack Engineer
Edward Winslett Relationship Manager
Mark Metzner Web Development Manager
Requires/Intent
Treasury & Cash Flow Management
API Integration For FinTech
Credit Rating & Analysis
Corporate Finance Strategy
ESG & Sustainable Finance Consulting
and more

77. Capital Guardian Llc

Industry: Financial Services

Location: North Carolina

Website: capitalguardianllc.com

Company Founded: 2005

Company Size: 51-200

Company Address: 420 Park Street, Belmont, North Carolina, United States

Capital Guardian Llc Contact Details

Name Title LinkedIn Phone Email
Jonathan Kattouf Managing Director
Bob Misenor Registered Principal
Requires/Intent
Sales & Lead Generation Strategy
Asset Management
Accounting Services
Omnichannel Customer Support
and more

78. Massmutual Carolinas

Industry: Financial Services

Location: North Carolina

Company Founded: 1935

Company Size: 51-200

Company Address: 4350 Congress Street, Charlotte, North Carolina, United States

Massmutual Carolinas Contact Details

Name Title LinkedIn Phone Email
Clark Clatchey Loan Processor
Orlando Montes Operations Specialist
Adam Heath V.p Sales And Marketing
Johnny William Boog
Haja Jsnaj Chhfy
Tom Ready Users Frequently Observe That Male Perf Improves
Requires/Intent
ESG & Sustainable Finance Consulting
Cloud Computing Solutions
and more

79. Zm Financial Systems

Industry: Financial Services

Location: North Carolina

Website: zmfs.com

Company Founded: 2003

Company Size: 11-50

Company Address: 1020 Southhill Drive, Cary, North Carolina, United States

Zm Financial Systems Contact Details

Name Title LinkedIn Phone Email
Jessica Rice Director Of Balance Sheet Analytics
Thomas Bowers Managing Director, Zm Financial Systems
Requires/Intent
Debt Collection & Recovery
Mergers & Acquisitions Advisory
Cloud Computing Solutions
Accounting Services
and more

80. Old North State Trust, Llc

Industry: Financial Services

Location: North Carolina

Website: oldnorthstatetrust.com

Company Founded: 1994

Company Size: 11-50

Company Address: 1250 Revolution Mill Drive, Greensboro, North Carolina, United States

Old North State Trust, Llc Contact Details

Name Title LinkedIn Phone Email
William Mott Relationship Manager
Requires/Intent
Employee Training & Workforce Development
Debt Collection & Recovery
Automation & Workflow Optimization
Omnichannel Customer Support
and more

81. Impact Technologies Group, Inc.

Industry: Financial Services

Location: North Carolina

Company Founded: 1981

Company Size: 1-10

Impact Technologies Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Dave Freitag Vice President - Marketing
Requires/Intent
Mortgage & Loan Processing
Mobile App Development For Financial Services
and more

82. Ems Management & Consultants, Inc.

Industry: Financial Services

Location: North Carolina

Website: emsbilling.com

Company Founded: 1996

Company Size: 51-200

Company Address: P/o Box 863, Lewisville, North Carolina, United States

Ems Management & Consultants, Inc. Contact Details

Name Title LinkedIn Phone Email
Marissa Morton Revenue Cycle Manager
Erica Austin Director Of Compliance
Teonie Evans Billing Specialist
Requires/Intent
Employee Training & Workforce Development
Treasury & Cash Flow Management
AI-powered Financial Insights
Omnichannel Customer Support
Financial Planning & Retirement Solutions
and more

83. 1st Metropolitan Mortgage

Industry: Financial Services

Location: North Carolina

Website: 1stmet.com

Company Founded: 2002

Company Size: 501-1000

Company Address: 4720 Piedmont Row Drive, Charlotte, North Carolina, United States

1st Metropolitan Mortgage Contact Details

Name Title LinkedIn Phone Email
Jerry Case Branch Manager
John Acquisto Senior Loan Officer At 1st Metropolitan Mortgage
Dennis Aspan Senior Lo At 1st Metropolitan Mortgage Of Ny
Jerry Case Braanch Manager
Roger Quade Manager
Russell Herndon Branch Manager
Brian Mccaffrey Branch Manager
Requires/Intent and 46 more Employees
API Integration For FinTech
Online Advertising & SEO
and more

84. Pilot Financial

Industry: Financial Services

Location: North Carolina

Website: pilotfinancial.com

Company Founded: 2001

Company Size: 501-1000

Company Address: 1010 North Elm Street, Greensboro, North Carolina, United States

Pilot Financial Contact Details

Name Title LinkedIn Phone Email
Michael Stevenson Director, Business Development
Requires/Intent
Investment Advisory
Mobile App Development For Financial Services
Online Advertising & SEO
and more

85. Leasing Resources Inc.

Industry: Financial Services

Location: North Carolina

Website: goleasing.com

Company Size: 1-10

Company Address: 18315 Invergordon Lane, Cornelius, North Carolina, United States

Leasing Resources Inc. Contact Details

Name Title LinkedIn Phone Email
Luke Lovett Leasing Consultant
Requires/Intent
Financial Planning & Retirement Solutions
AI-powered Financial Insights
and more

86. World Wide Financial Solutions Llc

Industry: Financial Services

Location: North Carolina

Website: worldwidefs.com

Company Size: 1-10

World Wide Financial Solutions Llc Contact Details

Name Title LinkedIn Phone Email
Alyssa Flores Managing Member
Requires/Intent
Insurance & Underwriting Services
Technology Consulting
Financial Auditing & Reporting
and more

87. Massif Capital

Industry: Financial Services

Location: North Carolina

Website: massifcap.com

Company Founded: 2016

Company Size: 1-10

Massif Capital Contact Details

Name Title LinkedIn Phone Email
Chip Russell Managing Partner
Requires/Intent
Cybersecurity & Data Protection
Portfolio Management
Wealth Management
Business Strategy & Growth Consulting
Fraud Detection & Prevention
and more

88. Hunter Enterprise

Industry: Financial Services

Location: North Carolina

Website: hunterenterprise.com

Company Size: 11-50

Company Address: 113 Gloria Dawn Road, Morehead City, North Carolina, United States

Hunter Enterprise Contact Details

Name Title LinkedIn Phone Email
Jeanette Hunter Owner And Manager And Financial Coach
Requires/Intent
Employee Training & Workforce Development
Business Strategy & Growth Consulting
Asset Management
AI-powered Financial Insights
and more

89. Kuhn Advisors, Inc.

Industry: Financial Services

Location: North Carolina

Website: kuhnadvisors.com

Company Founded: 1993

Company Size: 1-10

Company Address: 3622 Lyckan Parkway, Durham, North Carolina, United States

Kuhn Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Scott Ranby Financial Advisor
Requires/Intent
Digital Payment & Subscription Solutions
Performance Tracking & KPI Analytics
ERP For Financial Institutions
Loan Origination & Servicing Platforms
and more

90. Systematic Financial

Industry: Financial Services

Location: North Carolina

Company Size: 1-10

Company Address: 4247 Crooked Creek Road, Climax, North Carolina, United States

Systematic Financial Contact Details

Name Title LinkedIn Phone Email
Mike Uzatmaciyan Senior Dba And Programmer
Requires/Intent
ERP For Financial Institutions
Data Analytics & Business Intelligence
Branding & Public Relations
Financial Forecasting & Modeling
and more

91. Allegiance Merchant Services

Industry: Financial Services

Location: North Carolina

Website: allegiancemerchantservices.com

Company Founded: 2009

Company Size: 11-50

Company Address: 1419 Central Avenue, Charlotte, North Carolina, United States

Allegiance Merchant Services Contact Details

Name Title LinkedIn Phone Email
Matt Little Director Of Client Development
Requires/Intent
Loan Origination & Servicing Platforms
Mortgage & Loan Processing
Customer Relationship Management (CRM)
Online Advertising & SEO
Employee Training & Workforce Development
and more

92. Triad Wealth Advisors

Industry: Financial Services

Location: North Carolina

Website: triadwa.com

Company Size: 1-10

Triad Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
John Shibles Managing Partner, Wealth Advisor
Requires/Intent
Asset Management
Branding & Public Relations
Marketing Services
and more

93. Agcarolina Farm Credit, Aca

Industry: Financial Services

Location: North Carolina

Company Size: 51-200

Agcarolina Farm Credit, Aca Contact Details

Name Title LinkedIn Phone Email
David Corum President And Chief Executive Officer
Requires/Intent
Online Advertising & SEO
Loan Origination & Servicing Platforms
Branding & Public Relations
and more

94. First Flight Federal Credit Union

Industry: Financial Services

Location: North Carolina

Website: efirstflight.com

Company Founded: 1952

Company Size: 11-50

First Flight Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Sakeya Wilkins Loan Underwriter
Holly Wood Msr
Requires/Intent
ERP For Financial Institutions
Tax Planning & Strategy
and more

95. Calloway & Associates

Industry: Financial Services

Location: North Carolina

Website: -calloway-assoc.com

Company Founded: 1985

Company Size: 51-200

Company Address: 8961 Harvest Oaks Drive, Raleigh, North Carolina, United States

Calloway & Associates Contact Details

Name Title LinkedIn Phone Email
Ashley Calloway Director Of Business Development - Eastern Region
Marvin Parker Education Services Specialist
Alicia Mcevoy Education Advisor And Test Examiner
Catherine Calloway Vice President
Carvon Ellerbee Production Clerk
Mindy Clour Medical Case Manager
Bob Jacksford Fda
Requires/Intent and 1 more Employees
Employee Training & Workforce Development
Sales & Lead Generation Strategy
Insurance & Underwriting Services
Fraud Detection & Prevention
and more

96. Trupoint Partners

Industry: Financial Services

Location: North Carolina

Website: trupointpartners.com

Company Founded: 2009

Company Size: 11-50

Company Address: 4828 Parkway Plaza Boulevard, Charlotte, North Carolina, United States

Trupoint Partners Contact Details

Name Title LinkedIn Phone Email
Tammy Lacher Business Compliance Analyst
Requires/Intent
Asset Management
Debt Collection & Recovery
Portfolio Management
and more

97. Carroll Financial

Industry: Financial Services

Location: North Carolina

Website: carrollfinancial.com

Company Founded: 1980

Company Size: 11-50

Company Address: 4521 Sharon Road, Charlotte, North Carolina, United States

Carroll Financial Contact Details

Name Title LinkedIn Phone Email
Ben Ganson Financial Advisor
Leslie Ortiz-quiroz Associate Advisor
Michelle Guissinger Financal Advisor
Hailey Hall Compliance Assistant
Requires/Intent
Mortgage & Loan Processing
Online Advertising & SEO
Financial Forecasting & Modeling
and more

98. Whitney Investment Services

Industry: Financial Services

Location: North Carolina

Company Size: 11-50

Company Address: P/o Box 4218, Wilmington, North Carolina, United States

Whitney Investment Services Contact Details

Name Title LinkedIn Phone Email
Jacob Timothy Senior Financial Advisor
Jacob Timothy Financial Advisor
Requires/Intent
Portfolio Management
Hedge Fund & Private Equity Consulting
Compliance & Regulatory Advisory
AI-powered Financial Insights
and more

99. Mbs Live

Industry: Financial Services

Location: North Carolina

Website: mbslive.net

Company Founded: 2007

Company Size: 1-10

Mbs Live Contact Details

Name Title LinkedIn Phone Email
Matthew Graham Founder And Chief Executive Officer
Requires/Intent
Tax Planning & Strategy
Business Strategy & Growth Consulting
and more

100. Truist

Industry: Financial Services

Location: North Carolina

Website: truist.com

Company Founded: 2019

Company Size: 10001+

Truist Contact Details

Name Title LinkedIn Phone Email
Lonnell Mackey Treasury Consulting Analyst
Requires/Intent
ESG & Sustainable Finance Consulting
API Integration For FinTech
and more
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North Carolina Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Yaojun Yu Bank Of America Merrill Lynch Associate
2 Donald Cofrade Bank Of America Merrill Lynch Owner And President
3 Hale Parisek Bank Of America Merrill Lynch Vp, Client Manager
4 Josue Campos Bank Of America Merrill Lynch Avp, Tax Reporting - Senior Business Control Specialist
5 Pamela Craven Bank Of America Merrill Lynch Vice President - Executive Recruitment - Retirement And Personal Wealth Solutions And Private Bank Chief Operations Officer
6 Pmpâ Vitalis Chinyanya Bank Of America Merrill Lynch Wealth Management Client Service Representative And Project Manager
7 Julien Dumoulin-smith Bank Of America Merrill Lynch Senior Research Analyst
8 Joan Dasher Bb&t Service Center Specialist
9 Creative Threase A. Baker Bb&t Member Of The Advisory Board
10 Abby Turnbull Bb&t Financial Wellness Consultant
11 Meg Beaulieu Bb&t Vice President Mortgage Loan Officer
12 Brian Cain Bb&t Small Business Consultant
13 Leila Norwood Bb&t Bilingual Bank Teller
14 Nella Vargas Bb&t Assistance Vice-president
15 Karl Benjamin Cardinal Financial Company, Limited Partnership Senior Vice President - Wholesale Production
16 Jerry Ownby Cardinal Financial Company, Limited Partnership Branch Manager
17 Joe Hesch Cardinal Financial Company, Limited Partnership Vice President Retail Market Leader
18 William Henderson Cardinal Financial Company, Limited Partnership Recruiting Coordinator
19 Travis Goltz Cardinal Financial Company, Limited Partnership Producing Branch Manager
20 Elizabeth Vickers Cardinal Financial Company, Limited Partnership Senior Mortgage Loan Officer
21 Joseph Demarco Cardinal Financial Company, Limited Partnership Producing Branch Manager
22 Yulia Alekseeva Barings Portfolio Manager, Head Of Securitized Credit Research | Global Fixed Income
23 Joe Gorin Barings Managing Director, Head Of Re Portfolio Management And Value Add Investing - Us
24 Christopher Smart Barings Chief Global Strategist And Head Of The Barings Investment Institute
25 Robert Bills Barings Director, Private Equity And Real Assets
26 Natig Mustafayev Barings Director
27 Wilibrordus Amadeus Barings Summer Senior Associate
28 Michael Henderlong Barings Managing Director- Head Of Capital Markets And Strategic Relationship Management Team
29 Keith Mccormack Bank Of America Merchant Services Vice President Client Services Manager
30 Brett Healey Bank Of America Merchant Services Merchant Specialist Officer
31 Dan Stewart Bank Of America Merchant Services Senior Vice President Region Sales Leader
32 Blake Rivers Bank Of America Merchant Services Avp, Business Consultant
33 Juliene Conway Bank Of America Merchant Services Senior Vice President Enterprise Marketing And Communications
34 Jennifer Hoxeng Bank Of America Merchant Services Avp, Business Consultant
35 Mindi Flook Bank Of America Merchant Services Vice President Senior Client Experience Program Manager
36 Josh Rowe-heupler Lendingtree General Manager - Investing
37 Mark Moore Lendingtree Senior Manager, Business Development
38 Brent Cohen Lendingtree Partner Development Manager
39 Matt Salmon Lendingtree Senior Manager
40 Georgeann Franks Lendingtree Vice President Of Analytics

Financial Services companies in different states of USA

No. Industry Number of Contacts Download
1 Financial services Companies in Alabama 2004
2 Financial services Companies in Alaska 457
3 Financial services Companies in Arizona 4858
4 Financial services Companies in Arkansas 529
5 Financial services Companies in California 62258
6 Financial services Companies in Colorado 5704
7 Financial services Companies in Connecticut 9599
8 Financial services Companies in Delaware 2083
9 Financial services Companies in Florida 5273
10 Financial services Companies in Georgia 13506
11 Financial services Companies in Hawaii 103
12 Financial services Companies in Idaho 869
13 Financial services Companies in Illinois 16797
14 Financial services Companies in Indiana 5687
15 Financial services Companies in Iowa 8813
16 Financial services Companies in Kansas 5318
17 Financial services Companies in Kentucky 2363
18 Financial services Companies in Louisiana 2169
19 Financial services Companies in Maine 2149
20 Financial services Companies in Maryland 6935
21 Financial services Companies in Massachusetts 16587
22 Financial services Companies in Michigan 5559
23 Financial services Companies in Minnesota 14603
24 Financial services Companies in Mississippi 2290
25 Financial services Companies in Missouri 19297
26 Financial services Companies in Montana 898
27 Financial services Companies in Nebraska 6544
28 Financial services Companies in Nevada 1792
29 Financial services Companies in New Hampshire 1010
30 Financial services Companies in New Jersey 9176
31 Financial services Companies in New Mexico 1008
32 Financial services Companies in New York 113150
33 Financial services Companies in North Dakota 642
34 Financial services Companies in Ohio 8615
35 Financial services Companies in Oklahoma 2910
36 Financial services Companies in Oregon 3218
37 Financial services Companies in Pennsylvania 21443
38 Financial services Companies in Rhode Island 658
39 Financial services Companies in South Carolina 4269
40 Financial services Companies in South Dakota 947
41 Financial services Companies in Tennessee 8071
42 Financial services Companies in Texas 12289
43 Financial services Companies in Utah 8759
44 Financial services Companies in Vermont 800
45 Financial services Companies in Virginia 26128
46 Financial services Companies in Washington 2203
47 Financial services Companies in West Virginia 107
48 Financial services Companies in Wisconsin 21503
49 Financial services Companies in Wyoming 325
50 Financial services Companies in District Of Columbia 7241

Financial Services companies in different cities of North Carolina

No. Cities Number of Contacts Download
1 Financial services Companies in Charlotte 47196
2 Financial services Companies in Raleigh 17784
3 Financial services Companies in Durham 4104
4 Financial services Companies in Greensboro 8892
5 Financial services Companies in Wilmington 4788
6 Financial services Companies in Winston Salem 5472
7 Financial services Companies in Cary 2736
8 Financial services Companies in Chapel Hill 2736