Reagan Bunting
Wealth Management Associate @Carolina Financial Services Group
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WORK HISTORY
Wealth Management Associate @Carolina Financial Services Group
Greenville, NC, US
Facilitated batch trade processing for 55+ clients monthly by preparing and submitting Excel files through Schwab’s platform• Created 7+ customized financial analysis presentations monthly, focusing on new prospects and providing occasional recaps for existing clients • Managed the setup and trade preparation process for 10+ client accounts monthly using Market Guard models• Reviewed 10+ marketing and financial planning platforms a month to stay current on digital strategies and industry tool• Managed and published weekly social media and blog content across 4 platforms, ensuring consistent brand messaging and a strong online presence• Assisted in tracking client progress toward financial goals by updating retirement projections, income needs, and asset growth assumptions in planning software• Facilitated general operations including document preparation, mail processing, and compliance file organization for 160+ clients• Handled prospective calls daily, providing effective support and addressing service-related inquiries
EDUCATION
East Carolina University
Bachelor of Science in Business Administration - BSBA, Finance, General
East Carolina University
Master of Business Administration - MBA
Beaufort County Community College
Associate of Arts and Sciences - AAS
East Carolina University - College of Business
BSBA, Finance, General
ABOUT REAGAN BUNTING
I’m currently pursuing my MBA at East Carolina University, with an expected graduation in…
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