Financial Advisor
Carolina Capital Management
AeroLeads people directory · profile
Tim Burdick Email & Phone Number
Financial Advisor
at
Carolina Capital Management
1 work email found
@prudential.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Atlanta, Georgia, United States
Who is Tim Burdick? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tim Burdick is listed as Financial Advisor at Carolina Capital Management, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at prudential.com and a matched LinkedIn profile for Tim Burdick.
Tim Burdick previously worked as Membership Director at Pinnacle Institute Of Trading & Investing and President at Online Trading Academy Of The Carolinas. Tim Burdick holds Bachelor Of Science, Business / Marketing from University Of Idaho.
Company email context
Email format at Carolina Capital Management
This section adds company-level context without repeating Tim Burdick's masked contact details.
{first}.{last}@prudential.com
86% confidence
AeroLeads found 1 current-domain work email signal for Tim Burdick. Compare company email patterns before reaching out.
Profile bio
About Tim Burdick
Thirty-year successful career with Fortune 500 financial services corporations, Bank of America and Prudential Financial. Recognized for leading financial improvement, business teams, and creating performance-based organizational culture aligned with company goals. Business Owner/Presidentof Online Trading Academy franchise in the Carolinas, driving sales, customer satisfaction and executive leadership to our team.Profit-driven, innovative thought leader with a proven track record of driving sales, profits, market share, productivity, cost savings, and product margins in financial products and services business units within Fortune corporations and a Small Business. Sharp business acumen leading multiple operations with a focus on P&L improvements, and implementing Six Sigma Methodology to reduce costs that are based on strategic decisions.
Listed skills include Banking, Management, Leadership, Product Management, and 22 others.
Current workplace
Tim Burdick's current company
Company context helps verify the profile and gives searchers a useful next step.
15 roles · 36 years
Tim Burdick work experience
A career timeline built from the work history available for this profile.
Membership Director
Current
Jun 2014 - Present
President
Online Trading Academy Of The Carolinas
At Online Trading Academy of the Carolinas, we help people transform their lives through exceptional trading and investing education. Owner/President of an $8 million per year franchise that services students in North and South Carolina with offices in Cornelius and Raleigh, NC. Serve on several leadership committees for the parent company, and annually.
Jun 2014 - Dec 2022
Senior Vice President, Small Business Lending Product Executive
Selected to lead management role and direct $17.4B portfolio of credit cards, loans, and lines of credit for businesses up to $5M in revenue. Managed Product P&L of $1.1M in revenue and $461B in NIBT.A Key AchievementGrew Credit Card unit sales by 49% YOY and Purchase Volume 10% YOY in 1st half of 2013, introducing Cash 1, 2, 3 Card (Cash Rewards for.
2012 - Jul 2013
Senior Vice President And Chief Operating Officer, Bank Of America Insurance
Role expanded to include overseeing sale and divestiture of Balboa Insurance Companies and to provide leadership of Bank of America’s Insurance Agencies. Managed P&L and divesting all non-core insurance underwriting companies within Bank, and leading P&L of third party carrier insurance through Bank’s agencies. Served as President and lead board member.
2011 - 2012
~1 yr
Senior Vice President, Life Products Group Executive
Recruited to rejoin BAC to lead and turnaround failing Life Products Group. Oversaw $85M P&L and all activities of Bank of America’s life underwriting companies; Balboa Life Insurance, Co., Balboa Life Insurance Co. of NY, and General Fidelity Life Insurance Company. A Key AchievementGrew revenue by 46% in the year one of the growth strategy, exceeding.
2008 - 2011
~3 yrs
Senior Vice President, Business Planning And Performance Executive
Selected to lead group across Global Product Solutions and Global Commercial Bank. Directed team of 294 associates. Managed operating budget of $48M and initiative spending budget of $254M. A Key AchievementSuccessfully completed 214 change management / technology projects in less than six months.
2007 - 2008
~1 yr
Senior Vice President, Treasury Management Executive, Commercial Real Estate
Managed P&L of Commercial Real Estate Banking Treasury Management business/vertical. Led 60 sales associates selling liquidity solutions, treasury products, electronic payment solutions, corporate credit cards, and merchant services to business banking, middle market, large corporate real estate and hospitality companies. A Key AchievementGrew deposits by.
2007 - 2007
Senior Vice President, Universal Bank Executive
Promoted to lead Bank of America’s Universal Bank effort. Managed cross-business unit initiatives, creating $1B+ billion in organic revenue over three years. Worked with leadership in multiple business units and corporate finance to identify new Universal Bank opportunities. Created strategic business plans, and oversee execution of plans through a.
2005 - 2006
~1 yr
Senior Vice President, Sales And Marketing Executive
Recruited to lead national sales and marketing activities for Bank of America’s Insurance Services Division. Managed distribution of multiple protection products, including debt cancellation, life, disability, long term care, health, property and casualty insurance, home warranty, and privacy protection through multiple bank distribution channels, direct.
2003 - 2005
~2 yrs
Senior Vice President, Chief Sales And Marketing Officer
Promoted to $1.4B Banking Division of Prudential Financial. Built, developed, and managed new national sales unit from ground up, including program development for the sale of banking products by 6,500 financial advisors and 8,000 insurance representatives. Maintained P&L over sales, marketing, and product management for personal trust and lending product.
1998 - 2003
~5 yrs
Executive Director, One Prudential Market Test
Selected to lead $45M One Prudential Test Market project. Managed unification of all retail business segments (Prudential Securities, Prudential Preferred Financial Services, Prudential Insurance and Financial Services, Prudential Real Estate and Prudential Health Care) in Richmond market. Oversaw activities of 221 sales representatives, 26 managers, 39.
1997 - 1998
~1 yr
General Manager
Charged with turning around agency performance, bolstering staff morale and generating growth. A Key AchievementInstrumental in agency winning first-ever President's Citation Award in 100 years, ranking 28th out of 240 offices nationwide and securing 2nd position out of 16 regional (up from 15th place prior to taking lead.)
1996 - 1997
~1 yr
Assistant To Vice President, Regional Marketing
Promoted to review productivity rate of region's general managers and sales managers, identifying corrective activities, and implementing action plans to fuel performance improvement. Assumed acting General Manager position for Chesapeake, VA office with authority over 56 agents, 3 sales managers, and 12 support staff.
1995 - 1996
~1 yr
Sales Manager
1990 - 1995
~5 yrs
1 education record
Tim Burdick education
-
University Of Idaho
FAQ
Frequently asked questions about Tim Burdick
Quick answers generated from the profile data available on this page.
What company does Tim Burdick work for?
Tim Burdick works for Carolina Capital Management.
What is Tim Burdick's role at Carolina Capital Management?
Tim Burdick is listed as Financial Advisor at Carolina Capital Management.
What is Tim Burdick's email address?
AeroLeads has found 1 work email signal at @prudential.com for Tim Burdick at Carolina Capital Management.
Where is Tim Burdick based?
Tim Burdick is based in Atlanta, Georgia, United States while working with Carolina Capital Management.
What companies has Tim Burdick worked for?
Tim Burdick has worked for Carolina Capital Management, Pinnacle Institute Of Trading & Investing, Online Trading Academy Of The Carolinas, Bank Of America, and Prudential Financial.
How can I contact Tim Burdick?
You can use AeroLeads to view verified contact signals for Tim Burdick at Carolina Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Tim Burdick attend?
Tim Burdick holds Bachelor Of Science, Business / Marketing from University Of Idaho.
What skills is Tim Burdick known for?
Tim Burdick is listed with skills including Banking, Management, Leadership, Product Management, Strategic Planning, Credit, Portfolio Management, and Sales Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial