Fiscal Year

2023

Case Number

A-22056-16683

Case Status

Certified

Received Date

2022-02-25

Decision Date

2022-11-08

Refile

N

Original File Date

2023-01-01 18:13:16

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

CAROLINAS INVESTMENT CONSULTING

Employer Name Slug

carolinas-investment-consulting

Employer Address 1

5605 Carnegie Blvd

Employer Address 2

Suite 400

Employer City

Charlotte

Employer City Slug

charlotte

Employer State

NORTH CAROLINA

Employer State Slug

north-carolina

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

28209

Employer Phone

704-643-2455

Employer Number of Employees

22

Employer Year Commenced Business

2001

NAICS Code

523930

FW Ownership Interest

N

Employer Contact Name

Jeanne Fritchley

Employer Contact Address 1

5605 Carnegie Blvd

Employer Contact Address 2

Suite 400

Employer Contact City

Charlotte

Employer Contact State/Province

NORTH CAROLINA

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

28209

Employer Contact Phone

7046432455

Employer Contact Email

jkelsey@carolinasinvest.com

Agent Attorney Name

Bradley L Ortman

Agent Attorney Firm Name

Nicola, Gudbranson Cooper, LLC

Agent Attorney Phone

2166217227

Agent Attorney Address 1

25 West Prospect Avenue

Agent Attorney Address 2

1400

Agent Attorney City

Cleveland

Agent Attorney State/Province

OHIO

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

44115

Agent Attorney Email

ortman@nicola.com

PW Track Number

P-100-21050-087

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level II

PW Wage

81806.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2021-07-13

PW Expiration Date

2022-06-30

Wage Offer From

82000.00

Wage Offer To

0.00

Average Salary

82000.00

Wage Unit of Pay

Year

Worksite Address 1

5605 Carnegie Blvd.

Worksite Address 2

Suite 400

Worksite City

Charlotte

Worksite City Slug

charlotte

Worksite State

NORTH CAROLINA

Worksite Postal Code

28209

Job Title

Portfolio Analyst

Job Title Slug

portfolio-analyst

Minimum Education

Bachelor's

Major Field of Study

Business Administration

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Finance or related

Accept Alternative Combination

N

Accept Alternative Combination Education

Accept Alternative Combination Education Years

Accept Foreign Education

Y

Accept Alternative Occupation

N

Accept Alternative Occupation Months

Accept Alternative Job Title

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Must have a Bachelors in Business Administration, Finance, or related. Must have a Series 65 license. Must have at least one year experience working with Microsoft Office Word, Excel, Power Point, Outlook through coursework or work experience. Universitylevel studies must demonstrate coursework in the following areas Financial and Investment Analysis, Economics, Statistics, Risk Analysis and Management, Accounting, and Communications or Marketing.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2021-10-12

SWA Job Order End Date

2021-11-12

Sunday Edition Newspaper

Y

First Newspaper Name

Charlotte Observer

First Advertisement Start Date

2021-10-17

Second Newspaper Ad Name

Charlotte Observer

Second Advertisement Type

Newspaper

Second Ad Start Date

2021-10-24

Employer Website From Date

2022-01-18

Employer Website To Date

2022-02-03

Professional Organization Ad From Date

2023-01-01 18:13:16

Professional Organization Advertisement To Date

2023-01-01 18:13:16

Job Search Website From Date

2023-01-01 18:13:16

Job Search Website To Date

2023-01-01 18:13:16

Employee Referral Program From Date

2021-09-01

Employee Referral Program To Date

2021-09-01

Local Ethnic Paper From Date

2023-01-01 18:13:16

Local Ethnic Paper To Date

2023-01-01 18:13:16

Radio/TV Ad From Date

2023-01-01 18:13:16

Radio/TV Ad To Date

2023-01-01 18:13:16

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

SERBIA AND MONTENEGRO

Foreign Worker Birth Country

SERBIA AND MONTENEGRO

Class of Admission

F-1

Foreign Worker Education

Master's

Foreign Worker Information: Major

BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2020

Foreign Worker Institution of Education

JAMES MADISON UNIVERSITY

Foreign Worker Education Institution Address 1

800 SOUTH MAIN STREET

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

HARRISONBURG

Foreign Worker Education Institution State/Province

VA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

22807

Foreign Worker Experience with Employer

N/A

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

N

Employer Completed Application

N

Preparer Name

Bradley L Ortman

Preparer Title

Partner

Preparer Email

ortman@nicola.com

Employer Information Declaration Name

Jeanne Kelsey Fritchley

Employer Information Declaration Title

Chief Operating Officer