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Countybank’s CFO Scott begins term as S.C. Bankers School Chair

 

Annette L. Scott, Executive Vice President and Chief Financial Officer, of Greenwood headquartered Countybank began a one-year term as chair of the South Carolina Bankers School on July 15. The South Carolina Bankers School is the premier educational and professional development program sponsored by the South Carolina Bankers Association. Scott will chair the 59th annual…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Resource Financial Services makes Inc. Magazine’s list of 500 Fastest-Growing Private Companies for second time

 

Resource Financial Services, a privately owned retail mortgage banking firm serving the Southeast, was recently ranked in the top 10 percent of Inc. magazine’s annual Inc. 5000, an exclusive ranking of the nation’s fastest-growing companies. Resource Financial is listed at No. 488 on the prestigious list, which represents a unique look at the most successful…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Jacob D. Wallick of Wallick Investments, LLC passes Level II CFA® Exam

 

Nationally-ranked Wallick Investments, a South Carolina-based Registered Investment Advisory firm, announced that Mr. Jacob (Jake) Wallick, junior portfolio manager and managing partner associate, passed the Level II exam of the CFA Program, administered in Charlotte, NC. 44% of candidates passed the June 2019 Level II exam.  Mr. Wallick shares, “I am honored to have completed…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Countybank adds new associate to SBA lending team

 

Brad Cantrell joins Countybank as VP, SBA Business Development Officer Countybank welcomed Brad Cantrell as Vice President, SBA Business Development Officer in Greenville. Cantrell comes to Countybank with extensive experience in banking, credit, and business development across the Upstate. Cantrell most recently served as Senior Credit Advisor with Oconee Federal where he developed and implemented…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

Receptionist

 

• Coordinate client meetings and set account reviews • Set up and maintain files for new and current customers • Use reports and client database to identify and manage critical account activity, such as pending lapse, surrenders, trade activity, and review dates. Contact customers, as needed to resolve. • Helping welcome customers into our office.…

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Posted in: lowcountrybizsc   Category: banking-and-finance

Wallick Investments’ Fidelis composite receives Morningstar’s highest rating for 3-year risk-adjusted performance as of June 30, 2019

 

Wallick Investments, LLC’s Fidelis composite received a 5-star Morningstar RatingTM  among 450 large-cap value products for 3-year risk-adjusted performance, and a 4-star Morningstar Rating for 5-year and Overall risk-adjusted performance as of June 30, 2019. Morningstar® is a leading provider of independent investment research in North America, Europe, Australia, and Asia (www.corporate.morningstar.com).  WI Fidelis history: 4-star or…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Russell L. Laffitte awarded the 2019 Independent Banker of the Year

 

Russell L. Laffitte, Executive Vice President / Chief Operating Officer of Palmetto State Bank, Hampton, SC, was named Independent Banker of the Year by the Independent Banks of South Carolina (IBSC) at the 55th IBSC Annual Convention on July 26, 2019, at The Greenbrier. Mr. Laffitte is a graduate of Newberry College as well as…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

James R. “Jimmy” Fowler, Jr. awarded the 2019 IBSC Leadership Award

 

James R. “Jimmy” Fowler, Jr., Executive Vice President and Director of Commercial Banking and Strategic Initiatives, Countybank, Greenville SC, was granted the Leadership Award by the Independent Banks of South Carolina (IBSC) at the 55th IBSC Annual Convention on July 26, 2019, at The Greenbrier. Mr. Fowler is a graduate of Wofford College as well…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

VentureSouth recognized as a Top 10 Angel Group in North America

 

VentureSouth is delighted to announce that it has been recognized as one of the top 10 angel investment groups in North America. In the 2019 Angel Funders Report released this week by the Angel Capital Association, VentureSouth was reported as a top ten angel investment group based on capital invested by its members in 2018. The Angel Capital…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

Quintin Pile joins Greenwood Capital, expanding wealth team

 

Greenwood Capital announced the addition of Quintin Pile to its Wealth Management Team as a Private Client Advisor in the Downtown Greenville office, located at 201 W. McBee Ave. In this role, Quintin provides a holistic approach to wealth management, nurturing and cultivating relationships with high-net worth individuals, foundations and endowments. Quintin joins Greenwood Capital…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move