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Countybank unveils refreshed company website

 

Countybank is proud to launch its new website, providing a more comprehensive and user-friendly experience for online visitors. To experience Countybank’s revamped website, visit www.ecountybank.com. “Our new website better represents who we are as a financial organization in many aspects,” said Ken Harper, Executive Vice President and Chief Operating Office of Countybank. “It is an…

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Posted in: upstatebizsc   Category: banking-and-finance, commercial-real-estate, construction, insurance, on-the-move, residential-real-estate

Wade Pfau, renowned retirement income expert, to speak at the FPA of South Carolina annual symposium

 

The Financial Planning Association of South Carolina announced today that Wade Pfau, Ph.D., CFP, will speak at their annual symposium and sponsor expo being held on Thursday, October 10 and Friday, October 11 at the Columbia Metropolitan Convention Center. Dr. Pfau will present two sessions on Friday, October 11 – “Sustainable Spending in Retirement” and…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: accounting, banking-and-finance, business-services, health-care, hi-tech-information-tech, insurance, it-services, on-the-move

VC3’s Clark Cooper completes National Certified Government Chief Information Officer program

 

Clark Cooper, a Virtual Chief Information Officer at VC3, graduated from the University of North Carolina’s (UNC) School of Government National Certified Government Chief Information Officer (CGCIO) program. The CGCIO certification program is a 12-month online course with curriculum designed for IT leaders supporting the public sector. UNC’s prestigious School of Government is the largest…

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

Seven college students join Northwestern Mutual’s Nationally recognized internship program

 

Northwestern Mutual, a leading financial services firm, has selected seven college seniors to gain valuable financial planning experience in the firm’s nationally recognized internship program. Alexandra Worts of Furman University, Tyler Ryll of University of South Carolina and Clemson University students Beau Craft, David Evans, Ryan Enniss and Dylan Renfro will work in Northwestern Mutual’s…

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

United Community adds David Ward to commercial leadership team in Spartanburg

 

United Community Bank welcomed David Ward to its Spartanburg team as Senior Vice President, Commercial Relationship Manager. Ward has nearly 30 years of banking experience and will be responsible for managing and expanding relationships with commercial clients in Spartanburg and Cherokee counties. “David’s experience, knowledge of the banking industry and community connections make him the…

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

South Carolina Federal Credit Union hours of operation for Hurricane Dorian

 

Release date: 09/02/19 In the interest of member safety, as well as the safety of the employees serving our members, our Charleston area and Georgetown financial centers will be closed Tuesday, September 3 and Wednesday, September 4. Our contact center will also be closed Tuesday and Wednesday. Our Columbia, Florence and Spartanburg locations will be…

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

United Community Bank named one of the Best Banks to Work For in United States

 

United Community Bank is proud to have been named one of the Best Banks to Work For in 2019 by American Banker and Best Companies Group. This recognition is based on employee satisfaction and signifies the bank’s commitment to a positive, collaborative environment in which employees can thrive. This is the third consecutive year the…

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

GrandSouth Bank full-service branch in Charleston now open

 

GrandSouth Bank opened the doors of their new full-service branch at 291 East Bay Street in Charleston in July 2019, but the Greenville-based bank has been serving Charlestonians since May of 2017. Rob Phillips, Coastal Market Regional Executive, and Alan Uram, Charleston Market President, have led GrandSouth’s Loan Production Office in Charleston since it opened in May 2017 and have paved the way for…

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

A Conversation with Andy Brusman, Charles Towne Holdings

 

Charles Towne Holdings is a Capital Markets, Investment Banking, and Strategic Advisory firm headquartered in Charleston, SC and with additional locations in Atlanta, GA, and Greenville, SC. The firm was founded in the fall of 2018 by Andy Brusman and is headquartered in Charleston. Andy, who is originally from Richmond, Virginia, moved to Charleston seven…

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Posted in: lowcountrybizsc   Category: banking-and-finance, podcast

Eric Schelble joins United Community Bank in Columbia

 

United Community Bank announced the addition of Eric Schelble as Vice President/Commercial Relationship Manager. Schelble is the fourth person to join United’s newly launched team in the Midlands. “Eric is a creative thinker with close community ties, and we are very excited to welcome him to our growing team,” said Shannon Stephens, Midlands President for…

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

Kara Johnson & Rex Ann Strecker join United Community Mortgage Services

 

United Community Mortgage Services welcomed Rex Ann Strecker as a Senior Loan Officer and Kara Johnson as a Mortgage Loan Originator to its Coastal South Carolina team. The two have worked together in the past and will now utilize United’s products and services to help clients seeking homeownership in the Charleston area. “I am delighted…

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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move, residential-real-estate

Countybank expands to Residential Construction Lending

 

Scott Presley joins Countybank as VP, Director of Residential Construction Lending Countybank welcomed Scott Presley as Vice President, Director of Residential Construction Lending. Presley comes to Countybank with more than 20 years of experience as a construction lender in the Greenville/Greer area. Presley most recently served as Construction Lender with Oconee Federal Savings and Loan.…

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

CresCom Bank makes Forbes’ ‘America’s Best Banks in each state’ list

 

CresCom Bank has recently been named one of America’s Best Banks in South Carolina 2019 by Forbes Magazine. Of the estimated 5,400 banks in the United States, only 149 made the 2019 list, and only three banks from South Carolina were recognized. To gauge which firms have the most satisfied customers and would go on to make the list, Forbes partnered with market research firm Statista to survey…

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

FinTrust hires Jennifer Lopez as Client Service Administrator

 

FinTrust Capital Advisors announced that Jennifer Lopez has joined the FinTrust team as Client Service Administrator. With industry experience, Jennifer will focus on maintaining client relationships and assisting advisors with service requests. Jennifer holds a Bachelor of Business Administration in Accounting from the University of North Georgia and is currently working on obtaining the Series…

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

AllSouth collects school supplies for R.E. Davis College Preparatory Academy

 

AllSouth Federal Credit Union organized a school supply drive to benefit students at R.E. Davis College Preparatory Academy. AllSouth locations in Sumter collected much needed school supplies for two weeks in July. Along with donations from the community, AllSouth donated 100 backpacks, paper, glue sticks, crayons, index cards, and folders. The collected supplies were delivered…

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

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

FinTrust Capital Advisors hires Betsy Pusateri as Operations Administrator

 

FinTrust Capital Advisors announced that Elizabeth “Betsy” Pusateri has joined the FinTrust team as Operations Administrator. With over 12 years of experience in the industry, Betsy will monitor daily operations and work with branch offices to service client accounts and back office support. Betsy holds a Bachelor of Science in Business Administration, Finance and Economics…

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

SAFE Federal Credit Union transforms digital banking, core systems, and member service

 

SAFE Federal Credit Union announced today that it has selected two of the nation’s leading technology companies to replace its digital banking and core processing platforms while expanding Call Center access. With 16 branches and $1.07 billion in assets, SAFE will migrate next year to the Symitar Episys core system from Jack Henry & Associates…

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

Michael Dowling named Chief Operating Officer of Southern First

 

Southern First Bancshares, Inc., holding company for Southern First Bank, announced the promotion of Michael D. Dowling (47) to Chief Operating Officer. He will continue to serve as Chief Financial Officer of the company. Dowling has been an executive vice president and Chief Financial Officer of the company for the past eight years. Prior to…

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

Michael Dowling named Chief Operating Officer of Southern First

 

Southern First Bancshares, Inc., holding company for Southern First Bank, announced the promotion of Michael D. Dowling (47) to Chief Operating Officer. He will continue to serve as Chief Financial Officer of the company. Dowling has been an executive vice president and Chief Financial Officer of the company for the past eight years. Prior to…

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

Michael Dowling named Chief Operating Officer of Southern First

 

Southern First Bancshares, Inc., holding company for Southern First Bank, announced the promotion of Michael D. Dowling (47) to Chief Operating Officer. He will continue to serve as Chief Financial Officer of the company. Dowling has been an executive vice president and Chief Financial Officer of the company for the past eight years. Prior to…

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

Nick Zappitelli joins Coldwell Banker Caine in Greenville

 

Coldwell Banker Caine recently welcomed Nick Zappitelli as a residential sales agent to its Greenville office. Nick holds both a bachelor’s and a master’s degree from Florida State University. With more than 12 years of career experience in higher education marketing, he received numerous character and production awards throughout his tenure. Most recently, he worked…

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

VentureSouth Having a Record-Breaking 2019

 

 VentureSouth, one of the top 10 angel investment groups in the United States with nearly 350 members, announces another record-breaking level of investing during the first half of 2019. To the end of June, VentureSouth members and fund investors invested $4.8 million into 17 companies. This was 24% more than the $3.9 million invested during…

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

United Community Banks, Inc. reports strong second quarter results

 

United Community Banks, Inc. announced its second quarter financial results, including solid year-over-year loan and deposit growth, improved operating efficiency and strong asset quality. Diluted earnings per share were $0.55, an increase of $0.06 or 12% from a year ago. Excluding merger-related and other charges, diluted operating earnings per share were $0.59, up 11% over…

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

United Community Banks, Inc. reports strong second quarter results

 

United Community Banks, Inc. announced its second quarter financial results, including solid year-over-year loan and deposit growth, improved operating efficiency and strong asset quality. Diluted earnings per share were $0.55, an increase of $0.06 or 12% from a year ago. Excluding merger-related and other charges, diluted operating earnings per share were $0.59, up 11% over…

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

United Community Banks, Inc. reports strong second quarter results

 

United Community Banks, Inc. announced its second quarter financial results, including solid year-over-year loan and deposit growth, improved operating efficiency and strong asset quality. Diluted earnings per share were $0.55, an increase of $0.06 or 12% from a year ago. Excluding merger-related and other charges, diluted operating earnings per share were $0.59, up 11% over…

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

Changes to Business Entertainment Expense Deductions

 

By Eileen M. Stevens, CFP®   The introduction of the Tax Cuts and Jobs Act in December 2017 brought many areas of uncertainty, some of which are only being clarified over time as the IRS releases further explanation. One such question is how businesses treat deductions. Prior to 2018, businesses could deduct a variety of…

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Posted in: midlandsbiz   Category: advice, banking-and-finance

Mid-year earnings grow 313 percent at South Atlantic Bancshares, Inc.

 

South Atlantic Bancshares, Inc., parent of South Atlantic Bank, reported net income of $3.1 million, or $0.41 per diluted share, for the six months ended June 30, 2019, compared to $752 thousand, or $0.11 per diluted share, reported for the same six-month period in 2018.  Net income for the three months ended June 30, 2019…

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

Southern First reports results for second quarter 2019

 

Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced its financial results for the three- and six-month periods ended June 30, 2019. 2019 Second Quarter Highlights • Net income improved to $7.2 million, a 31.4% increase over Q2 2018 • Diluted EPS improved to $0.93 per share, a 31.0% increase over…

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

Financial Advisor

 

Looking to launch a new career as a financial advisor, our Financial Advisor Development Program will provide the training and resources to help you build your financial practice. We’re committed to providing support throughout your career. Commonwealth’s Advisor Development Program will help you build your practice, acquire new clients, and deepen relationships. Our program has…

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Posted in: lowcountrybizsc   Category: banking-and-finance

Coldwell Banker Commercial Caine’s David Sigmon Awarded SIOR Designation

 

Coldwell Banker Commercial Caine’s David Sigmon recently earned the Society of Industrial & Office REALTORS (SIOR) designation. The SIOR designation is a professional achievement for highly qualified commercial real estate practitioners. Members who receive the designation work toward qualification through excelling in their career and meeting SIOR’s extensive requirements, including experience, production, endorsements, education, and…

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

CresCom Bank expands Commercial Lending Team with introduction of Clay Hughes

 

 CresCom Bank, the second largest community bank in North and South Carolina, expands its Commercial Lending Team with the introduction of Clay Hughes as Senior Vice President and Homebuilder Finance and Commercial Real Estate Specialist in the Charleston Market. Prior to joining CresCom Bank, Hughes worked for Aquesta Bank as the Charleston Market President. He holds…

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

Fintrust hires Tammy Erdley as Senior Accountant

 

FinTrust Capital Advisors is pleased to announce that Tammy Erdley has joined the firm as Senior Accountant. Tammy’s primary focus will be in gathering and reporting costs, productivity, margins, and expenditures for the company. Tammy holds a Bachelor of Accounting from DeSales University. With over 12 years of combined experience in the finance industry, she…

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

South Carolina Federal named one of the Best Places to Work in South Carolina

 

South Carolina Federal Credit Union was named one of the Best Places to Workin South Carolina for the seventh time. This survey-and-awards program was designed to identify, recognize and honor the best employers in the state of South Carolina which benefit the state’s economy, workforce, and businesses. Companies from across the state entered the two…

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

CresCom Bank expands its Retail Mortgage Team with the addition of Don Lucas

 

CresCom Bank, the second largest community bank in North and South Carolina, is pleased to introduce Don Lucas as Senior Vice President and Director of Mortgage Sales. As leader of the Retail Mortgage Team, Don will oversee the Mortgage Departments continued growth by recruiting, developing, and retaining Mortgage Teams in all of the banks markets. Don joins CresCom Bank from Wells Fargo Home Mortgage where he had a…

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

Commonwealth Financial Group

 

Commonwealth Financial Group is a comprehensive financial planning firm built on a vision to reinvent the way clients receive financial services. We are committed to serving our clients’ vision through sound, uncompromising and purpose-driven counsel empowering them to care for their families, serve their communities and define their legacies. Commonwealth is located on Daniel Island,…

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Posted in: lowcountrybizsc   Category: banking-and-finance

United Community Bank continues growth with Columbia expansion

 

United Community Bank has expanded its South Carolina presence with the recent addition of three well-known Columbia-based bankers to its growing team. Shannon Stephens, Austin McVay and Michael Glenn will spearhead operations for United in the Midlands while introducing the bank’s commercial lending capabilities to the market. United has more than 40 locations in South…

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

United Community Bank continues growth with Columbia expansion

 

United Community Bank has expanded its South Carolina presence with the recent addition of three well-known Columbia-based bankers to its growing team. Shannon Stephens, Austin McVay and Michael Glenn will spearhead operations for United in the Midlands while introducing the bank’s commercial lending capabilities to the market. United has more than 40 locations in South…

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

United Community Bank continues growth with Columbia expansion

 

United Community Bank has expanded its South Carolina presence with the recent addition of three well-known Columbia-based bankers to its growing team. Shannon Stephens, Austin McVay and Michael Glenn will spearhead operations for United in the Midlands while introducing the bank’s commercial lending capabilities to the market. United has more than 40 locations in South…

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

First National Bank appoints Regional Market Executive for South Carolina

 

First National Bank, the largest subsidiary of F.N.B. Corporation (NYSE: FNB), announced that it has hired Leonard “Len” L. Hutchison, III, as Regional Market Executive and President of the Bank’s Charleston and South Carolina markets. In his new role, Hutchison is responsible for leading the development and execution of FNB’s Corporate Banking strategy in the…

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

CresCom Bank welcomes Elizabeth Ramirez as assistant Vice President and Branch Manager

 

CresCom Bank, the second largest community bank in North and South Carolina, is pleased to introduce Elizabeth Ramirez to the CresCom Bank team as Assistant Vice President and Branch Manager. In her new position at CresCom Bank serving the Mount Pleasant, SC market, Ramirez will oversee the branch’s day-to-day operations, customer service, and develop new personal…

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