Wells Fargo Home Mortgage names J. Benjamin Black Home Mortgage Consultant for Charleston
September 27, 2019
Wells Fargo Home Mortgage, one the nation’s top retail mortgage lender, recently named J. Benjamin Black as a Home Mortgage Consultant in its Charleston office. Black has more than 30…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Dita Brown joins Beacon Community Bank as Vice President, Commercial Banker
September 23, 2019
Beacon Community Bank, Charleston’s new privately held community bank, announced that Dita Brown has joined the bank as Vice President, Commercial Banker. In her role as a Commercial Banker, Brown…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
T Cox joins Coldwell Banker Commercial Caine in Greenville
September 23, 2019
Coldwell Banker Commercial Caine recently welcomed T Cox as a commercial sales associate to its Greenville office. T joins Caine with years of sales experience in technology, insurance and most…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
TD Charitable Foundation supports financial literacy and community service at Greenville Technical College
September 23, 2019A $17,500 gift from TD Charitable Foundation, the charitable giving arm of TD Bank, will support students at Greenville Technical College (GTC). The gift will allow the college’s Financial Education…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, on-the-move
John Warren sells stake in Lima One Capital
September 16, 2019
John Warren, founder and chairman of Greenville-based Lima One Capital, has sold his majority ownership stake in the company to current minority partners. Warren founded Lima One in 2011 and…
Read MorePosted in: upstatebizsc Category: banking-and-finance, headlines, on-the-move
South Carolina Business Awards announces the recipients for the SC Economic Impact Award and the SC Excellence in Business Awards
September 16, 2019
South Carolina Business Awards, home of the Official SC TOP 25 Fastest Growing Companies program, announced the recipient for the 2019 South Carolina Economic Impact Award is ScanSource. The SC…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
South Carolina Business Awards announces the recipients for the SC Economic Impact Award and the SC Excellence in Business Awards
September 16, 2019
South Carolina Business Awards, home of the Official SC TOP 25 Fastest Growing Companies program, announced the recipient for the 2019 South Carolina Economic Impact Award is ScanSource. The SC…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
South Carolina Business Awards announces the recipients for the SC Economic Impact Award and the SC Excellence in Business Awards
September 16, 2019
South Carolina Business Awards, home of the Official SC TOP 25 Fastest Growing Companies program, announced the recipient for the 2019 South Carolina Economic Impact Award is ScanSource. The SC…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
South Carolina Federal adds two executives to senior management team
September 12, 2019
South Carolina Federal Credit Union has added two seasoned leaders to its senior management team: Kevin Kosco, Senior Vice President of Retail Sales and Service, and Scott Muscarella, Senior Vice…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Alyson Donnelly, Vice President of Sales, joins Coldwell Banker Caine leadership team
September 11, 2019
On the heels of a full-market rebrand, Caine is growing its management to provide more support for agents In response to continued growth for the Upstate real estate firm, Coldwell…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Seven college students join Northwestern Mutual’s nationally recognized internship program
September 11, 2019
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,…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Bank of America recognized as one of Greenville Technical College’s Unsung Heroes
September 11, 2019Bank of America and the Bank of America Charitable Foundation were recently recognized by Greenville Technical College as Unsung Heroes, joining the ranks of organizations and individuals honored over the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, on-the-move
Lima One Capital adds five business development reps
September 9, 2019
Lima One Capital, the nation’s premier lender for real estate investors, recently added business development representatives to better serve five new markets. • Danita Olney joins Lima One as a…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Countybank unveils refreshed company website
September 8, 2019
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…
Read MorePosted 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
September 6, 2019
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…
Read MorePosted 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
September 5, 2019
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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Seven college students join Northwestern Mutual’s Nationally recognized internship program
September 4, 2019Northwestern 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,…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community adds David Ward to commercial leadership team in Spartanburg
September 3, 2019
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
South Carolina Federal Credit Union hours of operation for Hurricane Dorian
September 2, 2019
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…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
United Community Bank named one of the Best Banks to Work For in United States
August 30, 2019
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
GrandSouth Bank full-service branch in Charleston now open
August 27, 2019
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…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
A Conversation with Andy Brusman, Charles Towne Holdings
August 26, 2019
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…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, podcast
Eric Schelble joins United Community Bank in Columbia
August 26, 2019
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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Kara Johnson & Rex Ann Strecker join United Community Mortgage Services
August 26, 2019
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…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move, residential-real-estate
Countybank expands to Residential Construction Lending
August 21, 2019
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
CresCom Bank makes Forbes’ ‘America’s Best Banks in each state’ list
August 21, 2019
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…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
FinTrust hires Jennifer Lopez as Client Service Administrator
August 21, 2019
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
AllSouth collects school supplies for R.E. Davis College Preparatory Academy
August 20, 2019
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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move, philanthropy
Countybank’s CFO Scott begins term as S.C. Bankers School Chair
August 14, 2019
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…
Read MorePosted 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
August 14, 2019
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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Jacob D. Wallick of Wallick Investments, LLC passes Level II CFA® Exam
August 12, 2019
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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Countybank adds new associate to SBA lending team
August 7, 2019
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Receptionist
August 7, 2019
• 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…
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Wallick Investments’ Fidelis composite receives Morningstar’s highest rating for 3-year risk-adjusted performance as of June 30, 2019
August 5, 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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
James R. “Jimmy” Fowler, Jr. awarded the 2019 IBSC Leadership Award
August 5, 2019
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
VentureSouth recognized as a Top 10 Angel Group in North America
July 31, 2019
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Quintin Pile joins Greenwood Capital, expanding wealth team
July 31, 2019
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
FinTrust Capital Advisors hires Betsy Pusateri as Operations Administrator
July 30, 2019
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
SAFE Federal Credit Union transforms digital banking, core systems, and member service
July 30, 2019
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Michael Dowling named Chief Operating Officer of Southern First
July 30, 2019
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Michael Dowling named Chief Operating Officer of Southern First
July 30, 2019
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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Michael Dowling named Chief Operating Officer of Southern First
July 30, 2019
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…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Nick Zappitelli joins Coldwell Banker Caine in Greenville
July 26, 2019
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
VentureSouth Having a Record-Breaking 2019
July 25, 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Banks, Inc. reports strong second quarter results
July 25, 2019
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,…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Banks, Inc. reports strong second quarter results
July 25, 2019
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,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
United Community Banks, Inc. reports strong second quarter results
July 25, 2019
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,…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Changes to Business Entertainment Expense Deductions
July 24, 2019By 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…
Read MorePosted in: midlandsbiz Category: advice, banking-and-finance
Mid-year earnings grow 313 percent at South Atlantic Bancshares, Inc.
July 24, 2019
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…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Southern First reports results for second quarter 2019
July 23, 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
