The Southern Bank announces Vice President, Branch Manager of new Greenville location
June 13, 2022
The Southern Bank has named Clayton Davenport as Vice President and Branch Manager of the Greenville location. Davenport has a decade of experience in the financial industry and specializes in…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
GEM Mining announces May 2022 production update
June 10, 2022
GREENVILLE, SC – GEM Mining, a bitcoin (“BTC”) mining company headquartered in Greenville, South Carolina, published its mining production results for May 2022. Key metrics include: At the end of…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Bon Secours now using new technology for lung cancer diagnosis
June 9, 2022
Robotic Bronchoscopy Could Enable Earlier & More Accurate Diagnosis An innovation that holds promise to fight lung cancer is now in use at Bon Secours. Used to view the inside…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
First Reliance Bank receives participating partner award
June 8, 2022
Edwin Lesley, Chairman of the Business Development Corporation of South Carolina, recognized First Reliance Bank’s excellent performance during their Annual Meeting on May 5, 2022. Rick Saunders, the Founder and…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
State Treasurer Curtis Loftis announces SC maintains high credit ratings
June 7, 2022
State Treasurer Curtis Loftis announced that South Carolina continues to receive an excellent response from the three major credit rating agencies. In preparation for a general obligation bond issuance, Moody’s…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
Samantha Wallace named Bank of America Market Executive for Upstate
June 6, 2022
Bank of America announced that Samantha (Sam) Wallace has been named Market Executive for Upstate SC. In her role, Wallace will be responsible for helping lead the bank’s local efforts…
Read MorePosted in: upstatebizsc Category: banking-and-finance, headlines, on-the-move
CommunityWorks selected to receive $1M investment from TD as part of their $100M equity fund in support of minority-owned small businesses
June 5, 2022
CommunityWorks was selected as a Community Development Financial Institution (CDFI) to receive an investment from TD Bank as part of its Equity Fund to support minority-owned small businesses. CommunityWorks received…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
James Owens appointed Countybank BSA Officer
June 2, 2022
Countybank announced that James Owens has been appointed Bank Secrecy Act (BSA) Officer by the Countybank Board of Directors overseeing both the BSA and Office of Foreign Assets Control (OFAC)…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
International African American Museum receives second donation from TD Bank
May 24, 2022
TD Bank’s donation of $250,000 to the International African American Museum builds on the TD Charitable Foundation’s 2016 donation of $250,000 The International African American Museum (IAAM) has received a…
Read MorePosted in: lowcountrybizsc, upstatebizsc Category: banking-and-finance, on-the-move, the-arts
United Community Mortgage Services adds Jamie Pimentel as Regional Sales Manager
May 23, 2022
United Community Bank has announced the addition of industry veteran Jamie Pimentel to its mortgage leadership team in the Upstate. In his role as regional sales manager, Pimentel will utilize…
Read MorePosted in: upstatebizsc Category: banking-and-finance, employment, on-the-move
The Southern Bank acquires Spartanburg property for new holding company headquarters
May 19, 2022Continuing its expansion throughout South Carolina, The Southern Bank announces the acquisition of property at 468 E. Main Street, Spartanburg, S.C. 29302. The Spartanburg location will be the company’s new…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Highest Morningstar Rating for WI Fidelis 10-year risk-adjusted performance
May 18, 2022
Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 10-year risk-adjusted performance among 112 Mid-Cap Blend products as of March 31, 2022. Only the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Sharonview Federal Credit Union selects Upstart for Personal Lending
May 18, 2022INDIAN LAND, SC – Sharonview Federal Credit Union, a top credit union serving over 100,000 members in the Carolinas and nationwide, today announced it has partnered with Upstart (NASDAQ: UPST),…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Appalachian Development Corporation hires Michael Smith as Vice President
May 18, 2022
Appalachian Development Corporation (ADC) welcomes Michael Smith as their new Vice President. He will be working with banks, lenders, credit unions, and small businesses throughout South Carolina providing the SBA…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, economic-development, on-the-move
Mary Katherine joins FinTrust Capital Advisors as Financial Planner
May 16, 2022
FinTrust Capital Advisors is pleased to announce that Mary Katherine (MK) Glassman has joined the Company as a Financial Planner. A graduate of The University of Georgia, MK majored in…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Countybank Foundation awards scholarships to Lander and PTC students
May 11, 2022
The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, recently awarded scholarships to Lander University and Piedmont Technical College (PTC) students. The Countybank Foundation annually provides scholarships to…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, on-the-move
Regional Management Corp. raises over $100,000 in support of the American Heart Association Upstate Heart Walk
May 11, 2022
GREENVILLE, SC – Regional Management Corp. (NYSE: RM), a diversified consumer finance company, announced that it raised more than $100,000 in support of the American Heart Association (AHA) Upstate Heart…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Ameris Bank contributes $250,000 of support to South Carolina business innovation
May 9, 2022
Ameris Bank announces a $250,000 contribution to the South Carolina Research Authority’s (SCRA) Industry Partnership Fund (IPF) to help promote innovation throughout the state. The contribution is tied for the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
SAFE Federal Credit Union promotes Robin Kelly to Assistant Vice President of Compliance
May 4, 2022
SAFE Federal Credit Union announced the promotion of Robin Kelly to Assistant Vice President of Compliance. “Robin Kelly has played an instrumental role in enhancing SAFE’s risk and compliance areas,”…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
World Finance receives South Carolina’s Top Workplaces in 2022 recognition for third consecutive year
May 2, 2022
World Finance was named one of South Carolina’s Top Workplaces in 2022 for the third year in a row, which places it among South Carolina’s top six large companies (300+…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Utilizing the 0% Tax Rate on Long-Term Capital Gains
May 1, 2022
By Carolyn Stewart Even if the holidays have passed, it’s never too early or too late to start thinking about what gifts you can give to your loved ones. While…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
Treasury announces plans to deploy $300 million in technical assistance through the State Small Business Credit Initiative
May 1, 2022
The $300 million of technical assistance includes $100 million for the U.S. Department of Commerce’s Minority Business Development Agency to provide technical assistance to underserved entrepreneurs seeking greater access to…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
Countybank Foundation donates $2,500 to Pendleton Place Youth Resource Center
April 26, 2022
The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, donated $2,500 to Pendleton Place for the expansion of its Youth Resources Center. Leadership Greenville recently identified a need…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
Regional Finance raises more than $100,000 in support of the American Heart Association Upstate Heart Walk
April 26, 2022
Regional Finance, a subsidiary of Regional Management Corp., raised more than $100,000 in support of the American Heart Association (AHA) Upstate Heart Walk through its community outreach program, Regional Reach.…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Southern First reports results for first quarter 2022
April 26, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period ended March 31, 2022. “The first quarter represents the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Charner Creecy joins United Home Loan Services, Inc. as Director of Communications
April 25, 2022
Company drives growth with addition of first marketing executive United Home Loan Services, Inc. named Charner Creecy as the company’s first director of communications. “Charner is our first executive who…
Read MorePosted in: upstatebizsc Category: banking-and-finance, marketing-and-communications, on-the-move
United Community Bank ranked in top ten on Forbes list of World’s Best Banks
April 21, 2022
United Community Bank has been ranked in the top 10 of the “World’s Best Banks” according to the 2022 list published by Forbes in collaboration with market research firm Statista.…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Society of CIC honors Rudy Painter for 35 years of dedicated leadership
April 19, 2022
Rudy Painter, CIC, Division Executive for Countybanc Insurance was recently recognized for professional leadership and advanced knowledge by the Society of Certified Insurance Counselors. Painter was awarded a certificate of…
Read MorePosted in: upstatebizsc Category: banking-and-finance, insurance, on-the-move
Schoen and Martin named to Forbes’ list of Best-In-State Wealth Advisors
April 18, 2022
Craigen Schoen, CFP®, and Trey Martin, CRPS®, AIF®, WMS, were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
United Community Bank ranks #1 in Customer Satisfaction with Consumer Banking in the Southeast, 8 out of 9 Years
April 12, 2022
United Community Bank announced it once again ranked Highest in Customer Satisfaction with Consumer Banking in the Southeast according to the J.D. Power 2022 U.S. Retail Banking Satisfaction Study℠. This…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
State Treasurer Curtis Loftis names Perry Breazeale as Director of Treasury Management
April 12, 2022
South Carolina Treasurer Curtis Loftis announced that Perry Breazeale recently joined the agency as the Director of Treasury Management. During his career, Perry has served in several financial leadership roles…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
World Finance executive Lindsay Caulder named one of HRO Today’s CHRO of the Year Award finalists
April 6, 2022
Lindsay Caulder, Senior Vice President of Human Resources at World Finance, was selected as a finalist for HRO Today’s 2022 CHRO of the Year Award. The award recognizes chief human…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Countybank’s Jimmy Fowler promoted to Anderson Market Executive
April 6, 2022
Countybank is pleased to announce the promotion of James R. Fowler, Jr. to Executive Vice President, Anderson Market Executive. Fowler has served Countybank for more than 24 years in various…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Julie Shull promoted into critical new role of Client Success Specialist at Paysmart Payroll Services
April 4, 2022
Paysmart Payroll Services, a sister company of Stokes & Company, CPAs based in Greenville, has promoted Julie Shull into a new position the firm has established – Client Success Specialist.…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank celebrates groundbreaking of new company headquarters
March 31, 2022
United Community Bank celebrated the groundbreaking of its new corporate headquarters in downtown Greenville yesterday with approximately 200 attendees, including South Carolina Governor Henry McMaster. During the ceremony, Gov. McMaster…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Countybank Foundation donation supports Greer Elementary School students
March 31, 2022The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, recently donated $2,500 to the Greer Centennial Lions Club, which the organization matched for a total contribution of $5,000.…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, non-profit, on-the-move
Charitable Gifting with Appreciated Securities
March 31, 2022
By Anne Marie E. Ashworth, CFP® A charitable gift can be in the form of time, money, or in-kind donation. Whichever the case, the goal is to have the most…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move, philanthropy
Spero Financial contributes $250,000 to Unity Park in honor of Greenville community leader Mary Duckett
March 30, 2022Mary F. Duckett Plaza by Spero Financial is dedicated to Southernside Neighborhood in Action president, longtime resident Spero Financial announced a $250,000 donation to sponsor the plaza at the center…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move, philanthropy
First Reliance Bank promotes three to SVP
March 23, 2022
First Reliance Bank announced three top-level executive promotions to Senior Vice President. Ross Foshee, Senior Vice President and Controller, John Lindley, Senior Vice President, Director of Operations, and Robert Mayhue,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Countybank holds Simply Rolling Out the Arts in Simpsonville
March 16, 2022
Countybank recently partnered with the City of Simpsonville and the Simpsonville Arts Foundation to co-sponsor an event celebrating the grand opening of Countybank’s commercial loan office in Simpsonville. The “Simply…
Read MorePosted in: upstatebizsc Category: banking-and-finance, business-services, non-profit, on-the-move
S.C. Treasurer’s Office facilitates bond issuances for Coastal Carolina and University of South Carolina
March 11, 2022
State Treasurer Curtis Loftis announced that his office recently facilitated transactions for Coastal Carolina University and the University of South Carolina issuing $129,445,000 (par) in Higher Education Refunding Revenue Bonds…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, education, government, on-the-move
South Carolina tax tips for college students
March 9, 2022
With new Name, Image, and Likeness legislation taking effect this tax year, the South Carolina Department of Revenue (SCDOR) knows that many collegiate student-athletes are filing an Individual Income Tax…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
State Treasurer Curtis Loftis announces selection of Kathy L. Bickham as New Commissioner of Banking
March 9, 2022
South Carolina Treasurer Curtis Loftis, Chairman of the State Board of Financial Institutions, announced that Kathy L. Bickham has been selected to serve as the next Commissioner of Banking for…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
Countybank’s Jessica Gidewall and Lori Robertson receive officer appointments
March 9, 2022
Countybank announced that Jessica Gidewall and Lori Robertson have been elected as Banking Officers by the Countybank Board of Directors. Gidewall, Senior Financial Accountant, began her career with Countybank in…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
TD Charitable Foundation grants $325,000 to two Upstate organizations
March 8, 2022
Homes of Hope, a local non-profit focused on developing affordable housing in South Carolina and connecting housing clients with local resources to aid economic mobility, was recently awarded a $175,000…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Pension plan shortfall demands lawmakers’ attention
March 8, 2022
By Richard Eckstrom, S.C. Comptroller It definitely doesn’t get the attention it deserves, but it’s among the most severe financial problems facing South Carolina today: The state retiree pension plan…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move, op-ed
United Community Bank names Ron Fox as Chief Compliance Officer
March 4, 2022
United Community Bank is pleased to add industry veteran Ron L. Fox as the company’s new Chief Compliance Officer. In this newly expanded role, Ron will be responsible for leading…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Does Medicare cover Home Health Care? The answer is “it depends.”
February 28, 2022
By Molly Thomas, FPQP® The answer to this question is truly “it depends.” Medicare draws a line in the important distinction between medically necessary home health care and personal care…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, health-care, insurance, on-the-move
Tax credits for SC homeowners – check to see if you qualify
February 23, 2022
Did you know qualifying South Carolina homeowners may be able to save money on their tax bill? If you’re remodeling, making your home more energy efficient, or paying casualty insurance,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
Entrepreneur Minute – John Warren, GEM Mining
February 17, 2022
The Who’s on the Move, Entrepreneur Minute is an interview in support of the undeniable impact that entrepreneurs have on our communities. We will be highlighting 20 entrepreneurs in each of…
Read MorePosted in: upstatebizsc Category: banking-and-finance, entrepreneurship, podcast
