Biography
Executive Summary
Commercial Banker, Company Founder, and Managing Director with over 25 years of experience in the financial services industry. Demonstrated leadership as a director on multiple foundation and non-profit boards.
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Professional Experience
J Earle Financial, LLC | Greenville, SC
July 2017 – Present
CEO
- Company founder and CEO
- Serve as managing agent and personal financial officer by coordinating and administering the business and operational affairs of one’s household, estate, or trust.
Argent Trust Company | Greenville, SC
May 2013 – October 2016
Managing Director
- Led the strategic integration of East Broad Trust Company into Argent Trust Company
- South Carolina market leader and subsidiary board member
- Managed a $150 million portfolio of trust relationships
- Responsible for business development
- Coordinated branch budgeting and financial reporting to senior management
East Broad Trust Company | Greenville, SC
June 1999 – April 2013
CEO
- Organized and led from de novo start up to maturity
- Raised $2 million in private equity from 25 shareholders
- Grew assets under management from $0 to $175 million
- Attained $1.2 million in annual revenues and achieved profitability
- Expanded operations into second market location in Columbia, SC
- Negotiated a favorable acquisition with Argent Financial Group
Branch Bank and Trust | Greenville, SC
October 1997 – May 1999
AVP
- Trust officer with administrative responsibilities for a $75 million
- Skilled in interpreting wills and trust agreements
- Administered trusts and estates with complex tax and planning strategies
Branch Bank and Trust | Greenville, SC
September 1995 – September 1997
AVP
- Loan officer with administrative responsibilities for a $100 million
- Skilled in developing and managing lines of credit, real estate construction loans, term loans, letters of credit, and Small Business Administration loans
- Performed extensive financial statement analysis and due diligence
Military Service
SC ARMY National Guard | Greenville, SC
July 1982 – January 1991
Captain
- Field Artillery trained
- Graduated from Field Artillery Officer Basic Course, Ft. Sill
- Honorable discharge at the rank of Captain in 1991
Education
Masters of Business Administration (MBA), 1989
Wake Forest University/Babcock School of Management – Winston Salem, NC
BS Business Administration, 1982
The Citadel – Charleston, SC
Professional Development
Certified Trust and Financial Advisor (CTFA), 2019
Designation Conferred – Met Prescribed Standards of Education and Competency
Certificate of Completion, 1998
American Bankers Association Trust School – Northwestern University
Certificate of Completion, 1993
Chamber of Commerce Leadership Greenville
Professional and Community Service
Christ Church Episcopal
Finance Committee 2016-Present; Vestry 1996-1999; Outreach Chair 1995-1997
Greenville Estate Planning Council
President 2006; VP 2005; Treasurer 2004; Member 2000-Present
Safe Harbor
Board Member 2016-Present; Finance Committee Chair 2017-Present
Greenville SC Zoo Foundation
President 2008
United Ministries
President 1997