Financial Administrator Board Member

F. Jordan Earle

*** *. ******* **** **. Greenville, SC 29607 Hm: 864-***-**** Email: *********@*****.*** OBJECTIVE

Encore career opportunity that utilizes my business success in the financial services industry and my leadership experience in the non-profit sector. PROFILE

Collaborative problem-solver willing to accept decision-making responsibilities Self-motivated and effective in stressful environments Skilled in identifying risk and success factors that support operational plans Organized and systematic approach to projects and work assignments Responsive to the viewpoints of others and to the needs of the organization Demonstrates persistence and flexibility in pursuing goals PROFESSIONAL EXPERIENCE

J Entrepreneurial EARLE FINANCIAL, start-up specializing LLC in delegated Greenville, client and trustee SC activities such as bill payment, accounting, file organization and documentation, trust distributions, cash management, care giving administration, contract reviews and tax preparation. Personal CFO & Financial Administrator 2017 – Current o Coordinate and administer numerous financial and operational affairs for individual clients, families, and self-directed personal trust/estates o Enhance the personal freedom of retained clients by assuming an array issues they prefer to delegate to a financial administrator

o Serve as a gatekeeper and resource in the administration of family foundations and endowment relationships

o Ensured applicants received fast and direct loan reviews administered under the CARES Act as part of a contract assignment with the Small Business Administration ARGENT Independent wealth TRUST management COMPANY firm specializing Greenville, in professional trust SC management and related services. Managing Director 2013 – 2016

o Led the strategic integration of East Broad Trust and the Argent Trust subsidiary based in Tennessee

o Subsidiary board member for South Carolina operations of Argent Trust Company o Routinely managed a portfolio of trust and estate relationships in excess of $150 million dollars o Responsible for new business development and execution of the firm’s strategic focus o Managed branch budgeting and financial reporting to senior management EAST Founded in BROAD 1997 to deliver TRUST fiduciary COMPANY services such as estate Greenville, settlement, family SC office services, trust accounting, administration, and investment services.

Founder and CEO 1997 – 2013

o Organized and led East Broad Trust Company from a de novo start-up o Raised $2 million in private equity from 25 shareholders to open the business o Filed private placement memorandum and completed other regulatory requirements to initiate business under the name of East Broad Trust Co.

F. J. Earle

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o Responsible for new business development that grew assets under management from $0 at inception to $175 million.

o Attained $1.2 million in annual revenues and achieved profitability as a start-up company o Expanded operations regionally to include a second market location in Columbia, SC o Negotiated a favorable acquisition of East Broad Trust Company by Argent Financial Group BRANCH Local branch of BANK one of the largest AND financial TRUST and holding (TRUIST companies BANK)in the United Greenville, States offering SC retail and commercial banking, investment services, insurance, wealth management asset management, mortgage services. Assistant Vice President 1995 – 1997

o Role included increasing responsibility in both the Trust and Loan Departments. o Assigned as Trust Officer with responsibility for a multi-million-dollar portfolio o Skilled in legal interpretation/administration of wills and trust agreements o Administered complex tax and planning strategies regarding trusts and estates o Effectively managed a loan portfolio of $100 million dollars o Extensive background in credit analysis; including development and management of lines of credit, real estate construction loans, term loans, letters of credit, and Small Business Administration loans

o Experienced in analysis of financial statements, due diligence, underwriting risk, and loan workout management

MILITARY SERVICE

Captain SC Army National Guard Trained Field Artillery Officer Greenville, SC 1982 - 1991 EDUCATION

Wake Forest University/Babcock School of Management - MBA - 1989 The Citadel - Business Administration – 1982

PROFESSIONAL DEVELOPMENT

Certified Trust and Financial Advisor (CTFA) - 2019 American Bankers Association Trust School - Northwestern University - 1998 Chamber of Commerce Leadership Greenville

Citizens & Southern National Bank of SC Training Program COMMUNITY SERVICE

Christ Episcopal Church - Vestry Chair Properties Committee Past Outreach Chair Safe Harbor - Past Chair Finance Committee

Greenville Estate Planning Council - Past Council President Past VP Past Treasurer Greenville Zoo SC Foundation - Past Trustee President United Ministries - Past Board President

Kroc Tennis Center - Legacy Outreach

Sterling Hope Center - Founding Member and Current Board Member

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