Tim Green, Cfp®
About Tim Green, Cfp®
Tim Green, CFP®, is a Senior Vice President at Southern First Bank in Charleston, SC, where he has worked since 2017. With over 20 years of experience in the banking industry, he specializes in providing personalized financial services and strategies to clients.
Work at Southern First Bank
Tim Green has served as Senior Vice President at Southern First Bank since 2017. In this role, he provides personalized service and expert guidance to clients, utilizing user-friendly technology to facilitate effective financial management. He focuses on delivering creative and holistic strategies, emphasizing optimal financing and cash management solutions tailored to client needs.
Education and Expertise
Tim Green studied at SUNY Oneonta, where he earned a Bachelor's degree in Speech Communications and Business from 1992 to 1996. He furthered his education at the College of Charleston, obtaining the Certified Financial Planner designation in Financial Planning between 2005 and 2007. His educational background supports his extensive expertise in financial services.
Background
Tim Green has over 20 years of experience in the banking industry, primarily in the Greater Charleston Area. His career includes significant roles at several financial institutions, where he developed a strong foundation in private banking and financial advisory services. His professional journey reflects a commitment to serving clients effectively in the financial sector.
Previous Experience in Banking
Before joining Southern First Bank, Tim Green worked at Wells Fargo Private Bank as a Private Banker from 2000 to 2010. He then served as a Private Financial Advisor at BB&T from 2010 to 2012. Following that, he was a Private Banker at First Citizens Bank and Trust Company, Inc. from 2012 to 2017. This diverse experience has contributed to his comprehensive understanding of client financial needs.