Exciting Promotions at Greenwood Capital Spark Growth and Innovation
Greenwood, SC – Exciting news is afoot at Greenwood Capital as they announce the promotion of two talented employees, Callie Bradshaw and John B. Proctor Jr., marking a significant step in the firm’s mission to enhance client service and foster growth!
A New Chapter for Callie Bradshaw
First up is Callie Bradshaw, who has been promoted to Associate Adviser. Bradshaw joined the firm in 2022 as a Private Client Specialist, where she quickly made her mark with her meticulous attention to detail and unwavering commitment to her clients’ success. Thanks to her hard work, she expanded services for numerous clients across the Upstate.
In her impressive first year, Bradshaw not only passed her Series 65 exam but also became a Registered Investment Advisor. Now, she’s on her way to securing her Certified Financial Planner designation! In her new role, she will be working hand in hand with senior advisors, helping to tailor strategies that assist clients in achieving their financial objectives.
“Callie has shown an exceptional ability to connect with clients and offer solutions that truly make a difference,” said Brian L. Disher, Director of Wealth Management. “Her dedication to learning is inspiring, and I’m confident she will continue to thrive in her new role as Associate Adviser.”
John B. Proctor Jr. Takes on New Responsibilities
Next up is John B. Proctor Jr., who has stepped into the role of Adviser Portfolio Specialist. Since joining the team in 2021 as a Client Portfolio Specialist, Proctor has been a key player, showcasing his superb analytical skills and client-first approach. His innovative solutions and proactive measures have helped identify potential issues before they become problems, solidifying his reputation as a trusted expert in portfolio management.
In his new capacity, Proctor will concentrate on optimizing individual investment strategies, ensuring that Greenwood Capital continues to provide innovative and customized portfolio solutions that meet client needs.
“John’s can-do attitude and innovative approach to portfolio management have been invaluable to our team,” mentioned Will Bond, Senior Trading Manager. “This promotion is a true testament to his hard work and dedication, and I’m excited to see how his expertise will continue to benefit our clients.”
Looking Towards the Future with Confidence
Greenwood Capital has a rich history of over 40 years and has consistently expanded its offerings to better serve clients across South Carolina and beyond. The promotions of both Callie and John highlight the firm’s dedication to professional growth and providing the utmost level of service to their clients.
“These promotions are a testament to the caliber of talent within our team,” said Walter Todd, President & CIO. “Callie and John have exemplified Greenwood Capital’s client-focused approach through their hard work, commitment, and unwavering focus on client success. We are thrilled to see them step into these roles as we continue to grow.”
These exciting changes at Greenwood Capital signal a bright future ahead, and both Callie and John are sure to play vital roles in the firm’s ongoing journey. Stay tuned, because we cannot wait to see how they take the firm to new heights!
