GREENVILLE, S.C. (Sept. 3, 2015) – Elliott Davis Decosimo is pleased to announce the firm’s Banking and Financial Services practice is expanding its presence in the Nashville and Knoxville markets. Marshall Stein has been chosen to support Banking and Financial Services in Nashville, while Anthony Dugan will assist the practice’s efforts in Knoxville. Relocating Stein and Dugan to these markets gives the banking practice a broader reach into Tennessee.
“Banks and all financial institutions are facing increasing complexities and new regulatory challenges in what continues to be an evolving industry. At Elliott Davis Decosimo, we have a strong Banking and Financial Services team that is able to quickly adapt to the needs of our clients. As we continue to grow, we seek to add even more top talent to the practice across our firm’s network, particularly in our newer markets such as Tennessee,” said Jason Caskey, Banking and Financial Services practice leader.
Stein’s background includes providing assurance services to public and private financial institutions and consumer finance companies. His financial institution clients range from start-ups to $3.5 billion in assets, and his clients in consumer finance include one of the nation’s largest installment lenders. Stein, who previously worked in the firm’s Greenville headquarters office, is also responsible for the planning and oversight of the firm’s assurance-focused internal training efforts for the Financial Services practice group.
Dugan was formerly in the firm’s Chattanooga office. He brings nearly 20 years of experience to Knoxville, 10 of those years serving community banking clients in both the private and public sectors. His background includes working with financial institutions and SEC registrants, assisting them with public and private stock offerings as well as mergers and acquisitions.
“Working with advisors who can leverage their experience and who understand your industry helps our financial services clients reduce their risk and capitalize on opportunity,” explains Caskey. “Both Marshall and Anthony bring these strengths to their respective markets as well as access to the full force of industry knowledge and experience from our Financial Services practice across the firm.“