R. Jason Caskey, CPA
Shareholder
Financial Services Practice Chair
“The volume of work we do in the financial services arena provides me with many ‘best practices’. My goal is to share those with each of our financial institution clients.”
- Services: Assurance
- Industries/Specializations: Financial Services
Professional Overview
As chair of the firm’s Financial Services practice, Jason focuses on serving financial institutions and SEC registrants. With more than 18 years of experience, he serves community banking clients ranging in size from de novo status to more than $1 billion in assets. Jason has assisted clients with the formation of holding companies, public stock offerings, mergers and acquisition, and has been shareholder on numerous de novo banks. In addition, he also serves clients with a number of consulting engagements including outsourced internal audit, external loan reviews and Bank Secrecy Act reviews. Jason is an elected member of the firm’s Executive Committee and serves on its Strategic Recruiting Committee. In addition, he serves as the managing shareholder of the firm’s Columbia office.
Education, Credentials and Special Training
Certified Public Accountant
B.S., Accounting, University of South Carolina
University of Virginia National Banking School
Professional Affiliations
Board of Directors, South Carolina Student Loan Corporation
Board of Trustees, Charleston Southern University
Board of Directors, Children’s Trust of South Carolina
Board of Directors, Central Carolina Community Foundation
Member, Greater Columbia Chamber of Commerce Finance Committee
Deacon, First Baptist Church of Columbia
Former Member Board of Directors, Juvenile Diabetes Research Foundation
Columbia Chamber of Commerce Committee of 100
Board of Advisors, USC Business Partnership Foundation
Class of 2006 “20 Under 40,” The State
2008 Distinguished Young Alumnus, USC Moore School of Business
Contact Information:
Office: 803.256.0002
Fax: 803.255.0714
Location: Columbia, SC
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