Sunday, April 28, 2024

Parkside Branch Crews Bank & Trust

charlotte state bank punta gorda

A familiar figure in financial and community circles in Southwest Florida, Christine joined Crews Bank & Trust in 2019 as a vice president and relationship manager heading up the bank’s Sarasota office. She then served as senior vice president of retail banking before being promoted to her current position. She has experience in retail banking, treasury management and residential lending. In her current position, Christine is responsible for the Treasury Cash management program and related commercial business services, including merchant services and MSBs. Todd started his banking career in 1978 while still in high school in Cape Coral, working part time as a high school cooperative education student while attending school full time.

Executive Team

Business People, March 4 - Sarasota Herald-Tribune

Business People, March 4.

Posted: Mon, 04 Mar 2019 08:00:00 GMT [source]

Scott is a former Rotary president who earned Paul Harris Fellow recognition from the Rotary Foundation. She filled a variety of roles, learning from each position and advancing to management positions. She started out as a teller, then began opening new customer accounts in 1995. Two years later, she moved into the bookkeeping department, concluding her three-year stint there as head bookkeeper. She was promoted to Assistant Vice President of Retail Operations in 2005 and within four years was made a full Vice President. Today, Michelle serves as the Regional Retail Administrator for the northern region of the Crews Banking Family.

Investment Management

In addition, our staff members from top to bottom readily volunteer, showing they are involved and dedicated to the community where they work and live. Our Punta Gorda branch is located in a 5,000-square-foot facility on the corner of Tamiami Trail and Airport Road. We started out in a temporary modular facility while the branch was being constructed and moved to the current location in 1999. Prior to her tenure in the banking sector, she owned a business in Indiana from 2003 to 2017, later transitioning to a retail store management position upon her relocation to Florida.

Port Charlotte, FL 33952

Angie, who has more than 13 years of wealth management experience, works closely with clients to manage their investments in trusts, IRAs, or individually titled accounts. A proven success in asset management, she has a genuine passion for helping clients achieve their financial goals via comprehensive investment plans. An active community member outside of work, Scott has served as a finance committee member of Charlotte County Habitat for Humanity and as a board treasurer of Visually Impaired Persons of Charlotte County. Doug completed the Graduate School of Banking at Louisiana State University in 2008, as well as Risk Management Association (RMA) courses in business tax returns and commercial loan structuring. He is an active member of the Commercial Real Estate Alliance of the Realtor Association of Sarasota/Manatee, Gulf Coast Builders Exchange and Lakewood Ranch Business Alliance.

A Community Bank

Having local trust and wealth management services clearly sets us apart, and so does our commitment to community support. Our staff and customers support the annual Kiwanis Shoes for Kids and Guardian ad Litem holiday gift drives, and they always come through in a big way. We also host on-site blood drives and assist various nonprofit organizations that improve our community.

Harry Chapin Food Bank mobile pantry schedule, week of July 20 - Wink News

Harry Chapin Food Bank mobile pantry schedule, week of July 20.

Posted: Sun, 19 Jul 2020 07:00:00 GMT [source]

About Our Murdock Branch

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Marilyn is a life-long Floridian who enjoys spending time with her husband, Marvin, of over 40 years, and her family. In her free time, she enjoys spending time with her family and friends, reading and shopping. She has been involved with Boys and Girls Clubs of Sarasota County since 2002, serving as board chair, vice chair, treasurer and secretary.

Parkside Branch

James has more than two decades of experience in community banking and finance. A Pittsburgh area native, Len moved to Florida in 1985 and spent time at a trio of Sarasota County banks before joining the Bank as Vice President of Commercial Lending in 2013. Doug earned a Bachelor of Science degree in 1979 while majoring in psychology at the University of Florida. He received his MBA (Master of Business Administration), with concentrations in finance and marketing, from the University of South Florida in 1989. In his spare time, he enjoys visiting the local theme parks and sharing his love of soccer with his son.

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When is Charlotte State Bank & Trust open?

You can find other offices in neighbourhood locations such as Port Charlotte, North Port and Punta Gorda. Third party advertisements support hosting, listing verification, updates, and site maintenance. Information found on Bank Locations is strictly for informational purposes and does not construe legal or financial advice. Online reputation management for financial firms means strategically managing public perception. Holli is the Retail Banking Officer, Vice President at the Punta Gorda branch. Coldwell Banker Realty and Guaranteed Rate Affinity, LLC share common ownership and because of this relationship the brokerage may receive a financial or other benefit.

Retail & Business Banking

He is an active outdoorsman who enjoys duck hunting, hiking and photography. Mark is a fourth-generation Floridian with strong ties to Florida’s Heartland. He is driven by helping his customers succeed in their business by offering solution-minded ideas. One of Southwest Florida’s leading business bankers, Todd joined the Bank in March of 2019. He has experience in all aspects of the banking industry, earning a reputation for providing exceptional service to his clients. Eduardo was born and raised in Aguas Buenas, Puerto Rico, and is fluent in English and Spanish.

She was born in Virginia and moved to Arcadia as a child, where she graduated from DeSoto High School. She works closely with Link2Success, and often gives tours of the bank and speaks to local schools about banking. Sara joined the Bank as a teller specialist at the Murdock office in 2002 and quickly rose to the position of head teller. She cross-trained as a personal banker and helped maintain operations of the branch retail staff while managing the many facets of teller operations. Brad joined the Bank as Vice President and Commercial Banker in August 2022. Brad has a connection to the central Florida area having spent twenty-five years in the financial industry there, with two decades focusing on commercial real estate lending.

She has worked in the real estate industry and has experience in retail and trust operations. She has completed all three years of Trust School through the American Bankers Association and is pursuing her certification as a Trust and Financial Advisor. A sixth generation Floridian, Brad earned a Bachelor of Science in business administration and human resource management from Florida Southern College followed by consumer lending training.

Shawanna is lifelong Floridian from Highlands County and currently resides in Sebring. She joined the Bank as a personal banker in 2000, bringing with her over twelve years’ experience in banking, having worked as a teller, lead teller and assistant branch manager. Lory manages the Trust and Wealth division to help coordinate the diverse services provided. Her management and operations experience gives her the resources necessary to lead a team of professionals offering trust products and services with a high degree of personal attention. Prior to joining Crews Bank & Trust, James held a variety of positions including branch manager, business banker, and mortgage lender. Cristin was already a familiar figure in banking and commercial lending in Collier and Lee counties when she joined the Bank in 2016.

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