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43997 Boardwalk Loop #1846, Punta Gorda, FL 33982 MLS 224028122

charlotte state bank punta gorda

A Leadership Manatee graduate, he served on the boards of Junior Leadership Manatee (chairman in 2003) and All Faiths Food Bank. He also has volunteered with the American Cancer Society, Boy Scouts of America and the Center for Education School Parents Association. His familiarity with the Sarasota-Bradenton area enables him to provide financial and lending solutions designed to help clients grow their businesses, real estate portfolios and personal net worth. He has served on civic and nonprofit boards, his positions including Commissioner of the Avon Park Housing Authority and Secretary of the Lake Placid Noon Rotary Club. He loves helping his customers through the process of buying or building their dream home.

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She also has accounting, insurance and Retail and Business Banking management experience. Born in Avon Park and raised in Winter Haven, Matt earned a Bachelor of Arts degree in economics with a minor in psychology from Emory University in Atlanta, where he was a dean’s list student. Matt has more than 30 years of experience in the banking industry in Polk County, serving as a commercial banker, business banker, and portfolio manager. At her first bank, Cristin grew an existing loan portfolio from $50 million to $130 million in a little over four years. Throughout her banking career, she has also served as a sales and service officer, portfolio manager and business banking relationship manager at banks in Collier and Lee counties. Christy is a fifth-generation Floridian who has remained in the Heartland area.

BUSINESS PEOPLE - Sarasota Herald-Tribune

BUSINESS PEOPLE.

Posted: Mon, 26 Feb 2018 08:00:00 GMT [source]

Schools serving 43997 Boardwalk Loop #1846

She joined the Bank in 2006 and continued her education, completing the Florida School of Banking. Nettie has worked in various positions at the bank, including customer service, as well as working with Financial Services. Nettie has recently taken a new position as a Business Relationship Bank in our Wauchula office. She assists small businesses to grow utilizing our services such as commercial loans, deposit accounts, cash management services and merchant services. Becky graduated from Venice High School in 1997, attended Manatee Community College, took a Dale Carnegie self-improvement course, and completed numerous banking-related classes.

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charlotte state bank punta gorda

He was born and raised in Wauchula, FL and has been with the bank family for nearly three decades. Danielle has worked with the bank for over 25 years and has held many positions, including data supervisor, human resources manager, executive assistant and lead teller. In her spare time, she enjoys spending time with her family and being outdoors. Jamey is a graduate of Manatee Community College and obtained his bachelor’s degree from the University of South Florida in Finance.

Outside of the bank, Amber has a passion for helping those in need through activities such as food drives, toy drives and supporting the needs of the homeless population. Originally from the Dominican Republic, Vladimir has been a Florida resident since 1991. Being fluent in English and Spanish enables him to communicate with a diverse array of customers. In 2017, Sara was named Retail and Business Banking Officer as well as becoming an Assistant Vice President. She completed the Dynamics of Supervision Series I and II classes at the Florida Gulf Coast University Office of Continuing Education in Punta Gorda. The series covers the roles and responsibilities of a supervisor, improving communication and coaching skills, time management, conflict resolution and more.

Boardwalk Loop #1846 Punta Gorda, FL 33982

Cristin earned a bachelor’s degree in public health at the University of Massachusetts and an MBA in finance at Florida Gulf Coast University. In 2024, Cristin was awarded the Certified Commercial Investment Member designation by the CCIM Institute. The CCIM title signifies expertise in the commercial real estate profession. A sixth-generation Floridian born in Lakeland, John attended Bartow Senior High School and earned a Business Administration Degree in finance from the University of South Florida. He is a member of the Winter Haven and Bartow Chamber of Commerce, and he enjoys hunting, fishing, college football, planting trees, improving wildlife habitats and spending time with his family. Rob began his banking career with Wauchula State Bank, one of Crews Bank & Trust's legacy banks, in 1996 after a 10-year career as a US Army Officer and Cobra & Apache Attack Helicopter Pilot.

She became a personal banker in 2004 and moved into bookkeeping a year later. She spent time as a bookkeeping specialist and supervisor for eight years before entering retail operations and becoming a vice president and branch administration manager. Brittney joined the Bank in 2008 and acquired a wealth of banking and financial experience in a variety of positions involving operations, investment management, retail and customer service.

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She has served as a board member, board Vice President, and board Treasurer for the Bonita Springs Lions Eye Clinic. Cristin has been a Junior Achievement volunteer as well as a member of the Bonita Springs Kiwanis Young Professionals and Reading Rocks at Bonita Springs Elementary. He has served in leadership positions on many civic and nonprofit boards, including President and Vice President of the Kiwanis Club, Chairman and Vice Chairman of Keep Highlands County Beautiful and Vice Chairman and Treasurer of Highlands County YMCA.

Elizabeth joined the Crews Bank & Trust Family in 2003, starting as a teller, then steadily climbing the ladder to her current position of Retail & Business Banking Director, Senior Vice President. She is responsible for setting the retail operational strategy to support the growth and service for the bank’s retail business line. Angie earned a Bachelor of Science in finance from the University of South Florida, graduating summa cum laude. Before joining Charlotte State Bank & Trust, she worked as an investment consultant and senior financial consultant, earning numerous accolades for proficiency in attracting and maintaining clients. She also mentored, trained, and developed interns, assistants, and consultants and conducted educational seminars for clients and future clients. Rich utilizes more than 30 years of experience in banking, finance, and investment management to help ensure his clients achieve their desired financial objectives for themselves and their heirs.

In her spare time, she enjoys motorcycle rides with her husband of ten years, exploring and sharing the warmth of Florida beaches with family from out of state. Brandi is the Retail and Business Banking Officer of the Bank's Murdock office. In this position, she manages the day-to-day operations of the branch while also creating a focused business plan for future growth and success.

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Although Debbie’s roots are in West Virginia's Hardy County, she has called Florida home for over 30 years and currently resides in Zolfo Springs. Her banking career began in 1991 when she moved to Florida, and since 1999 she has been a part of our team, transitioning from a personal banker to a Business Relationship Banker. She relocated her family to Florida in 2004 and joined the Bank two years later. She initially was part of the bank’s “float team,” filling in as needed as a teller or customer service representative. She subsequently became a senior teller, and in mid-2007 she was named Gulf Cove Office Branch Manager.

He has a strong understanding of the business community and is committed to providing business owners the service they deserve. He was the Executive Vice President and Senior Loan Officer for Wauchula State Bank. Rob and the team are expanding the bank’s asset base through the growth of its market share of large commercial loans, loan pools, and loan participation opportunities. Born in New York and raised in Connecticut, Andrew received a bachelor’s degree in industrial technology from Central Connecticut State University in 2017. He joins the Bank with five years of experience at another financial institution.

Our Trust and Wealth Management division provides professional trustee services and asset management. Gwen was named Assistant Vice President and Retail and Business Banking Officer of the Bank’s Cape Haze office in 2022. A Pittsburgh native, Gwen began her banking career in 1993 on a military base while accompanying her husband, a staff sergeant in the U.S. She later became a loan officer in a lending firm and served as an office manager at a financial planning firm in North Carolina.

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