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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.
Meet The Crews Bank & Trust Parkside Team
She is a member of the Punta Gorda Housing Authority Board of Commissioners and serves on the boards of the Fred Lang Foundation and Friends of the Port Charlotte Public Library. He attended Edison Community College (now Florida SouthWestern State College) and has held Florida state licenses in life and health insurance, variable annuities, and securities Series 6 and 63. He also completed his first year of the Florida School of Banking curriculum and participated in Omega Performance’s commercial lending training. In September of 2002, our Board of Directors made the decision to establish a Trust and Wealth Management Department in an effort to fulfill its mission of serving the financial needs of its community. Charlotte State Bank & Trust has 3 banking offices in Port Charlotte, Florida. There are 2 more Charlotte State Bank & Trust branches near Port Charlotte within a radius of 10 miles.
Crews Bank & Trust - PUNTA GORDA BRANCH
He entered banking in 2008 and served as a Senior Credit Analyst with the Bank from 2014 to 2021, specializing in multiple industries, including investment real estate, agriculture, and owner-operated businesses across Central Florida. He transitioned to a Commercial Banker in 2021 and is passionate about meeting his customers’ commercial needs. Starting as a proof operator, Donna quickly advanced to other positions including administrative and management roles.
Synovus buys Florida Community Bank for $2.9 billion - Sarasota Herald-Tribune
Synovus buys Florida Community Bank for $2.9 billion.
Posted: Tue, 24 Jul 2018 07:00:00 GMT [source]
Community
After graduating in 2002, he began his banking career with the Bank as a credit analyst and junior lending officer. He left the bank in 2004 to expand his commercial lending experience throughout the Suncoast area. In 2010, he graduated from the American Bankers Association’s Stonier Graduate School of Banking at the University of Pennsylvania. Larry returned to the Bank in 2011 as Senior Lending Officer and two years later was appointed bank president and served in this position until 2017. A Florida native and lifelong resident of Winter Haven, Patty began her career in banking as soon as she graduated from Winter Haven High School, joining the Bank in 1994, after working for another financial institution for several years.
A Time to Buy? A Time to Sell?
Banks' safe deposit boxes are protected, but if a disaster or fire hits, the contents are not insured - Sarasota Herald-Tribune
Banks' safe deposit boxes are protected, but if a disaster or fire hits, the contents are not insured.
Posted: Mon, 27 May 2013 07:00:00 GMT [source]
Debbie has been happily married to her high school sweetheart for over 35 years and they have two wonderful children, a daughter, and a son. While attending high school, she also attended South Branch Vocational Center during her junior and senior years, graduating with her high school diploma and her diploma in Business from SBVC. Well known for her active volunteer spirit, Kerry served as Treasurer and two-term President of the Boca Grande Area Chamber of Commerce, and Treasurer of the Venice Area Chamber of Commerce. She has chaired the Boca Grande Chamber’s Ladies Day Tarpon Tournament, and the Boca Grande Christmas Walk. In her free time, Kris enjoys exploring all that Florida has to offer - kayaking, camping and visiting state and national parks.
A graduate of the University of South Florida, Andy holds a bachelor’s degree in history, as well as several financial professional certifications, including Accredited ACH Professional and Graduate School of Banking. We have opened our branch for numerous professional health screenings, including visits by the Alzheimer’s Memory Mobile and car washes for local schools, scouts, and other groups. Longtime supporters of the Charlotte Local Education Foundation, we participate in its annual school-supply drive and have provided Take Stock in Children mentors. Brandi joined the Bank as a personal banker in 2022 at the Murdock branch. In her spare time, Kris enjoys golfing and participating in community events with friends. She is based at the Murdock branch, located at 1100 Tamiami Trail, Port Charlotte.
Christine is a past member of the Florida Bar Grievance Committee, a past president of the Business & Professional Women of Charlotte County, and past interim president and treasurer of the Charlotte Estate Planning Council. She is a former member of the board of directors of the Charlotte Symphony Orchestra, the Visual Arts Center’s Executive Committee and the Development Committee of the Charlotte County Jazz Society. Born in Mexico, Gloria has been living in Arcadia since she was six years old. Being fluent in English and Spanish enables her to communicate with a diverse array of customers, which is what she enjoys most about her job. She engages her customers with her vibrant personality, knowledge, and expertise, and she goes above and beyond to help them obtain the financing they need to acquire the home of their dreams. When not at the bank, Brad spends time with his family 's “hobby herd” of about 40 cows, watching college football and hunting.
In 1990, she became an officer and in 1997 was named Executive Vice President. She was appointed President of one of Crews Bank & Trust’s legacy banks, Wauchula State Bank, in January 2018. When the Bank unified in September 2023, Donna was named Market President for Hardee, Highlands, and Polk counties. Throughout his education and career, Eric has shown his passion for banking and finance. He holds a Bachelor of Science in finance from the University of Florida, where he graduated cum laude, and a Master of Business Administration from Florida Gulf Coast University.
A Community Bank
Charlotte State Bank & Trust currently operates with 5 branches located in Florida. This information being provided is for consumer's personal, non-commercial use and may not be used for any other purpose other than to identify prospective properties consumers may be interested in purchasing. If you have feedback about an individual agent or office, please locate the office and contact the manager. Please use and/or share my information with a Coldwell Banker agent to contact me about my real estate needs.
In 2012, she was named Vice President/Human Resources director and then in 2021, moved into her current role of Chief Human Resources Officer for Crews Bank & Trust. She understands the intricacies of loan origination, pricing, loan calculation, contracts and closing documents. In Florida, James held leadership positions as a Senior Vice President, Chief Credit Officer, and Vice President of Commercial Lending prior to joining the Bank.
She started out as a loan secretary before moving into Retail and Business Banking and serving as Branch Manager of the former Zolfo Springs office. She returned to the Wauchula office in late 2019 as a Consumer Lender, while also continuing to serve as a Personal Banker and working with the bank’s Loan Profit Centers. Patty has recently taken a new position as a Business Relationship Banker in our Bowling Green office. Jennifer Flores is a seasoned Retail Banking Officer with a commitment to the Hardee County community. Proudly residing in Wauchula, she has been an integral part of the Bank for many years, serving in diverse roles such as teller, teller supervisor, personal banker, and branch operations manager.
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.
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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