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Angie works with new and existing clients, serving as a point of contact, ensuring that trust and investment management is properly administered to her client’s wishes. Her responsibilities include trust administration, retirement planning, investment management, developing asset protection strategies, addressing tax and estate planning issues, and implementing plans to reach clients’ goals. Gloria graduated from DeSoto County High School and South Florida Community College. She is a licensed Florida loan officer certified through the Nationwide Mortgage Licensing System (NMLS # ).
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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.
Meet The Crews Bank & Trust Parkside Team
Our Murdock branch is located in a two-story, 11,000-square-foot brick building on the corner of Tamiami Trail and Paulson Drive. The bank began operations in a 2,700-square-foot facility on Tamiami Trail near Midway Boulevard in 1987. In 1989, the bank acquired land in northwestern Charlotte County on the site of the current facility. In 2008, our two-story, 6,000-square-foot Service and Support Center was constructed behind our branch. Built with anti-hurricane specifications, the reinforced-concrete building houses the bank’s IT department, customer support operations, and digital experience services. We are the bank to count on for friendly, hometown service, offering our personal and business customers banking and borrowing services for area residents and businesses.
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Charlotte State Bank & Trust Parkside branch operates as a full service brick and mortar office. For lobby hours, drive-up hours and online banking services please visit the official website of the bank at You can edit branch details by clicking here if you believe the information is incomplete, incorrect, out of date or misleading. Charlotte State Bank & Trust Punta Gorda branch operates as a full service brick and mortar office. After moving to Arcadia in the spring of 2022 from California, Amber joined Crews Bank & Trust as a personal banker.
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.
BUSINESS PEOPLE - Sarasota Herald-Tribune
BUSINESS PEOPLE.
Posted: Mon, 26 Feb 2018 08:00:00 GMT [source]
She is a licensed realtor, has studied real estate law to enhance her knowledge of the industry, and has hosted workshops and Continuing Education classes for local real estate brokers and sales agents. Kevin, who earned a bachelor's degree in accounting at the University of New Haven in Connecticut, was with Crews Banking Corporation less than a year when he was promoted to Senior Vice President and Senior Commercial Banker. He provides his clients, ranging from small business owners to real estate investors, with expert consultation, tailoring a financing program suited to needs. Over the last several years, Daniel has been successfully leading the efforts in Credit Risk to improve the bank’s overall risk profile through liquidations of non-performing assets and effective management of problem loan assets. Daniel and his skilled team have successfully established an appraisal and evaluation management process that serves all the Bank's lenders.
He later joined the family business and at 32 years old becoming one of the youngest bank presidents in Florida. "Jake" Crews, IV is part of the fourth generation of family leadership for Crews Bank & Trust, which has been providing local financial services to our communities for more than 90 years. She has mentored young students with the Take Stock in Children program through the Charlotte Local Education Foundation and with VISTA (Volunteers in Service to America). While living in New York, she started a reading club for children over five years of age. Our commitment to our customers is matched by our commitment to our community. Our efforts to help make Parkside safe, attractive, and economically sustainable led to us joining with Team Parkside to sponsor beautification awards to local residences and businesses in recognition of improvements made to their Parkside properties.
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.
CHARLOTTE STATE BANK & TRUST OFFICES IN PORT CHARLOTTE, FL
Scott enjoys hiking in Montana, Oregon, Utah and Washington, cruising, Fantasy Football and photography (taking pictures wildlife and waterfalls). A graduate of the Leadership Charlotte Class of 2008, Kelly has served on the board of Drug Free Charlotte County. She was an ambassador of the Charlotte County Chamber of Commerce, member of the United Way Impact Panel and vice chair of the Charlotte County Chapter of the American Red Cross. She is a Past President of the North Port area Chamber (2022), and still serves on several committees within the Chamber. When Shirley joined the Bank in 2019, she brought 25 years of experience in Trust and Finance to her new role as a Vice President and Trust Officer. She began her career as a probate paralegal for a prominent Sarasota, Fla., law firm, then served as a Personal Trust Specialist and Trust Officer for a pair of major financial institutions.
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 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.
Christy was an active member of the Kiwanis Club of Sebring for many years, serving as Treasurer. She is currently involved with the Bartow and Wauchula Chamber of Commerce. She recently joined the board for the Big Brother Big Sisters Hardee County Club. She enjoys the outdoors, including hunting and fishing, and spending time with her family. With over three decades of banking experience, Kevin is familiar with all aspects of commercial lending, specializing in owner-occupied and investor real estate lending.
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.
Banking on a rebirth - Sarasota Herald-Tribune
Banking on a rebirth.
Posted: Mon, 01 Oct 2018 07:00:00 GMT [source]
In 2017 and 2019 Terese received the Venice Area Board of Realtors Affiliate Honor Award for her continued dedication as a member of the board’s Scholarship Committee. Terese has chaired Cora’s Giving Fund, a charity that supports pediatric cancer research, since 2016. She also volunteers for a variety of other local charitable organizations. Terese is familiar with the Conventional, FHA, & VA mortgage loan products that are available for the purchase or construction of residential homes and condominiums. She has helped thousands of clients originate mortgages to buy their dream homes, vacation homes, and investment properties. Terese is proficient in assisting clients in need of refinancing existing liens as well.
Prior to joining the Bank almost 7 years ago, her banking career was based primarily in Tampa, with a brief stint in Georgia. Greg manages the investment holdings of clients via their trusts, IRAs, or individually titled accounts. He also manages assets for private foundations and nonprofit organizations throughout the state of Florida. Greg graduated from Mercy College in New York with a bachelor’s degree in government in 1988. He began his career in computer and internet technology in New York City and operated his own consulting and support firm in the early 2000s. Samuel manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida.
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