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When not at the office, he enjoys spending time with his family, cooking and dancing. Her journey in the banking industry began after graduating high school in 1995, followed by further education and completion of the Principles of Banking. In 2020, Jennifer earned the prestigious Universal Banking certification from the Florida Banking Association, enhancing her abilities to provide tailored financial solutions. Nettie is an active member of the Kiwanis Club of Wauchula, serving as president, vice president and secretary. She is highly involved in the annual Kiwanis Clay Shoot, helping raise funds for the children in her community. Born and raised in Brooklyn, New York, he graduated from Canarsie High School.
Charlotte State Bank & Trust
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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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.
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Committed to community involvement, Nick is the President for the Charlotte County Chamber of Commerce, and he served as president of Charlotte County Chamber of Commerce Leadership Class 2016 and chaired the 2022 class. He serves on the boards of the Boys and Girls Clubs of Charlotte County and Punta Gorda Housing Authority and is Treasurer of the North Port High School Baseball Boosters Club. He is also a Board Member of the Community and Economic Advisory Board for the City of North Port and is a board member of the Charlotte DeSoto Building Industry Association. Holli’s community involvement includes volunteering with the Boys and Girls Club, where she educated local students about banking fundamentals. She also participated in the Lighthouse Project, supporting local agencies with supplies for foster families and local food pantries.
A longtime member of the Englewood Florida Chamber of Commerce, Kristina is a 2009 graduate of Leadership Englewood. She chaired the chamber’s Leadership Committee in 2017 and served as Leadership board liaison. Kristina joined the Bank in January 2004, bringing 17 years of general merchandising, service management and training experience from her home state of Vermont. “I love Venice,” declares Becky, which combined with her banking experience makes her the perfect fit to serve as Retail and Business Banking Officer at the Venice branch. She has been a part of the Venice community since 1990, moving to the city from New Jersey when she was in the sixth grade. He and Lori, his wife of more than 30 years, are the parents of two adult daughters.
She continued working in banking part-time and during summer breaks while studying marketing and communication at the University of Alaska Fairbanks and Washington State University. She later became a full-time teller and personal banker before spending time working in insurance, budget management, contract management and as an event coordinator. Lindsey joined our Bank as a personal banker in 2021 at the Boca Grande location. In this position, she provided a full range of banking services to customers while maintaining a friendly, professional and caring attitude. In her free time, Lindsey enjoys the Florida sunshine by fishing, boating, golfing and lounging by the pool or at the beach. A native Floridian born and raised in Fort Meade, Nettie earned a Bachelor of Science degree in business administration from Southeastern University and a Master of Business Administration (MBA) degree from Warner University.
Crews Financial Services
Alyson is also Past President of the Charlotte County Chamber of Commerce (2016) and a graduate of Leadership Charlotte class of 2004. Locations of Charlotte State Bank & Trust offices in Port Charlotte are shown on the map below. You can scroll down the page for a list of all banking locations with addresses, hours, and phone numbers information. She is based at the Bank's Punta Gorda office and is a winner of the Charlotte Sun newspaper Readers’ Choice Award as Best Mortgage Officer. She has served as Treasurer of C.A.R.E. Auxiliary and is a longtime member of the Women’s Council of Realtors and a Tidewell Hospice House volunteer.
Holli enjoys boating, fishing, and traveling with her family in her spare time. Outside of her professional life, Stephanie loves to spend time with her family and has been married to her best friend for 25 years. She affectionately refers to her five dachshunds - Beatrice, Harvard, Charlie, Sally, and Franklin - as her children. Originally from Indiana, she moved to Florida in 1997 and currently resides in Port Charlotte. She was married to her late husband, Tony, for 36 years and they had 2 sons together.
Forbes names three local credit unions among best in state - Sarasota Herald-Tribune
Forbes names three local credit unions among best in state.
Posted: Mon, 29 Jul 2019 07:00:00 GMT [source]
Marilyn started at the Bank in 1983 and worked for over 3 years before becoming a stay-at-home mom for her son. She returned in 2000, working first as a teller, a personal banker and then was promoted to branch operations manager. Joanne joined the Bank in 2018 in the Credit Risk department, where she proved to be an invaluable asset. In the fall of 2020, she entered a training period to transition to a commercial banker for the bank’s Highlands County market. She spent time in both credit analysis and loan operations to expand her knowledge before beginning her lending and business development duties full time. After the Navy, Ben served as Operations Manager for a boat manufacturing plant while getting his MBA (Master of Business Administration) from Western Governors University.
He began his finance career in 1996, obtaining five financial planning licenses and later completed his curriculum at Louisiana State University’s Graduate School of Banking in 2013. Throughout his career, Brad has gained experience in business and employee development, loan underwriting, and government regulations. Ashley started her career with the Bank in 2004 and has been in lending for more than 10 years. As both a commercial and residential loan officer, Ashley helps oversee the lending process with her customers, instilling a strong understanding and confidence they carry from application to closing. When Robin joined the Bank in November of 2019, he brought with him more than 30 years of banking experience, including proficiencies in lending, underwriting and loan management.
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.
You are not required to use Guaranteed Rate Affinity, LLC as a condition of purchase or sale of any real estate. Operating in the state of New York as GR Affinity, LLC in lieu of the legal name Guaranteed Rate Affinity, LLC. Prior to joining the Bank, Amber worked with a medical facility for a decade where she assisted with the day-to-day success of the organization and opened new clinics where needed. She also held an important role in assisting those who lost their jobs due to the COVID-19 pandemic in the state of California. Kim’s community contributions have been recognized through her appointment as Ambassador of the Year for the Charlotte County Chamber and the United Way of Charlotte County.
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.
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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