Table Of Content
We are located in the Parkside section of Port Charlotte, a once-blighted neighborhood which was tapped to receive $35 million in improvements by the Charlotte County Commission in 2010. Three years later, we officially changed our name to reflect our commitment to the Parkside Community Redevelopment Area. We are ideally situated to serve Parkside’s residents and businesses, many of which have been banking with us for some time. We have gained a solid customer base that counts on us for friendly, hometown service and financial guidance.
Popular Finance resources
Her career of executive and management positions began with the Motorola Corp. in Boynton Beach, Fla., where she spent six years as a market research analyst, project manager, and quality control manager. She also served as a bookkeeper and commercial property manager for numerous family-owned businesses. Active in the community, James serves as a board member of the Veterans Organization Operations Warrior Resolution and Grand Knight of his local Knights of Columbus council. In his spare time, he enjoys spending time with family, volunteering, and watching his favorite sports teams.
Commercial Lenders
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.
CHARLOTTE STATE BANK & TRUST PUNTA GORDA
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.
Murdock Branch
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.
BUSINESS PEOPLE - Sarasota Herald-Tribune
BUSINESS PEOPLE.
Posted: Mon, 15 Jan 2018 08:00:00 GMT [source]
Charlene studied at Grossmont College and holds a Branch Manager Certificate from the Florida Bankers Association. Additionally, she is an active member in the community and has dedicated time to many local causes and organizations including the Suncoast Humane Society, Rotary, and Leadership Englewood, a program of the Englewood Chamber of Commerce. She and her husband, Mike, love spending time with their two children, daughter-in-law and two grandchildren.
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 # ).
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.
Originally from Jamestown, N.Y., Chris spent 13 years in Charlotte, N.C., before moving to Florida in 2007. Kris is a graduate of North Port Leadership, a Past President of both the North Port Area Chamber of Commerce and the Rotary Club on North Port Central as wells as a member of the Venice Area Chamber of Commerce. She is also a committee member of the Charlotte County Habitat for Humanity, serving on the Housing Selection Committee and as a Financial Education Volunteer. Originally from Hartford, Connecticut, he is no stranger to Southwest Florida, having moved to the area in 1993. A graduate of Venice High School, James holds a bachelor’s degree in computer science from the University of Phoenix. Rob earned his Bachelor of Science in Professional Aeronautics from Embry-Riddle Aeronautical University and is a graduate of the Florida School of Banking.
He started his career in banking in 1993 before moving to Florida in 1997. He can assist all customers with their consumer, residential or commercial borrowing needs. In his spare time, Justin enjoys spending time with family and friends, riding around to check on his families’ cows and hay fields, traveling and spending time on both the salt and freshwater of Southwest Florida. During her more than 40-year career at the bank, she has touched every aspect of the business and has been instrumental in growing and managing the branch network in the Heartland counties. Her focus and passion have been the delivery of exceptional customer service and partnering with each member of our bank family to share our story in all our markets, knowing that our purpose is to build relationships that span generations. Eric joined the Bank as a credit analyst in 2006, and in 2008 became a commercial loan officer.
Michelle began her career in in the community banking industry in her home state of Massachusetts in 1985. She started out as a teller, then worked her way up to her first management position in 1991. Amy is a Business Banking Officer with 25 years of experience in Florida's banking industry.
She was made a vice president in 2012, when she returned to the Punta Gorda office as retail and business banking officer. She graduated from St. Paul College with a degree in business management and began her banking career as a personal banker while still in college. She has worked in the Englewood, Port Charlotte, and Punta Gorda markets for the past eight years, most recently as a branch manager for another financial institution in Punta Gorda prior to joining the Bank. Originally from Alaska, Lindsey began her banking career after high school at a community bank.
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.
In his new position, Andrew will assist customers in the Polk County community with every step of the loan process. A graduate of Leadership DeSoto, Justin is a DeSoto County Chamber of Commerce board member, serving on the Membership, Annual Meeting and Leadership DeSoto Committees. He is also a member of the Inaugural Randy Bateman Memorial Fund Fundraiser Committee, which raises funds to provide scholarship opportunities for students seeking a career in the power generation industry. In addition, he actively supports local 4H and FFA students with their beef projects, volunteers at Arcadia Rodeo events and serves on the Rodeo advertising committee. Amber graduated from Trident University International with a degree in business administration.
No comments:
Post a Comment