People on the Move at FineMark

06/13/2014

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Angela Morris transitioned into a new role as Relationship Banker at our Riverwalk office in Fort Myers. Angela joined FineMark in 2009 as a Teller/Relationship Banker for the Shell Point Office. After 3 years at Shell Point, Angela was promoted to Loan Administrator in 2012. She is excited to be back in a position to serve clients in her new role as Relationship Banker. Before joining FineMark, Angela served as a closing manager and coordinator with a major national home builder.

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Claudia Proffitt joined FineMark’s Naples office as Teller and Receptionist. Claudia is a seasoned banking professional with over 10 years of banking experience. Most recently, she was a Personal Assistant. Prior to holding that position, Claudia was an Assistant Branch Manager and Personal Banker for Capital Bank in Naples for 4 years. Claudia has lived in the Marco Island/Naples area since 1986. She enjoys spending her spare time watching her two boys play football.

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Julie Calhoun-Krupick joined FineMark’s Riverwalk office as an Accounting Manager, working with the Finance and Accounting Team. Julie is a CPA with over 20 years of finance and accounting experience. Most recently, she was a Controller at TRAK America and prior to that, a Controller at Cape Coral Eye Center. She served as CFO for Eye Centers of Florida, Florida Cancer Specialists and Diagnostic Services, Inc. Julie received her Bachelor of Science in Accounting at the University of South Florida where she also completed a 5th Year Accounting Program.

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