Sarasota Coastal Credit Union

Description

Achieva Credit Union, is a state chartered credit union regulated under the authority of the National Credit Union Administration. On November 1, 2009, Sarasota Coastal Credit Union merged with Achieva Credit Union, which is headquartered in Dunedin, Florida. Headquarters: Dunedin, FL Founded: 1937 Areas served: Sarasota County, Florida, Manatee County, Florida, Subsidiary: Calusa Financial Corp., Inc.

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Sarasota Coastal Credit Union Employees

Employee
Years
Job
Industry
Ralph Micalizzi Ralph Micalizzi Charleston, South Carolina Details
Ralph Micalizzi's Sarasota Coastal Credit Union Experience July 2007 - February 2010
Job Chief Financial Officer at CPM Federal Credit Union
Industry Banking
Experience
CPM Federal Credit Union  September 2013 - Present
Credit Union of Georgia  April 2010 - May 2013
Sarasota Coastal Credit Union   July 2007 - February 2010
Monarch Community Bancorp, Inc.   February 2005 - April 2007
United Midwest Savings Bank  June 2003 - April 2004
United Community Bank  June 2000 - June 2003
First American National Bank  December 1998 - May 2000
First National Bank of Corbin   March 1998 - December 1998
Crowe Horwath LLP  October 1996 - March 1998
Markham Norton Mosteller Wright & Company  August 1993 - August 1996

Skills
Financial Analysis, Budgeting, Forecasting, SEC reporting, Internal Audit, Budgets, ALM, Balance Sheet, SEC filings, Cost Accounting, Accounting, Auditing, Treasury Management, Financial Services, Credit, Analysis, Financial Reporting, Consolidation, Commercial Lending, Leadership, Risk Management, Banking, Process Improvement, Mergers & Acquisitions, Finance, Executive Management, Internal Controls, Credit Unions, CPA, Strategy, Portfolio Management, Loans, Management, Strategic Planning, Consumer Lending, Cash Management, Credit Analysis, Loan Origination, Financial Institutions, Investments, Mortgage Lending, Mortgage Banking, Commercial Banking, Retail Banking, Interest Rate Risk..., Team Building

Education
Florida International University - College of Business Administration   1985 — 1987
Bachelor of Accounting

Miami Dade College   1980 — 1982
Associate in Arts

Coral Shores High School/South Dade Senior High School   1976 — 1980
HS Diploma, Honors English, Math, Science and Social Studies

Kandas McEuen Kandas McEuen Forrest City, Arkansas Details
Kandas McEuen's Sarasota Coastal Credit Union Experience 2004 - 2005
Job Independent sales consultant at Beauty control
Industry Medical Practice
Experience
Kids for the Future  November 2012 - Present
Apache Drive Children's Clinic   October 2011 - Present
Beauty control  2011 - Present
Crestpark Retirement Inn   2011 - 2012
East Arkansas Abstract Company, inc.   2007 - 2010
Nextel  2005 - 2007
Arby's Restaurant Group, Inc.   2005 - 2006
Sarasota Coastal Credit Union   2004 - 2005

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Office Management, Office Administration, Office practicum, Organization, Outsourcing, Open Office, Sales Management, Project Management, Account Management, Event Management, Direct Sales, Outside Sales, Telecommunications, Customer Service, Strategic Planning, Customer Satisfaction

Education
Crowleys Ridge Technical Institute   2010 — 2011
Practical Nursing, Vocational Nursing and Nursing Assistants

Wynne high school   2000 — 2004

Shauna Zook Shauna Zook Dallas/Fort Worth Area Details
Shauna Zook's Sarasota Coastal Credit Union Experience 2002 - 2007
Job Executive Assistant to Chief Compliance Officer at Tenet Healthcare
Industry Events Services
Experience
Tenet Healthcare  August 2013 - June 2014
Telligent  April 2013 - August 2013
Comerica Bank  December 2007 - June 2012
Sarasota Coastal Credit Union   2002 - 2007
Living Word   2000 - 2002

Skills
Customer Service, Project Management, Hospitality, Fundraisers, Board of Director..., Parties, Wealth Management, Microsoft Office, Loans, Microsoft Excel, Banking, Event Planning, Sales, Event Management, Team Building, Leadership, Fundraising, Management, Public Speaking

Education
Rex Johnson School of Lending

State College of Florida-Manatee-Sarasota
Business/Project Management

Sam Murrow Sam Murrow Washington D.C. Metro Area Details
Sam Murrow's Sarasota Coastal Credit Union Experience September 2005 - May 2010
Job Vice President of Lending at Justice Federal Credit Union
Industry Banking
Experience
Justice Federal Credit Union  October 2010 - Present
SARASOTA COASTAL CREDIT UNION   September 2005 - May 2010
SATILLA COMMUNITY BANK   February 2003 - September 2005
SATILLA COMMUNITY BANK   February 2003 - September 2005
ATLANTIC COAST FEDERAL CREDIT UNION   January 2001 - January 2003
ATLANTIC COAST FEDERAL CREDIT UNION   January 2001 - January 2003
Operations (CUSO)   January 1997 - January 2001
Operations (CUSO)   January 1997 - January 2001
ATLANTIC COAST FEDERAL CREDIT UNION   January 1996 - January 1997
Atlantic Coast Federal Credit Union   January 1996 - January 1997

Skills
Credit Unions, Loans, Consumer Lending, Credit, Mortgage Lending, Loan Origination, Operations Management, Portfolio Management, Banking, Commercial Lending, Small Business Lending, Financial Services, Executive Management, Loan Servicing, Underwriting, Mortgage Banking, Leadership, Credit Risk, Loss Mitigation, FHA

Education
Florida State University   1970 — 1974
Bachelor of Science Degree, Finance

Tallahassee Community College   1968 — 1970
AA, Basic Studies

Florida State University
Bachelor of Science Degree, Finance

Joe Downs Joe Downs Sarasota, Florida Area Details
Joe Downs's Sarasota Coastal Credit Union Experience August 2003 - February 2007
Job Certified Financial Planner(R) practitioner, Member Board of Directors at Financial Planning Association of the Suncoast
Industry Financial Services
Experience
Reality Financial Planning Services, LLC   April 2007 - Present
Financial Planning Association of the Suncoast   April 2008 - Present
Junior Achievement  February 2013 - Present
Sarasota Coastal Credit Union   August 2003 - February 2007
Nationwide Retirement Solutions  1994 - 2000

Skills
Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Personal Finance, Financial Planners, Financial Advisory, Securities, Investment Management, Insurance, Small Business, Asset Allocation, Investment Advisory, Wealth Management, Financial Services, Investments, Finance, Banking, Life Insurance, Budgets

Education
Lindenwood University
BA, Personnel Management

Western Michigan University   1977 — 1981
General Studies

Lori Wild Lori Wild Sarasota, Florida Area Details
Lori Wild's Sarasota Coastal Credit Union Experience April 2005 - September 2009
Job Barista/ Cashier at Der Dutchman Catering
Industry Cosmetics
Experience
Der Dutchman Catering   February 2015 - Present
Self Employed  March 2014 - Present
Carnival Cruise Line  October 2012 - January 2015
New York New York Hair Salon   August 2011 - September 2012
Self - Employed  January 2010 - May 2011
Sarasota Coastal Credit Union   April 2005 - September 2009
Kirk Pinkerton, P.A.   January 2004 - August 2005
GREAT AMERICAN PRODUCTS  August 2001 - January 2003

Skills
Public Speaking, Nonprofits, Research, Teaching, Fundraising, Social Services, Event Planning, Editing, Community Outreach, Volunteer Management, Direct Sales, Sales, Customer Service, Teamwork, Telephone Skills, Cash Handling

Education
Christian International Bible College   2001 — 2003
Bachelor’s Degree, Theology/Theological Studies

Brownsville Revival School of Ministry   2000 — 2001
Associate’s Degree, Christian Studies, Magna Cum Lade

Fashion Focus Hair Academy   1990 — 1990
Cosmetology/Cosmetologist, Hair, Skin, and Nails

Rhema Bible College   1987 — 1988
Christian Studies

Fern Millman Fern Millman Sarasota, Florida Area Details
Fern Millman's Sarasota Coastal Credit Union Experience October 2008 - July 2010
Job Branch Manager Achieva Credit Union
Industry Banking
Experience
Achieva Credit Union  June 2007 - Present
Sarasota Coastal Credit Union   October 2008 - July 2010
Retail Employees Credit Union   May 2001 - October 2006
GA Telco credit union   1996 - 2001

Skills
Microsoft Excel, Microsoft Word, Windows 7, FSP, Credit, Banking, Loans, Customer Service, Branch Banking, Loss Mitigation, Mortgage Banking, Management, Consumer Lending, Commercial Lending, Credit Unions, Mortgage Lending, Retail Banking, Budgets

Education
Cornell University   1972 — 1976

Ginger Mentzer Ginger Mentzer Bradenton, Florida Details
Ginger Mentzer's Sarasota Coastal Credit Union Experience August 2001 - March 2007
Job at Freedom Bank of America
Industry Banking
Experience
Freedom Bank of America  February 2011 - Present
Progress Bank of Florida / Bay Cities Bank   January 2008 - January 2011
Sarasota Coastal Credit Union   August 2001 - March 2007
Financial Insurance Management Corporation  September 1995 - July 2001
COOPERS AND LYBRAND, LLP  October 1993 - September 1995
BARNETT BANKS, INC  December 1988 - October 1993
Internal Revenue Service  June 1988 - October 1988

Education
University of South Florida   1989 — 1992
Master of Science in Business Administration, Business

Glassboro State College   1984 — 1988
Bachelor of Science Business Administration Specializing in Accounting, Accounting

DESIGNATIONS
CPA

Janet C. Cantees Janet C. Cantees Sarasota, Florida Area Details
Janet C. Cantees's Sarasota Coastal Credit Union Experience 2003 - 2009
Job Director at Achieva Credit Union
Industry Government Administration
Experience
Clerk of the Circuit Court and County Comptroller   DirectorAchieva Credit UnionNovember 2009 - Present
Sarasota Coastal Credit Union   2003 - 2009

Education
Morehead State University
MBA, Business Administration

Melissa Inganamort Melissa Inganamort Fort Myers, Florida Details
Melissa Inganamort's Sarasota Coastal Credit Union Experience May 2000 - 2002
Job Sales and Service Representative I at First Citizens Bank
Industry Retail
Experience
First Citizens Bank  January 2014 - Present
First Citizens Bank  April 2013 - May 2014
First Citizens Bank  November 2012 - March 2013
First Citizens Bank  May 2012 - November 2012
Dancing Bear Toys Ltd.   May 2007 - May 2012
Sunflower Massage   August 2005 - May 2007
Sarasota Coastal Credit Union   May 2000 - 2002

Skills
Outstanding Customer..., Money handling, Computer skills, Microsoft Word, Customer Service, Retail Banking, Banking, Money, Credit, Cash Management, Cross Selling

Education
Sarasota School of Massage Therapy   2005 — 2005
Vocational, Anatomy, pathology, acupressure, many different forms of massage

St. Leo University   2002 — 2004

Darrell Scoma Darrell Scoma Hamburg, New York Details
Darrell Scoma's Sarasota Coastal Credit Union Experience 1997 - 2001
Job Consultant
Industry Accounting
Experience
Sarasota Coastal Credit Union   1997 - 2001
Scrivner, Inc  1988 - 1992
Hudson-Thompson Inc   1983 - 1987

Education
University of Southern California   1987 — 1988

SUNY at Buffalo   1976 — 1980
Bachelor of Science (BS), Accounting

Cathy Marzetta Cathy Marzetta Bradenton, Florida Details
Cathy Marzetta's Sarasota Coastal Credit Union Experience August 2004 - December 2010
Job Senior Staff Accountant at Achieva Credit Union
Industry Financial Services
Experience
Achieva Credit Union  December 2010 - Present
Achieva Credit Union  August 2005 - Present
Achieva Credit Union  January 2004 - Present
Sarasota Coastal Credit Union   August 2004 - December 2010
Sarasota Coastal Credit Union   August 2004 - December 2010
Citizens First National Bank  January 1999 - January 2004
Dr. Maya   January 1993 - January 1999
Illini State Bank   January 1993 - January 1999
J. McNamara, CPA   January 1988 - January 1993

Skills
General Ledger, Reconciliation, Accounting, Account Reconciliation, Financial Reporting, Accounts Payable, Internal Controls, Financial Statements, Accounts Receivable, Payroll

Education
American Institute of Commerce
Diploma

Illinois Valley Community College
BS

University of Phoenix
Bachelors, Accounting