Florida Banking August/September 2025

PERSONAL TRANSACTIONS

Merchants Bank Hires Nelson

Merchants Bank hired Gavin Nelson as Client Deposit Services Sales Officer to serve the Tampa area. He is responsible for prospecting, identifying and acquiring new deposit clients while serving as the primary relationship manager for existing clients. Nelson

Nelson

served as Vice President at the Bank of Tampa, as a private banker at JPMorgan Chase, and as a premier banker at Wells Fargo. He earned a bachelor’s degree in business administration and management from Palm Beach Community College. Sanibel Captiva Trust Names Grotrian Team Lead

• Managing Senior Vice President & Commercial Banking Executive Brian San Miguel will head commercial banking at CNB. He was Market President for Truist in Miami for the past eight years, overseeing $3.5 billion in total assets and more than 30 branches. • Senior Vice President Christian Toledo brings more than 25 years of experience in commercial and consumer financial services, specializing in relationship management, business development and risk mitigation. • Senior Vice President Carlos Doreste has more than two decades of experience in commercial banking, specializing in relationship management, client acquisition and credit underwriting. He has a track record of driving business growth, structuring complex credit facilities and leading high-performing teams. • With a background driving sales growth and expanding client relationships, Senior Vice President Frank Amador brings vast experience managing portfolios for businesses ranging from $3 million to $250 million in annual revenue. • Senior Vice President Joaquin Hernandez brings more than a decade of experience in commercial banking, driving significant revenue growth, managing large client portfolios and advising C-suite executives.

The Sanibel Captiva Trust Company appointed Darrin Grotrian to Senior Vice President and Lee County Team Manager of client services and trust operations. He manages clients’ trust accounts, confers with their outside advisors and oversees a local team of

Grotrian

client-service professionals. Grotrian obtained his bachelor of science in business management from Manchester College, Indiana. He is member of the Sanibel Captiva Rotary Club and an immediate past board member of the Clinic for the Rehabilitation of Wildlife. Caldwell Trust Appoints Osgood EVP & Market Director Caldwell Trust Company is expanding into Vero Beach and appointed David L. Osgood, AWMA®, Executive Vice President and Market Director for the region. While an official office location in Vero Beach is forthcoming, the company is establishing its footprint in the market and looks forward to serving the area’s growing demand for wealth management services. With over 35 years of experience in financial services, Osgood specializes in asset management, retirement planning and customized investment strategies. City National Bank Announces New Hires City National Bank (CNB) added a new executive and four experienced bankers who will serve clients across Florida. The new commercial banking hires, who arrive at CNB from Truist, are part of a broader expansion initiative. CNB, with $27 billion in assets and more than 1,000 employees statewide, is setting out to grow the size of its team by 20 percent over the next 12 to 18 months.

IncredibleBank Welcomes Murray and Hazen

IncredibleBank announced the addition of Stephen Murray as Vice President of Cash Management, serving both of its Cape Coral branches, and Kailee Hazen as Market Manager for its newest branch in Cape Coral. Murray will work closely with Cape

Murray

Coral business customers to streamline daily financial operations with tailored cash management solutions.

24 — FLORIDA BANKING THE VOICE OF FLORIDA BANKING