Florida Banking October/November 2025

PERSONAL TRANSACTIONS

Trustmark Promotes Davidson to EVP and CIO

Personal Transactions, Continued from page 25

is the longest-serving employee of the firm and an integral part of the Coral Gables Trust culture, proudly approaching 20 years of dedicated service. She earned her bachelor’s and master’s of business administration degrees from the University of Miami. Ivan Shegota CTFA, AEP® stepped into the role of Managing Director, Chief Estate Services Officer while retaining the position of Senior Wealth Advisor. Of his 26 years of experience in trust administration and estate settlement, 13 have been at Coral Gables Trust. Shegota earned a bachelor’s degree from the University of Florida and completed the Certified Financial Planning Program at Florida State University. He is an honors graduate of Cannon Financial Institute’s Trust School I, II & III and earned his Certified Trust and Financial Advisor designation in 2008. SmartBank Welcomes New Hires SmartBank announced the addition of Leslie Stricklin as Senior Vice President, Private Banker, based in Destin. Stricklin has 19 years of experience in the financial services industry and expertise in private wealth management, sales, leadership and

Trustmark announced Chris Davidson was promoted to Executive Vice President and Chief Information Officer. Davidson has more than two decades of experience in information technology and has been with Trustmark for 19 years. He is responsible for

Davidson

defining and executing Trustmark’s technology strategy in alignment with the company’s business objectives. He also has management responsibility for business software applications, customer experience management, enterprise data, information security, information technology administration and project management. Davidson received a bachelor of business administration degree in Business Information Systems from Mississippi State University and is a graduate of the Mississippi School of Banking at the University of Mississippi. Moll Retires from BofA, Schmelzle Named President of Southwest Florida

Bank of America (BofA) named Julie Schmelzle, senior relationship manager, Global Commercial Banking, president of BofA Southwest Florida. She succeeds Gerri Moll, who successfully led the market since 1997 and retired in July after 41 years with BofA. “Throughout her career with Bank of America, Julie has established deep relationships with teammates, clients, and the community to deliver responsible growth,” said Brian Moynihan, Bank of America Chairman and CEO. “Julie is well positioned to build on Gerri’s

risk management. With a bachelor’s degree in finance from Florida State University, Stricklin has a proven track record in building strong relationships, consulting and strategic financial planning. The bank added Zach Garcia as

Moll

Stricklin

Vice President and Corporate Relationship Manager in the Panama City and Panama City Beach markets. Garcia has over 20 years of banking experience with deep expertise in operational leadership and

partnership building. This experience paired with his local market knowledge make him a tremendous asset in his new position. Garcia graduated from the Southwestern Graduate School of Banking at Southern Methodist University in 2010.

Schmelzle

success and continue to grow our market share in Southwest Florida, delivering the full breadth of Bank of America’s capabilities to help our local clients improve their financial lives. We thank Gerri for her remarkable 41 years of service with the company.” As president and head of the market, Julie will connect clients, teammates and communities to the full power of the franchise and drive integration across the bank’s eight lines of business. She will oversee the company’s efforts to grow market share by fostering local connections and identifying opportunities to grow and deepen our client relationships.

Garcia

The bank appointed Jarrod Trumpp to its executive team as Chief Risk Officer. Trumpp has more than 20 years of industry experience. He has held multiple enterprise risk and compliance roles at several respected institutions, where he championed strategic

initiatives to enhance regulatory compliance. His collaborative approach and commitment to continuous improvement have made a lasting impact throughout his career.

Trumpp

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