homepage logo

Business Notes

By Staff | Oct 1, 2019

Joel Johnson

Johnson earns CFA distinction

The Sanibel Captiva Trust Company recently announced that Vice President Joel Johnson was promoted to portfolio manager after successfully completing the extensive curriculum and testing to become a Chartered Financial Analyst.

The CFA distinction measures and certifies the competence and integrity of financial analysts.

Johnson has been a member of the investment management team for four years. His work focuses on researching specific sectors in information technology and telecommunications for client portfolios.

Johnson has also been heavily involved in the day-to-day trading of client accounts, working alongside senior team members while earning his designation.

Lynette Bard

Prior to joining the firm, Johnson worked as a personal banker at Fifth Third Bancorp.

He obtained his degree in finance from Florida Gulf Coast University and was awarded a financial analyst internship with TerraCap Management in Bonita Springs, followed by an investment associate internship at Moors and Cabot Investments in Naples.

Decorator sweeps design awards

The Florida South Chapter of the American Society of Interior Designers held its 40th anniversary gala and 2019 Design Excellence Awards on Sept. 21 at the Club Pelican Bay in Naples.

Local decorator Lynette Bard swept with seven wins in six residential categories. Her firm, Rue du Rix, won two first place Crystal Awards for Best Traditional Design under 3,000 square feet and Best Universal/Aging in Place Design. Second place finishes were in the Contemporary Kitchen Design, Contemporary Bath Design and Residential Small Space categories. Another Residential Small Space and Transitional Bath entry garnered honorable mentions.

Eric Pfeifer

Bard has been providing design and decorating services to Sanibel, Captiva and the Fort Myers area since 2014. She is a Certified Aging-in-Place Specialist. Before 2014, Rue du Rix was well established in Westchester County in New York.

Broker takes part in industry expert panel

Eric Pfeifer, broker and owner of the Pfeifer Realty Group, recently attended the 2020 Agent Experience as a real estate industry expert panelist.

The one-day conference included an agenda designed to help Realtors and agents prepare their mindset and business goals to help them soar into the next year and new decade.

Expert panelists and speakers were gathered from across the country to motivate and educate fellow real estate professionals on a variety of topics.

Edwardo Castro

Topics covered at the conference included the power of mindset, business planning for 2020, building strong relationships and getting involved and giving back – Pfeifer’s favorite topic.

Joining him on the panel were: David Cribbs, with Florida Luxury Realty; Jane Bond, with Compass Realty; George Oberdoster, with MVP Realty; and Veronica Figueroa, with eXp Realty.

Rec center adds to Hall of Sponsors

International Osprey Foundation, of Sanibel, has joined the Sanibel Recreation Center’s Hall of Sponsors as a new sponsor.

Proceeds from the purchase of the sponsor sign are applied to the center’s Financial Assistance Program. It assists parents, grandparents and legal custodians who financially qualify for their children to attend the after-school program, summer day and holiday camps, fun days, babysitter training camp, basketball league, volleyball camp, Zuni Camp Out and C.I.T. program at the center.

Michelle Happer

A printout of all the sponsors can also be obtained at the center’s reception counter.

For more information, call volunteer sponsor Chairperson Barry Alan Roth at 239-313-9591 or Sanibel Recreation Center Director Trish Phillips at 239-472-0345.

Castro joins SanCap Community Bank

Edwardo Castro recently joined Sanibel Captiva Community Bank as an operations clerk with the bank’s operations center located at College Parkway.

He will be responsible for a variety of regular and recurring operational and accounting functions to support bank operations.

Castro has nearly 10 years of data analysis and record keeping experience. Prior to joining the bank, he served as a data administrator and senior log and records manager for the United States Marine Corps in North Carolina and South Carolina.

A 2018 Florida Gulf Coast University graduate with a degree in accounting, Castro is pursuing a master’s degree in accounting and taxation and is expected to graduate in 2020.

Career Day Trade Show planned

The Lee Building Industry Association and School District of Lee County will host the 2nd Annual Build My Future Lee County on Oct. 23 from 8 a.m. to 3 p.m. at the Lee Civic Center.

The career day trade show will help address the skilled workforce shortage within the building industry and all proceeds will aid in funding construction curriculum in Lee County Schools.

The career day trade show will feature companies from all aspects of the construction industry, from foundation to roof. Over 700 district students will get a hands-on introduction to various building trades.

The Lee BIA is seeking construction companies and trade contractors to exhibit in and sponsor the event. Anyone that is interested in participating can visit “http://www.BIA.net”>www.BIA.net or call 239-936-5525.

Lee Health names new CIO

Lee Health recently named Rick Schooler as its new chief information officer.

In the role, Schooler will oversee operational management, planning, organizing and strategic direction of the information systems/information technology function for the health system.

Schooler’s career spans 28 years in healthcare and nine years outside of healthcare. He joined Lee Health after serving as vice president and chief information officer at Orlando Health, where he was responsible for information technology, telecommunications, clinical informatics, enterprise analytics, quality reporting, biomedical engineering, supply chain and a group-purchasing organization.

Before joining Orlando Health, he was the vice president and chief information officer at Central Georgia Health System (Navicent Health).

Schooler earned his MBA from the University of Indianapolis and a bachelor’s degree in computer and information technology from Purdue University. He is also a Certified Healthcare CIO and a board-certified executive coach.

Lee Health adds new director

Michelle Happer recently joined Lee Health as its newest system director of diversity.

In the role, she will oversee and lead Lee Health’s diversity, patient care civil rights and language services.

Happer has more than 10 years of health care, education and community relations experience in diverse settings. She most recently served as the manager of compliance and cultural diversity for the Sentara Optima Health Plan in Virginia Beach, where she was responsible for cultural diversity and inclusion program initiatives. Before that, Happer was a physician relations executive for Inova Health System in Falls Church, Virginia.

She has a doctorate of education in organizational leadership from Nova Southeastern University. Happer also earned a Master of Arts in communication and public relations and Bachelor of Science from Norfolk State University in Norfolk, Virginia. She is completing her Master of Arts in health care law from Regent University.