Events
CREW and other local events

February 26, 2020 1:00 p.m - 2:00 p.m.
CREW Network Webinar Viewing (Members Only) - Affordable Housing Policy
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February 27, 2020 7:30 a.m. - 9:00 a.m.
CREW Coffee Klatch - University/North (Members Only)
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February 27, 2020 12:00 p.m. - 1:30 p.m.
Midtown Lunch Ladder (Members Only)
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Announcements
News & updates from CREW Charlotte

Holly Alexander Announced as the Top Producer of 2019 for New South Properties

Progressive AE Named Firm of the Year by AIA Charlotte Chapter

SOLUTIONZ INC. PURCHASES UNIFIED TECHNOLOGY SYSTEMS



Making Deals
Our members' accomplishments

Lisa Vogel
A huge thank you to Marie McLucas of Primax Properties for directing an opportunity for title insurance my way. The deal has been sailing smoothly thus far and we anticipate the same for the upcoming closing. Absolutely thrilled to be working with you and your team, and look forward to a strong, long lasting relationship!

Member Spotlights


Lacey Johnson
IA Interior Architects

Current job:  Project Manager at an architectural firm

Summary of your role in the company: Work with a team to complete various projects that come through.

How I chose my occupation: My role is and extension of my Interior Design background which was a dream job for me.

Years in the business: 10

My specialization is:   Interior Design           

A good lead for me is:  An end user looking to build a new and interesting interior

The most satisfying part of my job is: Walking through a completed project and seeing what was on paper come to life

Best leadership advice I have been given:  Compliments make us happy, criticism makes us better.

Greatest professional achievement:  My project was in an issue of Architectural Digest in the form of an ad.

Number of years with CREW: 2

Most significant CREW connection: Still waiting for a business to business contact but working with Safe Alliance has been an invaluable connection.

Place of birth/hometown: Spokane, Wa

Number of years in Charlotte: 17

Family: Just my spouse and my doggie

My ideal vacation spot: anywhere on a beach!

Hobbies/Interests: Artwork and anything that requires using my hands to build.

Other professional organizations I belong to: None

I wish I could: Quit my job and do my art full time.



Mary Kathryn Lozzi
Wells Fargo Bank

Current job:  Relationship Manager Wells Fargo Commercial Banking

Summary of your role in the company: I serve as a trusted financial advisor to middle-market companies and real estate investors, providing a broad base of banking solutions including, credit, treasury management, and investment banking.

How I chose my occupation: I chose this occupation for a couple reasons. First, several of my customers are family owned businesses and I come from a family owned business myself. I have seen firsthand how family businesses evolve and grow over time and how important it can be to have a strong banking relationship to help these companies achieve their goals.  Secondly, I have a passion around really getting to know my customers and understanding what their specific needs are. In this role, I manage my own portfolio of customers and I leverage the tools Wells Fargo provides as well as my background in finance and economics to effectively advise and create solutions.

Years in the business: It will be 6 years in July 2020.

My specialization is:   I provide diversified financial services and banking products to businesses in the Charlotte market. My customers vary in industry type anywhere from manufacturers to investor real estate professionals.

A good lead for me is: An individual who is passionate about his or her business or project. I find I have the best success when I can work with someone who is excited and open-minded to developing a strong partnership in which both sides can throw out ideas and can listen to each other’s feedback.

The most satisfying part of my job is: I enjoy developing relationships with business owners and hearing their story. It is also fun for me to see how our solutions and services help my customers grow and do business more efficiently.

Best leadership advice I have been given:  Never be afraid to ask questions and never underestimate the value of developing a trusting relationship.

Greatest professional achievement: I had the privilege of representing Wells Fargo Bank as the presenting sponsor for the Rams Club Tar Heel Tour in Charlotte. I opened up the evening highlighting the student athlete recipient of the Wells Fargo $10,000 postgraduate scholarship to pursue an advanced degree. This was certainly a career high for me as I am an avid Tar Heel fan! To have the opportunity to be back stage with Roy Williams, Larry Fedora, and Sylvia Hatchell was an experience I will never forget!

Number of years with CREW: 3 years

Most significant CREW connection: CREW has given me the opportunity to meet incredible men and women in the Real Estate space and my relationships continue to build on each other. The connections I have made significantly help me professionally by building my knowledge of the real estate market. I have received several great referrals from CREW members; it is truly a collaborative organization that is designed to drive connectivity in the market.

Place of birth/hometown: Charlotte, NC

Number of years in Charlotte: 24 years (4 years I lived in Chapel Hill while attending UNC)

Family: I am married to my wonderful husband Blake Lozzi coming up on 3 years!

My ideal vacation spot: Kauai, Hawaii

Hobbies/Interests: I enjoy traveling, playing tennis, hiking, running and trying new things that challenge me. This year I will travel to Ecuador and the Galapagos Islands and will complete my first Spartan Race and Triathlon!

Other professional organizations I belong to: I am the Chief Marketing Officer for the Kenan-Flagler Business School Charlotte Alumni Council. I also volunteer for Special Olympics North Carolina.

I wish I could: speak fluent Italian, as Italy is one of my favorite places to travel to and it would be nice to learn the language and fully immerse myself in the culture!

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