RSS

Tag Archive | "Kelly Caldwell"

Caldwell Trust Company Promotes Three

Tuesday, May 15, 2018

0 Comments

Scott Antritt, Sonya Kristie and Sheryl Vieira Now Vice Presidents. Caldwell Trust Company has promoted three of its staff members to vice presidents according to R. G. “Kelly” Caldwell, CEO/president. “We’re always pleased when we can fill positions from within the company and these three dedicated employees have made it easy for us to do that. We congratulate each one of them.” Scott Antritt (scott@ctrust.com 941.926.9336) and Sonya Kristie (sonya@ctrust.com 941.926.9336) were promoted to vice president and trust officer. Sheryl Vieira (sheryl@ctrust.com 941.493.3600) was promoted to vice president of marketing and PR. Besides professional performance, all three are also heavily […]

Caldwell Trust Company Hires Vice President Investments

Tuesday, September 27, 2016

0 Comments

J. Chris McGee Joins Caldwell Trust. Caldwell Trust Company has hired J. Chris McGee as vice president of investments according to R. G. “Kelly” Caldwell, Jr., CEO and president. In this capacity McGee heads Caldwell’s investment committee, which draws on a team of experienced in-house professionals and carefully chosen outside analysts to make decisions for client portfolios. “We are extremely pleased that Chris has joined us,” Kelly Caldwell said. “He brings a background of incredible experience, along with the emphasis on a family-oriented approach that is the hallmark of our service to clients.” McGee will be based in the company’s […]

Leonard Nagel Joins Caldwell Trust Company

Thursday, May 21, 2015

0 Comments

Caldwell Trust Company Adds SVP/CTO. Caldwell Trust Company announced that Leonard Nagel joined the firm as senior vice president and chief technology officer. Nagel will expand the company’s information technology department, reporting to Kelly Caldwell, CEO and president. He will assist in developing the company’s long-term technology vision in collaboration with Daniel B. “Danny” Williams, assistant vice president, information systems. “We welcome Leonard’s guidance and knowledge as we grow,” says Kelly Caldwell. “We’re especially excited by the many possibilities that are opening to us as Leonard and Danny couple new technologies with our unique software.” Prior to joining Caldwell, Nagel […]

Caldwell Trust Moves Into New Headquarters

Wednesday, December 17, 2014

0 Comments

Classic Looks Belies Sophisticated High Tech Equipment. Caldwell Trust Company has moved into its new headquarters at 1400 Center Road, Venice. One thing is not new and will never change. That’s the company’s commitment to its core values “We will always be personal, traditional and independent, and we will remain faithful to ‘What We Believe,’ our founding principles. We have a plaque with these principles inside our grand foyer, where we see them every day,” said R. G. “Kelly” Caldwell, Jr., CEO and president. A Paver brick walkway amid decorative plantings leads to the oversized front doors, which open on […]

Caldwell Trust Announces Assistant Vice President Of Marketing

Thursday, December 4, 2014

0 Comments

Caldwell Trust Company Promotes Sheryl Vieira. Caldwell Trust Company announced the promotion of Sheryl Vieira to assistant vice president of marketing. She is responsible for the company’s strategic marketing and business development program, enhancing and expanding programs and developing new initiatives. While at Caldwell, Vieira has provided impactful, measurable programs leveraging industry-leading quantitative and qualitative marketing research and data analysis by implementing an in-bound marketing program including a blog platform; leading the business development of a customized CRM (Customer Relations Management); redesigning the company website; leading a successful 20-year anniversary campaign and launching a social media program. “Sheryl has a […]

Caldwell Trust Company Names Marketing Manager

Sunday, October 9, 2011

0 Comments

Sheryl Vieira Joins Caldwell Trust Company. Caldwell Trust Company announced that Sheryl Vieira joined the firm as marketing manager. Vieira is responsible for all aspects of Caldwell’s marketing, advertising, corporate sponsorships

Caldwell Trust Company Names New Vice President Of Investments

Thursday, October 6, 2011

0 Comments

Tim Videnka Joins Caldwell Trust Company.   R.G. “Kelly” Caldwell, CEO and president of Caldwell Trust Company announced that Tim Videnka, Chartered Financial Analyst, has joined as vice president of investments.

Featured Properties

Ads

REAL HAPPENINGS

Happy Father's Day Dad!

Happy Father's Day Dad!

Ed Sr. - 88 And Not Stopping! Happy Father's Day Dad! Father's Day The holiday was first intr[...]
June 21, 2018 Classic Movies at the Sarasota Opera House

June 21, 2018 Classic Movies at the Sarasota Opera House

Sarasota Opera House Presents All About Eve (1950). Thursday, June 21st at 7:30pm $10 A story[...]
June 16, 2018 Atlanta Braves Spring Training Launch Party

June 16, 2018 Atlanta Braves Spring Training Launch Party

Join the Atlanta Braves in celebrating their new Spring Training facility in North Port! They wil[...]
July 4, 2018 Grand Prix Bayfront Fireworks Spectacular

July 4, 2018 Grand Prix Bayfront Fireworks Spectacular

2018 Sarasota Powerboat Grand Prix Festival Bayfront Fireworks Spectacular. For the complete list[...]
July 1, 2018 Grand Prix Race Team Awards Presentation

July 1, 2018 Grand Prix Race Team Awards Presentation

2018 Sarasota Powerboat Grand Prix Festival Race Team Awards Presentation. For the complete list [...]
July 1, 2018 Grand Prix VIP Race Viewing

July 1, 2018 Grand Prix VIP Race Viewing

2018 Sarasota Powerboat Grand Prix Festival VIP Race Viewing. For the complete list of event info[...]
July 1, 2018 Grand Prix Races

July 1, 2018 Grand Prix Races

2018 Sarasota Powerboat Grand Prix Festival Superstock, Production Class & Personal Watercraft Races[...]
July 1, 2018 Grand Prix Fan Fest

July 1, 2018 Grand Prix Fan Fest

2018 Sarasota Powerboat Grand Prix Festival Fan Fest. For the complete list of event information [...]
June 30, 2018 Grand Prix Races

June 30, 2018 Grand Prix Races

2018 Sarasota Powerboat Grand Prix Festival Superstock, Production Class & Personal Watercraft Races[...]
June 30, 2018 Grand Prix Fan Fest

June 30, 2018 Grand Prix Fan Fest

2018 Sarasota Powerboat Grand Prix Festival Fan Fest. For the complete list of event information [...]
June 30, 2018 Grand Prix Festival Motorcycle Charity Ride

June 30, 2018 Grand Prix Festival Motorcycle Charity Ride

2018 Sarasota Powerboat Grand Prix Festival Finz Finds "Coastal Cruise" Motorcycle Charity Ride. [...]
June 29, 2018 Grand Prix Festival Miss Powerboat Swimsuit Contest

June 29, 2018 Grand Prix Festival Miss Powerboat Swimsuit Contest

2018 Sarasota Powerboat Grand Prix Festival Miss Powerboat P1 Swimsuit Contest. For the complete [...]
June 29, 2018 Grand Prix Festival Boats By The Bay Party In The Pits

June 29, 2018 Grand Prix Festival Boats By The Bay Party In The Pits

2018 Sarasota Powerboat Grand Prix Festival Boats By The Bay Party In The Pits. For the complete [...]
June 7, 2018 Classic Movies at the Sarasota Opera House

June 7, 2018 Classic Movies at the Sarasota Opera House

Sarasota Opera House Presents The Wizard of Oz (1939). Thursday, June 7th at 7:30pm $10 A tor[...]
June 29, 2018 Grand Prix Festival Meet And Greet

June 29, 2018 Grand Prix Festival Meet And Greet

2018 Sarasota Powerboat Grand Prix Festival Race Teams Meet & Greet. For the complete list of eve[...]
June 28, 2018 Grand Prix Festival Kickoff Party

June 28, 2018 Grand Prix Festival Kickoff Party

2018 Sarasota Powerboat Grand Prix Festival Grand Prix Kickoff Party. For the complete list of ev[...]
June 27, 2018 Grand Prix Comedy Night

June 27, 2018 Grand Prix Comedy Night

2018 Sarasota Powerboat Grand Prix Festival Grand Prix Comedy Night. For the complete list of eve[...]
June 27, 2018 The Friendliest Catch Fishing Tournament

June 27, 2018 The Friendliest Catch Fishing Tournament

2018 Sarasota Powerboat Grand Prix Festival "The Friendliest Catch" Fishing Tournament. For the c[...]
June 24, 2018 Boat And Personal Watercraft Fun Run

June 24, 2018 Boat And Personal Watercraft Fun Run

2018 Sarasota Powerboat Grand Prix Festival Boat And Personal Watercraft "Fun Run". For the compl[...]
June 24, 2018 Annual Car Show

June 24, 2018 Annual Car Show

2018 Sarasota Powerboat Grand Prix Festival Car Show. For the complete list of event information [...]
Translate »