Kim Pettit Now Operations Specialist. Caldwell Trust Company announced the promotion of Kim Pettit to the position of operations specialist according to R. G. “Kelly” Caldwell Jr., CEO and president. Pettit joined Caldwell in 2017 as operations associate, bringing decades of financial experience that began in 1994, just after she completed high school. The Pittsburgh native moved to Florida in 1985. Prior to joining Caldwell she had been with Northern Trust for 16 years as a senior client service support officer, working in private banking, lending and trust services. Pettit is based in the Venice office, reporting to Elaine Griffin, […]
Elaine Griffin Now Operations Manager. Caldwell Trust Company has promoted Elaine Griffin to operations manager according to R. G. “Kelly” Caldwell Jr., CEO/president. “We’re delighted to announce Elaine’s advancement,” he said. “This promotion allows us to recognize her consistently outstanding performance ever since she joined us as a business analyst in 2016. It’s also one more example of our successful policy of promoting from within.” As operations manager, Griffin is responsible for the day-to-day processing, coordination, management, and oversight of the Trust Operations Department. She has acquired over 23 years of experience in the information technology industry and is an […]
Florida Trend Magazine Ranks Caldwell Trust Company Top 25. Florida Trend Magazine named Caldwell Trust Company to its “Top Rank Book of Lists” for trust companies. The designation for “Top Trust Banking Firms” places Caldwell among the Top 25 in the State. R. G. “Kelly” Caldwell Jr., President/CEO, said “We’re pleased to be on the list and gratified that Florida Trend recognizes our accomplishments and value.” For more information call (941) 493-3600 or visit the Caldwell Trust Web Site.
Kimberly Evener And Marci Sweat Now Trust Officers. Caldwell Trust Company announced promotion of two staff members from trust associate to trust officer according to R. G. “Kelly” Caldwell, CEO/president. “Once again we’ve been able to watch our staff members grow, and we’re gratified to see them move up so capably within the company,” he said. The new trust officers are Kimberly Evener and Marci Sweat. Kimberly Evener began her financial career in 2001 in New Jersey while still in high school. She relocated to Florida in 2003 and joined Northern Trust Company in 2004, beginning as a senior teller […]
Gina Jordan Joins Caldwell Trust Company. Gina B. Jordan, CTFA, CFP®, has joined Caldwell Trust Company as a senior vice president and trust officer according to R. G. “Kelly” Caldwell Jr. “We welcome Gina enthusiastically,” Kelly said. “She brings extensive experience in trust and estate administration that she’s acquired over 30 years in the industry.” Jordan comes to Caldwell after 25 years with Northern Trust, most recently as a senior vice president and team leader of Northern’s personal client services group in Sarasota. Before that she was a trust officer with Southeast Bank/First Union Bank. She graduated magna cum laude […]
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 […]
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 […]
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 […]
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 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 […]
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
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.
Sunday, November 4, 2018
0 Comments