RSS

Tag Archive | "Kelly Caldwell"

Caldwell Trust Company Promotes Elaine Griffin

Friday, August 3, 2018

0 Comments

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 […]

Caldwell Trust Ranked Top 25 in the State

Saturday, July 7, 2018

0 Comments

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.

Caldwell Trust Company Promotes Two

Saturday, June 30, 2018

0 Comments

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 […]

Caldwell Trust Company Gains Senior Vice President And Trust Officer

Thursday, June 28, 2018

0 Comments

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 […]

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

August 23, 2018 VOLUMES At The Ringling

August 23, 2018 VOLUMES At The Ringling

Brian Blade Performs. As a part of the special installation, VOLUMES, by the artist Ezra Masch e[...]
August 17, 2018 Friday Fest CANCELLED

August 17, 2018 Friday Fest CANCELLED

Van Wezel Performing Arts Hall Friday Fest Is Cancelled Due To Red Tide! Free outdoor summertim[...]
August 22, 2018 Business Builder – Helping Hands

August 22, 2018 Business Builder – Helping Hands

Join Us As We Support All Faiths Food Bank. Business Builder is a community networking and suppo[...]
September 5, 2018 Women's Council Of Realtors Fashion Show

September 5, 2018 Women's Council Of Realtors Fashion Show

Get Your Tickets Before They Are Gone! Click HERE for more information. SPONSORSHIPS AND PR[...]
August 17, 2018 Friday Fest CANCELLED

August 17, 2018 Friday Fest CANCELLED

Van Wezel Performing Arts Hall Friday Fest Is Cancelled Due To Red Tide! Free outdoor summertim[...]
August 13, 2018 International Left Handers Day

August 13, 2018 International Left Handers Day

Left Handers You Can Celebrate! August 13th is designated International Left-Handers Day by Lef[...]
August 13, 2018 School Starts

August 13, 2018 School Starts

Sarasota/Manatee Children Back In School. It can be hard to adjust from the dog days of summer t[...]
August 16, 2018 Classic Movies at the Sarasota Opera House

August 16, 2018 Classic Movies at the Sarasota Opera House

Sarasota Opera House Presents Rio Bravo (1959). Thursday, August 16th at 7:30pm $10 In 1860s[...]
August 13, 2018 School Starts

August 13, 2018 School Starts

Sarasota/Manatee Children Back In School. It can be hard to adjust from the dog days of summer t[...]
August 16, 2018 VOLUMES At The Ringling

August 16, 2018 VOLUMES At The Ringling

Taylor Gordon AKA The Pocket Queen Performs. As a part of the special installation, VOLUMES, by [...]
William McComb & Kelly Roberts Recognized As Super Lawyers

William McComb & Kelly Roberts Recognized As Super Lawyers

William McComb & Kelly Roberts 2018 Super Lawyers Florida Rising Stars. Berlin Patten Ebling ann[...]
New College Named To ‘Best Colleges’

New College Named To ‘Best Colleges’

Princeton Review Names New College Of Florida To ‘Best Colleges’. New College of Florida was a[...]
Four Large Housing Tracts Set For East Sarasota County

Four Large Housing Tracts Set For East Sarasota County

Where Is The Long Range Public Plan? If you live in Sarasota east of the Interstate, or if you l[...]
August 5, 2018 National Sister's Day

August 5, 2018 National Sister's Day

First Sunday in August is your chance to show your appreciation for that unique bond only sisters ca[...]
August 5, 2018 National Oyster Day

August 5, 2018 National Oyster Day

If The World Is My Oyster...I'm Getting My Shucking Knife! It's reputed that Casanova, the infa[...]
Red Tide, Oceanic Kills Have You Down?

Red Tide, Oceanic Kills Have You Down?

This Mess Is Much Bigger Than Florida! For years, the U.S. sugar program has existed as one of t[...]
All Faiths Food Bank Receives $151,700 In Grants

All Faiths Food Bank Receives $151,700 In Grants

Campaign Against Summer Hunger Ends Well. The Campaign Against Summer Hunger raises funds for su[...]
August, 3, 2018 International Beer Day

August, 3, 2018 International Beer Day

This Bud's For You! International Beer Day (IBD) is a celebration on the first Friday of every A[...]
Caldwell Trust Company Promotes Elaine Griffin

Caldwell Trust Company Promotes Elaine Griffin

Elaine Griffin Now Operations Manager. Caldwell Trust Company has promoted Elaine Griffin to ope[...]
Pascone’s Ristorante Opens

Pascone’s Ristorante Opens

AAA 4 Diamond Culinary Experience, Pascone’s Ristorante, Now In Sarasota. Judi Stanley brings he[...]
Translate »