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Caldwell Trust

Finance · Florida, United States · 29 Employees

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About

Headquarters

1561 Main St, Sarasota, Florida, 34236, United ...

Phone Number

(941) 877-6665

Revenue

$10 Million

Industry

Finance General Finance

Most Recent Scoops

Mar 30 2022
Executive Move
May 23 2019
Project
A high-level source has indicated that initiatives related to performance management are to begin within the next three months. Tony Blasini currently serves as Vice President, Employee Benefits.
See all scoops

Who is Caldwell Trust

Caldwell Trust Company exists to provide personal, traditional, and independent wealth management services. Caldwell offices are in downtown Saraso ta and Venice, Florida. Caldwell Trust Company specializes in wealth management, trusts & estates and retirement planning.Read more

Caldwell Trust's Social MediaPopular SearchesCaldwell Trust CoCaldwell TrustCaldwelltrustCaldwell Advisors LLCCaldwell Group Companies IncSIC Code 67,673NAICS Code 52,523Show more

Caldwell Trust Org Chart

Kelly Caldwell

Chief Executive Officer & President

PhoneEmail
Leonard Nagel

Chief Technology Officer

PhoneEmail
Marc Hanson

Chief Financial Officer & Vice President

PhoneEmail

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Caldwell Trust Employee Growth Rate

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Caldwell Trust Tech Stack

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Most Recent Scoops

Mar 30 2022
Executive Move
Board of Directors
Oct 28 2019
Executive Move
Executive Moves, Board of Directors
May 23 2019
Project
A high-level source has indicated that initiatives related to performance management are to begin within the next three months. Tony Blasini currently serves as Vice President, Employee Benefits.
Request for Proposal (RFP), Compensation & Benefits, Workforce Management
May 20 2019
Project
A high-level source has indicated that initiatives related to employee experience are currently in progress. Tony Blasini currently serves as Vice President, Employee Benefits.
Request for Proposal (RFP), Employee Engagement, Compensation & Benefits, Employee Relations
May 17 2019
Project
A high-level source has indicated that initiatives related to leadership development are currently in progress. Tony Blasini currently serves as Vice President, Employee Benefits.
Request for Proposal (RFP), Learning & Development, Compensation & Benefits, Workforce Management
See more scoops

Caldwell Trust News & Media

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Frequently Asked Questions Regarding Caldwell Trust

Where is Caldwell Trust located?
Caldwell Trust's headquarters are located at 1561 Main St, Sarasota, Florida, 34236, United States
What is Caldwell Trust's phone number?
Caldwell Trust's phone number is (941) 877-6665
What is Caldwell Trust's official website?
Caldwell Trust's official website is www.ctrust.com
What is Caldwell Trust's Revenue?
Caldwell Trust's revenue is $10 Million
What is Caldwell Trust's SIC code?
Caldwell Trust's SIC: 67,673
What is Caldwell Trust's NAICS code?
Caldwell Trust's NAICS: 52,523
How many employees does Caldwell Trust have?
Caldwell Trust has 29 employees
What industry does Caldwell Trust belong to?
Caldwell Trust is in the industry of: Finance General, Finance
What is Caldwell Trust competition?
Caldwell Trust top competitors include: Bay Harbor Wealth Management, Southport Station Financial Management, FRS Capital Management, Murphy Wealth Management
What technology does Caldwell Trust use?
Some of the popular technologies that Caldwell Trust uses are: goo.gl, Facebook Web Custom Audiences, Facebook Pixel, DocuSign
Who is the CEO of Caldwell Trust?
Caldwell Trust's CEO is Kelly Caldwell
Who is the CFO of Caldwell Trust?
Caldwell Trust's CFO is Marc Hanson
Who is the CTO of Caldwell Trust?
Caldwell Trust's CTO is Leonard Nagel
How do I contact Caldwell Trust?
Caldwell Trust contact info: Phone number: (941) 877-6665 Website: www.ctrust.com
What does Caldwell Trust do?

Caldwell Trust Company exists to provide personal, traditional, and independent wealth management services. Caldwell offices are in downtown Sarasota and Venice, Florida. Caldwell Trust Company specializes in wealth management, trusts & estates and retirement planning.... Read More

What are Caldwell Trust social media links?
Caldwell Trust Linkedin page Caldwell Trust Twitter page Caldwell Trust Facebook page
Is Caldwell Trust a public company?
Caldwell Trust is private company therefore does not currently have an official ticker symbol
See more information about Caldwell Trust

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