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Alisa Craton
Work history
Caldwell Trust Company
Trust OfficerCurrent (over 2 years)Caldwell Trust Company
Assistant Trust OfficerCurrent (almost 4 years)BMO Harris Bank
Vice President - Senior Premier BankerOct 1999 - Jun 2021 (over 21 years)
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Description
Caldwell Trust Company exists to provide personal, traditional, and independent wealth management services. Caldwell offices are in Downtown Sarasota and Venice, Florida and specialize in trusts & estates, investment management, and retirement planning.
Company phone+19419993376
Company websitectrust.com
LocationVenice, Florida, United States, 1400 Center Rd
Industryinvestment management
Employees41
Founded at1993
Annual revenue15M
Twittertwitter.com/CaldwellTrust
LinkedInlinkedin.com/company/caldwell-trust-company
Facebookfacebook.com/caldwelltrust/
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