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Casey Caldwell Location
Winter Park, FL, US
Casey Caldwell Work
2024 -now Director, Fund Management @
2022 -2024 Director, Due Diligence and Compliance @
2019 -2022 Manager, Due Diligence and Compliance @
2019 -2019 Manager of Investments @
2015 -2019 Senior Associate @
2013 -2015 Senior Due Diligence Analyst @
2009 -2013 Marketing Coordinator @
Casey Caldwell Education
University of Central Florida
Master of Business Administration (M.B.A.)
2011-2013
University of Florida
Bachelor’s Degree (Finance)
2005-2009
Casey Caldwell Skills
Business Development
Microsoft Office
Market Research
Microsoft Excel
Proposal Writing
Casey Caldwell Summary
Casey Caldwell, based in Winter Park, FL, US, is currently a Director, Fund Management at CNL Financial Group. Casey Caldwell brings experience from previous roles at CNL Securities, Triloma and Triloma Financial Group. Casey Caldwell holds a 2011 - 2013 Master of Business Administration (M.B.A.) @ University of Central Florida. With a robust skill set that includes Business Development, Microsoft Office, Market Research, Microsoft Excel, Proposal Writing and more. Casey Caldwell has 2 emails and 2 mobile phone numbers on RocketReach.
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