Chris Caldwell Email & Phone Number
Partner, Director of Retirement Planning @ Highland Trust Partners LLC
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Chris Caldwell Location
- Athens, GA, US
Chris Caldwell Work
- Partner, Director of Retirement Planning @ (April 2015 - Present)
- Vice President - Investments @ (October 2004 - April 2015)
- Vice President @ SunTrust Trust & Investment Company (September 1996 - October 2004)
Chris Caldwell Education
- University of Georgia - Terry College of Business
MBA
2003-2006 - University of Georgia - Terry College of Business
BBA (International Finance & Marketing)
1989-1994
Chris Caldwell Skills
- Retirement Planning
- Retirement Plan Consulting
- Wealth Management
- Qualified Retirement Plans
- Trust Services
- Endowments
- Employee Stock Options
- Charitable Gift Planning
- Estate Planning Strategies
- Financial Planning
- Investments
- Financial Analysis
- Retirement
- Asset Allocation
- Public Speaking
Chris Caldwell Summary
- Chris Caldwell, based in Athens, GA, US, is currently a Partner, Director of Retirement Planning at Highland Trust Partners LLC. Chris Caldwell brings experience from previous roles at Wells Fargo Advisors, LLC and SunTrust Trust & Investment Company. Chris Caldwell holds a 2003 - 2006 MBA @ University of Georgia - Terry College of Business. With a robust skill set that includes Retirement Planning, Retirement Plan Consulting, Wealth Management, Qualified Retirement Plans, Trust Services and more. Chris Caldwell has 1 emails and 2 mobile phone numbers on RocketReach.
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