VENICE, FL: Marc Hanson has joined Caldwell Trust Company as chief financial officer and vice president according to R. G. “Kelly” Caldwell, CEO and president. Hanson brings more than 18 years of experience in finance and securities to his new position, most recently as a vice president for six years with Citigroup in Tampa.
Hanson’s responsibilities at Citigroup included oversight of financial reporting and operations and balance sheet risk management. Other positions over the years have placed him in the trust divisions and accounting departments of several prominent banks and securities management firms. Since 2008 he has also been an instructor in online courses in business, management, marketing, ethics and accounting with the University of Phoenix. In addition, he has served on the board of directors of the Manatee Cal Ripken League since 2010, initially as treasurer and currently as board chair.
A ten-year resident of Lakewood Ranch, Hanson holds a B.S. in business administration-finance from Rider University in N. J. and an M.B.A. in accounting from Argosy University in Sarasota. To contact him, email firstname.lastname@example.org or phone 941.493.3600.
Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota, Florida. Established in 1993, the firm currently manages over $760 million in assets for clients throughout the United States. The company offers a full range of fiduciary services to individuals, including services as trustee, custodian, investment adviser, financial manager and personal representative. Additionally, Caldwell manages 401(k) and 403(b) qualified retirement plans for employers. To learn more about Caldwell Trust Company, phone 1.800.338.9476 (toll-free), 941.493.3600 (Venice) or 941.926.9336 (Sarasota); email email@example.com; or visit www.ctrust.com.