VENICE, FL: Caldwell Trust Company has hired Tony Blasini, CPA, QPA, as vice president, employee benefits, according to R. G. “Kelly” Caldwell Jr., CEO and president. Blasini is based in the company’s headquarters in Venice.
“Tony brings extensive knowledge and experience, which he has acquired over his 30 years in the employee benefits industry,” Kelly Caldwell said. “He joins John Tufaro, director of our employee benefits department. Tony’s background nicely augments the capabilities of that department, which manages 401(k) and 403(b) plans for employers.”
Blasini has been certified since 2000 by the American Society of Pension Actuaries as a Certified Pension Consultant (CPC), and since 1998 by the American Society of Pension Actuaries as a Qualified Pension Administrator (QPA).His work with retirement and pension plans has involved plan design, sales and administration, implementation, document review for legal compliance, and educational meetings for plan participants.
Blasini had been with Orlando-based United Retirement Plan Consultants (URPC) since 2011, working as vice president and regional sales director. Prior to that he was a pension consultant for Bates and Company, Inc., in Orlando. He has been employed by leading financial and trust companies around the U.S. and beyond, holding positions in Montgomery, Alabama; Albuquerque, NM; Tampa, Florida; and San Juan, Puerto Rico.
He holds a B.S. in mathematics and statistics from Iowa State University. To reach Tony Blasini, 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 $875 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, call 1.800.338.9476 (toll-free), 941.493.3600 (Venice) or 941.926.9336 (Sarasota); email email@example.com; or visit www.ctrust.com.