Leonard Nagel joins Caldwell Trust Company as Senior Vice President and Chief Technology Officer

Leonard Nagel has joined Caldwell Trust Company as senior vice president and chief technology officer according, to R. G. “Kelly” Caldwell Jr., CEO and president. He will expand Caldwell Trust Company’s information technology department. “Leonard is responsible for developing the company’s long-term technology vision,” says Kelly Caldwell. “We welcome his guidance and knowledge as we grow.”

Prior to joining Caldwell, Nagel served as senior vice president of technology and services for the last six years and vice president of support services for ten years at Suncoast Solutions, a leading commercial software manufacturer in the Hospice and Home Care vertical.  He started his career in 1994 at Health Care of New Orleans Services, a health care software vendor, as the IT Director.Nagel holds a Bachelor of Science degree in Economics and a Master of Business Administration degree in Quantitative Analysis/ MIS from Louisiana Tech University along with minors in finance, management and computer science.

To contact Leonard Nagel, email leonard@ctrust.com or call 941.493.3600.

About Caldwell Trust Company

Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota, Florida. Established in 1993, the firm currently manages over $800 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.