VENICE, FL - Patti McConnell has joined Caldwell Trust Company as executive administrative assistant to R. G. “Kelly” Caldwell Jr., president and CEO. She brings 32 years of experience in trust operations and administration. The Rochester, New York, native came to Florida in 1975 after living in Bloomfield Hills, Michigan, and most recently in Memphis, Tennessee, where she worked for a stockbroker. In Sarasota, she worked in trust operations at Southeast Bank from 1977 until its takeover by First Union in 1992. She was then employed in the trust division of SunTrust Bank until joining Caldwell on October 1.
In announcing her appointment, Caldwell said, “We pride ourselves on long-term relationships with our staff, so we conducted an intensive search before choosing Patti. She is the perfect addition to our family.”
McConnell is active with the Lutheran Service Guardianship Program. In addition, she is currently preparing Christmas stockings for each of the 12 soldiers in her nephew’s military unit in Iraq.
Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota. Established in 1993, the firm currently has over $420 million in assets under management.