Roger Caldwell is a eficient expert, working in The Caldwell Partners as a President from 1994. Roger Caldwell gained professional experience in more than three positions at various companies. Roger Caldwell went to the Lexington High School and received education there. Lexington, South Carolina is the area, where the professional was known to be living. The person's email address and phone number are easily accessed through SoftwareOfficial on demand.
Name variants:
Rodger Caldwell,
Rod Caldwell,
Roddy Caldwell,
Rodge Caldwell,
Roge Caldwell
Last updated Jun 16, 2024
Contact Information
Last Update
Jul 9, 2022
Email
ct**@bellsouth.net, ro**@caldwelltrusts.com
Location
Lexington, SC
Company
Workplace
Colleagues
Work History
President
If you're like most people, you will spend a good part of your life accumulating an estate. Unfortunately, many people have made no definite plans about what will happen to their hard-earned...
from Jan 1994
Licensed Sales Agent
51 Madison Ave, New York, NY 10010
Roger's practice focuses on personal planning in the areas of life insurance, fixed annuities, long-term care insurance, as well as retirement, estate planning, and business succession plann...
Aug 1983 — Jan 1994
Education
Occupations
Executive
Owner
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Microsoft Office
Microsoft Excel
Estate Tax Planning
Strategic Planning
Life Insurance
Strategic Financial Planning
Investments
Revocable Trusts
Irrevocable Life Insurance Trusts
Special Needs Trusts
Wealth Management
Wealth Preservation
Long Term Care Insurance
401K
401K Rollovers
Wealth Accumulation
Estate Planning
Financial Risk
Fixed Annuities
Retirement
Retirement Plan Consulting
Retirement Planning
FAQs about Roger Caldwell
What is the main profession of Roger Caldwell?
Roger is a President.
What are the profession of Roger?
These person's professions are Executive and Owner
Where is Roger Caldwell located?
The expert is located in Lexington, South Carolina.
What is Roger's email?
Roger Caldwell's email is ct**@bellsouth.net and ro**@caldwelltrusts.com.
How many companies did Roger Caldwell work at?
Roger Caldwell worked at three jobs.
What education does Roger Caldwell have?
Roger studied at the Lexington High School.
What is professional industry that Roger Caldwell is connected to?
Roger Caldwell works in Financial Services industry.
Are there any skills Roger Caldwell has?
Roger Caldwell has the following skills: Microsoft Office, Microsoft Excel, Estate Tax Planning, Strategic Planning, Life Insurance, Strategic Financial Planning, Investments, and Revocable Trusts.