Fundz

Caldwell Trust Company Appoints David L. Osgood as Executive Vice President

PRIVATEApr 21, 2025

Position

Vice President

Company

Caldwell Trust Company

David L. Osgood
SarasotaFinancial ServicesFinanceLendingBanking

Description

Caldwell Trust Company has expanded into Vero Beach and announced the appointment of David L. Osgood as executive vice president and market director for that region.

Quick answer

Caldwell Trust Company Appoints David L. Osgood as Executive Vice President (April 21, 2025). Caldwell Trust Company is based in Sarasota, Florida, United States.

Who is the new Vice President at Caldwell Trust Company?
Caldwell Trust Company named David L. Osgood Vice President, announced April 21, 2025.
What did Caldwell Trust Company announce on April 21, 2025?
Caldwell Trust Company has expanded into Vero Beach and announced the appointment of David L. Osgood as executive vice president and market director for that region.
What does Caldwell Trust Company do?
Caldwell Trust Company is a financial services firm based in Sarasota that specializes in wealth management.
Where is Caldwell Trust Company based?
Caldwell Trust Company is based in Sarasota, Florida, United States.
Which similar companies made leadership changes around the same time?
Comerica Incorporated (April 22, 2025), VERMEG (April 23, 2025), Siebert Financial (April 23, 2025) and IndusInd Bank (April 18, 2025) also announced leadership changes within 45 days of Caldwell Trust Company.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Caldwell Trust Company, and when

A new leader at Caldwell Trust Company brings new priorities and often new vendors. The first weeks are when they listen.

  • An alert the day Caldwell Trust Company raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Caldwell Trust Company, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Caldwell Trust Company. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Caldwell Trust Company

Location

Sarasota, Florida, United States

About

Caldwell Trust Company is a financial services firm based in Sarasota that specializes in wealth management. The company has recently expanded its services into Vero Beach. Caldwell Trust Company aims to provide personalized financial strategies and investment solutions.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Caldwell Trust Company changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Predictive Intelligence
Strategic

ML-powered predictions for Caldwell Trust Company's next move

Learn about Strategic plan

Caldwell Trust Company changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.