Casey Caldwell has extensive experience in due diligence and compliance within the financial sector, having served as Manager and then Director at CNL Securities from August 2019 to April 2022. Currently, Casey holds the position of Director of Fund Management at CNL Financial Group since April 2024. Previous roles include Manager of Investments at Triloma for a brief period in 2019, and a progression of responsibilities at Triloma Financial Group from Senior Associate to Senior Due Diligence Analyst at CNL Financial Group, Inc. from 2013 to 2015. Casey began a career in the industry as a Marketing Coordinator at North American Risk Services, Inc. from 2009 to 2013. Academic qualifications include a Bachelor’s Degree in Finance from the University of Florida and an M.B.A. from the University of Central Florida.
This person is not in any teams
This person is not in any offices