Trey Caldwell
Corporate Officer/Principal at Lincoln Financial Distributors, Inc.
Network origin in Trey Caldwell first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Lincoln Financial Distributors, Inc.
 Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA.
21
| Subsidiary | Investment Banks/Brokers | 21 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Trey Caldwell via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | Life/Health Insurance | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| Insured Retirement Institute | Director/Board Member Director/Board Member | ||
| Saint Joseph's University | College/University | Undergraduate Degree | |
Prudential Annuities Ltd.
 Prudential Annuities Ltd. Life/Health InsuranceFinance Part of Prudential Plc, Prudential Annuities Ltd. is a British company that provides life insurance and related services. The company is based in London, UK. | Life/Health Insurance | Sales & Marketing | |
| Auburn University | College/University | Undergraduate Degree | |
Standard Insurance Co.
 Standard Insurance Co. Insurance Brokers/ServicesFinance Standard Insurance Co. provides insurance and investment products. The company provides group disability, life insurance, dental insurance, retirement plans, investment advice, individual disability insurance, and annuities. The company offers a variety of insurance plans for retired people, and small business. The company was founded in 1906 and is headquartered in Portland, OR. | Insurance Brokers/Services | Corporate Officer/Principal | |
| North Carolina State University | College/University | Undergraduate Degree | |
| Golden Gate University | College/University | Graduate Degree | |
| Northern Illinois University | College/University | Masters Business Admin | |
Missionsquare Retirement
 Missionsquare Retirement Financial ConglomeratesFinance Missionsquare Retirement offers financial planning and manages retirement plans. It offers investment options, advisory services, financial plans and long-term care insurance quotes. The company was founded in 1972 and is headquartered in Washington, DC. | Financial Conglomerates | Public Communications Contact | |
| St. Michael's College | College/University | Undergraduate Degree | |
| ENVESTNET, INC. | Packaged Software | Corporate Officer/Principal | |
| Nature Conservancy of Delaware | Director/Board Member | ||
| The Nature Conservancy In Pennsylvania | Director/Board Member | ||
Advisor Credit Exchange LLC
 Advisor Credit Exchange LLC Internet Software/ServicesTechnology Services Advisor Credit Exchange LLC engages in the provision of wealth management services. It offers a platform which compares borrower profiles against lender requirements to generate credit proposals. The company is headquartered in Berwyn, PA. | Internet Software/Services | Director/Board Member | |
Fiduciary Exchange LLC
 Fiduciary Exchange LLC Financial ConglomeratesFinance Fiduciary Exchange LLC provides financial services. It offers technology empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance solutions. The company was founded in 2017 and is headquartered in Berwyn, PA. | Financial Conglomerates | Director/Board Member | |
| St. Mary's College of California | College/University | Undergraduate Degree | |
| Marist College | College/University | Undergraduate Degree | |
| St. Joseph's University | College/University | Masters Business Admin | |
| Franklin University | College/University | Undergraduate Degree | |
Transamerica Affinity Services, Inc.
 Transamerica Affinity Services, Inc. Multi-Line InsuranceFinance Part of Aegon NV, Transamerica Affinity Services, Inc. provides agriculture insurance services. The company is based in Cedar Rapids, IA. The CEO of the company is Will H. Fuller. | Multi-Line Insurance | Chief Executive Officer | |
Commonwealth General Corp.
 Commonwealth General Corp. Insurance Brokers/ServicesFinance Part of Aegon NV, Commonwealth General Corp. is a company based in Cedar Rapids, IA. | Insurance Brokers/Services | Director/Board Member | |
| Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Maryland Association of Certified Public Accountants | Corporate Officer/Principal | ||
Hertzbach & Co. PA
 Hertzbach & Co. PA Miscellaneous Commercial ServicesCommercial Services Hertzbach & Co. PA provides accounting services. Its services include assurance & accounting, cost segregation, data security risk assessments & audits, employee benefit plan audits, forensics, valuation & litigation services, management advisory, mergers & acquisitions, peer review and tax. The company was founded in 1948 and is headquartered in Owings Mills, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Howard Bank (Ellicott City, Maryland)
 Howard Bank (Ellicott City, Maryland) Regional BanksFinance Howard Bank, headquartered in Ellicott City, MD, is a growth-focused community bank serving businesses, professionals and individuals in the Greater Baltimore area through seven full service branches and regional offices in Annapolis and Towson, MD, and mortgage operations throughout the Central Maryland area. | Regional Banks | Director/Board Member | |
Robert Packard Center
 Robert Packard Center Miscellaneous Commercial ServicesCommercial Services Robert Packard Center operates as a science-based research and administrative funding organisation. The firm exists within the Johns Hopkins University School of Medicine and provides research for amyotrophic lateral sclerosis. The company was founded by Jeffrey D. Rothstein in 2002 and is headquartered in Baltimore, MD. | Miscellaneous Commercial Services | Director/Board Member | |
Point32Health, Inc.
 Point32Health, Inc. Miscellaneous Commercial ServicesCommercial Services Point32Health, Inc. is a health and wellbeing organization that provides affordable and high-quality health care to its 2 million members. The non-profit company is based in Watertown, MA, and has subsidiaries in the United States. The company offers a diverse range of health plans that cater to the needs of its members, regardless of their age, race, ethnicity, socioeconomic status, orientation, gender identity, or ability. Point32Health is one of the top twenty health plans in the United States and builds on the quality of its founding organizations, Tufts Health Plan and Harvard Pilgrim Health Care. Cain A. Hayes has been the CEO of the company since 2021. | Miscellaneous Commercial Services | Director/Board Member | |
| University of South Carolina | College/University | Undergraduate Degree | |
Lincoln Financial Advisors Corp.
 Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Investment Banks/Brokers | Director/Board Member | |
Transamerica Corp.
 Transamerica Corp. Life/Health InsuranceFinance Transamerica Corp. provides financial planning and insurance services. It offers life insurance, long term care, dental insurance, medicare solutions, commercial lending, retirement planning, leasing, annuities, and real estate services. The company was founded by Amadeo P. Giannini in 1904 and is headquartered in Cedar Rapids, IA. | Life/Health Insurance | Chief Executive Officer | |
| AEGON LTD. | Multi-Line Insurance | Corporate Officer/Principal | |
Transamerica Financial Life Insurance Co.
 Transamerica Financial Life Insurance Co. Life/Health InsuranceFinance Transamerica Financial Life Insurance Co. provides insurance services. The company is headquartered in Harrison, NY. | Life/Health Insurance | Chief Executive Officer | |
LL Global, Inc.
 LL Global, Inc. Miscellaneous Commercial ServicesCommercial Services LL Global, Inc. is a private company based in Windsor, CT. LL Global is the home of limra.com, which provides information and research to the insurance and financial services industry. The CEO of the company is David N. Levenson. | Miscellaneous Commercial Services | Director/Board Member | |
Money Management Institute
 Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Investment Managers | Director/Board Member | |
| Bloomsburg University of Pennsylvania | College/University | Undergraduate Degree |
Statistics
International
| United States | 44 |
| United Kingdom | 2 |
| Netherlands | 2 |
Sectoral
| Finance | 19 |
| Consumer Services | 15 |
| Commercial Services | 7 |
| Technology Services | 3 |
Operational
| Corporate Officer/Principal | 36 |
| Director/Board Member | 18 |
| Undergraduate Degree | 13 |
| President | 5 |
| Chief Executive Officer | 4 |
Most connected contacts
| Insiders | |
|---|---|
| Thomas P. O'Neill | 14 |
| Will Fuller | 12 |
| Richard Aneser | 7 |
| John Kennedy | 4 |
| Kathy Kavanaugh | 4 |
| Kelly Bush | 3 |
| Tim Seifert | 3 |
| Jim McCrory | 3 |
| Jacqueline O'Connor | 3 |
| Chris Somers | 3 |
| Michael Hall | 2 |
| Andrew J. Bucklee | 2 |
| Jason Key | 2 |
| Tom Tooley | 2 |
| Kathy Leckey | 1 |
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