Our latest event has concluded, but you can still watch the replay:
Financial Fingerprint: How to Approach Your Retirement Questions presented by William D. Connor, Financial Advisor at Meld Financial.
Join us for our next live Meld University Event:
DEFENSE WINS RETIREMENT™: How to Shift Your Strategy From Growth to Income presented by Kyle Whittington, CFP®, President at Meld Financial. The webinar will be held on August 24th at 3:00 PM Central Time. There is no cost to attend, but you must register in advance.
William B. Caldwell, Jr.
Vice President, Marketing
Burt joined the Meld Financial team in June 2018 after two decades of being a client. Burt heads up our marketing department with his key focus on developing new business initiatives. In addition, Burt manages Meld’s advertising and promotion efforts. Prior to joining Meld Financial, Burt worked with U.S. Steel Corporation for 35 years before retiring in 2016. His diverse commercial experience provides a new approach to expanding the Meld Financial brand.
Education and Credentials
- B.S. Management Engineering, Grove City College, Grove City, PA – 1980
- 35+ years of work experience with U.S. Steel. The majority of which was spent in leadership positions in marketing, sales and customer service.
