GreatBanc Trust Company Welcomes Haydee Caldero as New Vice President
GreatBanc Trust Company has recently made a significant addition to its team with the appointment of Haydee "I-They" Caldero as Vice President and Client Service Officer. This announcement was made on April 2, 2026, marking a pivotal moment in the company's ongoing commitment to providing exceptional services in the realm of Employee Stock Ownership Plans (ESOPs).
With over twenty years of experience across various industries, Caldero brings a wealth of knowledge in executive leadership, financial management, and strategic growth. Her extensive background includes serving on boards of influential organizations like the National Center for Employee Ownership (NCEO) and the Illinois Employee Ownership Center (IEOC). Her credibility and insights are well-recognized within the ESOP community, making her an invaluable addition to the GreatBanc team.
Tracy Woolsey, Senior Vice President and Business Development Manager at GreatBanc, expressed great enthusiasm about Caldero joining the firm, noting her strong strategic perspective and outstanding reputation among clients. Woolsey stated, "We're incredibly excited to add someone with such a strong strategic perspective to the team. Ms. Caldero is a pillar of the ESOP community that has outstanding credibility with clients. I can't wait to see what she brings to our team and the companies we serve."
Prior to joining GreatBanc, Caldero held key roles such as fractional CFO and COO for employee-owned companies, where she focused on implementing best practices aimed at improving profitability and operational performance while enhancing employee engagement. Notably, she has firsthand experience leading a 100% employee ownership transition as Chief Operating Officer, a perspective that will undoubtedly enrich her work at GreatBanc.
In her new role, Caldero will collaborate closely with clients, providing thoughtful guidance on matters related to ESOPs, supporting transactions, and formulating ongoing strategies. One of her primary goals will be to assist organizations in maximizing the numerous benefits that employee ownership can offer.
"I'm excited to connect with more employee-owned companies at the ground level. For me, it's all about getting the most out of an ESOP and finding the best solutions for each organization and its people," Caldero said, reflecting her commitment to fostering strong relationships and enhancing the employee ownership experience.
GreatBanc Trust Company stands out as a full-service trust company specializing in Employee Stock Ownership Plans. Established in 1989, it has earned a reputation as the longest-serving institutional ESOP fiduciary in the United States. The firm boasts the largest team of ESOP experts in the industry and is dedicated to harnessing the transformative power of employee ownership. Each year, GreatBanc distributes over one billion dollars to dedicated employees and their families, underscoring its commitment to enriching the lives of those it serves.
Caldero's appointment is set to further strengthen GreatBanc's presence in the market, enhancing its ability to serve clients across 48 states. As a firm that is employee-owned itself, GreatBanc is committed to promoting the benefits of ESOPs and helping organizations thrive through effective employee ownership structures. To learn more about GreatBanc and its offerings, visit their website at greatbanctrust.com.
In summary, Haydee Caldero's arrival at GreatBanc is not just a change in personnel but a significant strategic move aimed at bolstering client service and solidifying the company's standing as a leader in the ESOP field. The firm's proactive approach and Caldero's expertise promise to deliver substantial value to existing and aspiring employee-owned companies alike.
With over twenty years of experience across various industries, Caldero brings a wealth of knowledge in executive leadership, financial management, and strategic growth. Her extensive background includes serving on boards of influential organizations like the National Center for Employee Ownership (NCEO) and the Illinois Employee Ownership Center (IEOC). Her credibility and insights are well-recognized within the ESOP community, making her an invaluable addition to the GreatBanc team.
Tracy Woolsey, Senior Vice President and Business Development Manager at GreatBanc, expressed great enthusiasm about Caldero joining the firm, noting her strong strategic perspective and outstanding reputation among clients. Woolsey stated, "We're incredibly excited to add someone with such a strong strategic perspective to the team. Ms. Caldero is a pillar of the ESOP community that has outstanding credibility with clients. I can't wait to see what she brings to our team and the companies we serve."
Prior to joining GreatBanc, Caldero held key roles such as fractional CFO and COO for employee-owned companies, where she focused on implementing best practices aimed at improving profitability and operational performance while enhancing employee engagement. Notably, she has firsthand experience leading a 100% employee ownership transition as Chief Operating Officer, a perspective that will undoubtedly enrich her work at GreatBanc.
In her new role, Caldero will collaborate closely with clients, providing thoughtful guidance on matters related to ESOPs, supporting transactions, and formulating ongoing strategies. One of her primary goals will be to assist organizations in maximizing the numerous benefits that employee ownership can offer.
"I'm excited to connect with more employee-owned companies at the ground level. For me, it's all about getting the most out of an ESOP and finding the best solutions for each organization and its people," Caldero said, reflecting her commitment to fostering strong relationships and enhancing the employee ownership experience.
GreatBanc Trust Company stands out as a full-service trust company specializing in Employee Stock Ownership Plans. Established in 1989, it has earned a reputation as the longest-serving institutional ESOP fiduciary in the United States. The firm boasts the largest team of ESOP experts in the industry and is dedicated to harnessing the transformative power of employee ownership. Each year, GreatBanc distributes over one billion dollars to dedicated employees and their families, underscoring its commitment to enriching the lives of those it serves.
Caldero's appointment is set to further strengthen GreatBanc's presence in the market, enhancing its ability to serve clients across 48 states. As a firm that is employee-owned itself, GreatBanc is committed to promoting the benefits of ESOPs and helping organizations thrive through effective employee ownership structures. To learn more about GreatBanc and its offerings, visit their website at greatbanctrust.com.
In summary, Haydee Caldero's arrival at GreatBanc is not just a change in personnel but a significant strategic move aimed at bolstering client service and solidifying the company's standing as a leader in the ESOP field. The firm's proactive approach and Caldero's expertise promise to deliver substantial value to existing and aspiring employee-owned companies alike.
Topics Business Technology）
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