Lance Caldwell
Managing Director
Direct: 816-561-9254
Email: lcaldwell@cccapitaladvisors.com
Lance Caldwell is a Managing Director at Country Club Capital Advisors, where he leads strategic initiatives and operational management to enhance business growth and efficiency. Lance brings more than 30 years of experience in the financial services industry, with a strong background in regulatory compliance, risk management and client relationship building.
Previously, Lance was Senior Vice President and Sales Director at UMB, spearheading the development of a new balance sheet profitability and risk management reporting solution for community banks. As the Managing Principal at Kaw Valley Capital Advisors Inc., Lance acquired and expanded a community bank consulting practice, demonstrating his capabilities in business development and corporate leadership.
His tenure as Managing Director at IntraFi Network involved overseeing a team that supported more than 2,000 banks in managing liquidity risks and enhancing customer acquisition and retention. Earlier in his career, he held positions at the Federal Reserve Bank of Kansas City as Managing Examiner and at the Federal Home Loan Bank of Topeka as a Lending Officer, where he provided advisory services on wholesale funding strategies.
Lance earned a Bachelor of Science in Accounting from the University of Missouri – Kansas City and is certified with Securities Industry Essentials (SIE), Series 7, and Series 66. He has also attended the Graduate School of Bank Investments and Financial Management at the University of South Carolina Darla Moore School of Business and has completed numerous executive trainings in financial management and leadership.
In addition to his professional commitments, Lance is active in various community projects focused on economic development and financial education.