Patrick J Welde

Current Employers

Employment History

• 10/1988 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bala Cynwyd, PA
• 09/2009 → Present
  Bank Of America, Na
  Bala Cynwyd, PA

Other Businesses

NAME: WALDRON MERCY ACADEMY INVESTMENT RELATED: NO ADDRESS: MERION STATION, PA 19066 NATURE: PRIVATE CATHOLIC SCHOOL YOUR POSITION, TITLE, ASSOCIATION: MEMBER OF THE BOARD OF TRUSTEES START DATE: JULY 01, 2005 NUMBER OF HOURS DEVOTED PER MONTH: 10-20 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 2-5 DUTIES: ATTEND AN AVERAGE OF 6 BOARD MEETINGS PER MONTH AND DISCUSS ISSUES VIA TELEPHONE OR IN PERSON IF NECESSARY BETWEEN SCHEDULED MEETINGS. I*6475 For profit or not for profit: Name of outside business organization: PJW Investment related: Address of business: Havertown, 19083 Nature of business: Position, title, association: Start date of relationship: 6/1/2018 Number of hours devoted: 1 hour Number of hours devoted during trading hours: 0 Duties: I*135282 For profit or not for profit: Non-Profit Organization Name of outside business organization: Llanerch Country Club Investment related: N Address of business: Havertown, Pennsylvania 19083 Nature of business: Corporation Position, title, association: Director, Start date of relationship: 12/1/2020 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I am a Member of the Board of Directors and my responsibilities

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-31
• S63 Uniform Securities Agent State Law Examination
  1989-01-04

Other Names

• Patrick Joseph Welde
• Patrick J Welde