Susan Ann Wheel

Current Employers

Employment History

• 10/2003 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manchester, NH
• 09/2009 → Present
  Bank Of America, N.A.
  Manchester, NH

Other Businesses

I*2002288 Entity Type: Corporation, non-profit Name of OBA: See Science Center, Inc. Address: Manchester, New Hampshire Investment Related: No Position, Title, Association: Board member Start Date:10/1/2024 No Hours: 2 hours per month No Hours during trading:1 hour per month Duties: Board member on the Development committee. I*, Entity Type Fiduciary role Name of OBA: JJB Address: Westford, Vermont, 05494 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 11/07/2024 No Hours: 1 weekly No Hours during trading: 1 weekly Duties: POA for parents I*: 2654295 Entity Type: Fiduciary role Name of OBA: J. B. Revocable Trust Address: Westford, VT 05494 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 01/16/2025 Number of Hours: 10 hrs annually Number of Hours during trading: 1 hr annually Duties: Co-Trustee/ Parents I*3678290 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO J. B. IRA FBO J. B. Address: Merrimack, NH, 3054 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/28/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Power of Attorney Child/Grandchild

Exams

• S66 Uniform Combined State Law Examination
  2005-03-16
• S63 Uniform Securities Agent State Law Examination
  2001-03-28