Mario Peter Forlini

Current Employers

Employment History

• 06/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT
• 09/2009 → Present
  Bank Of America, N.A.
  Greenwich, CT

Other Businesses

I*85754 For profit or not for profit: For-Profit Organization Name of outside business organization: 5 KWT LLC Investment related: N Address of business: Greenwich, Connecticut 6830 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 9/23/2015 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Primary residence libility protection I*111628 For profit or not for profit: Non-Profit Organization Name of outside business organization: Greenwich United Way Investment related: N Address of business: Greenwich, Connecticut 6830 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 1/24/2018 Number of hours devoted: 6 hour(s) Annually Number of hours devoted during trading hours: 1 Duties: BOARD DIRECTED RESERVE COMMITTEE: I would be 1 of 7 members chosen from the GUW Board to oversee the use of capital for charity efforts. Specifically this capital was originated from the sale proceeds of GUW real estate. Also, see general notes. I*114586 For profit or not for profit: Non-Profit Organization Name of outside business organization: Greenwich United Way Investment related: N Address of business: Greenwich, Connecticut 6830 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 5/18/2018 Number of hours devoted: 20 hour(s) Annually Number of hours devoted during trading hours: 5 Duties: GUW Golf committee chair to help organize their annual golf event fundraiser. I*1450265 For profit or not for profit: Entity Charitable Name of outside business organization: Sacred Heart Greenwich Investment related: N Address of business: Greenwich, Connecticut, 06831, United States Nature of business: ["School, College or University"] Position, title, association: ["Committee"], [["Finance committee"]] Start date of relationship: 9/1/2023 Number of hours devoted: 15 hour(s) Yearly Number of hours devoted during trading hours: 7 Duties: , Finance Committee Member I*521425 , Entity Type, Name of OBA: Greenwich Country Club (GCC) Address:Greenwich,Connecticut,06830 Investment Related:no Position, Title, Association:Committee Employee Start Date: 10/04/2021 No Hours: 2 monthly No Hours during trading: 0 Duties:Member of Finance CommitteeAs Chair I will lead an 8 person committee that is responsible for oversight of the clubs budget and expenses. Ultimately separate Board votes on all committee decisions.

Exams

• S66 Uniform Combined State Law Examination
  1998-03-14

Other Names

• Mario P Forlini