Peter J Cavi

Current Employers

Employment History

• 11/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Madison, WI
• 07/2011 → Present
  Bank Of America, N.A.
  Madison, WI

Other Businesses

I*91651FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: ROTARY CLUB OF MADISONINVESTMENT RELATED: NADDRESS OF BUSINESS:MADISON, WISCONSIN 53703NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 7/1/2015NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 10DUTIES: IN THIS CAPACITY, I VISIT APPLICANTS FOR GRANT DOLLARS APPROPRIATED BY THE MADISON ROTARY FOUNDATION BOARD FOR SUITABILITY TO THE CRITERIA SPECIFIED BY THE COMMITTEE REGARDING POPULATION BENEFITTED, THE COMMUNITY NEED, AND IMPACT OF PURPOSE I* 1624276For profit or not for profit: Name of outside business organization: Madison Community FoundationInvestment related: noAddress of business: Nature of business: Position, title, association: Start date of relationship: Number of hours devoted: Number of hours devoted during trading hours: Duties: Distribution arm for grants to other 501(c)3 organizations. I am creating a Donor Advised Fund I*487621 Entity Type: N/A Name of OBA: Trustee Address: Rolling Meadows, Illinois, 60008 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 06/27/2016 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Parents

Exams

• S66 Uniform Combined State Law Examination
  2000-01-31

Other Names

• Peter John Cavi