Sandra Marie Adam

Current Employers

Employment History

• 07/2003 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Perrysburg, OH
• 12/2009 → Present
  Bank Of America, N.A.
  Perrysburg, OH

Other Businesses

I*69475FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATIONINVESTMENT RELATED: NADDRESS OF BUSINESS:COLUMBUS, OHIO 43229NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 6/18/2014NUMBER OF HOURS DEVOTED: 8 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: MEMBER OF INVESTMENT COMMITTEE. I HAVE SAT ON INVESTMENT COMMITTEE SINCE 2011 AND HAVE BEEN ASKED TO CHAIR COMMITTEE. I*122435For profit or not for profit: Non-Profit OrganizationName of outside business organization: Ohio LivingInvestment related: NAddress of business: Columbus, Ohio 43229Nature of business: Corporation,Position, title, association: Advisory Board Member, Start date of relationship: 7/1/2019Number of hours devoted: 4 hour(s) QuarterlyNumber of hours devoted during trading hours: 4Duties: Board position. I have sat on the Ohio Living FOUNDATION board since 2011 and served in various roles including investment committee chair and member. I am transitioning to the Corporate Board from the Foundation Board. I*1916387, Entity Type, Entity Charitable, Name of OBA: Ohio Living, Address: Westerville, OH, 43082, Investment Related: No, Position, Title, Association: Committee, Board Member, Employee Start Date: 08/15/2024, No Hours: 8hrs/Mo, No Hours during trading: 6, Duties: Chair of Board of Directors, Member of Finance, Audit, Ethics, Compliance Committee, Chair of Executive Compensation Committee. I*: 485830 Entity Type: Fiduciary role Name of OBA: P.A. Address: Bowling Green, OH Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 08/07/2014 Number of Hours: 2 hrs annually Number of Hours during trading: 1 hr annually Duties: Power of Attorney for Spouse I*: 2524281 Entity Type: Fiduciary role Name of OBA: A.A. Address: Curtice, OH Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/06/2025 Number of Hours: 2 hrs annually Number of Hours during trading: 1 hr annually Duties: Power of Attorney for In Laws I*: 1996257 Entity Type: Fiduciary role Name of OBA: J. A. Address: Curtice, OH Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/09/2024 Number of Hours: 2 hrs annually Number of Hours during trading: 1 hr annually Duties: Power of Attorney for InLaws

Exams

• S66 Uniform Combined State Law Examination
  2003-11-12

Other Names

• Sandra Marie Nungester
• Sandra M Adam
• Sandy Adam
• Sandra Marie Adam