Carly E. Pickel

Current Employers

Employment History

• 10/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington Hills, MI
• 12/2015 → Present
  Bank Of America, N.A.
  Farmington Hills, MI

Other Businesses

I*111277FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: ORT AMERICA (MICHIGAN REGION)INVESTMENT RELATED: NADDRESS OF BUSINESS: BLOOMFIELD HILLS, MICHIGAN 48301NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 10/2/2017NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2DUTIES: I HAVE BEEN INVOLVED WITH THIS ORGANIZATION IN A VOLUNTEER CAPACITY FOR A WHILE, WAS ASKED TO BE A COMMITTEE MEMBER OFFICIALLY IN OCTOBER OF THIS YEAR.I*133064For profit or not for profit: Non-Profit OrganizationName of outside business organization: Jewish Federation of Metropolitan DetroitInvestment related: NAddress of business:Bloomfield Hills, Michigan 48301Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 1/1/2021Number of hours devoted: 12 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Finance Committee member. Finance committee oversees financial policies, banking and other professional relationships, information systems, etc.I*584254For profit or not for profit: Entity CharitableName of outside business organization: NorCal CrewInvestment related: NAddress of business: Redwood City, California, 94063Nature of business: ["Civic League or Social Welfare Organization"]Position, title, association: ["Board Member"], Start date of relationship: 1/1/2019Number of hours devoted: 10 hours Yearly Number of hours devoted during trading hours: 0Duties: , Non-profit high school competitive rowing program. I serve as a parent director (my son is on the team) and in that role I have four meetings/year (possibly more on an ad hoc basis) where we approve the team director's budget and deal with basic direction. I* 394906For profit or not for profit: Charitable Name of outside business organization: Jewish Federation of Metropolitan DetroitInvestment related: noAddress of business: Bloomfield Hills, MI, 48301Nature of business: Charitable Organization Position: Committee Start date of relationship: 01/01/2021Number of hours devoted: 12 yearly Number of hours devoted during trading hours: 0 Duties: Finance Committee member. Finance committee oversees financial policies, banking and other professional relationships, information systems, etc. I*2698261, Entity Type: Fiduciary role Name of OBA: H B Trust, Address: Bloomfield Hills, Michigan, 48301, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 07/01/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3163350 Entity Type: Charitable Name of OBA: Jewish Women's Foundation Address: Bloomfield Hills, MI 48301 Investment Related: No Position: Committee Employee Start Date: 01/28/2026 Hours: 12, Yearly Hours during trading: 4, Yearly Duties: The Jewish Women&#191's Foundation of Metropolitan Detroit (JWF) is a philanthropic organization that advances social change by expanding opportunities for Jewish women, their families and community. committee member. I would be part of a committee that reviews donation requests from various charitable organizations and have a vote on where grant dollars ultimately go. I*4628285 Entity Type: Charitable Name of OBA: Temple Israel Address: West Bloomfield, MI 48323 Investment Related: Yes Position: Committee Employee Start Date: 06/15/2026 Hours: a6, Yearly Hours during trading: 0 Duties: Reform Jewish Synagogue Investment committee member Endowment fund is managed by Goldman Sachs. The committee does not have any investment decisions or transaction approvals. Duties: Reform Jewish Synagogue Investment committee member Endowment fund is managed by Goldman Sachs. The committee does not have any investment decisions or transaction approvals. They will meet quarterly and just make sure Goldman is investing to the Temple's investment objectives.

Exams

• S66 Uniform Combined State Law Examination
  2016-01-22

Other Names

• Carly E Sanfield
• Carly Elizabeth Sanfield