Oliver Polo

Current Employers

Employment History

• 07/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Carlsbad, CA
• 08/2009 → Present
  Bank Of America, N.A.
  Carlsbad, CA

Other Businesses

I*72430 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TERESA DE JESUS POLO QPRT DTD 10/02/2001 INVESTMENT RELATED: N ADDRESS OF BUSINESS: 575 6TH AVE UNIT 904, SAN DIEGO, CALIFORNIA 92101 NATURE OF BUSINESS: TRUST, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 10/2/2012 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: THE TRUST IS A QUALIFIED PERSONAL RESIDENCE TRUST. THE HOME IN THE TRUST WAS SOLD AND THESE ARE THE PROCEEDS. I AM TO MANAGE THE PROCEEDS IN A FIDUCIARY CAPACITY UNTIL A NEW HOME IS FOUND OR THE TRUST DISSOLVES 2 YEARS FROM THE DATE OF SALE. I*72431 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: UBALDO JESUS POLO QPRT DTD 10/02/2001 INVESTMENT RELATED: N ADDRESS OF BUSINESS: 575 6TH AVE UNIT 904, SAN DIEGO, CALIFORNIA 92101 NATURE OF BUSINESS: TRUST, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 10/2/2012 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: THE TRUST IS A QUALIFIED PERONSAL RESIDENCE TRUST. THE HOME IN THE TRUST WAS SOLD AND THESE ARE THE PROCEEDS. I AM TO MANAGE THE PROCEEDS IN A FIDUCIARY CAPACITY UNTIL A NEW HOME IS FOUND OR THE TRUST DISSOLVES 2 YEARS FROM THE DATE OF SALE. I*1364309 For profit or not for profit: Name of outside business organization: San Diego Symphony Investment related: N Address of business: Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , The Planned Giving Advisory Council for the San Diego Symphony Orchestra (SDSO) is composed of professional advisors who are committed to supporting SDSO's planned giving program. Council members will demonstrate a commitment to attracting philanthropic

Exams

• S66 Uniform Combined State Law Examination
  2008-04-19