Ellen D Shiery

Current Employers

Employment History

• 12/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Annapolis, MD
• 03/2017 → Present
  Bank Of America, N.A.
  Annapolis, MD

Other Businesses

I*125995 For profit or not for profit: Non-Profit Organization Name of outside business organization: ANNE ARUNDEL WOMEN GIVING TOGETHER Investment related: N Address of business: ANNAPOLIS, Maryland 21403 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 9/3/2019 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: MEMBER OF AD HOC COMMITTEE BRAINSTORMING ABOUT HOW TO INCREASE MEMBERSHIP AND GIVING FROM CURRENT MEMBERSHIP I*,1728257 Entity Type, n/a Name of OBA: Anne Arundel Community College Address:Arnold,Maryland,21012 Investment Related: no Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 09/01/2024 No Hours: Monthly No Hours during trading: 0 Duties: Adjunct professor, teaching one class per semester, two semesters per year I*: 2086324 Entity Type: Entity For Profit Name of OBA: MD Energy Advisors Address: Baltimore, MD 21202 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 01/17/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 1 hr mthly Duties: The company has asked that I do a series of financial wellness trainings with their employees. I*: 2149278 Entity Type: Financial Industry Name of OBA: CFP Board Address: Washington, DC 20005 Investment Related: Yes Position, Title, Association: Committee member Employee Start Date: 1/3/2025 Number of Hours: 48 hours Number of Hours during trading: 48 hours Duties: Council on Examinations

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-28
• S63 Uniform Securities Agent State Law Examination
  2006-10-19

Other Names

• Ellen Deanne Shiery