George Naef

Current Employers

Employment History

• 09/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Allentown, PA
• 11/2014 → 10/2019
  Spring Mobile
  Phillipsburg, NJ
• 10/2008 → 10/2016
  Redners Warehouse Markets
  Easton, PA
• 11/2014 → 04/2019
  Gamestop
  X, PA
• 12/2019 → Present
  Bank Of America, N.A.
  Allentown, PA

Other Businesses

I*427731For profit or not for profit: Entity CharitableName of outside business organization: Allentown RotaryInvestment related: YAddress of business: Allentown, Pennsylvania, 18104Nature of business: ["Charitable Organization"]Position, title, association: ["Committee"], [["Finance committee","Investment committee"]]Start date of relationship: 10/26/2020Number of hours devoted: 3.33 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , '- Figuring out how much should be allocated towards scholarships, grants, events, fundraisers, etc.- Talk alongside members of the foundation on things such as portfolio allocation, income generation, etc.- Helps keep financial goals in lineFor profit or not for profit: For ProfitName of outside business organization: Spring MobileInvestment related: NoAddress of business: Phillipsburg, NJ 08865Nature of business: Telecommunication SalesCompensation for Activity (Yes/No only): YesPosition, title, association Retail Store ManagerStart date of relationship: Nov 2014Number of hours devoted: 8Number of hours devoted during trading hours: 0Duties: Coach sales reps, sell alongside them, coach other managers, make sure back end operational store duties are fulfilled I*8839For profit or not for profit: Name of outside business organization: George NaefInvestment related: Address of business:Bethlehem, Pennsylvania 18015Nature of business: ,Position, title, association: , Start date of relationship: 4/13/2019Number of hours devoted: 8 hour(s) Number of hours devoted during trading hours: 0Duties: I*1669256Name of OBA:JoshwayInvestment Related:NoDuties:Showing Better Money Habits and how it can go into their curriculum. Will talk about establishing credit, budgeting, etc. I*503554, Entity Type, Name of OBA: George Naef, Address: Bethlehem, PA, 18015, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee Start Date: 04/13/20219, No Hours: 8hrs/Mo, No Hours during trading: 0, Duties: Rental property. I* 3599279Entity Type (Profit or Not for Profit): For ProfitName of OBA: Estadt & Mushlitz LLCAddress (city and state only):Bethlehem, Pennsylvania, 18017Investment Related (Yes or No):NoPosition, Title, Association:Wife's BusinessStart Date (DD/MM/YYYY):02/01/2026Number of Hours per Year: An estimate is fine5Number of Hours during trading hours per Year: An estimate is fine0Duties:My wife and her friend make jewelry and sell them at retail locations driving inventory to locations and helping her set up I*3827303, Entity Type: FR , Name of OBA: J R, Address: Spotswood, New Jersey, 08884, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 04/01/2026, No Hours: 24 Yearly, No Hours during Trading: 4 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2019-12-23

Other Names

• George P Naef