William Martin Lissau

Current Employers

Employment History

• 03/2004 → Present
  Bank Of America, N.A.
  Tulsa, OK
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tulsa, OK

Previous Registrations

• 2004-06-03 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Tulsa, OK
  Tulsa, OK

Other Businesses

FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: LEW WENTZ FOUNDATIONINVESTMENT RELATED: NADDRESS OF BUSINESS:660 PARRINGTON OVAL NORMAN, OKLAHOMA UNITED STATES 73019NATURE OF BUSINESS: CHARITABLE ORGANIZATIONPOSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 9/16/2013NUMBER OF HOURS DEVOTED: 2 QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2DUTIES: SERVE AS TRUSTEE ON THE FOUNDATION WHICH IS FOCUSED ON PROVIDING LOANS AND SCHOLARSHIP FOR STUDENTS AT THE UNIVERISTY OF OKLAHOMA ESTABLISHED BY LEW WENTZ IN 1926. A BANK OF AMERICA (AND PREDECESSOR BANKS) ASSOCIATE HAS SERVED ON THE BOARD I*519278 Entity Type: Entity Charitable Name of OBA: Greenwood Rising Address: Tulsa, Oklahoma, 74120 Investment Related: No Position, Title, Association: Committee,Board Member Employee Start Date: 03/15/2021 Number of Hours: 8, Monthly Number of Hours during trading: 1, Monthly Duties: Greenwood Rising will educate Oklahomans and Americans about the Race Massacre and its impact on the state and Nation; remember its victims and survivors, and create an environment conducive to fostering sustainable entrepreneurship and heritage tourism within the Greenwood District specifically, and North Tulsa generally Request for Approval to Serve as Chair, Finance Committee of Greenwood Rising pproval to serve as Chair of the Finance Committee for Greenwood Rising, a nonprofit organization established within the last five years that has received approximately $1 million in philanthropic support from Bank of America. I have reviewed the AIM guidance regarding directorships and roles involving oversight of an Outside Organization's finances or investments and role complies with the applicable requirements. My role would be strictly limited to he Finance Committee:providing strategic financial guidance, reviewing financial reports, budgets, forecasts, and financial performance, and supporting sound governance. My responsibilities as committee chair would be limited to organizing committee meetings, establishing agendas, facilitating discussions, reviewing financial information presented by management, and making recommendations to the Board regarding financial stewardship and sustaiability

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-23
• S63 Uniform Securities Agent State Law Examination
  1992-07-28

Other Names

• Bill Lissau
• William Martin Lissau
• William Martin Lissau