Charles Osterholt Iii

Current Employers

Employment History

• 01/1992 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  St. Petersburg, FL
• 05/2011 → Present
  Bank Of America, N.A.
  Saint Petersburg, FL

Other Businesses

1)FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: WATERFRONT PARKS FOUNDATION INC.INVESTMENT RELATED: NADDRESS OF BUSINESS:ST. PETERSBURG, FLORIDA 33703NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 12/3/2012NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: PURPOSE IS TO RAISE AWARENESS AND FINANCIAL SUPPORT TO PRESERVE AND PROTECT THE DOWNTOWN WATERFRONT PARKS IN ST. PETERSBURG, FL I*73920FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: ST. ANTHONY'S HOSPITALINVESTMENT RELATED: YADDRESS OF BUSINESS:ST. PETERSBURG, FLORIDA 33705NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 7/24/2014NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: CHAIRPERSON OF FINANCE COMMITTE OF THE BOARD OF DIRECTORS I*464950, Entity Type: , Name of OBA: BayCare Health System, Address: Clearwater, Florida, 33759, Investment Related: N, Position, Title, Association: Committee, Board Member, Employee State Date: 01/01/2016, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: I have been asked to join the Finance Committee of the Board and to Chair that Committee. Responsibility to include review of Meeting Agenda with CFO prior to meetings and to lead the meetings through the Agenda items.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-03
• S63 Uniform Securities Agent State Law Examination
  1992-03-20

Other Names

• Charlie Osterholt
• Charles Joseph Iii Osterholt
• Charles Joseph Osterholt