Lora Jeanne Robertson

Current Employers

Employment History

• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT
• 05/2016 → 01/2020
  Unemployed
  Riverside, CT
• 01/2020 → 06/2023
  Funding University
  Atlanta, GA
• 07/2023 → 07/2024
  Unemployed
  Riverside, CT
• 08/2024 → Present
  Bank Of America, N.A.
  Greenwich, CT

Other Businesses

I*1940288, Entity Type: Entity For Profit, Name of OBA: 65 C Drive LLC, Address: Riverside, Connecticut, 06878, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 07/09/2018, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Communicate with atty and accountant, The LLC was set up to own a residential home. The home has since been sold and the LLC remains open as a shell with no assets. There is no expected future revenue. I*: 1966286Entity Type: Entity CharitableName of OBA: Friends of Princeton Track and FieldAddress: Princeton, NJInvestment Related: NoPosition, Title, Association: OfficerEmployee Start Date: 09/20/2022Number of Hours: 1 hr weeklyNumber of Hours during trading: 0 Duties :Co-President. We support the Princeton Track program by providing programming for athletes and alumni as well as fundraising. The coaches determine how the funds are used and Treasury functions are performed by the University. I*: 2416261Entity Type: Fiduciary roleName of OBA: Power of AttorneyAddress: Riverside, Connecticut, 06878Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 4/25/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 1 hr mthlyDuties: Power of Attorney for spouse I*2723267, Entity Type: Entity Charitable, Name of OBA: Wellness in the Schools, Address: New York, New York, 10027, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 10/01/2025, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: I would be a board member, helping the ED with strategy on growth initiatives. WITS provides healthy food and active play for children in school.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-16
• S63 Uniform Securities Agent State Law Examination
  1992-07-23

Other Names

• Lora Jeanne Prestandrea
• Lora Jeanne Prestandrea
• Lora Jeanne Prestandrea
• Lora Jeanne Price
• Lora Jeanne Robertson
• Lora Robertson