Kathryn Schubert

Current Employers

Employment History

• 05/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, NE
• 06/2011 → Present
  Bank Of America,N.A.
  Lincoln, NE

Other Businesses

I*2069278, Entity Type Fiduciary role Name of OBA: Z T S Address: Lincoln, Nebraska, 68527 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 30/Oct/2024 No Hours: 1 Monthly No Hours during trading: 1 Monthly Duties: POA/child I*2162304, Entity Type: Fiduciary role Name of OBA: N D, Address: Papillion, Nebraska, 68133, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 13-Jan-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: POA/parent I*2164284, Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO N H D IRA FBO N H D , Address: Papillion, Nebraska, 68133, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 15-Jan-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: POA/parent I*3639268 Entity Type: Charitable Name of OBA: Rotary Zone 25B & 29 Foundation Address: Evanston, Illinois, 60201 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/27/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0 Duties: To conduct Rotary Zone Institute training. This is an annual training event that focuses on District Leadership within the Zone. The Foundation Board is the governing body for the funding of the institute. As Vice-Chair for the training part of the Zone Institute, I have a seat on the Foundation Board. My role is to provide the information on the cost and format of the training for the Board to approve. I*3639270 Entity Type: Charitable Name of OBA: Rotary Zone 25B & 29 Address: Evanston, Illinois, 60021 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/27/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0 Duties: Conduct Zone Institute Training for Rotary District Leadership roles. I will be Vice-Chair for the 2026 Institute and Chair for the 2027 Institute training events.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-21
• S63 Uniform Securities Agent State Law Examination
  1994-07-22

Other Names

• Joan K Dorsee
• Joan Kathryn Dorsee