Gae N Bergquist-Trommald

Current Employers

Employment History

• 06/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Honolulu, HI
• 12/2009 → Present
  Bank Of America, N.A.
  Honolulu, HI

Previous Registrations

• 1996-02-16 → 2004-01-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Honolulu, HI

Other Businesses

I*86241 For profit or not for profit: Non-Profit Organization Name of outside business organization: The East West Center Foundation Investment related: N Address of business: Honolulu, Hawaii 96848 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 1/4/2016 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: The East-West Center Foundation is a private non-profit organization, established in 1982 to broaden and diversify private support for the Center. The success of the East-West Center is built on effective public-private partnerships; Board of Directors I*79691 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HAWAII COMMUNITY FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: HONOLULU, HAWAII 96813 NATURE OF BUSINESS: OTHER,COMMUNITY FOUNDATON POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 3/31/2015 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 5 DUTIES: TO PARTICIPATE ON A COMMITTEE TO SELECT COLLEGE SCHOLARSHIP RECIPIENTS FOR HCF I*37206 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CATHOLIC CHARITIES INVESTMENT RELATED: Y ADDRESS OF BUSINESS: HONOLULU, HAWAII 96822 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 40544 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THE INVESTMENT COMMITTEE PARTICIPATION IS LIMITED TO QUARTERLY MEETINGS WITH FIRST HAWAIIAN BANK (HANDLES AND HAS FOR 20 YEARS THE FUNDS OF CCH) AND THE CCH STAFF AS WELL AS REPRESENTATIVES FROM THE FINANCE COMMITTEE

Exams

• S66 Uniform Combined State Law Examination
  2008-10-07
• S63 Uniform Securities Agent State Law Examination
  1995-12-02
• S65 Uniform Investment Adviser Law Examination
  1995-12-02

Other Names

• Gae B Trommald
• Gae Nell Berqquisttrommald
• Gae Nell Berqquisttrommald
• Gae Nell Bergquist-Trommald
• Gae Nell Freeman
• Gae Nell Bergquist
• Gae Nell Bergquist Trommald
• Gae Nell Trommald
• Gae N Bergquist Trommald