Cary T Koh

Current Employers

Employment History

• 01/2014 → Present
  Bank Of America, N.A.
  San Mateo, CA
• 06/2013 → Present
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  San Mateo, CA

Other Businesses

I*404261For profit or not for profit: Entity Charitable, Name of outside business organization: Rotary Club of Burlingame, Investment related: No, Address of business: Burlingame, California, 94011, Nature of business: Charitable Organization, Position, title, association: Board Member, Start date of relationship: 8/8/2023, Number of hours devoted: 2hrs/Weekly, Number of hours devoted during trading hours: 2, Duties: Advisory Board of Directors. I*73129For profit or not for profit: Non-Profit Organization Name of outside business organization: Crowden Music Center Investment related: No Address of business: Berkeley, California 94702Nature of business: Charitable Organization, Position, title, association: Start date of relationship: 9/26/2018Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 2Duties: To Chair the Board, Chair the Development Committee, and help with outreach to Alumni. I*: 443998 Entity Type: Charitable Name of OBA: Cal Performances Address: Berkeley, CA 94720-4800 Investment Related: No Position, Title, Association: Committee, Treasurer, Board Member Employee Start Date: 09/10/2019 Number of Hours: 180 hrs annually Number of Hours during trading: 1.5 hrs annually Duties: As a corporate sponsor, Bank of America has Board Representation on the Cal Performances' Board of Trustees. The organization unites exceptional artists, ideas, and audiences through live performance to enrich lives. The organization also aims to educate through the performing arts. The Cal Performances' board of trustees is a non-Fiduciary board. The duty as Treasurer of the board, or indeed that of any officer position of the board, is only to report to the board as a whole. There is no check signing authority, nor are there voting rights on anything related to the Finance Committee.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-11