Charles F Kreiner Jr.

Current Employers

Employment History

• 12/1992 → Present
  Ubs Financial Services Inc.
  Buffalo, NY

Other Businesses

1)TRUST U/W/O GRETCHEN LEVANTHAL. 2/7/06, SUCCESSOR TRUSTEE, 5 HOURS PER MONTH. 2)SOCIETY OF THE BUFFALO, C/O CHEEKTOWAGA, NEW YORK 14227. 7/5/06, DIRECTOR, 1.5 HOURS PER MONTH. 3)ST. MARTIN LAND COMPANY. CEDAR RAPIDS, IA 52401. BUSINESS - OIL & GAS. TITLE - BOARD MEMBER. START DATE - 06/01/1989. 4HRS/MONTH/DURING SECURITIES TRADING HRS. DUTIES - BOARD MEMBER. 4) SHORE OAKS INC. BUFFALO, N.Y. YES - INVESTMENT RELATED. BUSINESS-REAL ESTATE. TITLE-PRESIDENT. START - 08/10/2004. 1HR/YEAR. DUTIES - SIGNATURE RELATED DUTIES. 5) DUDLEY RESOURCES. BUFFALO, NY 14222. YES-INVESTMENT RELATED. BUSINESS - OIL & GAS. TITLE-PRESIDENT. START - 06/15/1980. 1 HR/YEAR. DUTIES - PRESIDENT. 6)BUFFALO CANOE CLUB RR 1 RIDGEWAY, ONTARIO, CA LOS 1N0,SOCIAL CLUB/SECRETARY/2 HRS. PER MONTHEFF: 3/23/09. 7)CRADLE BEACH CAMP / , NY 14006 / CHARITY / OTHER HANDICAP CHILDRENS CAMP / PROVIDE CAMPING EXPERIENCE FOR HANDICAPPED AND UNDERPRIVILEDGED CHILDREN / IS THIS AN INDUSTRY SECTOR ORGANIZATION? NO / BOARD MEMBER / POTENTIAL DEALING WITH UBS? CLIENT / START DATE - 07/01/2008. 8)DUDLEY LAND LTD / 48 LEXINGTON AVE BUFFALO,NY 14222 / COMPANY/ REAL ESTATE / OWNERSHIP OF RECREATIONAL RESIDENCE / OFFICER /SIGNING TAX RETURNS / START DATE 01/01/2012. 9)FOREST LAWN CEMETERY / BUFFALO,NY 14209 / MEMBER OF BOARD OF DIRECTORS / / OVERSIGHT OF ORGANIZATION'S POLICIES, OBJECTIVES AND STRATEGIC PLAN / START DATE 10/28/2014 10) American Red Cross of Western,Delaware Avenue Buffalo,NY 14209 / No/ Non Profit / USD / Honorary Board Member, Start Date 9/1/15 11)Grantor Trust FBO D A. R, Jr. / 69 ,Buffalo,NY 14202 / Trust/ Other Trust / Maintanence of Trust / Trustee / / administrative / Start Date 06/27/2016 / 12) Oriana, Inc. / , Buffalo,New York/Erie 14225 / Company/ Health Care & Pharmaceuticals / holding company / Member of Board of Directors / / board governance / Start Date 02/01/2017 , Buffalo,NY/Erie 14225 / Company/ Engineering (Aerospace, Machinery & Equipment, Precision Engineering, Watches & Jewellery) / Aerosciences includes hypersonics and aeronautic research and testing, chemical, biological and medical sciences, information exploitation research, development testing and evaluation /,/ board governance / Start Date 2/21/2017 / 13) St. Martin Land Company / PO Box 2529 115 Third Street SE Suite 806 Cedar Rapids,Iowa 52406 / Company/ Oil & Gas Industries (Exploration, Production, Integrated) / Leasing land to others for the exploration for oil and gas. / / / Board Governance / Start Date 08/01/1997 / 14) Foundation for Jewish Philanthropies /,Getzville, New York 14068 / United States / Charity / www.jewishphilanthropies.org / A Buffalo, Erie County, and Western NY charitable community foundation that primarily supports numerous Jewish agencies. / / Board governance and Chair of Investment Committee, a non-decision making Board Committee) / Start Date 10/7/2019 / 15) Compton 2020 Family Trust / trust / Hodgson Russ , 100, Buffalo, New York 1420 / United States / co-trustee / Start Date 3/1/2020 16) Estate Account of Anne Surdam/ Investment related?: yes/ Buffalo, NY 14222/ Executor/start date: 1/21/2022 17) CRUT fbo J and W.R trust, Trustee, trust duties, start date-7/14/2011, BuffaloNY USA 142 18) CRUT fbo N.G., trust, Trustee, trust duties, start date-7/14/2011,BuffaloNY USA14222 19) CRUT fbo S.G.trust, Trustee, trust duties, start date-7/14/2011 20) Educational Trust fbo N and W.C. trust, Trustee, trust duties, start date-7/14/2011, BuffaloNY USA14222 21) Trust fbo S.C., trust, Trustee, trust duties, start date-7/14/2011, Buffalo NYUSA14222. 22)Cummings Foundation,New YorkUnited States,Foundation,Make charitable grants annually to qualified 501C3 organizations in the Buffalo area,,Chair quarterly Board of Director meetings,Start date -9/1/2010 23 Elmwood Franklin School,New YorkUnited States,,Education of children from Pre-K through 8th grade,Member of Investment Committee,, Start date-3/31/2026

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-05-25

Other Names

• Charles Frederick Kreiner
• Charles F Kreiner