Robert Winthrop Outtrim

Current Employers

Employment History

• 08/1976 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Haven, CT
• 09/2009 → Present
  Bank Of America, Na
  New Haven, CT

Other Businesses

I*99336 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: NAPLES FLORIDA INVESTMENT RELATED: N ADDRESS OF BUSINESS: NAPLES, FLORIDA 2443 NATURE OF BUSINESS: SOLE PROPRIETORSHIP POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 10/24/2016 NUMBER OF HOURS DEVOTED: 0 HOUR ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY I*, Entity Type Fiduciary Role , Name of OBA: WTR Trust U/a dtd 06/05-2024 Address: Branford, Connecticut, 06405 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 06/13/2024 No Hours: 1 Yearly No Hours during trading: 1 Yearly Duties: Trustee I*: 2014271 Entity Type: Name of OBA: New Haven Lawn Club Address: New Haven, CT Investment Related: No Position, Title, Association: Committee Employee Start Date: 11/01/2024 Number of Hours: 1 hr annually Number of Hours during trading: 1 hr annually Duties: Listen to audit procedures from Club's accountants to be sure all financials are in line with policy and procedures This is a 2 hour meeting that will take place 1 time annually. Accountants will also confirm to me that all monies of the club are accounted for. and there has been no mishandling money by any staff.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-15
• S63 Uniform Securities Agent State Law Examination
  1980-10-06

Other Names

• Bob Outtrim