Charles William Freeman

Current Employers

Employment History

• 07/1981 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Akron, OH
• 12/2009 → Present
  Bank Of America, N.A.
  Medina, OH

Other Businesses

NAME: THE UNIVERSITY OF AKRONADDRESS: AKRON OH 44304 INVESTMENT RELATED: NOPOSITION: INSTRUCTORSTART DATE: 27-AUG-2007HOURS PER MONTH:11-20HOURS DURING TRADING HOURS: 0DUTIES: TEACH AN INVESTMENT CLASS IN THE BUSINESS COLLEGE. STARTED.I*80704FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CWF FAMILY PARTNERSHIPINVESTMENT RELATED: YESADDRESS OF BUSINESS: MEDINA, OHIO 44256POSITION, TITLE, ASSOCIATION: LIMITED PARTNERSTART DATE OF RELATIONSHIP: 1/1/1995NUMBER OF HOURS DEVOTED: 0 NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: INVESTMENT ACCT I*2266302, Entity Type: Fiduciary role Name of OBA: J M F R, Address: Medina, Ohio, 44256, Investment Related: No, Position, Title, Association: Power of Attorney, Employee State Date: 28-Mar-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: Power of Attorney /Child/Grandchild I*: 2891273 Entity Type: Fiduciary roleName of OBA: J. R F. TTEE U/A DTD 05/07/1997 BY J. R F. Address: Medina, Ohio, 44256,Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 9/19/2025Number of Hours: .25 hr mthlyNumber of Hours during trading: .25 hr mthly Duties: Power of Attorney/Child/Grandchild I*: 2834279Entity Type: Charitable Name of OBA: Music appreciation Fund operated as restricted fund under MeAddress: Medina, Ohio, 44258,Investment Related: NoPosition, Title, Association: Committee memberEmployee Start Date: 9/22/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: .25 hr mthly Duties: Member of 5 to 6 person committee that: 1. Decides on distributions of endowment 2. Helps promote and indirectly raise funds to grow the restricted endowment. I*2835293, Entity Type: , Name of OBA: J R. F Revocable Trust 05/07/1997, Address: Medina, Ohio, 44256, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 09/09/2025, No Hours: 1 Monthly, No Hours during Trading: 0.25 Monthly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-12-07
• S63 Uniform Securities Agent State Law Examination
  1981-10-08