William Donnell

Current Employers

Employment History

• 04/1983 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT
• 06/2011 → Present
  Bank Of America, N.A.
  Greenwich, CT

Other Businesses

I*82467FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: VILLANOVA FINANCIAL CLUBINVESTMENT RELATED: NADDRESS OF BUSINESS:NORWALK, CONNECTICUT 6830NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 1/1/2015NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THE VILLANOVA ALUMNI ASSOCIATION IS A NOT FOR PROFIT ALUMNI CLUB OF VILLANOVA UNIVERSITY. I AM A BOARD MEMBER BUT NOT AN OFFICER.I*2129310, Entity Type: Fiduciary, Name of OBA: LJ, Address: The Villages, Florida, 32163, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 12/23/2024, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:I*3133276Entity Type: N/AName of OBA:Lilliam K Donnell = L.K.D.Address:Jupiter FloridaInvestment Related:NoPosition, Title, Association:ExecutorStart Date:02/01/2025No Hours: 0 WeeklyNo Hours during trading:0 WeeklyDuties:Executor for Parents I*4583308 Entity Type: N/A Name of OBA: Estate of L K D Address: Lloyd Neck, New York, 11743 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/01/2025 Number of Hours: 0, Weekly Number of Hours during trading: 0, Weekly Duties: Parents

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-12-05
• S63 Uniform Securities Agent State Law Examination
  1983-07-13

Other Names

• William John Donnell