Theresa Ann Ward

Current Employers

Employment History

• 05/1983 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomington, MN
• 06/2011 → Present
  Bank Of America Na
  Bloomington, MN

Other Businesses

I*111550 For profit or not for profit: Non-Profit Organization Name of outside business organization: University of Minnesota Investment related: N Address of business: Minneapolis, Minnesota 55455 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/2/2018 Number of hours devoted: 20 hour(s) Quarterly Number of hours devoted during trading hours: 20 Duties: University of MN Board of Trustees. There are about 35 on BOT. I will be on the UMF Finance Committee I*116469 For profit or not for profit: Non-Profit Organization Name of outside business organization: University of Mn Athletics Address of business: Mpls, Minnesota 55455 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 43346 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: raising funds for Gopher Athletics I*128367 For profit or not for profit: Non-Profit Organization Name of outside business organization: UMF Investment Advisors Investment related: N Address of business: Minneapolis, Minnesota 55402 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/1/2020 Number of hours devoted: 20 hour(s) Annually Number of hours devoted during trading hours: 20 Duties: Board of Director -primary role is to oversee the implementation of the foundation's investment policies I*2131267, Entity Type: Fiduciary, Name of OBA: L G W TTEE T B W TTEE U/A DTD 11/11/2015 , Address: Minneapolis, Minnesota, 55415, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 12/17/2024, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-24
• S63 Uniform Securities Agent State Law Examination
  1983-09-06

Other Names

• Theresa Ann Bell
• Theresa Ann Bell
• Theresa Bell