David Curry Cross

Current Employers

Employment History

• 08/2003 → Present
  Bank Of America, N.A.
  Orlando, FL
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL

Previous Registrations

• 2003-10-13 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Orlando, FL
  Orlando, FL
  Orlando, FL
• 2000-08-07 → 2003-10-27
  Truist Investment Services, Inc.
  Orlando, FL

Other Businesses

2. MENNELLO MESEUM OF AME. ART - ORLANDO, FL 32803 - START 12/01/06 - NON-PROFIT - CHARITABLE - CONTROL OVER FUNDS - - AS TREASURER, I WILL BE INCHARGE OF MONITORING THE BOOKS AND SEXPEDITURES OF THE BOARD AND WORKING WITH THE OUTSIDE, INDEPENDENT CPA TIRM.-DIRECTOR - 4 HOURS A MONTH I*107621For profit or not for profit: Non-Profit OrganizationName of outside business organization: Mead Botanical Gardens Inc.Investment related: NAddress of business: Winter Park, Florida 32789Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 9/15/2017Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: The Board of Directors of the Mead Botanical Garden will help expand the base of supporters in the community, provide community perspectives to the staff and help with the strategic plan of the Mead Botanical Garden; I*1997281, Entity Type:Entity Charitable, Name of OBA:Winter Park Health Foundation Address:Winter Park, FL 32789 Investment Related:No Position, Title, Association:Treasurer Employee Start Date: 01/01/25 No Hours: No Hours during trading: Duties:The Winter Park Health Foundation strives to improves the lives and health of the citizens of Eatonville, Maitland and Winter Park Florida. As the Treasurer of the WPHF Board of Trustees, I anticipate that role would include following:1.Head up the Finance Committee:a.Review the operations of the Foundation with the Committee and the CFO.b.Review the current and projected budget of the Foundation with the Committee and the CFO.c.Review the asset allocation, performance and risk tolerance of the investment portfolio in regard to the Board Approved investment policy with the Committee and the Board.d.Review the performance of the Fee-For-Service investment consultant with the Committee and the Board.e.Review the findings of the independent auditors with the Committee and the Board. 2.Participate as a Trustee in regular Board meetings. This includes:a.Voting on grant proposals.b.Voting on the hiring of any new CEO.c.Voting on the future focus of the Foundation. I*5473280, Entity Type: Entity Charitable, Name of OBA: Winter Park Health Foundation, Inc., Address: Winter Park, Florida, 32792, Investment Related: N, Position, Title, Association: ["Officer"], Employee Start Date: 01/01/2027, No Hours: 10 Monthly, No Hours during Trading: 2 Monthly, Duties: As Chair of the Board of Trustees, I would be responsible for running the Board of Trustees for a two year period and coordinating the relationship between the Board and the CEO. Please note: This position has no check writing authority or requirements and does not individually approve any contributions, grants or compensation to any members of the community or staff. To improve the health of the three communities in our footprint.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-09