Thomas Edward Merkel

Current Employers

Employment History

• 09/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 01/2010 → Present
  Bank Of America, N.A.
  Denton, TX

Other Businesses

I*25434FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: URSULINE ACADEMY OF DALLASINVESTMENT RELATED: NADDRESS OF BUSINESS:DALLAS, TEXAS 75229NATURE OF BUSINESS: OTHER,SCHOOL BOARDPOSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 9/1/2009NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: FULL BOARD MEMBER I*1825262, Entity Type Entity Charitable, Name of OBA: Msgr. Preston High School Address: BronxNew York10465 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/01/2024 No Hours: 10 yearly No Hours during trading: 0 Duties: All-girls Catholic high school. Responsibilities will be governance, guidance on budget, guidance on enrollment and other Board matters I*3691296, Entity Type Entity For Profit, Name of OBA:University of Dallas Address: IrvingTexas75062 Investment Related: No Position, Title, Association: Committee Employee Start Date: 03/01/2026 No Hours: 20 yearly No Hours during trading: 20 yearly Duties: Governance and oversight This advisor monitors the performance and reports results to the endowment committee. There is no engagement in manager or investment selection (that is the function of the outside investment advisor). We are on the committee to interpret the advisor¿s quarterly commentary and performance reports."I will serve on the University¿s ¿Endowment Committee¿. The committee comprises of a handful of university board members and a few ¿ad-hoc¿ members such as myself. The university employs an outside investment advisor that selects institutional money managers to manage the endowment.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-22
• S63 Uniform Securities Agent State Law Examination
  1994-11-15