MELODY M. BOHLMANN
Ms. Bohlmann is the Investment Risk Manager for the Family Wealth group for
Wells Fargo Bank, N.A. Prior to joining Wells Fargo, she was the Risk Management &
Compliance Officer for The Trust Company and Presidio Financial Services, Inc. and
Senior Vice President, Risk Management & Compliance Officer for Frost National
Bank’s Financial Management Group. She had previously been appointed as the
Stability Manager for NationsBank (Bank of America) Asset Management. She has
served as the Trust Audit Manager for Boatmen’s (Bank of America/NationsBankMidwest) in St. Louis, Missouri; as the Trust Compliance Officer for Texas Commerce
Bank (Chase-Texas) in Houston, Texas; and as an Audit Supervisor for NationsBank
(Bank of America), also in Houston. Ms. Bohlmann has over 20 years of fiduciary audit,
compliance, and risk management experience in the trust, broker-dealer, and investment
advisory areas.
Ms. Bohlmann holds a Bachelor of Science degree in Accountancy from the University
of Houston and is a Certified Public Accountant, licensed in the state of Texas. Ms.
Bohlmann is a member of the ABA Securities Association industry working groups
working on current legislative and regulatory issues. She also serves on the Government
Relations Council for the Trust Division of the Texas Bankers Association, and on the
Marketing Committee for the Fiduciary & Investment Risk Management Association.