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TO: BOARD OF TRUSTEES, COLLEGECOUTS 529 FUD FROM:
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Document Date: 2012-04-02 15:19:38


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City

Washington / /

Company

TIAA-CREF / BlackRock / JP Morgan / GE / AKF CONSULTING GROUP / Union Bank / Alabama CollegeCounts 529 Fund / Morningstar / /

Country

Columbia / /

Currency

USD / /

Event

Reorganization / /

Facility

College Savings Plans Network / College Savings Foundation / COLLEGE SAVI GS MARKET GE ERALLY Following / College Savings Track / /

IndustryTerm

program management / insured bank / quicker technical solution / insured products / bank / federal insurance / local bank / local banking institution / /

Organization

College Savings Foundation / Alabama Board / Missouri Bankers Association / National Association of State Treasurers / Senate / Department of the Treasury / Municipal Securities Rulemaking Board / National Credit Union Administration / Congress / BOARD OF TRUSTEES / Federal Deposit Insurance Corporation / /

Person

TRE DS / MO WI / /

Position

Advisor / Manager Developments / Program Manager / Advisor Missouri Direct and Advisor Montana Direct and Advisor / evada Advisor / Putnam Advisor / CollegeCounts Program Manager / Banker / Advisor Ohio Advisor Result Existing program manager / /

ProvinceOrState

Ohio / Wisconsin / Virginia / Alabama / Nevada / Indiana / New York / Connecticut / Michigan / Missouri / Utah / Montana / North Carolina / California / Arizona / Colorado / /

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