EFTA00856017.pdf
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From: "jeffrey E." <[email protected]>
To: Melanie Spinella
Subject: Fwd: lb [C]
Date: Tue, 26 May 2015 21:45:25 +0000
Forwarded message
From: Paul Morris .4
Date: Tue, May 26, 2015 at 5:33 PM
Subject: lb [C]
To: "jeffrey E." <[email protected]>
Classification: Confidential
There is a basic brokerage account set up in LB's name but last we heard from the office was they may want to
have an LLC account which would require pulling together some documents and opening. If we keep the
account in his personal name there are some additional account docs that the office has and will need to sent
over. Also we never got the POA back for Brad. Just need direction from the office we can check in with them
tomorrow but can set up quickly.
How are you progressing on the new art entity? thx
Paul Morris
Managing Director
Deutsche Bank Private Bank
Office:
Cell
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EFTA00856017
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EFTA00856018
ℹ️ Document Details
SHA-256
fcbd1436fe540ccff90c6428ecb059e2f61addce5db91eca77fd56f51b86898c
Bates Number
EFTA00856017
Dataset
DataSet-9
Type
document
Pages
2
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