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EFTA02370847

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From: Sent: To: Cc: Subject: Great. Amanda Kirby Friday, April 10, 2015 7:52 PM [email protected]' RE: Follow up Do you have time on Monday for a call? I'd like to introduce some of the brokerage team and discuss the documents we'll be sending over From: Brad Wechsler Sent: Friday, April 10, To: Amanda Kirby Cc: '[email protected]' Subject: Re: Follow up Full power From: Amanda Kin Sent: Thursday, April 09, 2015 02:17 PM To: Brad Wechsler Subject: Follow up Brad, As a follow up to our conversation I wanted to highlight the difference between a Limited POA and a Full POA. As a Limited POA Jeffrey will only be able to trade in Leon's account. As a Full POA he will be able to trade, move assets and sign documents. I wanted to make sure this was clarified before you speak with Leon and Jeffrey tomorrow. Also, I know you are not currently focused on investments but a number of our family office clients have found our deposit and cd rates attractive for excess cash and current rate environment. Since Leon already has bank accounts opened I've attached those rates for reference. EFTA_R1_01373052 EFTA02370847

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Independent research project. Not affiliated with the U.S. Department of Justice, FBI, any government agency, or Anthropic. All analytical text on this site is AI-generated (Claude, Anthropic) and iteratively fact-checked against source documents, but may contain errors. Verify all claims against linked EFTA sources before citing.
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