Documents tagged "Since Leon"
Found 4 documents with this tag
EFTA02683241.pdf
The document discusses the differences between Limited and Full Power of Attorney, and includes information on Deutsche Bank's CD rates for family office clients. The correspondence is between Amanda Kirby and Brad Wechsler, with discussions about scheduling a call to introduce the brokerage team and discuss documents. Key people include Amanda Kirby and Brad Wechsler, and places not specifically mentioned but related are Leon's account and potential deposits at Deutsche Bank.
EFTA02372110.pdf
The document discusses the differences between a Limited Power of Attorney (POA) and a Full POA for Jeffrey, as well as financial products such as CDs and deposit rates from Deutsche Bank. Brad Wechsler and Amanda Kirby are the key individuals involved in the correspondence regarding these matters.
EFTA02370852.pdf
The document discusses the differences between a Limited Power of Attorney (POA) and a Full POA for Jeffrey to act on Leon's behalf. Amanda Kirby clarifies these distinctions and advises Brad Wechsler about investment opportunities, particularly Deutsche Bank's CD rates, which could be beneficial for excess cash. The email also includes details on various CD and deposit rates available as of April 2015.
EFTA02370847.pdf
The document discusses the differences between Limited and Full Power of Attorney (POA), focusing on trading rights in brokerage accounts. It also includes financial rates for CDs and deposit accounts from Deutsche Bank AG, intended to be referenced by Brad Wechsler. The correspondence is between Amanda Kirby and Brad Wechsler regarding these matters.