From: Melanie Spinella
To: 'jeffrey E.' leevacation@gmail.com>
Subject: FW: new account
Date: Thu, 06 Nov 2014 22:06:20 +0000
What do I do now?
From: Johnson, Mayra [mailbo:
Sent: Thursday, November 06, 2014 5:04 PM
To: Melanie Spinella
Subject: RE: new account
Mel,
I need a copy of the trust agreement and tax ID number to start
then once the checking account is opened I can send you the signature card etc.
Trust account cannot have POA , they have trustee's
Mayra Johnson
US Trust
Bank of America
Private Wealth Management
767 Fifth Avenue , 12A Floor
New York, NY 10153
NMLS # 574423
Phone
Fax
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