Re: TD Account

From
Tim Thomas <tthomas@thekey.com>
To
Ethan Stein <ethan.stein@thekey.com>
CC
Maeg Diokno <margaret.diokno@thekey.com>, Timothy Thomas <tt@thekey.com>, Tim Thomas <tthomas@thekey.com>
Date
Wed, 3 Aug 2022 12:59:46 -0400
Folder
INBOX
--Apple-Mail=_342961A4-29E7-43F2-8F4A-238F00A118F2 Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=utf-8 Hi Ethan, I don=E2=80=99t see a problem in requesting an additional person on the = account. Tim Thomas Home Care Assistance (Montr=C3=A9al) Tel: 514.907.5065 tthomas@homecareassistance.com | = Homecareassistancemontreal.ca = > On Aug 3, 2022, at 12:46 PM, Ethan Stein = wrote: >=20 > Yes, 8/15 works for me. @Timothy Thomas , can = we ask them to add both Maeg and I at the same time? That way we'll = have coverage if Maeg wants to go on vacation. >=20 > Regards, > Ethan Stein, CFA > Treasurer > TheKey.com > >=20 > On Tue, Aug 2, 2022 at 2:50 PM Maeg Diokno > wrote: > Hi Tim,=20 >=20 > Thanks for the quick follow up on this.=20 >=20 > Yes, I'm available at the proposed day/time. Kindly send over a = meeting invite so that I may block the time on my calendar.=20 >=20 > Will this be a phone or video call, and is there anything I'll need to = provide on my end so that I can make sure to be prepared?=20 >=20 > Prior to the call, could you ask them if there is any way we can set = up wire transfers via online banking or telephone to avoid the manual = process of yourself needing to go into a branch?=20 >=20 > Ethan - Let us know if you'd also like to join the meeting/if that day = and time works for you so that Tim may include you. Thank you.=20 >=20 >=20 > Best Regards,=20 >=20 > Margaret (Maeg) Diokno > Sr. Treasury Analyst > U.S. Mobile: +1 (760) 996-2432 > Canada Mobile: +1 (226) 781-4611 > San Diego, CA | USA > > | TheKey.com > Please note, my email has changed: margaret.diokno@TheKey.com = > Upcoming OOO: Aug 8-12, 2022 >=20 >=20 > On Tue, Aug 2, 2022 at 9:19 AM Tim Thomas > wrote: > Hello Maeg, >=20 > I=E2=80=99ve tentatively scheduled a phone interview with our bank, TD = Canada Trust and their telephone banking department to add you as a = signing officer to the account. To do so, they need to conduct an over = the phone interview. I would be on the call also. >=20 > Would Monday, August 15th at 12 noon ET work for you? >=20 > Tim Thomas > Home Care Assistance (Montr=C3=A9al) > Tel: 514.907.5065 > tthomas@homecareassistance.com | = Homecareassistancemontreal.ca = >=20 >=20 >=20 >=20 >=20 --Apple-Mail=_342961A4-29E7-43F2-8F4A-238F00A118F2 Content-Transfer-Encoding: quoted-printable Content-Type: text/html; charset=utf-8 Hi = Ethan, I don=E2=80=99t= see a problem in requesting an additional person on the account. <div dir=3D"auto" style=3D"letter-spacing: n

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