Fwd: FW: BMO Bank of Montreal Business Banking Relationship Manager Introduction

From
Carolina Orosa <corosa@thekey.com>
To
Timothy Thomas <tt@thekey.com>, Sharon Speirs <sspeirs@thekey.com>
Date
Wed, 7 Feb 2024 10:28:39 -0800
Folder
INBOX
--000000000000d5efeb0610ceddd4 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, I think it's time for me to transition this now to corporate. Please see the email below regarding steps needed. Let me know how you would like to proceed. Thank you! ---------- Forwarded message --------- From: Gill, AKWINDER Date: Tue, Feb 6, 2024 at 4:24=E2=80=AFPM Subject: FW: BMO Bank of Montreal Business Banking Relationship Manager Introduction To: corosa@thekey.com Cc: Martinez de la Torre, Rodrigo Hi Carolina, I hope this finds you well. In order to update the owners and the authorized signatories on our end, we will need the below information. Please provide the name, Date of birth, cell number and email addresses for the new authorized signatories and the owners. *If they are new to BMO* then please have them visit their nearest BMO branch with two pieces of Gov=E2=80=99t issued IDs to have their BMO profil= es created there. Please also provide the copies of new incorporation documents with updated Director information. We can prepare the paperwork and send it over for electronic signatures via One Span once we have the requested information and BMO profiles created. Thank you in advance, Akwinder *Akwinder Gill * Client Services Officer Canadian Business Banking, BC & Yukon Region *BMO Bank of Montreal* 100-6088 No. 3 Rd, Richmond BC, Canada, V6Y2B3 akwinder.gill@bmo.com *T * 604-665-5365 *F * 1844-293-0971 *From:* Carolina Orosa *Sent:* February 5, 2024 2:03 PM *To:* Martinez de la Torre, Rodrigo *Cc:* Chen, Erica ; Le, Vanna *Subject:* Re: BMO Bank of Montreal Business Banking Relationship Manager Introduction *External Email: *Use caution with links and attachments. | *Courriel externe : *Faites preuve de prudence en ce qui a trait aux liens et aux pi=C3=A8ces jointes. Hi Rodrigo, Thanks so much for your email. I wanted to let you know that I sold the business a couple of years ago and while I am still connected in some capacity as a consultant, I am trying to transition out of the role and fully hand over the reins either to the current General Manager or to our Corporate Head Office. What is the process on your end for a change in ownership of the account? Warm regards, Carolina On Mon, Feb 5, 2024 at 1:46=E2=80=AFPM Martinez de la Torre, Rodrigo wrote: Good afternoon, A couple of weeks ago, you received an email from Bruce Han announcing that he was stepping down as your Relationship Manager for personal reasons. I wanted to take this opportunity to introduce myself. My name is Rodrigo Martinez and I will be your new Relationship Manager. I=E2=80=99ve been wor= king at BMO for over a year now and I have more than 10 years of experience managing portfolios in the Business and Corporate Banking areas in other multinational banking institutions. As your new Business Account Manager, I will be managing your business profile at BMO, and primarily looking after your business=E2=80=99s borrowi= ng, cash manageme