From: Richard Kahn To: "jeffrey E." <[email protected]> Subject: Fwd: Noam Date: Thu, 08 Mar 2018 22:34:52 +0000 please advise on response... paul is desperate.. thank you Richard Kahn HBRK Associates Inc. New York NY 10022 Begin forwarded message: From: "Morris, Paul V" Subject: RE: Noam Date: March 8, 2018 at 5:33:11 PM EST To: Richard Kahn < Cc: "Lehane, Sean T" < Rich, just checking in on this, any update' From: Richard Kahn [mailto Sent: Friday, February 16, 2018 10:35 AM To: Morris, Paul V Subject: Re: Noam Thank you. Richard Kahn HBRK Associates Inc. New York NY 10022 Phon On Feb 16, 2018, at 10:30 AM, Morris, Paul V 5 wrote: EFTA00862651
Ok let me know, our team did a review of his accounts/portfolio, client should start thinking about pulling certain dots together in preparation, 2 accounts are IRAs and 2 are trusts. Reach out when you in better position to talk. Have good weekend. From: Richard Kahn [mailto: Sent: Friday, February 16, 2018 10:27 AM To: Morris, Paul V Subject: Re: Noam Not sure but we are about 1-2 weeks away from opening accounts. Richard Kahn HBRK Associates Inc. New York, NY 10022 On Feb 16, 2018, at 10:20 AM, Morris, Paul V < wrote: We will need to get 5 accounts opened, will we be working through you? thanks Let me know From: Richard Kahn Imailto: Sent: Wednesday, February 14, 2018 9:39 AM To: Morris, Paul V Subject: Noam attached is current portfolio for your review Richard Kahn HBRK Associates Inc. New York, NY 10022 This message, and any attachments, is for the intended recipient(s) only, may contain information that is privileged, confidential and/or proprietary and subject to important terms and conditions available at If you are not the intended recipient, please delete this message. EFTA00862652
This message, and any attachments, is for the intended recipient(s) only, may contain information that is privile ed confidential and/orproprietary and sub'ect to important terms and conditions available at If you are not the intended recipient, please delete this message. This message, and any attachments, is for the intended recipient(s) only, may contain information that is privileged, confidential and/or proprietary and subject to important terms and conditions available at I If you are not the intended recipient, please delete this message. EFTA00862653




