mean value is specified, then we have to check the mean price and if going into Account # then Approval from either Mary Keaveney, Jennifer Barker, Lisa Combatti or Robert Deffense approval is required. If the transfer is done directly to the party and gift account is not used, then approval will not be requi

t often to add termination event late. Investment authority change request - No More approval is required from Lisa Combatti Team (Jennifer Barker, Lisa Combatti, Robert Deffense). Tag will check the Account type, Investment Authority, Voting Authority and Proxy Vote etc. Investment Management Account agreem

Services Group. An approval from any one of the above (or their designees) will constitute full approval. Discretionary Portfolio Management (DPM): Lisa Combatti, Oliver Esslinger, Mary Keaveney and Deepak Puri (or their designees) will be the Level 2 approvers for the DPM. An approval from any one of the abo

.com>; PWMITUS SecurityAdmin <[email protected]>; Dennis Daguio Anwar Basha Patricia A Wingate IMMINI Julie Cataudella Robert Dicerbo Lisa Combatti , Kathryn.' Stanfield Muneswararao Mn Vaibhav Bhanot • Kevin-J Ryan Ramkumar Badala • Emily Craig Korab Kajtazi Carmen E Diaz ; Sheffali Wel

Subject: Portfolio Aler From: PWM BIS-Research Date: Fri, 09 May 2014 16:25:12 -0400 To: Amanda Kirby Cc: Lisa Combatti PWMUS AMLKYC Classification: For internal use only Hello Attached is lookback alert for the party mentioned above. (See attached file: Jeffrey E