RE: Maxwell

Good afternoon,

Ms. Maxwell has new accountants so we would like to make sure they are given online access to her accounts. I’m certain this will require forms for Ms. Maxwell’s signature so I will wait to hear from you on the next steps.

Thanks so much,

CONFIDENTIAL

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Hi

Confirming we are looking into this.

Thank you!
Ely

UBS

Elyanna Rivas
Client Service Associate

UBS Financial Services Inc.
Private Wealth Management
1285 Avenue of the Americas, 38th Floor
New York, NY 10019
Phone: Fax:

Hi

Per the request below, please provide the contact information for Ms. Maxwell's new accountants who want online access, including first and last name, email, phone number, and address. Once we have this information on file, we will reach out to Ms. Maxwell to verbally confirm the information for online access.

Please let us know if you have any questions.
Thank you!
Ely

UBS

CONFIDENTIAL

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Elyanna Rivas
Client Service Associate

UBS Financial Services Inc.
Private Wealth Management
1285 Avenue of the Americas, 38th Floor
New York, NY 10019
Phone: [Redacted] Fax: [Redacted]
[Redacted]

Thank you, Elyanna.

Key information:

• Entity: DICICCO, GULMAN & COMPANY LLP
• Address: 150 Presidential Way, Suite 510, Woburn, MA 01801
• Individuals: Lindsay J. Annello, Laura K. Barooshian
• Contact information (partially redacted): O: [redacted], F: [redacted]

Hi

Thank you for providing the below information. Does Ms. Maxwell have availability sometime this afternoon or tomorrow to confirm the below?

Thank you!
Ely

CONFIDENTIAL

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UBS

Elyanna Rivas
Client Service Associate

UBS Financial Services Inc.
Private Wealth Management
1285 Avenue of the Americas, 38th Floor
New York, NY 10019
Phone:
Fax:

Hi Elyanna,

Ms. Maxwell is a few hours ahead of us right now as she is travelling. Perhaps you can try her tomorrow morning our time? It's already a bit late for her now. Thank you very much,

Thank you for updating us on Ms. Maxwell's availability below. We will try to reach her tomorrow morning on her cell at . Please confirm if there is a better number on which to reach her.

Thank you!
Ely

UBS

Elyanna Rivas
Client Service Associate

UBS Financial Services Inc.
Private Wealth Management
1285 Avenue of the Americas, 38th Floor
New York, NY 10019
Phone:
Fax:

Hi

We just wanted to let you know we left Ms. Maxwell another voicemail today on the below.

Thank you!
Ely

UBS

Elyanna Rivas
Client Service Associate

UBS Financial Services Inc.
Private Wealth Management
1285 Avenue of the Americas, 38th Floor
New York, NY 10019
Phone: [Redacted] Fax: [Redacted]
[Redacted]

Confirming we sent Lindsay and Laura instructions on setting up their online access for Ms. Maxwell's accounts.

Thank you!
Ely

UBS

Elyanna Rivas
Client Service Associate

UBS Financial Services Inc.
Private Wealth Management
1285 Avenue of the Americas, 38th Floor
New York, NY 10019
Phone: Fax:
Ely_anr