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Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Tod A. Goldstein Accounts

                  

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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by
1 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Submitted cancel request in NPCrm. SR 36698396. Dee Karawadra Jan 31 2024 01:39 PM
2 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Tod called and wants to cancel his account. He said he hasn't used it in 3 years and never realized he was getting charged until now. He will be sending an email to me directly. Dee Karawadra Jan 31 2024 01:39 PM
3 Aug 01 2023 12:00 AM User: Alex Gibson -> Notes: SIC #7999 Dee Karawadra Jan 31 2024 01:39 PM
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