EFTA00236075.pdf

Message From: =NM Sent: 5/9/2014 9:37:37 PM To: Bell, Jason I Subject: Re: Call with Ghislaine I've passed along your message. Have a lovely weekend. On 5/9/14 12:47 PM. '.> wrote: >=- Please pass this on to Ghislaine. >Ghislaine. >Titanic you very much for teaching out. I genuinely appreciate your good >wishes and it has been a pleasure working with you these past few years. >I completely understand your desire to not rock the boat and given your >experience at JPM. I would feel the same way about wanting stability >with your finances. >Unfortunately. you are correct in the sense that each individual team at >1185 essentially controls their own business and the collaborative >cmirotunent takes place within teams as opposed to between them. The >good news is that your assets arc already in house and regardless of who >you ultimately choose to work with, you will be in excellent hands >working with a phenomenal investment platfomt. I suggest that you meet >with Scott and his team and if you find that you would be more >comfortable working with me I can take care of re-assigning the assets >to my name behind the scenes with no disruption to you. >As always. [ would love to be a valued resource as your financial >situation evolves. I will continue to follow your progress with TerraMar >and I hope for nothing but good fortune for you in all of your amazing >business endeavors. >Regards, >Jason Bell >Vice President - Wealth Management >UBS Financial Services Inc. >1251 Avenue of the Americas - 2nd Floor >New York. NY 10020 >Office: >Cell: >E-Fax: >Toll Free: 800-458-1764 ext >www.ubs.com/team/shorrgroup >--Ori and Message— >From: IntaS >Sent: Friday. May 09.2014 12:22 PM >To: Bell. Jason >Subject: Re: Call with Ghislaine >Jason - please see below from Ghislaine. CONFIDENTIAL UBSTERRAMAR00000357 EFTA00236075  >Dcar Jason. >Happy that you have moved to UBS. >It has been quite a difficult few months with what happened at JP Morgan >and the way it went down. I have just got settled at UBS and whilst I >have yet to make any real decisions I am in no hurry to rock the boat >again. I didn't realize how fragmented and sectioned it all is and would >have asked for you to be on my team but I guess that does not work. I >have a pre arranged meeting with my team next week and currently just >can't face another move or more disruption. >Have a good weekend. >Bcst, >G >On 5/7114 8:58 AM. " )• wrote: >M• >>Good morning! Please let me know if Ghislaine is available for a call >>at her earliest convenience. I am available whenever she is free >>Regards. >>Jason Bell >>Vice President - Wealth Management >>UBS Financial Services Inc. »1251 Avenue of the Americas - 2nd Floor Ncw York. NY 10020 >>01Tice: >>Cell: >>E-Faa >>Toll Free: 800-458-1764 ext »Pkasc visit our website at >>http://financialsenicesinc.ubs.comiwealth/E-maildisclaimer.htinl >>for important disclosures and infonnation about our c-mail policies. >>For your protection, please do not transmit orders or instructions by >>e-mail or include account numbers. Social Security numbers. credit card >>numbers, passwords. or other personal information. >Please visit our website at >httn://financialservicesinc.ubs.comfwealtIVE-maildisclaimer.html >for important disclosures and information about our e-mail >policies. For your protection, please do not transmit orders >or instructions by e-mail or include account numbers, Social >Security numbers, credit card numbers. passwords. or other >personal information. CONFIDENTIAL UBSTERRAMAR00000358 EFTA00236076