Case File
efta-02710569DOJ Data Set 11OtherEFTA02710569
Date
Unknown
Source
DOJ Data Set 11
Reference
efta-02710569
Pages
2
Persons
0
Integrity
Extracted Text (OCR)
Text extracted via OCR from the original document. May contain errors from the scanning process.
From:
Richard Joslin
Sent:
Friday, February 13, 2015 4:18 PM
To:
Brad Wechsler; jeffrey E.
Cc:
Richard Kahn i;
., Richard D'Agostino
Subject:
Finance
Attachments:
TRANSITION TO ONLINE BANKING updated.docx; IMPROVING THE FINANCE
FUNCTION JAN 2015.pdf
Rich's assistance is appreciated and he will g=in a better understand of the current process. It is essential=from the
outset that Rich K understand/ familiarize himself with CashPro w=ich is the US Trust/ BoFA banking platform. While
the current finance process is weak in many areas, use of a process driven=banking platform serves to implement a
structured process that provides ma=y benefits, eg control, security, centralized reporting, etc. =s the finance group has
devised a process to implement the banking platform, I think it would be valuable that Rich =elp shape this draft
process. I attach a memo drafted earlier this y=ar (memo cover page removed) titled "Transition to online bank=ng"
http://corp.bankofamerica.com/business/ci/landing/explore-cashpro=cm_mmc=general-_-vanity-_-
zz0lvn003b_explorecashprot -na chttp://corp.bankofamerica.com/business/cirlanding/explore-
cashpro?cm_mmc=general-_-vanity-_-zz0lvn003b_explorecash=ro-_-na> <=p>
I also attach a memo called "Improving the Fin=nce Function" I'd like Rich D to walk Rich K through thi= today as I think
this will accelerate his intake.
Thanks
Richard Joslin
CFO
Elysium Management LLC
445 Park Ave
Ste. 1401
1
EFTA_R1_02122757
EFTA02710569
New York, NY 10022
2
EFTA_R1_02122758
EFTA02710570
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2710570SWIFT/BIC
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