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Re: update list of assets on Google Doc
- To: noelle
- Subject: Re: update list of assets on Google Doc
- From: Robert <http://dummy.us.eu.org/robert>
- Date: Sun, 27 Dec 2020 08:19:21 -0800
- Keywords: our-Oakland-cell-phone-number
> From: Noelle <noelle>
> Date: Sat, 26 Dec 2020 13:40:44 -0800 (PST)
>
> closed verity/daughters of charity/Transamerica 403b(rollover)
Yeah.
So, when would you have some time to update the list of assets?
> On Fri, 25 Dec 2020, Robert wrote:
> > Did you open any new accounts this year? Close accounts?
> >
> > We need to keep our list-of-assets up-to-date.