[Fredslist] Gotham Makes Bottom Line Impact - Small world.

[Kelly Welles]

Small world. I recommended Steve Roberts to the person in question. (Didn't know Joey was at TD). Steve was my banker more than 20 years
ago at Dime which got acquired by Commerce which got acquired by TD. Steve just kept moving up the ranks. For Steve no client is too large or too small. He makes every client feel ten feet tall. There is no finer banker.
 
Kelly Welles
Chair, Diversity

Kelly Welles, President
wellesfinancialservices.com
Trusted Advisor to Attorneys and Accountants
Premiere Insurance and Benefits Specialist
Member NL Financial Alliance
733 Third Avenue @46th St. Suite 200New York, NY10017Cell  917-626-8590 
Fax   212-541-5900__________________________________________
WELLES FINANCIAL SERVICES
Optimizing Business & Personal Financial Assets



________________________________
From: Cayce Crown <info at thecrownview.com>
To: Diane DiResta <diane at diresta.com>
Cc: "Longo, Josephine" <Josephine.Longo at td.com>; Steve Roberts <steve.roberts at yesbank.com>; Fred'sList List <fredslist at gothamnetworking.com>
Sent: Thursday, October 27, 2011 5:48 PM
Subject: Re: [Fredslist] Gotham Makes Bottom Line Impact


Thank goodness for the Tribe! 
Steve Roberts, manager of the TD banks at 96th St and 125th St also had a hand in the solution.
He suggests changing your account number if this happens to you.
Gotham and TD are a great combination.
Cayce


On Oct 27, 2011, at 1:13 PM, Diane DiResta wrote:

One of our members had a lot of money taken from his bank account and was getting the run around from TD Bank.  Joey Longo, former Gotham member and manager at TD Bank, got on the case and had them replace all the money. 
> 
>Thank you, Joey. Gotham’s legacy of helping others lives on even after members leave the network. That’s powerful.
> 
>Diane DiResta
> 
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