Page 14 - CROWN-FLIP BOOK
P. 14
Where Service Reigns, Transition is Supreme!
Crown Capital Securities, L.P. understands that you are on the threshold of a major
change. Please rest assured that your client satisfaction is our primary concern during
this transition. For this very reason I have assigned Ms. Lisa Crummel as your
Transition Team Coordinator. Ms. Crummel has been a valued member of Crown
Capital beginning in 2002 with extensive experience in Licensing, Registration and
Compliance. I have every confidence that she will effectively assume ownership of the
potentially distracting details of the transition to allow you to devote your full attention to
your business. Ms. Crummel will be your go-to person for training or questions prior to
coming on board and during your beginning tenure with Crown.
Your Transition Team Coordinator can be reached as follows:
Coordinator: Lisa Crummel
Phone: 1-800-803-8886 ext. 287
Fax: 1-714-547-9404
Email: lcrummel@crowncapitalsecurities.com
Please find enclosed a Pre-Hire Acknowledgement Form and Questionnaire that will
provide our transition team with the information necessary to formulate a week-by-week
timeline customized to accommodate your schedule. Your Transition Team Coordinator
will be contacting you shortly with a personalized timeline as well as the information you
will need in the following weeks.
Sincerely,
CROWN CAPITAL SECURITIES, L.P.
Darol K. Paulsen
Chief Executive Officer
725 W. Town & Country Rd., Ste. 530
Orange, CA 92868
714-547-9481