Oooooh one of my favorite topics. A quick thread. If your counterparty is X then Y is the shibboleth that most quickly gets you past the initial script stage.https://twitter.com/OptimistPanda/status/1200847250584416262 …
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A bank, but I don’t want to go to war I just want to skip the line: Get whatever their cheapest premium product is, call the phone number for *that*, and ask for an internal transfer to any group you need.
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Any bureaucracy: Present as if you are collecting a paper trail. Prominent indicia of this include notebooks, organized files, and repeatedly asking for specific names, dates, and citations for authority “for my notes.”
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An internal recruiter: Find the hiring manager, make sure you have a relationship with them, too. Use the recruiter for scheduling and logistic support.
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Any large company mailroom: Certified mail, return receipt requested.
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Healthcare: I’m unwilling to lie (including specifically about having practiced a regulated profession) but suffice it to say I dial Dangerous Professional up to 11 and if people come to the impression that I practice but in another specialty well they’re welcome to their guesses
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(This is partly about demeanor, above all not looking confused about the process, and partly judicious use of shibboleths. I’m occasionally surprised how few are required; it isn’t a state secret that “500mg of acetaminophen” and “a Tylenol” are the same thing.)
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Do you have any idea if you can legally (morally?) claim to be a shareholder if what you actually have is a fund that holds a share’s worth? Intuition says yes, but I always did the dance of buying a single share. (And in the case of Wells Fargo a grizzly bearish option position)
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Fairly clearly yes; you’re a beneficial owner. This is far from the most convoluted way to be a shareholder. (What if I’m the beneficiary and trustee of a trust with LP interests on an LLC’s account? That’s cray cray for retail but not so much at top end of scale.)
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A thousand times this. Wells Fargo opened a 401k in my name that I had nothing to do with and jack shit happened until I was a Shareholder with Notes that sent a Timeline to the OCC.
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If you're unable to get the 401k account matter resolved, please send a DM with your full name, phone number, and address (no account numbers). Thanks. -Tiffanyhttps://twitter.com/messages/compose?recipient_id=23002858 …
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