Description

Received an email purporting to be from an individual with Crestline Advisory Partners LLC. Included an invoice attachment for Workforce Reskilling and Upskilling (coaching, professional development and a premium membership). The email referenced a supposed conversation with one of our company's principals. I spoke with our person, and they did not purchase this service from anyone.

Hi, As directed by *************, I’m forwarding the attached statement, which reflects charges related to coaching, professional development, and ***********’s premium membership. This is now long overdue.

Kindly take a moment to review and arrange payment at your earliest convenience.

 Regards, Megan Goodman | Business Manager CrestLine Advisory Partners LLC

700 Colorado Blvd Ste 686 Denver, CO 80206

 From: *********** Sent: Thursday, October 09, 2025, 10:40 AM

 To: Megan Goodman

<[email protected]>

Subject: RE: Workforce Reskilling and Upskilling – Preparing for the Future of Work #B2J14CA

Hi Megan, Did you remember to share a copy with *********** as we discussed during setup? If not, could you please forward it to them? ********

 From: Megan Goodman <[email protected]>Sent: Tuesday, September 30, 2025, 02:40 PM To: ******** Subject: Workforce Reskilling and Upskilling – Preparing for the Future of Work #B2J14CA Dear ************, Just a quick reminder that the balance for BILL #B2J14CA remains unpaid. Please take care of it at your earliest opportunity. </[email protected]>

Regards, Megan Goodman | Business Manager CrestLine Advisory Partners LLC

 700 Colorado Blvd Ste 686

Denver, CO 80206

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</[email protected]>