Free Appendix - District Court of Delaware - Delaware

Case 1 :05-cv—OO891-SLR Document 45-9 Filed O3/O1/2007 Page1 0f2

Case1:0 - - - , . ·
E 5 cv 00891 SLR Document 45-9 Filed 03/01 /2007 Page 2 of 2
Mellon F MWM
@ Interoftice Memo
Date: May 19, 2003 From: Brendan Gilmore
To: 1 Linda Blozis Dept: Private Wealth Management
‘ AIM: /
Phone:
(A AIM: Fax: ’ '
RE: Final Written Warning for Performance
Linda, we have discussed on previous occasions that your performance is not meeting my U
expectations as a Portfolio Administrator. These concems were discussed in your most recent
Performance Review. Unfortunately, your lack of detail and timeliness continues to need _
improvement. Specifically, I have concems in the following areas:
J ct Failure to determine the importance of finishing projects in a timely manner.
cl Lack of ownership of projects without constant monitoring.
EI Product Knowledge and Work Quality. Developing a better understanding of investments
in general and Mellon‘s investment policies and procedures, specifically, to ensure that
j ' " accounts are handled appropriately.
As a result, you are being placed on Final Written Warning. You must demonstrate irmnediate and
sustained improvement in your overall performance with special focus onthe issues outlined above. lf
there are specific areas in which I can provide assistance in your meeting of my expectations, please
let me know so that we can discuss and determine an appropriate course of action. However, if your
,..,.. g performance continues to not meet my expectations, you may be subject to further corrective action up
to and including termination of our employment. ‘

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Mellon Financial Corporation
Asset Management , Corporate and Institutional Services
Institutional Asset Management Asset Servicing
Mutual Funds Human Resources Services
Private Wealth Management Treasury Services For intemal use only.
5 A-351
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