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EFTA01420238

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Subject: RE: Account Planning sessions [C] From: Cynthia Rodriguez <MI E> Date: Thu, 04 Jan 2018 06:42:34 -0500 To: Stewart Oldfielda, Bradley Gillin Luckily I started this for you earlier in the year. I believe we didn't know which other banks these guys used and what other deals they're currently doing with other institutions. Sent with BlackBerry Work (www.blackberry.com) From: Stewart Oldfield ‹ > Date: Wednesday, Jan 03, 2018, 6:18 PM To: Bradle Gillin , Cynthia Rodriguez Subject: FW: Account Planning sessions [C] Fyi. Let's discuss tmw From: Samantha Harmon Sent: Tuesday, January 02, 2018 5:31 PM To: Stewart Oldfield > Subject: Account Planning sessions [C] Classification: Confidential Hi Stew, Below are your names for the account planning session that you had provided. Please complete the attached template, which hopefully you will find is very much stream-lined. I will provide you with an additional sheet that will be pre-filled for you with financial data, but I wanted to give you as much time as possible to get these done. Would you be able to get back to me by Friday? If this isn't possible, let EFTA01420238

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Independent research project. Not affiliated with the U.S. Department of Justice, FBI, any government agency, or Anthropic. All analytical text on this site is AI-generated (Claude, Anthropic) and iteratively fact-checked against source documents, but may contain errors. Verify all claims against linked EFTA sources before citing.
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