Subject: RE: Account Plannin sessions C I From: Cynthia Rodriguez Date: Fri, 05 Jan 2018 17:59:43 -0500 To: Stewart Oldfie Bradley Gillin Classification: For internal use only Hi, Attached are the account planning pages for the below clients. A few notes: I did not create one for General Atlantic because I wasn't exactly sure if it was General Atlantic you wanted to include or Madison Park Capital LLC. Also, I see that Ali Rashid is under the Safand relationship, but I have a completely different profile for Safand as a company. Left a few blanks for Tisch's if you can fill it in I did not get a chance to do one for Deering/Crosby, but can send it first thing Monday. I tried my best on these so feel free to edit and send back so that I can update the customer pages on DB Force. Thanks! Kind regards, Cynthia Rodriguez {cid:[email protected]} Cynthia Rodriguez EFTA01421021