Subject: RE: account planning [C] From: Cynthia Rodriguez <MI > Date: Fri, 20 Jan 2017 13:34:06 -0500 To: Stewart Oldfield ‹ > Hey, So I left the print outs of the ones I completed so far, but I'm missing details. I figured we could go over it when you have time today oe next week. Below is what I'm missing for your list as a heads up: 54 Madison Partners/ Orix/Safanad: Contact names, numbers emails etc The company's plan to grow their wealth Financial liquidity and plans for next 3-12 months Client's relationship with DB competitors broken down by product type Elysium/Shamrock/Crestline: Contact names, numbers emails etc Source of wealth details The company names and plan to grow their wealth Financial liquidity and plans for next 3-12 months Client's relationship with DB competitors broken down by product type TFMG, LLC (Tisch) Contact names, numbers emails etc The company's plan to grow their wealth Financial liquidity and plans for next 3-12 months EFTA01432831