Document Mentions (3 shared documents)

EFTA01372710

2 mentions1 same-page

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t: Friday, January 05 2018 6:00 PM To: Stewart Oldfield Subject: RE: Account Planning sessions [C] Llj Classification: For Internal use only Hi, Bradley Gillin 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 s

lients. 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

EFTA01374469

2 mentions1 same-page

Page ?Same page

better. From: Cynthia Rodriguez Sent: Friday, January 05, 2018 6:00 PM To: Stewart Oldfield < Subject: RE: Account Planning sessions ICJ [I] >; 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

EFTA01375014

2 mentions1 same-page

Page ?Same page

2018 5:59:43 PM Stewart 0ldfield RE: Account Planning sessions 2018 Account Planning - Oldfield.zip Classification: For Internal use only Hi, ; Bradley Gitlin 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 s