Document Mentions (3 shared documents)

EFTA01372710

3 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

about the history than you do. Does it really go back to 1976? I also go back to 1976 . . . I've done the opportunity/challenge write ups for GA and Deering below, so you just need to do the client overview. We can wrap that up first thing Monday hopefully. GA/Madison Park We have substantial opportuni

ties to pursue with the Deering/Crosby family as outlined below. There are a few challenges. First, Heather Crosby runs an RIA that helps manage the Deering family assets. The RIA has pushed for an overly simple, low fee asset allocation. Despite serving as an RIA, they seem relatively unsophisticated. T

EFTA01374468

2 mentions1 same-page

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From: Cynthia Rodriguez Sent: 1/8/2018 12:04:54 PM To: Stewart 0ldfield ; Bradley Gillin Subject: RE: Account Planning sessions [C] [I] Attachments: 2018 Account Planning - GA.docx; 2018 Account Planning - Deering.Crosby.docx Classifi

about the history than you do. Does it really go back to 1976? I also go back to 1976 .. . I've done the opportunity/challenge write ups for GA and Deering below, so you just need to do the client overview. We can wrap that up first thing Monday hopefully. GA/Madison Park We have substantial opportuni

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