Document Mentions (5 shared documents)

EFTA01375275

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ntil 9:30 tmw so hopefully can present in the latter part of the session. Thanks From: Henry Clark Sent: Thursday, November 03, 2016 12:16 PM To: Rosemary Vrablic; Stewart Oldfield; Terrence F Tangney; Joseph Sabbagh; Mary A Coleman Cc: Manish Pahlajani; Andrew Gallivan Subject: Account Planning Workshop - No

rom 8:45 — 10:15AM tomorrow at 345 Park. room 2410. The agreed accounts for discussion are: • • Kroenke Southern Financial Jaglom Harry Gross Scott Malkin We will leave it up to Andrew to allocate a specific order in accordance with your schedule. Printed copies of the templates you provided will be a

EFTA01479167_email_004

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o 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/Westhoff/King 2 Susan Burnett 2 Herlihy/Lok 2 Daulton/Webster 1 6 EFTA0147917

: Delete the following names: Kaiser, Templeton, Houchens, Dorrance, Anschutz, Brenninkmeijer, Deccan, RAWA, McGraw, West and Scripps I would add: Scott Malkin I'm concerned about getting people to the early Wed am VC with this storm coming in. Will reach out to Alexander to let him know we may need to re

EFTA01479122_email_004

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