Document Mentions (3 shared documents)

EFTA01372710

2 mentions1 same-page

Page ?Same page

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 sure if it was General Atlantic you wanted to include or Madison Park Capital LLC. Also, • I see that Ali Rashid is under

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

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

EFTA01375014

2 mentions1 same-page

Page ?Same page

or 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 sure if it was General Atlantic you wanted to include or Madison Park Capital LLC. Also, • I see that Ali Rashid is under