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Client Advisory
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6
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6
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3
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Organization referenced in documents
Document Mentions (6)
EFTA01460724.pdf
1 mentionEFTA01460724
Hi all, As discussed in the last Client Advisory meeting, Roelfien would like to wrap up the Client Tiering effort in this Monday's meeting. Could you please provide your updated lists to Terrance
EFTA01460728.pdf
1 mentionEFTA01460728
ly Chip, Please see CBV and revenue rankings as of April YTD attached. Existing platinum relationships are highlighted in blue. I believe the next Client Advisory meeting is this coming Monday, June 9, so please let me know if there is anything else I can do. Kind regards, Andrea Tapia Andrea Tapia Assista
EFTA01460735.pdf
1 mentionEFTA01460735
I believe the next Client Advisory meeting is this coming Monday, June 9, so please let me know if there is anything else I can do. Kind regards, Andrea Tapia LIU Andrea Tapia As
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EFTA01460745.pdf
1 mentionEFTA01460745
y chip, Please see CBv and revenue rankings as of April YID attached. Existing platinum relationships are highlighted in blue. I believe the next Client Advisory meeting is this coming Monday, June 9, so please let me know if there is anything else I can do. Kind regards, Andrea Tapia (Embedded image moved
EFTA01460758.pdf
1 mentionEFTA01460758
ly Chip, Please see CBV and revenue rankings as of April YTD attached. Existing platinum relationships are highlighted in blue. I believe the next Client Advisory meeting is this coming Monday, June 9, so please let me know if there is anything else I can do. Kind regards, Andrea Tapia Andrea Tapia Assista
EFTA01478886.pdf
1 mentionEFTA01478886
y Chip, Please see CBV and revenue rankings as of April YTD attached. Existing platinum relationships are highlighted in blue. I believe the next Client Advisory meeting is this coming Monday, June 9, so please let me know if there is anything else I can do. Kind regards, Andrea Tapia {cid:image001.gif@OlC
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