EFTA Document EFTA01425715

Subject: Account Plannin for 2019 I From: Daniel Eisenberg < Date: Thu, 08 Nov 2018 15:56:15 -0500 To: Stewart Oldfield Cc: Andrew Galliva Ashok Eastman Classification: For internal use only Elizabeth Good Afternoon, As discussed at Patrick's senior banker meeting on Tuesday, we will be starting the account planning meetings for 2019 in late 2018. The aim is to focus only on the clients and prospects with the greatest opportunities for incremental revenue and NNA growth. We are also l