EFTA Document EFTA01448170

From: UM: To: Subject: Attachments: Amanda Kirb 1/8/2013 4:59:25 PM Paul Morris Excel spree s nee Morris Leads 1.8.2013.xlsx Classification: For internal use only Here's the lead spredsheet. Everything is on there except I couldn't figure out how to insert a dropdown menu for the 'relationship segment' listing hedgefund, PE, trust, endowment, etc...I'm going to ask someone to show me how but wanted to send this along so that you could start while I worked on that. (See attached file