EFTA Document EFTA01377436
From: Sent: To: Subject: Attachments: Samantha Harmon 1/2/2018 5:31:0 PM Stewart 0ldfield Account Planning sessions [Cl AP Template - Banker input.docx Classification: Confidential Hi Stew, Below are your names for the account planning session that you had provided. Please complete the attached template, which hopefully you will find is very much stream-lined. f will provide you with an additional sheet that will be pre-filled for you with financial data, but I wanted to give you a
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From: Sent: To: Subject: Attachments: Samantha Harmon 1/2/2018 5:31:0 PM Stewart 0ldfield Account Planning sessions [Cl AP Template - Banker input.docx Classification: Confidential Hi Stew, Below are your names for the account planning session that you had provided. Please complete the attached template, which hopefully you will find is very much stream-lined. f will provide you with an additional sheet that will be pre-filled for you with financial data, but I wanted to give you a
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