EFTA Document EFTA01421021

Subject: RE: Account Plannin sessions C I From: Cynthia Rodriguez Date: Fri, 05 Jan 2018 17:59:43 -0500 To: Stewart Oldfie Bradley Gillin 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 the Safand relationship, but I have a comple