EFTA Document EFTA01425417

Subject: RE: Account Plannin From: Brianna Fowler Date: Wed, 20 Jul 2016 13:05:49 -0400 To: Stewart Oldfield ‹ > Classification: Confidential Need to fill in some blanks, but the attached have the majority of the info needed From: Stewart Oldfield Sent: Monday, July 18, 2016 2:42 PM To: Brianna Fowler Subject: FW: Account Planning [C] Classification: Confidential Please start to fill this in from the pipeline then you and I can complete together. Let's do it for: Southern Financial