Spreadsheet for Andrea [I (Amanda Kirby, 07 Jan 2014)

Subject: Spreadsheet for Andrea [I] From: Amanda Kirby <ffi Date: Tue, 07 Jan 2014 13:56:37 -0500 To: Paul Morris ‹ > Classification: For internal use only Paul -- Take a look at the attachment and let me know if I can go ahead and send it to Andrea. Below is the criteria on how to fill it out (See attached file: Morris WIC Spreadsheet.xlsx) We have expanded capabilities across all wealth segments and need to focus them on the right clients. As we continue to provide cross-asset capital