EFTA Document EFTA01473153

Subject: Re: Southern financial [I) From: Todd Stevens ciME > Date: Wed, 20 May 2015 20:59:49 -0400 To: Paul Morris < Let's wipe slate clean and hit restart. Daniel can deal with him. > On May 20, 2015, at 8:39 PM, Paul Morris < > wrote: > Classification: For Internal Use Only > Todd, I appreciate the time today, we will circle back with you shortly, as I mentioned I spoke to je a week or so ago and made sure every thing is fine as you and I discussed, I also told him if th ere are any issues in the future that he should direct to me and I would handle. I don't think we sh ould make a big case here as I see no risk with je. What we are more concerned about is daniel's abi lity to cover and manage large sophisticated clients. Original Message > • From: Todd Stevens > Sent: Monday, May 18, 2015 09:23 PM > To: Paul Morris > Subject: Re: Southern financial (I( > Given legal and compliance hurdles in place it isn't that easy. > • I spoke to Daniel. Let's sit down over the next couple days. We just need to proceed with all car ds on the table. >> On May 18, 2015, at 9:12 PM, Paul Morris < wrote: >> >> Classification: For Internal Use Only >> >> Todd, let's connect again on this after you speak with Daniel, if he's not engaged on this Stewar > and I will pick up coverage. Thanks again for the help. EFTA01473153