EFTA Document EFTA01344581

To: Date: Subject: Paul Morris/db/dbcom@OBAMERICAS, 12/03/2013 01:43 PM Success Story for this coming Thursday USPB MD Banker meeting [I] classification: For internal use only Hi Paul, During this coming Thursday USPB banker MD meeting Chip would like you to present a brief overview of the recent accounts opened for southern Financial LLC, that I understand moved from ]PM. could you please send me a brief overview of the deal, including: - client profile, including the business the c