EFTA Document EFTA01477796

Subject: FW: New Busness - Near term Priorities Update [I] From: Paul Morris cz > Date: Thu, 31 Mar 2016 • • To: Fabrizio Campelli < Bcc: Fabrizio, I hope you are well. I'm hoping to get you involved in some client situations this year. I know I could use your help. I am forwarding the notes below and my apologies in advance. I joined the firm about 3 years ago now from JP Morgan Private Bank where I had a wonderful business. The plan was to build out an investments business within th