EFTA01459531.pdf

From: Melinda Roy [ Sent: 2/4/2016 9:26:55 AM To: Paul Morris Stewart Oldfield Subject: Updated Pipeline [C] Attachments: Pipeline 2.4.2016.xlsx classification: Confidential If we just wanted to keep the customer/relationship on the list to remember them, I put "Introduction" in the Opportunity name with a probability of 0%. Pending items: Heptagon capital - submitted for conversion to a customer, then I will add the derivative opportunity Latona Advisors - can't find them online to submit as a lead..need the state where they are based. Did I misspell their name? Let me know if there are other items to add, delete, or update. Thanks! Original Message From: Paul Morris Sent: Thursday, February 04, 2016 7:56 AM To: Melinda Roy Cc: Stewart oldfield Subject: Can you send over the updated pipeline, Thx CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0119995 CONFIDENTIAL SDNY_GM_00266179 EFTA01459531