EFTA01432726.pdf
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📄 Extracted Text (315 words)
Subject: RE: Account Plannin sessions [I]
From: Samantha Harmon
Date: Fri, 05 Jan 2018 15:42:48 -0500
To: Bradley Gillin
Cc: Stewart Oldfield
Cynthia Rodriguez
Classification: For internal use only
Thank you.
Please make sure there are product people in all the spots. J
Kind regards,
Samantha Harmon
{https://brandportal.intranet.db.com/img/modules/logo.gif}
Samantha Harmon
Sales Support Analyst
Deutsche Bank Trust Company Americas
WM Americas
345 Park Avenue, 24th Floor
New York, NY, 10154-0004
USA
Tel.
Email
From: Bradley Gillin
Sent: Friday, January 05, 2018 3:37 PM
To: Samantha Harmon
Cc: Stewart Oldfield Cynthia Rodriguez
Subject: FW: Account Planning sessions [I]
EFTA01432726
Classification: For internal use only
Samantha,
GCIS #s below. Templates will follow on Monday. Thanks.
Third Lake
Elysium
General Atlantic
Safanad
Dzialga
Lindemann
Southern Financial/Epstein
Jockey Club
Deering/Crosby
Tisch
EFTA01432727
Regards,
Brad
From: Samantha Harmon
Sent: Tuesday, January 02, 2018 5:31 PM
To: Stewart Oldfield <M >
Subject: Account Planning sessions [C]
Classification: Confidential
Hi Stew,
Below are your names for the account planning session that you had provided.
Please complete the attached template, which hopefully you will find is very
much stream-lined.
I will provide you with an additional sheet that will be pre-filled for you
with financial data, but I wanted to give you as much time as possible to
get these done.
Would you be able to get back to me by Friday? If this isn't possible, let
me know and let's see what we can figure out.
We will also need to schedule the 90 minute session which we are trying to
complete in January.
I'm here all week if you have any questions or need any help.
Name
Third Lake
Elysium
EFTA01432728
General Atlantic
Safanad
Dzialga
Lindemann
Southern Financial/Epstein
Jockey Club
Deering/Crosby
Tisch
Kind regards,
Samantha Harmon
{https://brandportal.intranet.db.com/img/modules/logo.gif}
Samantha Harmon
Sales Support Analyst
Deutsche Bank Trust Company Americas
WM Americas
345 Park Avenue, 24th Floor
New York, NY, 10154-0004
USA
Tel.
Email
EFTA01432729
ℹ️ Document Details
SHA-256
0e438cbf20daceefd2cba0ac29498530aa6b3f96d6d5390b94b290b484f0ad07
Bates Number
EFTA01432726
Dataset
DataSet-10
Type
document
Pages
4
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