📄 Extracted Text (221 words)
Subject: RE: Account Plannin sessions [C]
From: Stewart Oldfield
Date: Tue, 02 Jan 2018 17:36:35 -0500
To: Samantha Harmon
Thanks. Will have a look tmw. Should be able to get it all done this week.
From: Samantha Harmon
Sent: Tuesday, January 02, 2018 5:31 PM
To: Stewart Oldfield ‹ >
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
EFTA01413292
Elysium
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
EFTA01413293
ℹ️ Document Details
SHA-256
ea78513ca5f05b31383e812116975bdff529e655aada9ccefa65f596300cf487
Bates Number
EFTA01413292
Dataset
DataSet-10
Document Type
document
Pages
2
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