Re: Account Planning-Stewart Oldfield II (Stewart Oldfield, 1/26/2018)Email: Patrick Campion to Patrick Campion; Stewart Oldfield; Saman (January 11, 2018)
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EFTA Document EFTA01373862
Title Matchefta-efta01373862
Case Filesd-10-EFTA01373862Dept. of JusticeEFTA Document EFTA01373862
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Case File
sd-10-EFTA01373862Dept. of JusticeEFTA Document EFTA01373862
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Below are the notes from today's account planning session. Please feel free to add on to the below. Thanks. Deering/Crosby: • Pitched structured notes in the past, but the client did not have interest • Sell puts on a quarterly basis with DB collecting premium • Stew Oldfield and Frank DeBenedittis to increase coverage and wallet sharing for this relationship • Frank DeBenedittis to follow up and see what can be done from an RIA perspective Dzialga/General Atlantic: • Mark Dzialga K
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Dept. of Justice
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sd-10-EFTA01373862
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