FW: Account Plannin [C (Stewart Oldfield)

Subject: FW: Account Plannin [C] From: Stewart Oldfield Date: Mon, 18 Jul 2 To: Brianna Fowler Classification: Confidential Please start to fill this in from the pipeline then you and I can complete together. Let's do it for: Southern Financial (from list B) Thanks From: Andrew Gallivan Sent: Monday, July 18, 2016 1:06 PM To: Stewart Oldfield Subject: Account Planning [C] Classification: Confidential As I mentioned on the Monday sales call, The Wealth Management ExCo, with sponsor