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sd-10-EFTA01450758Dept. of Justice

Action Needed: WIC Brokerage Analysis [I (Andrea Tapia, 12/23/2013)

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From: Andrea Tapia Sent: 12/23/2013 4:55:28 PM To: Paul Morris CC: Amanda Kirby Subject: Action Needed: WIC Brokerage Analysis [I] Attachments: Morris.xlsx Classification: For Internal use only We have expanded capabilities across all wealth segments and need to focus them on the right clients. As we continue to provide cross-asset capital markets coverage, it is important to leverage WIC for investment idea generation and implementation solutions that are tailored to each client's

Date
December 23, 2013
Source
Dept. of Justice
Reference
sd-10-EFTA01450758
Pages
1
Persons
0
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