FW: Client Tiering 2015 (I (Andrea Tapia, 1/16/2015)

From: Andrea Tapia Sent: 1/16/2015 2:26:21 PM To: Paul Morris CC: Amanda Kirby Subject: FW: Client Tiering 2015 (I) Attachments: Tiering Worksheet • Morris.xlsx; Tiering Worksheet - Oldfield.xlsx ; Stewart Oldfield Classification: For Internal use only Following Chip's email, kindly update and complete the attached list of your clients and prospects for 2015. For your reference, detailed guidance can be found in the included "Worksheet Guide". While all data should be reviewed for