EFTA Document EFTA01475876
Subject: Re: Southern Financial From: Todd Stevens e > Date: Fri, 04 Dec 2015 16:09:47 -0500 To: Paul Morris e > Let's discuss Monday. On Dec 4, 2015, at 4:05 PM, Paul Morris e > wrote: Classification: Public Todd, I think we should figure out together and include Andrew and Chip? Why do you think we should drop coverage from KCP? What should we be doing for our other clients/prospects that have sophisticated investment needs? I'm in Monday and happy to discuss. Have a good weekend.
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Subject: Re: Southern Financial From: Todd Stevens e > Date: Fri, 04 Dec 2015 16:09:47 -0500 To: Paul Morris e > Let's discuss Monday. On Dec 4, 2015, at 4:05 PM, Paul Morris e > wrote: Classification: Public Todd, I think we should figure out together and include Andrew and Chip? Why do you think we should drop coverage from KCP? What should we be doing for our other clients/prospects that have sophisticated investment needs? I'm in Monday and happy to discuss. Have a good weekend.
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