From: Melinda Roy [
Sent: 2/4/2016 9:26:55 AM
To: Paul Morris Stewart Oldfield
Subject: Updated Pipeline [C]
Attachments: Pipeline 2.4.2016.xlsx
classification: Confidential
If we just wanted to keep the customer/relationship on the list to remember them, I put "Introduction" in
the Opportunity name with a probability of 0%.
Pending items:
Heptagon capital - submitted for conversion to a customer, then I will add the derivative opportunity
Latona Advisors - can't find them online to submit as a lead..need the state where they are based. Did I
misspell their name?
Let me know if there are other items to add, delete, or update. Thanks!
Original Message
From: Paul Morris
Sent: Thursday, February 04, 2016 7:56 AM
To: Melinda Roy
Cc: Stewart oldfield
Subject: Can you send over the updated pipeline, Thx
CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0119995
CONFIDENTIAL SDNY_GM_00266179
EFTA01459531
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