Subject: RE: Southern Financial
From: Paul Morris ‹ >
Date: Sat, 05 Dec 2015 05:42:50 -0500
To: Todd Stevens < >
Ok
Original Message
From: Todd Stevens
Sent: Friday, December 04, 2015 04:09 PM Eastern Standard Time
To: Paul Morris
Subject: Re: Southern Financial
Let's discuss Monday.
On Dec 4, 2015, at 4:05 PM, Paul Morris 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.
From: Todd Stevens
Sent: Friday, December 04, 2015 2:53 PM
To: Paul Morris
Subject: Southern Financial
EFTA01475879
Classification: Public
What do you want to do on change of coverage?
I suggest we simply drop coverage from KCP.
EFTA01475880
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