This document is a sales pipeline summary detailing opportunities, customer information, and financial data related to brokerage and financial services. It includes customer names, close dates, actual revenue, sales team members, product names, and other financial metrics.
documents/vol00010-efta01475321-pdf.pdf
{"title":"Pipeline Summary","key_people":["Paul Morris","Jj Litchford"],"document_date":"2015-10-19","document_type":"tabular","document_subtype":"Sales Pipeline Summary","key_organizations":["Southern Financial LLC","Deutsche Bank Private Bank"],"reference_numbers":["EFTA01475321","EFTA01475322","EFTA01475323","EFTA01475324","EFTA01475325","EFTA01475326","EFTA01475327","EFTA01475328","EFTA01475329","EFTA01475330","EFTA01475331"]}