The document contains financial data related to brokerage opportunities, customer relationships, and pipeline opportunities. It includes details such as customer names, close dates, product names, actual assets, revenue, and sales team members.
documents/vol00010-efta01475385-pdf.pdf
{"key_people":["Paul Morris"],"document_type":"tabular","document_subtype":"financial data","key_organizations":["Southern Financial LLC","3 G Capital"],"reference_numbers":["EFTA01475385","EFTA01475386","EFTA01475387","EFTA01475388","EFTA01475389","EFTA01475390","EFTA01475391","EFTA01475392","EFTA01475393","EFTA01475394","EFTA01475395","EFTA01475396"]}