This document outlines the financial account planning for the relationship with SAFANAD, managed by Team New York12. It includes details on relationship net worth, investable assets, industry group, revenue potential, and various financial metrics as of November 2017 and 2016. The document is marked as strictly confidential.
documents/vol00010-efta01369976-pdf.pdf
{"title":"2018 Account Planning - Financials for SAFANAD","key_people":["Stewart Oldfield"],"document_date":"2018","document_type":"financial","document_subtype":"Account Planning","key_organizations":["SAFANAD","Team New York12"]}