Internal memo discussing account planning sessions for various clients, including GA/Madison Park and Deering/Crosby. Highlights opportunities and challenges with these accounts, and mentions the need for a client overview for Tisch. Notes on relationships and financial strategies are included.
documents/vol00010-efta01372710-pdf.pdf
{"key_people":["Cynthia Rodriguez","Stewart Oldfield","Bradley Gillin","Heather Crosby","Tony Deering","Ali Rashid"],"document_date":"2018-01-05","document_type":"correspondence","key_locations":["Florida"],"document_subtype":"internal memo","key_organizations":["GA/Madison Park","Deering/Crosby","General Atlantic","Madison Park Capital LLC","Safand"],"reference_numbers":["DB-SDNY-0066541","SDNY_GM_00212725","EFTA01372710"]}