Subject: Re: Southern financial [I)
From: Todd Stevens ciME >
Date: Wed, 20 May 2015 20:59:49 -0400
To: Paul Morris <
Let's wipe slate clean and hit restart. Daniel can deal with him.
> On May 20, 2015, at 8:39 PM, Paul Morris < > wrote:
> Classification: For Internal Use Only
> Todd, I appreciate the time today, we will circle back with you shortly, as I mentioned I spoke to
je a week or so ago and made sure every thing is fine as you and I discussed, I also told him if th
ere are any issues in the future that he should direct to me and I would handle. I don't think we sh
ould make a big case here as I see no risk with je. What we are more concerned about is daniel's abi
lity to cover and manage large sophisticated clients.
Original Message
•
> From: Todd Stevens
> Sent: Monday, May 18, 2015 09:23 PM
> To: Paul Morris
> Subject: Re: Southern financial (I(
> Given legal and compliance hurdles in place it isn't that easy.
•
> I spoke to Daniel. Let's sit down over the next couple days. We just need to proceed with all car
ds on the table.
>> On May 18, 2015, at 9:12 PM, Paul Morris < wrote:
>>
>> Classification: For Internal Use Only
>>
>> Todd, let's connect again on this after you speak with Daniel, if he's not engaged on this Stewar
> and I will pick up coverage. Thanks again for the help.
EFTA01473153