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Memorandum To O Brien: Case Study

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Good morning Brien,

I was just checking in to see if a decision has been made rather or not to accept the deposit relationship outlined below. I’ve attached a screen shot of the customer’s portfolio relationship with PBI just for informational purposes only.

The customer just inquired on a status update and, of course, I wanted to confirm our decision before responding.

Thanks, Brien.

Terrell

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