Opportunity Name Customer Name KCP Banking Margin Loan KKR KCP RIN Brokerage Deposits MBS Trades Phoenix America Deposits Structured Notes Loan Additional Brokerage Brokerage Account SSW 2007 LLCDeposits ETE Brokerage S2 ETE loan S2 DPM Panda Phoenix America Fixed Income…
Near-Term Pipeline Opportunity Within 120 Days Hospital Area Excess RE Equity / Total Location # beds Key Spe…
> 75% Pipeline Opportunity Name Relationship Name Customer Name Close Date (%) Product Name Actual Assets Structure BPS/Flat Fee Actual Revenue Sales Team Member Estimated Mo nth I 2015 Est 2015 Rev Est 2016 Rev Banking ELYSIUM MANAGEMENT RELATIONSHIP Black…
RXR Qualified Opportunity Zone Fund Disclaimer & Cautionary Statements THIS PRESENTATION (THIS 'PRESENTATION") IS BEING FURNISHED TO YOU ON A CONFIDENTIAL BASIS TO PROVIDE INFORMATION FOR THE PURPOSE OF EVALUATING A POSSIBLE INVESTMENT IN THE FUND (AS HEREINAFTER DEFINED) AND MAY…
report1391435811898 1 Opportunity Owner Opportunity Name Type Product Family Product Category Prod uct Name Product Description Close Date Fiscal Period Age Created Date Cust omer Name Total Reportable Assets Total Estimated Revenue Office Customer…
Pipeline Summary Opportunity Name Customer Name Close Date (t) Product Name Actual Assets Stru cture BPS/Flat Fee Actual Revenue Sales Team Member Additional Brokerage Southern Financial LLC 3/31/2015 75 Brokerage (Commissions) 7500 0000 Flat Fee 2000000 2000000…
> 75% Pipeline Opportunity Name Customer Name Close Date (%) Product Name Actual Assets Stru cture BPS/Flat Fee Actual Revenue Sales Team Member Estimated Month 44 2015 Est 2015 Rev Est 2016 Rev Brokerage WANEK TRUST OF 2000 3/31…
> 75% Pipeline Opportunity Name Relationship Name Customer Name Close Date (%) Product Name Actual Assets Structure BPS/Flat Fee Actual Revenue Sales Team Member Estimated Mo nth 8 2015 Est 2016 Rev Est 2017 Rev Banking ELYSIUM MANAGEMENT RELATIONSHIP Black…
Q4 High Probability Pipeline Opportunity Name Customer Name Close Date (t) Product Name Actual Assets Stru cture BPS/Flat Fee Actual Revenue Sales Team Member Additional Brokerage Southern Financial LLC 3/31/2015 75 Brokerage 75000000 Flat Fee - 2000000 Morris…
GCIS Customer Industry Customer Opportunity Customer Close Opportunity ID Number Group Owner Name Relationship Name Type Date …
Subject: RE: Opportunity Zones From: Oliver Rothauser Date: Wed, 19 Jun 2019 1.1 . 1 11 a. To: Andrew King , Stewart Oldfield "Paul Barrett Hi Paul, Please see the attached materials and below for a brief…
Customer Name Opportunity Name Type Dose Date Stage Probability N Fiscal Peden, Age Created Date Opportunity Owner OF Enter/Inset Polimo…
Q4 High Probability Pipeline Opportunity Name Customer Name Close Date (It) Product Name Actual Assets Stru cture BPS/Flat Fee Actual Revenue Sales Team Member Estimated Month # 2015 Est 2015 Rev Est 2016 Rev KCP Black, Leon D. 12/31…
report1375278250600 1 Opportunity Name Customer Name Type Stage Probability Sales Credit Close Date Product Name Actual Assets Recurring Fee Structure BPS/Flat Fee Amount ($) One-time Fee Amount Actual Revenue Approver Approval Status Description Airplane Loan Fitzgibbons, John New…
Pipeline Summary Opportunity Name Customer Name Close Date Product Name Actual Assets Stru cture BPS/Flat Fee JTWROS Brokerage Additional Brokerage Southern Financial LLC 75 12/31/2015 Brokerage (Commissions) 7500 0000 Flat Fee 2000000 2000000 Paul Morris …
GCIS Customer Industry Customer Opportunity Customer Close Opportunity ID Number Group Owner Name Relationship Name Type Date …
report1420653544161 >25% Pipeline Customer Name Opportunity Name Stage % Product Name Assets BPS/Fee Actual Reven ue Revenue Wanek Trust of 2000 Brokerage Business Committed-Not Funded 0.90 Brokerage (Commissio ns) 5000000 - 0 Wanek, Karen A. JTWROS Brokerage Business Committed…
Subject: Re: quick discussion about pharma financing opportunity? [C] From: Paul Morris a> Date: Sat, 16 May 2015 08:40:21 -0400 To: [email protected] Classification: Confidential Will circle back if we move forward Tx From: jeffrey E. [mailto…
Subject: Re: quick discussion about pharma financing opportunity? [C] From: jeffrey E. [email protected]> Date: Thu, 14 May 2015 12:21:30 -0400 To: Paul Morris e > yes interested On Thu, May 14, 2015 at 12:07 PM…
swap and introduced the GSMM investment …