EFTA01369981.pdf

2018 Account Planning financials Relationship Name DZIALGA KIRSTEN S M Banker Team Team New V0rk12 1. CAM Stewart 0ldfickl Rel. ID Number Rehitionship Net Meth $50. 100M RelatI0nShIp snoop Estabioneo Wealth Relationship Investable Mutts 550. 100M ROMOMMOSotmeM Description 0 RelationsNp Classlecatkm Tier 2 Industry Group 0 Breath of Client Needs produch) 43.102 Industry 0 Revenue Potential (gm pa) 5100 • 250K Source ot Wealth 0 0 Description 04 Wealth/Entity Assets iForbes 400 Ranking (as ot Nov 1027)/ Public Mods Forbin 400 Rank 0 Net Worth 0 Sbn lannwairu up indaiMalled TID NNAYID Non17 Nov 16 Nov-17 Nov-16 Novi Nov-I6 No. 17 Mw 16 Lending Other Structured D 0 0 tending Mortgages 0 0 Lending Lombard 0 0 lending Structured Solutions Total lending 0 0 0 Deposes 172 190 LSD CenvalMgt Capital Meatus 0 1,018,201 DPM 0 0 Custody only Wealth Planning Solutions 0 Fund Solutions WAM Other IFInancbt ItarMag IBBOBR albmltlpa MGM? Airedicat) Revenue Rank 4 nec Stricty Con4dentuil CONFIDENTIAL - PURSUANT TO FED. R. GRIM. P. 6(e) DB-SDNY-0062524 CONFIDENTIAL SDNY_GM_00208708 EFTA01369981