EFTA01475301.pdf

Pipeline Opportunity Name Customer Name % Close Date Product Name Actual Assets Stru cture BPS Flat Fee Actual Revenue Sales Team Member Additional Brokerage Southern Financial LLC 75 12/31/2015 Brokerage (Commissions) 7500 0000 Flat Fee 2000000 2000000 Paul Morris EFTA01475301 Paul 25 Customer Name Customer Number Status Relationship Classification Rel. Net Worth Relationship Investable Assets (Est.) Revenue Potential ($M per annum) Last Modified Date Last , A EFTA01475302 EFTA01475303 Stew 25 Customer Name Customer Number Status Relationship Classification Rel. Net Worth Relationship Investable Assets (Est.) Revenue Potential ($M per annum) Last Modified Date Last Activit Date Date Contacted Cate•o Notes EFTA01475304