EFTA01414723.pdf

2018 Account Planning Financials Relationship Name Banker Team 1. CRM Rel. ID Number DEERING/CROSBY Team New York12 Stewart Oldfield dbForce Date Relationship Net Worth Relationship Investable Assets Relationship Classification Source of Wealth Description of Wealth/Entity Assets $100 - 500 M $50 - 100 M Tier 2 Breath of Client Needs (# products) 0 Revenue Potential ($m p.a.) 0 $50 - 100K 0 Relationship Segment Relationship Segment Description Industry Group Industry 0 0 0 0 Forbes 400 Ranking (as of Nov 2017) / Public Records Forbes 400 Rank 0 Net Worth 0 $bn Financials in USD Revenues YTD Nov-17 Lending Other Structured Lending Mortgages Lending Lombard Lending Structured Solutions Total Lending Deposits L&D Central Mgt Total L&D Capital Markets DPM Custody only Wealth Planning Solutions Fund Solutions WAM Other Total GPS Parterships Total (13,661) 0 (693) (14,353) 861 0 EFTA01414723 (13,493) 3,332 0 0 0 1,597 0 (6,863) (1,935) 0 (15,427) Nov-16 0 0 35,289 0 35,289 11,916 0 47,204 1,715 0 4 0 8,730 0 5,570 16,020 0 63,225 8,437,449 56,022,947 0 48,987,568 0 0 105,010,515 113,447,964 22,449,398 43,638,028 0 0 42,380,459 0 0 86,018,486 108,467,884 (6,661,369) 59,008,559 0 0 Nov-17 0 0 8,271,509 8,271,509 165,940 CBV Nov-16 0 17,689,454 0 17,689,454 EFTA01414724 4,759,944 Nov-17 NNA YTD Nov-16 Nov-17 NNL YTD Nov-16 Financial Ranking (by all Relationships in GMT Americas) Revenue Rank 6,545 CBV Rank 79 Strictly Confidential EFTA01414725