EFTA01414715.pdf

2018 Account Planning Financials Relationship Name Banker Team 1. CRM Rel. ID Number LINDEMANN JR GEORGE Team New York12 Stewart Oldfield dbForce Date Relationship Net Worth Relationship Investable Assets Relationship Classification Source of Wealth Description of Wealth/Entity Assets >$500 M $50 - 100 M Tier 1 Breath of Client Needs (# products) 1 - 2 Revenue Potential ($m p.a.) 0 $100 - 250K 0 Relationship Segment Relationship Segment Description Industry Group Industry Real Estate 0 Other 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 0 0 0 0 168 0 EFTA01414715 168 0 0 0 0 0 0 0 0 0 168 Nov-16 0 0 0 0 0 221 0 221 1,000 0 0 0 0 0 0 1,000 0 1,221 Nov-17 0 0 0 0 56,563 56,563 1,053,000 0 0 0 0 1,053,000 1,109,563 CBV Nov-16 0 0 0 0 55,809 55,809 1,106,950 0 0 0 0 0 1,106,950 1,162,759 754 165,080 0 EFTA01414716 0 Nov-17 NNA YTD Nov-16 Nov-17 NNL YTD Nov-16 Financial Ranking (by all Relationships in GMT Americas) Revenue Rank 4,358 CBV Rank 1,892 Strictly Confidential EFTA01414717