📄 Extracted Text (224 words)
GMIS ,r ) Rolling 13 Months KPIs (Client-Level) - 1.CRM: Paul Morris financial
December 2015
NNA in TUS Dollar)
Rcianonsn.p Roo:alma Cant own. C4I42 /A No
Mr;r4ats
Acciaom No
Dr< NOv SOO Aug Jul Jun May Apr Mar Feb I Jan Dec
TYP4 2015 2015 2015 2015 2015 2015 2015 2015 2015 2015 2015 , 2015 2014
THIRD LAKE TODD ft Advisory 35,030 0 0 0 0 0 0 0 0 0 0 0 0
CAPITAL WAND(
Clank Advisory 1 35,007 0 1 1 1 1 0 1 1 1 0 2,001
TODD R. WANEK 1 35,007 0 1 1 1 1 0 1 1 1 0 2,001
WANEK TRUST Classrc -19,999 15,094 0 1 I 1 i 0 1 I I 0 2,001
Of 2000 Advmory
15.000 0 0 0 0 0 0 0 0 0 0 0 0
Classic Advisory 1 15,004 0 1 1 1 1 0 1. 1 1 0 2,001
WANEK TRUST OF 2000 1 15,004 0 1 1 1 1 0 1 1 1 0 2,001
29,004 71,416 0 2 2 2 -396 0 2 4 1,002 0 6,002
72,618 55,424 11,531 -17,048 15,344 -27430 -9.626 -3076 -7,440 -9,823 599 -2,369 1,554
hia 2016,2122:29
Goniniod try GAM. Moats Dant* AVM 17 ct 17
Deutsche Bank
CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0119983
CONFIDENTIAL SDNY_GM_00266167
EFTA01459525
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