EFTA01359548.pdf

Southern Financial LLC salesforce.com - Unlimited Edition Page 4 of 12 Description Descnption - Southern Financial LLC - SOUTHERN FINANCIAL LLC Account Id Account Id Contact Name Southern Financial LLC Contact Name Southern Financial LLC Product Name PIC DESK Product Name Money Market Business Account Market Value Market Value $0.00 Date Opened 2/912015 Date Opened 9/5(2013 Active ✓ Active Balance As Of Balance As Of 12/4/2013 Description Description - SOUTHERN FINANCIAL LLC Account Id Contact Name Southern Financial LLC Product Name Brokerage Advisory Market Value $0.00 Date Opened 11/4/2013 Active Balance As Of 9/25/2015 Description Opportunities Suntex Product Family Brokerage Stage Developed Close Date 12/31/2015 Total Assets $5,000,000.00 Total Estimated Revenue $0.00 Probability (%) 25 Expected Revenue Lead Source Owner Full Name Paul Morris Won Fiscal Period O1-2015 Next Step Type New Product - Existing Client Last Modified Date 9/1/2015 Description Structured Credit Product Family Global Lending Stage Proposal Close Date 9/30/2015 Total Assets $50,000,000.00 Total Estimated Revenue $1,500,000.00 Probability (%) 50 Expected Revenue Lead Source Owner Full Name Paul Morris Won Fiscal Period O4-2014 Next Step hups://dbforcepb.my.salesforce.com/00 I 6000000qaNVw/p?retURL=10016000000qaNVw 9128/2015 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0047633 CONFIDENTIAL SDNY_GM_00193817 EFTA01359548