EFTA01478890.pdf

CBVs Product Top 50 WM Banker Relationships by CBVs April YTD 2014 GMIS Relationship Id* CBV Rank Relationship Banker CBVs Apr YTD Revs US183900100000406960 1 KROENKE GROUP Rosemary Vrablic 2.937851056076081E9 69 99135.291320004 0S183900100000408878 2 ICAHN d FAMILY Rosemary Vrablic 1.2754988552532701E9 75 19089.158140001 0S183900100000409565 3 RELATED COMPANIES Rosemary Vrablic 6.411032856644797E 8 749862.2838699999 0S183900100000413014 4 PERELMAN RONALD Rosemary Vrablic 5.4583959241589E8 38 20865.7088900004 0S183900100000173755 5 TOW LEONARD Malcolm Kimble 5.134020503063899E8 317484.735 27 0S183900100000408989 6 SILLERMAN ROBERT FX Terri Sohrab 4.7625946611214006E8 13 23765.10488 0S183900100000438704 7 GLICK SIMON Joanne Jensen 4.7497729361850995E8 36912.9244 2999999 0S183900100000156765 8 CULLMAN HUGH S Convey 4.015587799033701E8 131659.183 22 0S183900100000410560 9 WASSERMAN ALAN Joanne Jensen 3.819994814740301E8 1787607.05 31800005 0S183900100000410364 10 ARCLIGHT ENERGY PIN Rosemary Vrablic 3.724871033764099E 8 3254561.67709 0S183900100000252615 11 STERN ED Maryann Coleman 3.570773189663199E8 124375.129 48999999 0S183900100000181265 12 MCGRAW D&A Michael Mullin 3.5323093919176E8 213022.098 16000005 0S183900100000420636 13 HARBOURVEST PARTNER Joanne Jensen 3.3085758522109E8 44 64280.876390001 0S183900100000449445 14 ASHKENAZY ACQUISITI Malcolm Kimble 3.252432914451E8 50 00.00157 0S183900100000218955 15 ELLISON J Russell Daulton 3.2217458585371E8 -49804.817 57000002 0S183900100000419927 16 LONE STAR FUNDS Rosemary Vrablic 3.164293107972E8 20 00136.46775 0S183900100000248549 17 MERCER ROBERT Maryann Coleman 3.1491292626899E8 248463.954 44000003 0S183900100000169408 18 MARRIOTT JOHN W Convey 2.9961867584554994E9 329608.229 54999993 0S183900100000489225 19 GNLC HOLDINGS INC Malcolm Kimble 2.7846825945918E8 42 6199.39713 0S183900100000454153 20 WOLFSON Joanne Jensen 2.7211009796365005E8 1843629.5981899993 0S183900100000435881 21 SCHOTT STEPHEN C Ed Lok 2.6497719764538002E8 288858.397 39 0S183900100000220986 22 HUBBARD BROADCASTIN Mark Westhoff 2.462708999917501E8 27 5506.7413000001 0S183900100000409138 23 PRINCIPLES OF AQUIL Joanne Jensen 2.4402816926698986E8 43 2392.0629599998 0S183900100000412405 24 VALIOTIS EFSTATHIOS Malcolm Kimble 2.4321610581260002E8 25 0985.8381 0S183900100000412678 25 BURKLE RONALD Susan Burnett 2.4264389407850996E8 1150933.70 29900001 0S183900100000156606 26 JAGLOM Terrence Tangney 2.4251510995477003E8 294835.055 35000004 0S183900100000483290 27 SOUTHERN FINANCIAL Paul Morris 2.4012154461347997E8 26 3325.0796300001 0S183900100000436594 28 SIMON HERBERT Rosemary Vrablic 2.2712596972414E8 10 58490.08362 0S183900100000156502 29 CROSSETT EDWARD C Terri Sohrab 2.2003696460184E8 30 0383.65864000004 0S183900100000489440 30 ELLISON DAVID Russell Daulton 2.1105304077629998E8 20543.9517 9 0S183900100000475760 31 PIMCO Rosemary Vrablic 2.0902155852934003E8 1794885.01 90699997 0S183900100000471031 32 TRUMP DONALD J Rosemary Vrablic 2.0750666309351E8 82 1987.6052599997 0S183900100000462822 33 JOHNSON IV ROBERT W Joanne Jensen 2.046057704283E8 -1 1643.819020000003 0S183900100000156799 34 ARKELL/STOCKMAN Elizabeth Payne 2.0361229119531998E8 474447.510 51999995 0S183900100000175755 35 DEMOULAS ARTHUR C. L. Loudenslager 2.0250082344313002E8 26 1278.37320999996 0S183900100000408984 36 FEINBERG HERBERT Terri Sohrab 2.023175536433E8 22 563.821879999996 0S183900100000410461 37 CHARTOUNI FOUAD Rosemary Vrablic 1.9921577541109002E8 32 7187.55877 EFTA01478890 US183900100000410285 38 FIRST RESERVE Rosemary Vrablic 1.9330327526848E8 21 27936.0459600003 US183900100000464737 39 GS CAPITAL PARTNERS Rosemary Vrablic 1.9036962178032E8 1393151.79736 US183900100000156779 40 MONELL/VETLESEN Terrence Tangney 1.8926090395042E8 23 6002.29468999995 US183900100000466060 41 SHEA SUSAN Terri Sohrab 1.8921678230802E8 40683.6407 6999999 US183900100000175329 42 HIRTLE CALLAGHAN & Terrence Tangney 1.8624096026737002 E8 2330636.933040002 US183900100000221685 43 KELLEY BRAD Michael Jacoby 1.8249653799533987E8 79320.4251 3 US183900100000424046 44 SINCOCK CRAIG Michael Jacoby 1.7226060122136003E8 162253.179 85 US183900100000164045 45 CHANG LU PI-YU Convey 1.716151017026E8 116567.453 00000001 US183900100000156720 46 VETLESEN G UNGER Terrence Tangney 1.7035652318081003 E8 80613.56762 US183900100000156618 47 DANA ARTHUR D Elizabeth Payne 1.6605352898716003E8 187452.487 26999998 US183900100000409152 48 HALL GEORGE Rosemary Vrablic 1.6126725043850002E8 26 7552.34511999995 US183900100000424687 49 BOLLAG MICHAEL Rosemary Vrablic 1.5768885783067E8 81 418.56976 US183900100000156808 50 WEILER/ARNOW Terrence Tangney 1.5407464887061E8 12 1000.53365999999 Top 50 Relationships Total: 1.7286073881224533E10 5.079740397008001E7 EFTA01478891 Revs Product Top 50 WM Banker Relationships by Revenue Type April YTD 2014 GMIS Relationship Id* Rev. Rank Relationship Banker Apr YTD Revs CBVs 0S183900100000408878 1 ICAHN & FAMILY Rosemary Vrablic 7519089.158140001 1. 2754988552532701E9 0S183900100000406960 2 KROENKE GROUP Rosemary Vrablic 6999135.291320004 2. 937851056076081E9 0S183900100000420636 3 HARBOURVEST PARTNER Joanne Jensen 4464280.876390001 3. 3085758522109E8 US183900100000413014 4 PERELMAN RONALD Rosemary Vrablic 3820865.7088900004 5. 458395924158901E8 US183900100000410364 5 ARCLIGHT ENERGY PTN Rosemary Vrablic 3254561.67709 3. 724871033764099E8 0S183900100000409903 6 GALLAGHER ENTERPRIS Michael E. McCarthy 2624999.9976500003 0.99817 US183900100000I75329 7 HIRTLE CALLAGHAN & Terrence Tangney 2330636.933040002 1.7226060122136003E8 US183900100000410285 8 FIRST RESERVE Rosemary Vrablic 2127936.0459600003 1. 8926090395042E8 US183900100000419927 9 LONE STAR FUNDS Rosemary Vrablic 2000136.46775 3.16429310 79719996E8 0S183900100000454153 10 WOLFSON Joanne Jensen 1843629.5981899993 2.7211009796365005 E8 US183900100000475760 11 PIMCO Rosemary Vrablic 1794885.0190699997 2.04605770 42830002E8 U5183900100000410560 12 WASSERMAN ALAN Joanne Jensen 1787607.0531800005 3.81999481 4740301E8 U5183900100000464737 13 GS CAPITAL PARTNERS Rosemary Vrablic 1393151.79736 1. 8921678230802E8 U5183900100000410371 14 KUEHNER CARL Joanne Jensen 1370391.4266 1.3949000003099E8 U5183900100000408989 15 SILLERMAN ROBERT FX Terri Sohrab 1323765.10488 4.76259466 11214006E8 US183900100000408665 16 CAMBAY GROUP Mark Westhoff 1183513.5795 7.03061776236E7 US183900100000412678 17 BURKLE RONALD Susan Burnett 1150933.7029900001 2.42643894 07850996E8 US183900100000408755 18 MURDOCK FDTN Cheryl Paller 1147101.7495600001 1.00000000 0074E8 US183900100000436594 19 SIMON HERBERT Rosemary Vrablic 1058490.08362 2.20036964 60184E8 U5183900100000463718 20 BASILE SILVERIO Convey 1047395.39218 0 U5183900100000433277 21 GOLUB CAPITAL Malcolm Kimble 1040027.0949000001 1.21579080 54117998E8 US183900100000413182 22 LOEB DANIEL S Rosemary Vrablic 999999.9965 0 US183900100000420017 23 AMIDI RAHIM Cheryl Paller 964971.5116699999 1.34314763 31386E8 US183900100000406469 24 DECCAN Maryann Coleman 862912.1827 10628.785 US183900100000489967 25 STARWOOD CAPITAL GR Rosemary Vrablic 822782.8808500001 5.301425915269001E7 US183900100000471031 26 TRUMP DONALD J Rosemary Vrablic 821987.6052599997 2. 0361229119531998E8 0S183900100000408982 27 GOLDENTREE Terri Sohrab 782886.5775800002 1.23398353 55576007E8 US183900100000472795 28 CARLYLE REALTY PART Joanne Jensen 772645.1213199999 1. 2067859817912999E8 US183900100000469434 29 GAPSTOW Mark Gonzalez 768962.17866 9.207109453468001E7 US183900100000409565 30 RELATED COMPANIES Rosemary Vrablic 749862.2838699999 6.411032856644797E8 US183900100000420589 31 UNITED STATES POWER Rosemary Vrablic 649986.37653 9. 020647229245001E7 US183900100000473215 32 CERBERUS CAPITAL George Zahringer 597340.39678 0 US183900100000251053 33 TEMPLETON JOHN Maryann Coleman 561786.30492 0 US183900100000406719 34 SOHACHESKI JAIME Deirdre Judge 516353.29456999997 5. 26627931009E7 US183900100000401519 35 KOCH CHARLES David Rodin 494465.07534999994 3.59122907 6156E7 U5183900100000409003 36 CARLYLE GROUP Joanne Jensen 479273.25042999996 2.20519555 0748E7 US183900100000478395 37 BROOKFIELD Joanne Jensen 476504.6089500001 1.11599124 51904002E8 U5183900100000156799 38 ARKELL/STOCKMAN Elizabeth Payne 474447.51051999995 2.02317553 6433E8 U5183900100000472706 39 THE PRICE GROUP Carolin Botzenhard 453368.49763 0 US183900100000251600 40 CASE STEPHEN Russell Daulton 453334.26411 1.3120336831830001 E8 U5183900100000409091 41 FOX ALAN Deirdre Judge 442782.0260099999 6.32700766 8484E7 EFTA01478892 0S183900100000409138 42 PRINCIPLES OF AQUIL Joanne Jensen 432392.0629599998 2. 4402816926698986E8 US183900100000489225 43 GNLC HOLDINGS INC Malcolm Kimble 426199.39713 2.78468259 45918E8 US183900100000481981 44 CAMEEL HALIM Michael E. McCarthy 416251.35771 9.57280959 0473E7 US183900100000421571 45 APOLLO INVESTMENT F Terri Sohrab 405494.31068 1.25245284 91841E8 0S183900100000451171 46 FRENKEL Judith Webster 342344.34001000004 0 0S183900100000169408 47 MARRIOTT JOHN W Convey 329608.22954999993 2.99618675 84555E8 0S183900100000410461 48 CHARTOUNI FOUAD Rosemary Vrablic 327187.55877 1.90369621 78032E8 0S183900100000419578 49 KROLL JULES Joanne Jensen 319456.09304999985 7.90649201 6780998E7 0S183900100000173755 50 TOW LEONARD Malcolm Kimble 317484.73527 5.134020503063899E 8 Grand Total Top 50 Relationships Total: 6.774560378759998E7 1.246208471133772E10 EFTA01478893