EFTA01421025.pdf

2018 Account Planning RM contribution Relationship Name: Dzialga Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Brian Harrington DPM: KCP: Tazia Smith Lending: Trust/Custody: WPS: Deposits: Stewart Oldfield Other: Client Profile Mark Dzialga serves as Co-Chairman of General Atlantic's Investment Committee, managing all of the firm's global investment activities. He also serves on the firm's Executive Committee. Mark was instrumental in building out GA's Business Services and Healthcare sectors, developing global strategy and insight for each and leading numerous GA investments including Genpact, Schaller Anderson and Emdeon.Mark is currently a director of Aimbridge Hospitality, Citco, CLEAResult, Mu Sigma, EN Engineering, and GIS, and has been a director of public and private GA investments including Genpact, Emdeon, Exult, Daksh, Talus, MultiPlan, UPromise, Schaller Anderson, Network Solutions and Webloyalty. Before joining GA in 1998, Mark was co-head of the High Technology Merger Group at Goldman Sachs, where he advised many of the firm's technology clients on mergers, acquisitions and restructurings.Mark holds a B.S. degree from Canisius College and an M.B.A. from the Columbia Business School. He serves on the Columbia Business School Board of Overseers as well as the Board of Trustees for the Brunswick School in Greenwich, Connecticut. This relationship was established and by banker Stewart Oldfield in June 2014 where Mark Dzialga currently has a KCP account with a market value of $172. The primary contact for this relationship is Mark Dzialga. Opportunities and Challenges {Please add a narrative on the client here, based on what you know and your relationship which could include any or all of the below which is meant to be a guide} [Type here] What are the key opportunities to grow the relationship? What are the Customer's financial objectives? What issues and/or challenges is the Customer facing? What are the key roadblocks to giving DB more business? EFTA01421025 Confidential Confidential Confidential EFTA01421026