EFTA01414711.pdf

2018 Account Planning Financials Relationship Name Banker Team 1. CRM Rel. ID Number THIRD LAKE CAPITAL 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 $100 - 500 M Tier 3 Breath of Client Needs (4 products) 1 - 2 Revenue Potential ($m p.a.) 0 Investment; Inheritance / Gifts Karen's source of wealth is her husband Todd Wanek, CEO of Ashley Furniture (see his wealth profile) Relationship Segment Relationship Segment Description Industry Group Industry ntrepreneur ntertainment edia d Telecom orbes 400 Ranking (as of Nov 2017) / Public Records orbes 400 Rank et Worth $bn inancials in USD evenues YTD ov-17 ending Other Structured ending Mortgages ending Lombard ending Structured Solutions otal Lending eposits 4D Central Mgt otal L&D apital Markets PM ustody only ealth Planning Solutions and Solutions AM ther otal GPS arterships otal 65,351 65,351 65,351 ov-16 EFTA01414711 25,090 25,090 25,090 1,670,782 79 1,670,604 107,039,083) ov-17 1,670,782 1,670,782 BV ov-16 79 79 ov-17 NA YTD ov-16 ov-17 NL YTD ov-16 inancial Ranking (by all Relationships in GMT Americas) Revenue Rank 106 CBV Rank 119 Strictly Confidential EFTA01414712