EFTA01369982.pdf

2018 Account Planning than/bats Relationship Name DEERING/CROSBY Banker Team Yearn hew Yo k12 1. CAM Stewart Otdhcid Rel. ID Number Relationship Net Worth SIC.) KO 1.• Relationship Segment 0 Relationship Investable Assets 550- 100 NI Relationship Sernent Description RelationsNp Classification Ties 2 Industry Group 0 Breath of Client Needs Pr products) 0 Industry 0 Revenue Potential ($rn pa) 550. 3001( Source of Wealth 0 Description ot Wealth/Entity Assets IForbes40D Ranking (as ot Noy 2017)/ Public Mouth Forbin 430 Rank 0 Net Worth 0 SO1 16O,4,4O4 ,a0 AtiiidwinD CSV MINIM Meal V10 Nor-17 Nov-16 Nomll Nov-I6 Nov-17 Nov.I6 No..I 7 Now-16 enclug Other Structured 113.66/1 0 0 0 ming Mortgages 0 0 0 17.639,454 enthng Lombard 16931 35.289 8.271.509 0 lending Structured Solutions 0 Fatal Lending 114.1531 35,289 8.271.509 17.689.454 Deposits 861 11,916 165940 4.759,944 SD CenralMgt 0 0 Capital Markets 3,332 1.715 56,022.947 43.638,018 DPM D 0 0 0 Custody only Cl 4 Wealth Planning Solutions 0 0 0 fund Solutions 1.597 8.730 48.987.568 42380,459 .0%All. 0 0 0 0 L„41 0 0 MMOn 11,9351 16.020 WI Thigii.SIMMOISIMINIIMIIIIIIIIIL : 0 0 um RomaniPath( ($ 41114800mIllps MOIR Swam) Refer., Nark OW Rank Stnr.ty Con4dontml CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0062525 CONFIDENTIAL SDNY GM_00208709 EFTA01369982