EFTA01454714
Extracted Text (OCR)
Related Documents (6)
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Sheet1 Metropolitan Opera Opening Night AWM Client Nominations *Check with Eduardo Pieta Monday September 22, 2014 36 TICKETS IN TOTAL: 18 tickets total requested for WM US/Latam 8 tickets total requested for WM EMEA NOT BEING USED BY WM EMEA 8 tickets total requested for Internal hosts SUM(B14:B66)=16 F67=84 Bus Line First Last Total Title Company DB Rep Guest Name Wealth Mgmt Accepted 2 Yes May request not Accepted 2 ckson Yes Accepted 2 , Bradley Gillin, Accepted 2
From: Joshua Schmell
EFTA Document EFTA01811621
EFTA01811621
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report1420653544161 >25% Pipeline Customer Name Opportunity Name ue Revenue Wanek Trust of 2000 Brokerage ns) 5000000 - 0 Wanek, Karen A. JTWROS Brokerage ns) 5000000 - 0 Black, Leon D. KCP Proposal 0.75 Brokerage (Commissions) 50000000 Patriot Strategy Partners Patriot Strategy Partners- Proposal 0.75 ommissions) 25000000 50000 50000 PRODUCT(D6,H6)=37500 Southern Financial LLC Additional Brokerage Business Committed-Not Funded 0.75 ommissions) 75000000 2000000 2
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