EFTA Document EFTA01414715

2018 Account Planning Financials Relationship Name Banker Team 1. CRM Rel. ID Number LINDEMANN JR GEORGE 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 $50 - 100 M Tier 1 Breath of Client Needs (# products) 1 - 2 Revenue Potential ($m p.a.) 0 $100 - 250K 0 Relationship Segment Relationship Segment Description Industry Group Indust