EFTA Document EFTA01378926

2017, ending year with $82mm in DBNY deposits. Have opened 16 more accounts for third generation of family and gained another S40mm in 2018. Total assets here are $122mm. Ashley Furniture - strong relationship with founding family (Wanek/Third Lake) led to introduction to corporate treasury staff. Won $175mm mandate for long-dated DBNY CDs. Lots more opportunity for GTB and credit over the coming months. Southern Financial - one of the most complicated client situations I've seen. They have