Case File
efta-efta01414721DOJ Data Set 10CorrespondenceEFTA Document EFTA01414721
Date
Unknown
Source
DOJ Data Set 10
Reference
efta-efta01414721
Pages
0
Persons
0
Integrity
No Hash Available
Loading PDF viewer...
Extracted Text (OCR)
EFTA DisclosureText extracted via OCR from the original document. May contain errors from the scanning process.
2018 Account Planning
Financials
Relationship Name
Banker Team
1. CRM
Rel. ID Number
ELYSIUM MANAGEMENT
Team New York12
Stewart Oldfield
dbForce Date
Relationship Net Worth
Relationship Investable Assets
Relationship Classification
Source of Wealth
Description of Wealth/Entity Assets
>$500 M
5100 - 500 M
Tier 2
Breath of Client Needs (4 products) 1 - 2
Revenue Potential ($m p.a.)
>$500K
Salary / Earnings; Investment; Business Owner
Mr. Black is the Chairman of the Board, Chief Executive Officer and a Director of Apollo Global Mana
gement, LLC and a Managing Partner of Apollo Management, L.P. which he
founded in 1990. From 1977 to 1990, Mr. Black worked at Drexel Burnham Lambert Incorporated, where h
e served as Managing Director, head of the Mergers a Acquisitions
Group and co-head of the Corporate Finance Department.
Relationship Segment
Relationship Segment Description
Industry Group
Industry
ntrepreneur
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
SD Central Mgt
otal L&D
apital Markets
PM
ustody only
ealth Planning Solutions
and Solutions
AM
ther
otal GPS
arterships
otal
ov -16
EFTA01414721
ov -17
1,980
1,980
71,850
71,850
53,830
BV
ov-16
9,520
9,520
10,520
10,520
90,040
2,810
,230
ov-17
NA YTD
ov-16
ov-17
NL YTD
ov-16
inancial Ranking (by all Relationships in GMT Americas)
Revenue Rank
4,987
CBV Rank
2,514
Strictly Confidential
EFTA01414722
Related Documents (6)
DOJ Data Set 10OtherUnknown
EFTA01374389
1p
DOJ Data Set 10OtherUnknown
EFTA01403499
5p
DOJ Data Set 10CorrespondenceUnknown
EFTA Document EFTA01429752
0p
DOJ Data Set 10OtherUnknown
EFTA01356272
1p
DOJ Data Set 10OtherUnknown
EFTA01370158
1p
Dept. of JusticeOtherUnknown
EFTA Document EFTA01362052
From: Cynthia Rodriguez Sent: 6/27/2017 10• To: sigver dbgps CC: Stewart Oldfield Mitchell l; Teresa Metallo Julian J Leff -l; Kavish Sharma I; Bradley Gillin Subject: RE: EMS/270617970591: Check Referral - Acct Okay to post Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue. 24th Fl 10154-0004 New York. NY, USA Lisa-M Ramos ; Uplabdhi Singh ; William-M Finn ; Jo
1p
Forum Discussions
This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.
Annotations powered by Hypothesis. Select any text on this page to annotate or highlight it.