EFTA Document EFTA01359550
Southern Financial LLC salesforce.com - Unlimited Edition Page 6 of 12 Description Additional Brokerage Product Family Stage Close Date Total Assets Total Estimated Revenue Probability (%) Expected Revenue Lead Source Owner Full Name Won Fiscal Period Next Step Type Last Modified Date Description Brokerage Funds Product Family Stage Close Date Total Assets Total Estimated Revenue Probablity (%) Expected Revenue Lead Source Owner Full Name Won Fiscal Period Next St
Summary
Southern Financial LLC salesforce.com - Unlimited Edition Page 6 of 12 Description Additional Brokerage Product Family Stage Close Date Total Assets Total Estimated Revenue Probability (%) Expected Revenue Lead Source Owner Full Name Won Fiscal Period Next Step Type Last Modified Date Description Brokerage Funds Product Family Stage Close Date Total Assets Total Estimated Revenue Probablity (%) Expected Revenue Lead Source Owner Full Name Won Fiscal Period Next St
Ask AI About This Document
Extracted Text (OCR)
Technical Artifacts (2)
View in Artifacts BrowserEmail addresses, URLs, phone numbers, and other technical indicators extracted from this document.
esforce.comsalesforce.comRelated Documents (6)
EFTA Document EFTA01490821
J.P.Morgan JPMo an Chase Bank, N.A. New York, NY 10017-2014 0000000272.000 23 RRRRR BALER°, 2O10O4O4 Asset Account FINANCIAL TRUST COMPANY INC ACCT For the Period 7/1/10 to 7/31/10 J.P. Morgan Team Table of Contents Page Paul Morris Banker Account Summary 2 Jeffrey Matusow Investment Specialist Holdings Janet Young Client Service Team Equity 4 William Doherty III Client Service Team Cash and Short Term 6 Fixed Income 8 Options 11 Foreign Exchange Contracts 14 Other
EFTA Document EFTA01467969
Deutsche Bank Group Valuation Statement Request 182298 19 Mar 2014 SOUTHERN FINANCIAL, LLC As of 18 Mar 14 Deutsche Bank AG For Sales Inquiries Contact: Tazia Smith (Tel) (Email) For questions relati tement contact: Valuations NY (Tel) (Email) [email protected] SOUTHERN FINANCIAL, LLC To: Jabwcpa Gmail (Email) ,Harrybeller Gmail (Email) ,Richard Kahn12 (Email) Pinedo (Email) ,Vahe Stepanian Email ,Joseph Cothron (Email) Smith (Email) ,Amanda Kirb mai ,Paul Morris (Emai
EFTA Document EFTA01477343
Subject: RE: Updated Pi aline [C] From: Melinda Roy Date: Mon, 08 Feb : : - To: Stewart Oldfield < >, Paul Morris Classification: Confidential Here you go Original Message From: Stewart Oldfield Sent: Monday, February 08, 2016 11:22 AM To: Paul Morris; Melinda Roy Subject: RE: Updated Pipeline [C] Classification: Confidential No, let's do that. Sapir S10mm loan L+160 15bps upfront Syr loan 75% probability Original Message From: Paul Morris Sent: Monday, February 08,
EFTA Document EFTA01456109
r e an raup': SOUTHERN FINANCIAL, LL. Request 182298 As of 26 Nov 14 Deutsche Bank AG For Sales Inquiries Contact Tazia Smith (re' (Email) For questions relating to this statement contact Valuations NY (Tel) (Firm) SOUTHERN FINANCIAL, LLC To: Jabwcpa Gmail (Email) Richard Kahn12 (Email) Tazia Smith (Email) Amanda Kirby (Email) Gedeon Pinedo (Email) Vahe Stepanian (Email) .Paul Morris (Email) Daniel Sabba (Email) Joseph Cothron (Email) 26 Nov 2014 Page 1 Of 2 Fx Rates US
KYC Print
DOJ EFTA Data Set 10 document EFTA01299082
EFTA Document EFTA01344572
From: Diego Galan/db/dbcom To: Paul Morris/db/dbcom@DBAMERICAS, Cc: Amanda Kirby/db/dbcom@DBAMERICAS Date: 12/03/2013 03:17 PM Subject: Re: Success Story for this coming Thursday USPB It Banker meeting [I] Classification: For internal use only Thanks Paul. Please take a look at the attached page and let me know if you have any comments. Also, can you mention a few aspects of the DB Product Platform and KCP offering that were attractive to the client vs. 7P Morgan offering? Thanks,
Forum Discussions
This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.