EFTA Document EFTA01414711
2018 Account Planning Financials Relationship Name Banker Team 1. CRM Rel. ID Number THIRD LAKE CAPITAL 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 $100 - 500 M Tier 3 Breath of Client Needs (4 products) 1 - 2 Revenue Potential ($m p.a.) 0 Investment; Inheritance / Gifts Karen's source of wealth is her husband Todd Wanek, CEO of As
Summary
2018 Account Planning Financials Relationship Name Banker Team 1. CRM Rel. ID Number THIRD LAKE CAPITAL 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 $100 - 500 M Tier 3 Breath of Client Needs (4 products) 1 - 2 Revenue Potential ($m p.a.) 0 Investment; Inheritance / Gifts Karen's source of wealth is her husband Todd Wanek, CEO of As
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