EFTA Document EFTA01414713

2018 Account Planning Financials Relationship Name Banker Team 1. CRM Rel. ID Number SOUTHERN FINANCIAL 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 $100 - 500 M Tier 2 Breath of Client Needs (4 products) 43,102 Revenue Potential ($m p.a.) >$500K 0 Epstein began his financial career in 1976 as an options trader at Bear Stearns and b