EFTA Document EFTA01414723

2018 Account Planning Financials Relationship Name Banker Team 1. CRM Rel. ID Number DEERING/CROSBY Team New York12 Stewart Oldfield dbForce Date Relationship Net Worth Relationship Investable Assets Relationship Classification Source of Wealth Description of Wealth/Entity Assets $100 - 500 M $50 - 100 M Tier 2 Breath of Client Needs (# products) 0 Revenue Potential ($m p.a.) 0 $50 - 100K 0 Relationship Segment Relationship Segment Description Industry Group Industry 0