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off dbForce just now. Look correct? It's pulling 2 opportunities from Ed Finley when I filter for you and Stewart - should those be removed? From: Paul Morris Sent: Monday, February 01, 2016 10:24 AM To: Melinda Roy Subject: RE: today [I] Classification: For Intonel use only You should be able to acces
From: Sent: To: Subject: Attachments: Melinda Rom 2/1/2016 10:35:36 AM Paul Morris RE: today II] Pipeline 2.1.2016.pdf Classification: For Internal use only I pulled this off dbForce just now. Look correct? It's pulling 2 opport
I] Pipeline 2.1.2016.pdf Classification: For Internal use only I pulled this off dbForce just now. Look correct? It's pulling 2 opportunities from Ed Finley when I filter for you and Stewart - should those be removed? From: Paul Morris Sent: Monday, February 01, 2016 10:24 AM To: Melinda Roy Subject:
10 10 10 10 25 10 50 10 75 0 10 10 EFTA01477094 0 0 10 50 50 75 0 0 Q1-2015 Q1-2015 1141 12/17/2012 Ed Finley 105 10/19/2015 Paul Morris 139 9/15/2015 Paul Morris 9/1/2015 Paul Morris Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015
10 75 0 10 10 EFTA01477094 0 0 10 50 50 75 0 0 Q1-2015 Q1-2015 1141 12/17/2012 Ed Finley 105 10/19/2015 Paul Morris 139 9/15/2015 Paul Morris 9/1/2015 Paul Morris Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015
0 0 25 50 25 50 0 10 10 10 10 25 10 50 10 75 0 10 10 EFTA01477094 0 0 10 50 50 75 0 0 Q1-2015 Q1-2015 1141 12/17/2012 Ed Finley 105 10/19/2015 Paul Morris 139 9/15/2015 Paul Morris 9/1/2015 Paul Morris Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015
Subject: RE: today I From: Melinda Roy Date: Mon, 01 Feb 2016 10:35:36 -0500 To: Paul Morris ‹ > Classification: For internal use only I pulled this off dbForce just now. Look correct? It's pulling 2 opportunities from Ed Finley when I filte
off dbForce just now. Look correct? It's pulling 2 opportunities from Ed Finley when I filter for you and Stewart — should those be removed? From: Paul Morris Sent: Monday, February 01, 2016 10:24 AM To: Melinda Roy Subject: RE: today [I] Classification: For internal use only You should be able to acce
500 To: Paul Morris ‹ > Classification: For internal use only I pulled this off dbForce just now. Look correct? It's pulling 2 opportunities from Ed Finley when I filter for you and Stewart — should those be removed? From: Paul Morris Sent: Monday, February 01, 2016 10:24 AM To: Melinda Roy Subject:
financials earlier today which Dario and answered. Haig reached out to him yesterday and I emailed with him. Paul also reached out to Ed Finley and Paul Morris to have lunch with them this week. will speak with both of them tomorrow, although we've already had several conversations about Paul. Barrett sti
ons about AWM financials earlier today which Dario and answered. Haig reached out to him yesterday and I emailed with him. Paul also reached out to Ed Finley and Paul Morris to have lunch with them this week. will speak with both of them tomorrow, although we've already had several conversations about Pa
4,227,223 3,456,378 15,799,714 7,683,601 195% Paller/Gray 15,500,000 8,816,142 17,632,284 2,132,284 2,501,413 20,133,697 4,633,697 130% Paul Morris 2,000,000 302,777 605,553 (1,394,447) - 605,553 (1,394,447) 30% Rob Kerr 1,000,000 209,207 418,414 (581,586) 3,956 422,370 (577,630)
0 (1,291,670) 109,104 7,817,434 (1,182,566) 87% Deirdre Judge 8,000,000 3,500,942 7,001,884 (998,116) 1,321,255 8,323,139 323,139 104% Ed Finley 2,000,000 234,331 468,663 (1,531,337) 504,507 973,169 (1,026,831) 49% George Zahringer 10,000,000 3,223,727 6,447,453 (3,552,547) - 6,
DBNTC 0 PB Susan Burnett Tazia Smith PB 0 Tazia Smith PB 0 n Tazia Smith >50% DBNTC 0 Y Tazia Smith >50% DBSI 1 Tazia Smith PB Paul Morris PB George Zahringer Paller/Gray Los Paller/Gray Los Los Angeles >2bn George Zahringer Herlihy/Lok San PB Ed Lok San PCS Brad LaConte
SHIP Client n David Mann PB Mary Ann Coleman New York >500mm >50mm 0 n DBTCA 0 31 BAINUM, STEWART RELATIONSHIP Client n David Mann PB Ed Finley New York >500mm >50mm >lmm 0 Y DBTCA 0 32 SAPIR, ALEX REALTIONSHIP n 0 0 33 RONEN, ROTEM RELATIONSHIP n 0 0 34 MAKIN, SCOTT RELAT
11, The $5MM was brought in by Ed Finley and although the account was transferred to Paul Morris, Paul does not get credit for assets booked prior to taking over the account. Paul will get credit for business that is booked while the account is
11, The $5MM was brought in by Ed Finley and although the account was transferred to Paul Morris, Paul does not get credit for assets booked prior to taking over the account. Paul will get
organ Byrd < > wrote: Classification: For Internal use only JJ, The 55MM was brought in by Ed Finley and although the account was transferred to Paul Morris, Paul does not get credit for assets booked prior to taking over the account. Paul will get credit for business that is booked while the account is
e revenue coming from? On Oct 23, 2015, at 10:20 AM, Morgan Byrd < > wrote: Classification: For Internal use only JJ, The 55MM was brought in by Ed Finley and although the account was transferred to Paul Morris, Paul does not get credit for assets booked prior to taking over the account. Paul will get
Entities connected to both Paul Morris and Ed Finley

Martha Stewart
PERSON
Stewart Oldfield
PERSONDeutsche Bank Securities Inc.
ORGANIZATIONJj Litchford
PERSON
Prince Andrew
PERSON
Melinda Gates
PERSON
Barry Diller
PERSONAndrew Gallivan
PERSONSusan Burnett
PERSON
Wilbur Ross
PERSONMary Ann Coleman
PERSONRobert Leidy
PERSONJensen/Shaw
ORGANIZATIONPaller/Gray
ORGANIZATIONMcCluskey
PERSONEd Maier
PERSONJeff Neal
PERSONBrad LaConte
PERSONSomerset Partners
ORGANIZATIONDorrance Family Foundation
ORGANIZATION