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osits Bommer, Scott 9/30/2015 25 BPS 40 100000 Paul Morris Residential Mortgage Bommer, Scott 9/30/2015 0000 BPS 100 250000 Paul Morris Bronfman, Edgar Bronfman, Edgar 9/30/2015 25 25000000 BPS 40 100000 Paul Morris Deposits Bryant Jr., Donald 9/30/2015 terest 10000000 Loan Bulloch,
75379 Pipeline- Full Opportunity Name Customer Name Close Date (%) cture BPS/Flat Fee Actual Revenue Sales Team Member KCP Private Markets Aspen Grove Capital, LLC 9/30/2015 ns) 15000000 BPS 5 7500 Paul Morris Benefit Street Partners- Benefit Street Partners 9/30/2015 ing (Secured) 30000000 BPS
osits Bommer, Scott 9/30/2015 25 BPS 40 100000 Paul Morris Residential Mortgage Bommer, Scott 9/30/2015 0000 BPS 100 250000 Paul Morris Bronfman, Edgar Bronfman, Edgar 9/30/2015 25 25000000 BPS 40 100000 Paul Morris Deposits Bryant Jr., Donald 9/30/2015 terest 10000000 Loan Bulloch,
75574 Pipeline- Full Opportunity Name Customer Name Close Date (%) cture BPS/Flat Fee Actual Revenue Sales Team Member KCP Private Markets Aspen Grove Capital, LLC 9/30/2015 ns) 15000000 BPS 5 7500 Paul Morris Benefit Street Partners- Benefit Street Partners 9/30/2015 ing (Secured) 30000000 BPS
Introduction BRIGHT GROUP RELATIONSHIP Bright Group 3/31/2016 th Premium Money Market 0 Stewart Oldfield Banking BRONFMAN, EDGAR RELATIONSHIP Bronfman, Edgar 3/31/2016 10 um Checking w/Interest 25000000 BPS 40 100000 Paul Morris Muni Portfolio CAVALRY RELATIONSHIP Cavalry Portfolio Services,
DEN ASSET MGMT RELATIONSHIP Arden Asset ate Wealth Premium Money Market 0 Stewart Oldfield KCP Private Markets ASPEN GROVE CAPITAL RELATIONSHIP Aspen Grove Capital, LLC /2016 25 Brokerage (Commissions) 15000000 BPS 5 7500 Paul Morris Introduction BAKHSHANDEHPOUR, SAM RELATIONSHIP Bakhshandehpour, Sam
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