7
Shared Docs
7
Same-Page
7 / 7
Mentions
50 WM Banker Relationships by Revenue May YTD 2014 GMIS Rev. Rank Relationship Banker May YTD Revs CBVs ex Custody Comments 1 ICAHN & FAMILY Rosemary Vrablic 9,386,809 1,275,592,449 2 KROENKE GROUP Rosemary Vrablic 8,663,916 2,916,514,666 3 HARBOURVEST PARTNER Joanne Jensen 5,626,478 427,926,770
sen 590,019 28,004,000 35 ARKELLATOCKMAN Elizabeth Payne 589,128 205,880,390 36 FOX ALAN Deirdre Judge 568,425 72,708,359 37 CAMEEL HALIM Michael E. McCarthy 551,742 94,662,308 38 PRINCIPLES OF AQUIL Joanne Jensen 542,350 244,027,000 39 APOLLO INVESTMENT F Terri Sohrab 530,271 125,282,515 40 GNL
50 WM Banker Relationships by Revenue May YTD 2014 GMIS Rev. Rank Relationship Banker May YTD Revs CBVs ex Custody Comments 1 ICAHN & FAMILY Rosemary Vrablic 9,386,809 1,275,592,449 2 KROENKE GROUP Rosemary Vrablic 8,663,916 2,916,514,666 3 HARBOURVEST PARTNER Joanne Jensen 5,626,478 427,926,770
sen 590,019 28,004,000 35 ARKELLATOCKMAN Elizabeth Payne 589,128 205,880,390 36 FOX ALAN Deirdre Judge 568,425 72,708,359 37 CAMEEL HALIM Michael E. McCarthy 551,742 94,662,308 38 PRINCIPLES OF AQUIL Joanne Jensen 542,350 244,027,000 39 APOLLO INVESTMENT F Terri Sohrab 530,271 125,282,515 40 GNL
Top 50 WM Relationships by Revenue May YTD 2014 GMIS Rev. Rank Relationship Banker Sub-GMT May YTO Revs CBVs (ex Custody) 1 ICAHN & FAMILY Rosemary Vrablic PB 9,386,809 1,275,592,449 2 KROENKE GROUP Rosemary Vrablic PB 8,663,916 2,916,514,666 3 R006965312 RICHARDS CIAMPI / LOBKLOWICZ PCS 8,22
95 127,214,628 27 ARKELL/STOCKMAN Elizabeth Payne PB 589,128 205,880,390 28 FOX ALAN Deirdre Judge PB 568,425 72,708,359 29 CAMEEL HALIM Michael E. McCarthy PB 551,742 94,662,308 30 PRINCIPLES OF AQUIL Joanne Jensen PB 542,350 244,027,000 31 R002325353 - KADISHA NE FAGELLA/PACE PCS 527,489 64
0000408984 36 563.821879999996 0S183900100000410461 37 7187.55877 Relationships by CBVs CBV Rank Relationship Banker CBVs 1 KROENKE GROUP Rosemary Vrablic Apr YTD Revs 2.937851056076081E9 69 ICAHN d FAMILY Rosemary Vrablic 1.2754988552532701E9 75 RELATED COMPANIES Rosemary Vrablic 6.41103285664
GALLAGHER ENTERPRIS HIRTLE CALLAGHAN & Revs CBVs 7519089.158140001 6999135.291320004 4464280.876390001 3820865.7088900004 Rosemary Vrablic Michael E. McCarthy Terrence Tangney FIRST RESERVE Rosemary Vrablic 2127936. LONE STAR FUNDS Rosemary Vrablic 2000136. WOLFSON Joanne Jensen 1843629.5981899993
ab 2017 1 1/5/2007 Allen, Paul Gardner Russell Daulton 2017 1 12/8/2009 Desnick, James Rosemary Vrablic 2017 1 7/22/2008 Desnick, Ahuva Rosemary Vrablic 2017 1 7/29/2014 DEG Capital G.P. 1 Inc. Terrence Tangney 2017 1 9/17/1997 Big River Real Estate, LLC Brian Convey 2017 1 12/31/2007 Th
s Fund I LP Joanne Jensen 2017 1 9/25/2014 Arbiter Special Opportunities Fund II LP Joanne Jensen 2017 1 9/25/2014 Zisook Enterprises L.P. Michael E. McCarthy 2017 1 10/7/2014 Michelle Desnick Minority Trust dtd 8/14/89 Rosemary Vrablic 2017 1 9/16/2014 Jordan Desnick Minority Trust INOMPIANINI R
1 4/16 /1991 Armen Brash, Andrew Galivan, Michael J. Davis, Michael Jacoby US-Onshore Lone Star Real Estate Fund II (U.S.), L.P. 00000467286 Rosemary Vrablic 2015 1 8/18/2011 Armen Brash, Andrew Galivan, Michael J. Davis, Michael Jacoby US-Onshore Institute for the Preservation of Arts and Culture Li
voicemail. 1 6/8/ 2006 Armen Brash, Andrew Galivan, Michael J. Davis, Michael Jacoby US-Onshore National Academy Of Engineering Fd 00000114768 Michael E. McCarthy 2016 1 /1991 Armen Brash, Andrew Galivan, Michael J. Davis, Michael Jacoby US-Onshore MST TRUST dtd 03/13/2000 00000219918 Carolin Botzenhard
comes first. Kimberly Hart 2 Kim Hart, An drew Galivan, Michael J. Davis, Michael Jacoby COVERAGE-Domestic Fund and Subscription Finance Client Rosemary Vrablic 2/13 /2015 30-day temp exception for IRS letter confirming tax exempt status. Andrew F. Gallivan 16 Kim Hart, Andrew Galivan, Michael J. Davis,
eed Update - There is remaining balance. ACU Can't be closed remaining balance ($263.16) to be transferred out by Trust Officer Haesemeyer, Craig Michael E. McCarthy HAESEMEYER, CRAIG RELATIONSHIP 7/17 /2013 On July 17, 2013, Mike McCarthy and Janet Sible spoke with Wendy to review the outstanding d ocuments n
Entities connected to both Rosemary Vrablic and Michael E. McCarthy

Prince Andrew
PERSONTerri Sohrab
PERSON
Paul Morris
PERSON
Martha Stewart
PERSONJoanne Jensen
PERSON
Stewart Oldfield
PERSON
Stephen Hawking
PERSONTerrence Tangney
PERSONSusan Burnett
PERSONGeorge Zahringer
PERSONDeirdre
PERSON
Prince Charles
PERSONMary Ann Coleman
PERSON
Donald Trump
PERSONRussell Daulton
PERSONMalcolm Kimble
PERSON
Barry Diller
PERSONCheryl Paller
PERSONElizabeth Payne
PERSON
Alan Dershowitz
PERSON