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Rosemary Vrablic 802,127 93,840,701 29 CERBERUS CAPITAL George Zahringer 709,893 30 TEMPLETON JOHN Maryann Coleman 679,090 31 KOCH CHARLES David Rodin 617,552 36,252,006 32 SOHACHESKI JAIME Deirdre Judge 613,254 52,596,565 33 CASE STEPHEN Russell Daulton 591,295 127,214,628 34 BROOKFIELD
Top 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 Vra
Rosemary Vrablic 802,127 93,840,701 29 CERBERUS CAPITAL George Zahringer 709,893 30 TEMPLETON JOHN Maryann Coleman 679,090 31 KOCH CHARLES David Rodin 617,552 36,252,006 32 SOHACHESKI JAIME Deirdre Judge 613,254 52,596,565 33 CASE STEPHEN Russell Daulton 591,295 127,214,628 34 BROOKFIELD
Top 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 Vra
0 TEMPLETON JOHN Maryann Coleman 561786.30492 0 SOHACHESKI JAIME Deirdre Judge 516353.29456999997 5. KOCH CHARLES CARLYLE GROUP BROOKFIELD David Rodin Joanne Jensen Joanne Jensen ARKELL/STOCKMAN Elizabeth Payne 494465.07534999994 479273.25042999996 476504.6089500001 474447.51051999995 3.5912
CBVs Product Top 50 WM Banker April YTD 2014 GMIS Relationship Id* US183900100000406960 99135.291320004 0S183900100000408878 2 19089.158140001 0S183900100000409565 3 8
Entities connected to both David Rodin and WM Banker
Susan Burnett
PERSONRussell Daulton
PERSONRosemary Vrablic
PERSONDeirdre
PERSONCheryl Paller
PERSON
Stephen Hawking
PERSON
Paul Morris
PERSONGeorge Zahringer
PERSONMalcolm Kimble
PERSONMichael E. McCarthy
PERSONJoanne Jensen
PERSON
Alan Dershowitz
PERSON
Prince Charles
PERSON
Donald Trump
PERSONElizabeth Payne
PERSONTerrence Tangney
PERSONMaryann Coleman
PERSONKROENKE GROUP
ORGANIZATIONHARBOURVEST
ORGANIZATIONSILLERMAN ROBERT FX
ORGANIZATION