Document Mentions (3 shared documents)

EFTA01460762

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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

24,610 95,860,954 28 UNITED STATES POWER 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 Daulto

EFTA01460765

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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

EFTA01478890

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CBVs Product Top 50 WM Banker April YTD 2014 GMIS Relationship Id* US183900100000406960 99135.291320004 0S183900100000408878 2 19089.158140001 0S183900100000409565 3 8

01E8 131659.183 WASSERMAN ALAN Joanne Jensen 3.819994814740301E8 1787607.05 ARCLIGHT ENERGY PIN Rosemary Vrablic 3.724871033764099E STERN ED Maryann Coleman 3.570773189663199E8 124375.129 MCGRAW D&A Michael Mullin 3.5323093919176E8 213022.098 HARBOURVEST PARTNER Joanne Jensen 3.3085758522109E8 44

Mutual Connections (46)

Entities connected to both WM Banker and Maryann Coleman

Elizabeth Payne