3
Shared Docs
3
Same-Page
3 / 3
Mentions
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
,027,000 39 APOLLO INVESTMENT F Terri Sohrab 530,271 125,282,515 40 GNLC HOLDINGS INC Malcolm Kimble 524,874 241,305,735 41 THE PRICE GROUP Carolin Botzenhard 453,368 42 CHARTOUNI FOUAD Rosemary Vrablic 430,811 190,373,834 43 MARRIOTT JOHN W Convey 399,592 300,304,329 44 TOW LEONARD Malcolm Kimbl
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
,027,000 39 APOLLO INVESTMENT F Terri Sohrab 530,271 125,282,515 40 GNLC HOLDINGS INC Malcolm Kimble 524,874 241,305,735 41 THE PRICE GROUP Carolin Botzenhard 453,368 42 CHARTOUNI FOUAD Rosemary Vrablic 430,811 190,373,834 43 MARRIOTT JOHN W Convey 399,592 300,304,329 44 TOW LEONARD Malcolm Kimbl
CBVs Product Top 50 WM Banker April YTD 2014 GMIS Relationship Id* US183900100000406960 99135.291320004 0S183900100000408878 2 19089.158140001 0S183900100000409565 3 8
Payne 494465.07534999994 479273.25042999996 476504.6089500001 474447.51051999995 3.59122907 2.20519555 1.11599124 2.02317553 THE PRICE GROUP Carolin Botzenhard 453368.49763 0 CASE STEPHEN Russell Daulton 453334.26411 1.3120336831830001 FOX ALAN Deirdre Judge 442782.0260099999 6.32700766 EFTA0147889
Entities connected to both WM Banker and Carolin Botzenhard
Cheryl Paller
PERSON
Prince Charles
PERSONRosemary Vrablic
PERSONTerrence Tangney
PERSON
Samantha Power
PERSON
Paul Morris
PERSONDeirdre
PERSONSusan Burnett
PERSONMichael E. McCarthy
PERSONMalcolm Kimble
PERSON
Alan Dershowitz
PERSONRussell Daulton
PERSON
Stephen Hawking
PERSON
Donald Trump
PERSONSIMON HERBERT
PERSONElizabeth Payne
PERSONJoanne Jensen
PERSONDavid Rodin
PERSONKROENKE GROUP
ORGANIZATIONHARBOURVEST
ORGANIZATION