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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
lcolm Kimble 303,266 558,305,596 Add to Top 50 list 47 SOUTHERN FINANCIAL Paul Morris 296,348 222,667,130 Add to Top 50 list 48 SINCOCK CRAIG Michael Jacoby 202,673 171,582,948 Add to Top 50 list 49 STERN ED Maryann Coleman 142,434 357,080,564 Add to Top 50 list 50 ELLISON) Russell Daulton (80,70
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
lcolm Kimble 303,266 558,305,596 Add to Top 50 list 47 SOUTHERN FINANCIAL Paul Morris 296,348 222,667,130 Add to Top 50 list 48 SINCOCK CRAIG Michael Jacoby 202,673 171,582,948 Add to Top 50 list 49 STERN ED Maryann Coleman 142,434 357,080,564 Add to Top 50 list 50 ELLISON) Russell Daulton (80,70
CBVs Product Top 50 WM Banker April YTD 2014 GMIS Relationship Id* US183900100000406960 99135.291320004 0S183900100000408878 2 19089.158140001 0S183900100000409565 3 8
99 US183900100000175329 42 HIRTLE CALLAGHAN & Terrence Tangney 1.8624096026737002 E8 2330636.933040002 US183900100000221685 43 KELLEY BRAD Michael Jacoby 1.8249653799533987E8 79320.4251 3 US183900100000424046 44 SINCOCK CRAIG Michael Jacoby 1.7226060122136003E8 162253.179 85 US1839001000001640
Entities connected to both WM Banker and Michael Jacoby
Rosemary Vrablic
PERSON
Stephen Hawking
PERSON
Prince Charles
PERSONMark Westhoff
PERSON
Paul Morris
PERSONDeirdre
PERSONJoanne Jensen
PERSON
Donald Trump
PERSON
Alan Dershowitz
PERSONKROENKE GROUP
ORGANIZATIONElizabeth Payne
PERSONRussell Daulton
PERSONSusan Burnett
PERSONCheryl Paller
PERSONDavid Rodin
PERSONHARBOURVEST
ORGANIZATIONSILLERMAN ROBERT FX
ORGANIZATIONMURDOCK FDTN
ORGANIZATIONGNLC HOLDINGS INC
ORGANIZATIONTerrence Tangney
PERSON