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font, Philppe Deposits Developed 0000 40 100000 PRODUCT(D41,H41)=25000 Lawrence, Bryan Banking Developed 0.25 80000 PRODUCT(D42,H42)=20000 Meister, Robert A. Meister, Robert A.- ing w/Interest 10000000 40 40000 Meister, Todd Meister, Todd- Developed 000 100 70000 PRODUCT(D44,H44)=17500
report1420653544161 >25% Pipeline Customer Name Opportunity Name ue Revenue Wanek Trust of 2000 Brokerage ns) 5000000 - 0 Wanek, Karen A. JTWROS Brokerage ns) 5000000 - 0 Black, Leon D. KCP Proposal 0.75 Brokerage (Commissions) 50000000 Patriot Strategy Partners Patri
a 12/31/2015 75 Brokerage 10000000 BPS 20 20000 Morris 1 IF(G6="BPS",16*(K6/12),16)=1666.6666666666665 IF(G6="BPS",16,0)=20 000 Deposits Meister, Todd 12/31/2015 75 Money Market 10000000 BPS 35 35000 Morris 1 IF(G7="BPS",17*(K7/12),17)=2916.6666666666665 IF(G7="BPS",17,0)=35000 Phoe
2/31/2015 75 Structured Notes 3000000 Flat Fee - 90000 Morris 0 IF(G25="BPS",125*(K25/12),125)=90000 IF(G25="BPS",125,0)=0 JTWROS Brokerage Wanek, Karen A. 12/31/2015 90 Brokerage 5000000 BPS 20 10000 Morris 1 IF(G26="BPS",126*(K26/12),126)=833.3333333333333 IF(G26="BPS",126,0)= 10000
Strand Hotel Goldrush Black, Leon D. Black, Leon D. DF Enterprises EverWatch Financial General Atlantic General Atlantic Gratitude America Meister, Todd New Apostolic Church ORIX Corporation Parami Capital Management SK Family Office SK Family Office Southern Financial LLC Southern Financ
LP The George Lindemann Fam LP The Haze Trust Third Lake Capital Third Lake Capital Third Lake Capital Third Lake Capital Wanek Trust of 2000 Wanek, Karen A. 54 Madison Partners Parami Capital Management Close Date 12/31/2015 12/31/2015 12/31/2015 12/31/2015 EFTA01475903 12/31/2015 12/
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