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to Paul Lisa Klein 0036000000sUeRJAA0 Prospect [NULL] [NULL] [NULL] [NULL] [NULL] [NULL] [NULL] [NULL] James Ryu Active DONE No JAC Bryan Lawrence 0003000000DMDuQEAX Lead Business 410 Park Avenue Floor 19 10022 Lawrence, Bryan USA Bryan Lawrence Inactive Submit for Approval DONE JAC
ollywood and Aladdin Earl, Robert [NULL] Terri Sohrab Active Yes 00030000008btbHEAQ Lead 717 Fifth Avenue 19th Floor Andrew L. United States Malcolm Kimble Active Submit John Fitzgibbons 00060000000gVmGEAV Fitzgibbons [NULL] [NULL] [NULL] [NULL] John [NULL] John Fitzgibbons Coleman Active Submit
t dtd Octo 51 DBAB Markets Debt Fu 114 DBAB Lawrence O'Neil 16 DBAB 1 Seth We 16 DBAB Seth Wern
resnahan 1 30 Leo Bresnahan ONLY QTIP, GST EXEMPT 30 Leo Bresnahan 0 29 Leo Bresnahan 0 30 Liz Payne ily Trust 0 6 Louis Green 0 7 Malcolm Kimble 1 9 Malcolm Kimble 0 9 Malcolm 2013 0 7 Malcolm Inc. 0 7 Malcolm nc. 9 1 6 Mauricio Pretelt 9 Mauricio Pretelt 1 0 9 Maurici
J. Davis, Michael Jacoby COVERAGE-Domestic No Lawrence F DeGeorge Irrevocable Trust Agreement u/a dtd No
tail Banking < $250K 3/8/2012 Kim Hart, Andrew Galivan, Michael J. Davis, Michael Jacoby COVERAGE-Domestic No GCI Technologies Ltd. 00000472976 Malcolm Kimble 2013 1 Retail Banking < $250K 4/2/ 2012 Kim Hart, Andrew Galivan, Michael J. Davis, Michael Jacoby COVERAGE-Domestic No Budinger, William M.
d Client N Valiotis, Efstathios Client Golub, Lawrence E. Client STEWART BAINUM JR. REVOCABLE TRUST N
obson CC Limited Partnership Client Mary Power Logan Serenity Trust Client * Moderate Risk Annual Client Update Due Dat Customer Owner 5/7/2017 Malcolm Kimble 5/10/2017 Malcolm Kimble N 5/11/2017 Malcolm Kimble N 5/11/2017 Malcolm Kimble N 5/11/2017 Malcolm Kimble N 5/11/2017 Malcolm Kimble N
Andrew Galivan, Michael J. Davis, Michael Jacoby Lawrence F DeGeorge Irrevocable Trust Agreement u/a dtd No
ller 2014 1 Retail Banking < $250K 3/8/2012 Kim Hart, Andrew Galivan, Michael J. Davis, Michael Jacoby COVERAGE-Domestic GCI Technologies Ltd. Malcolm Kimble 2013 1 Retail Banking < $250K 4/2/ 2012 Kim Hart, Andrew Galivan, Michael J. Davis, Michael Jacoby COVERAGE-Domestic Budinger, William M. Terr
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