e revenue coming from? On Oct 23, 2015, at 10:20 AM, Morgan Byrd < > wrote: Classification: For Internal use only JJ, The 55MM was brought in by Ed Finley and although the account was transferred to Paul Morris, Paul does not get credit for assets booked prior to taking over the account. Paul will get

11, The $5MM was brought in by Ed Finley and although the account was transferred to Paul Morris, Paul does not get credit for assets booked prior to taking over the account. Paul will get

I] Pipeline 2.1.2016.pdf Classification: For Internal use only I pulled this off dbForce just now. Look correct? It's pulling 2 opportunities from Ed Finley when I filter for you and Stewart - should those be removed? From: Paul Morris Sent: Monday, February 01, 2016 10:24 AM To: Melinda Roy Subject:

Fiscal Peden, Age Created Date Opportunity Owner OF Enter/Inset Polimory Mandate Product Client 12/31/2015 Inactive 0 Q1.2015 927 7/19/2013 Ed Finley New - New Vadim Maine. yearn- 12/31/2015 Inactme 0 01-2015 1141 12/17/2012 Ed Finley New Product New Client New Product- (pang Client Elysi

ons about AWM financials earlier today which Dario and answered. Haig reached out to him yesterday and I emailed with him. Paul also reached out to Ed Finley and Paul Morris to have lunch with them this week. will speak with both of them tomorrow, although we've already had several conversations about Pa

0 (1,291,670) 109,104 7,817,434 (1,182,566) 87% Deirdre Judge 8,000,000 3,500,942 7,001,884 (998,116) 1,321,255 8,323,139 323,139 104% Ed Finley 2,000,000 234,331 468,663 (1,531,337) 504,507 973,169 (1,026,831) 49% George Zahringer 10,000,000 3,223,727 6,447,453 (3,552,547) - 6,

0 0 25 50 25 50 0 10 10 10 10 25 10 50 10 75 0 10 10 EFTA01477094 0 0 10 50 50 75 0 0 Q1-2015 Q1-2015 1141 12/17/2012 Ed Finley 105 10/19/2015 Paul Morris 139 9/15/2015 Paul Morris 9/1/2015 Paul Morris Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015

500 To: Paul Morris ‹ > Classification: For internal use only I pulled this off dbForce just now. Look correct? It's pulling 2 opportunities from Ed Finley when I filter for you and Stewart — should those be removed? From: Paul Morris Sent: Monday, February 01, 2016 10:24 AM To: Melinda Roy Subject:

SHIP Client n David Mann PB Mary Ann Coleman New York >500mm >50mm 0 n DBTCA 0 31 BAINUM, STEWART RELATIONSHIP Client n David Mann PB Ed Finley New York >500mm >50mm >lmm 0 Y DBTCA 0 32 SAPIR, ALEX REALTIONSHIP n 0 0 33 RONEN, ROTEM RELATIONSHIP n 0 0 34 MAKIN, SCOTT RELAT

Ed Finley 1 McCarthy 1 Ed Lok 1 2) PCS CAs and number of clients / prospects Rod Mckay 2 John Tonzola 2 Sanjan Dhody 2 Brad LaConte 1 Robert Le