Sheetl
Client
First Name Last Name Relationship
Type (Client vs Prospect) Company name Role at Company Net Worth USD Assets under Managem
ent USD DB Rep Comments
For internal use only
EFTA01434534
Sheet2
Asia Pacific Ravi Raju
Germany Joachim Haeger
EMEA Marco Bizzozero
UK Tom Slocock
Americas Tom Sowers
For internal use only
EFTA01434535
Sheet3
For internal use only
EFTA01434536