This document provides a financial overview for the relationship named DEERING/CROSBY, managed by Team New York12. It includes details on relationship net worth, investable assets, revenue potential, and various financial metrics for the year-to-date. The document also contains a table comparing revenues, CBV, and NNA/NNL for different lending and investment categories between November 2016 and November 2017.
documents/vol00010-efta01369982-pdf.pdf
{"title":"2018 Account Planning Financials","key_people":["Stewart Oldfield"],"document_date":"2018","document_type":"tabular","document_subtype":"financial report","key_organizations":["Team New York12"],"reference_numbers":["DB-SDNY-0062525","SDNY_GM_00208709","EFTA01369982"]}