This document outlines the financial relationship and account planning details for General Atlantic FA, managed by Team New York12. It includes information on relationship net worth, investable assets, industry group, revenue potential, and financial rankings. The document also provides a breakdown of lending, deposits, capital markets, and other financial metrics for the years 2016 and 2017.
documents/vol00010-efta01369979-pdf.pdf
{"title":"2018 Account Planning - Financials","key_people":["Stewart Oldfield"],"document_date":"2018","document_type":"financial","document_subtype":"Account Planning","key_organizations":["GENERAL ATLANTIC FA","Team New York12"]}