This document contains financial planning details for a relationship named GENERAL ATLANTIC FA, managed by the New York12 team led by Stewart Oldfield. It includes financial metrics such as relationship net worth, investable assets, and revenue potential. The document also provides a breakdown of lending, deposits, and other financial services as of November 2017 and November 2016.
doj/DataSet10/EFTA01414718.pdf
{"title":"2018 Account Planning","key_people":["Stewart Oldfield"],"document_date":"2018","document_type":"tabular","document_subtype":"financial report","key_organizations":["GENERAL ATLANTIC FA","Team New York12"],"reference_numbers":["EFTA01414718","EFTA01414719","EFTA01414720"]}