This document provides a financial projection for the fiscal year 2014, including year-to-date revenues, annualized projections, and pipeline analysis by product and relationship. It also lists the top 10 relationships by year-to-date revenues and committed business volumes (CBVs).
documents/vol00010-efta01460779-pdf.pdf
{"title":"FY Projection and Pipeline Analysis","key_people":["Paul Morris","Lawrence Gaslow","Julie Richardson"],"document_type":"tabular","document_subtype":"financial projection","key_organizations":["Patriot Strategy Partners","Toms Capital LLC","Wanek Family","Southern Financial","General Atlantic FA","5K Family Office"]}