This document provides a financial overview and account planning details for a relationship managed by Team New York12, specifically for DEERING/CROSBY. It includes net worth, investable assets, relationship classification, source of wealth, and financial performance metrics for the years 2016 and 2017. The document also includes rankings and revenue potential.
doj/DataSet10/EFTA01414723.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":["EFTA01414723","EFTA01414724","EFTA01414725"]}