EFTA Document EFTA01375267
Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab Bruce McDermott (based on KCP experience) Heather Kirby Deirdre Judge Rosemary Vrablic CIB: Several, can discuss Marketing: Paula Pullano Would like to get to know better: Fab
Summary
Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab Bruce McDermott (based on KCP experience) Heather Kirby Deirdre Judge Rosemary Vrablic CIB: Several, can discuss Marketing: Paula Pullano Would like to get to know better: Fab
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Subject: RE: planning email for Patrick From: Stewart Oldfield e > Date: Mon, 25 Jun 2018 17:18:01 -0400 To: Terri Sohrab e > Can add Mitch to lending list perhaps From: Stewart Oldfield Sent: Monday, June 25, 2018 5:17 PM To: Terri Sohrab e > Subject: planning email for Patrick Please let me know what you think. Career overview: 20yrs in banking overall 16yrs investment banking/capital markets (JPM and CS) 4 yrs private banking (DB) CFA and CAIA charterholder. Series 7,9,10,24,63
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Subject: RE: planning email for Patrick From: Terri Sohrab Date: Mon, 25 Jun 2018 18:12:45 -0400 To: Stewart Oldfield ‹ > Will look tonight. From: Stewart Oldfield Sent: Monday, June 25, 2018 5:18 PM To: Terri Sohrab Subject: RE: planning em Can add Mitch to lending list perhaps From: Stewart Oldfield Sent: Monday, June 25 2018 5:17 PM To: Terri Sohrab Subject: planning email for Patrick Please let me know what you think. Career overview: 20yrs in banking overall 16yrs investmen
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Subject: planning email for Patrick From: Stewart Oldfield < › Date: Mon, 25 Jun 2018 17:19:10 -0400 To: Steven Mattus Bcc: As discussed. Please let me know what you think. Thanks for your help and guidance as always Career overview: 20yrs in banking overall 16yrs investment banking/capital markets (JPM and CS) 4 yrs private banking (DB) CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) Debt capital markets/structured credit Credit Suiss
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Subject: RE: plannin email for Patrick From: Steven Mattus Date: Mon, 25 Jun 2018 20:15:29 -0400 To: Stewart Oldfield ‹ > If you send it before it is unlikely he will have a chance to read it. Probably just send it to him after or better yet bring a printed copy to your meeting and leave it with him. Steven Mattus From: Stewart Oldfield Date: Monday, Jun 25, 2018, 7:39 PM To: Steven Mattus Subject: Re: planning email for Patrick Thanks. You think it's better to send before or after I
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