EFTA Document EFTA01414711
2018 Account Planning Financials Relationship Name Banker Team 1. CRM Rel. ID Number THIRD LAKE CAPITAL Team New York12 Stewart Oldfield dbForce Date Relationship Net Worth Relationship Investable Assets Relationship Classification Source of Wealth Description of Wealth/Entity Assets >$500 M $100 - 500 M Tier 3 Breath of Client Needs (4 products) 1 - 2 Revenue Potential ($m p.a.) 0 Investment; Inheritance / Gifts Karen's source of wealth is her husband Todd Wanek, CEO of As
Summary
2018 Account Planning Financials Relationship Name Banker Team 1. CRM Rel. ID Number THIRD LAKE CAPITAL Team New York12 Stewart Oldfield dbForce Date Relationship Net Worth Relationship Investable Assets Relationship Classification Source of Wealth Description of Wealth/Entity Assets >$500 M $100 - 500 M Tier 3 Breath of Client Needs (4 products) 1 - 2 Revenue Potential ($m p.a.) 0 Investment; Inheritance / Gifts Karen's source of wealth is her husband Todd Wanek, CEO of As
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2018 Account Planning RM contribution Relationship Name: Deering/Crosby Banker Team: Stewart Oldfield GCIS Number: 00000535503 Relationship Team: ISG: Frank DeBenedittis/Brian Harrington DPM: Paul Bartilucci KCP: Matt Glassman Lending: George Hack Trust/Custody: National Trust team WPS: Sam Petrucci Deposits: Charlie Burrows Other: Client Profile The Deering/Crosby relationship has been with DB WM since April 2016, and primarily holds a brokerage relationship with the bank. This
EFTA Document EFTA01386928
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EFTA Document EFTA01417278
Subject: RE: Account Plannin sessions [C] [I] From: Stewart Oldfield Date: Mon, 08 Jan 2018 12:34:50 -0500 To: Cynthia Rodriguez Bradle Gillin Bcc: From: Cynthia Rodriguez Sent: Monday, January 08, 2018 12:05 PM To: Stewart Oldfield Subject: RE: Account Planning sessions [C] [I] Classification: For internal use only Hi, Bradley Gillin Attached are the final two. Please give them your blessing or make whatever changes needed and I will send it all to Samantha. I have saved the ones
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EFTA Document EFTA01433906
2018 Account Planning RM contribution Relationship Name: Deering/Crosby Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Frank DeBenedittis DPM: KCP: Lending: George Hack Trust/Custody: National Trust team WPS: Sam Petrucci Deposits: Stewart Oldfield Other: Client Profile The Deering/Crosby relationship has been with DB WM since April 2016, and primarily holds a brokerage relationship with the bank. This relationship was previously managed by former banker, Mi
EFTA Document EFTA01369973
2018 Account Planning RM contribution Relationship Name: Tisch Family Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Andrew King DPM: Paul Bartilucci KCP: Josh Shoshan/Vahe Stepanian Lending: Laure Farischon Client Profile Trust/Custody: WPS: Sam Petrucci Deposits: Charlie Burrows Other: Sisters-in-law Joan Tisch (recently deceased) and Wilma "Billie" Tisch and their sons share the family fortune built by their late husbands, investors Preston (known as Bob) a
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