7
Shared Docs
7
Same-Page
7 / 7
Mentions
anish Pahlajani Subject: Account Planning - October 28th Workshop - ACTION REQUIRED [C] Classification: Confidential Classification: Confidential Stewart, Next Friday October 28 we will be holding a second Account Planning session, attended by senior management. You will shortly be invited to this me
're aware of this From: Mamie Holland On Behalf Of Andrew Gallivan Sent: Thursday, October 20, 2016 9:53 AM To: Stewart Oldfield Cc: Henry Clark; Manish Pahlajani Subject: Account Planning - October 28th Workshop - ACTION REQUIRED [C] Classification: Confidential Classification: Confidential Stewart, Next
From: Stewart Oldfield [ Sent: 7/18/2016 2:42:23 PM To: Sria
late and system generated financials for clients in list B have been included for reference. Please provide your responses / completed templates to Manish Pahlajani by close of business on Wednesday, July 20. Thank you for your focus on this and apologize for the short time frame Andrew CONFIDENTIAL - PURSUANT
From: Henry Clark Sent: 11/7/2016 9:58:14 AM To: Stewart 0ldfield CC: Manish Pahlajani Subject: Pipeline ICI Attachments: Stewart Oldfield_Pipeline as at Nov 2.xlsx Classification: Confidential Thanks
From: Henry Clark Sent: 11/7/2016 9:58:14 AM To: Stewart 0ldfield CC: Manish Pahlajani Subject: Pipeline ICI Attachments: Stewart Oldfield_Pipeline as at Nov 2.xlsx Classification: Confidential Thanks Stew. As discussed, please fi
Workshop - ACTION REQUIRED ICI Attachments: 20161028 Account Planning_Oldfield vl.xlsx Classification: Confidential Classification: Confidential Stewart, Next Friday October 28 we will be holding a second Account Planning session, attended by senior management. You will shortly be invited to this me
From: Mamie Holland on behalf of Andrew Gallivan Sent: 10/20/2016 9:53:19 AM To: Stewart Oldfield CC: Henry Clark Manish Pahlajani Subject: Account Planning - October 28th Workshop - ACTION REQUIRED ICI Attachments: 20161028 Account Planning_Oldfield vl.xlsx Classification: C
From: Stewart Oldfield Sent: 11/4/2016 7:05:20 AM To: Andre
ry Clark Sent: Thursday, November 03, 2016 12:16 PM To: Rosemary Vrablic; Stewart Oldfield; Terrence F Tangney; Joseph Sabbagh; Mary A Coleman Cc: Manish Pahlajani; Andrew Gallivan Subject: Account Planning Workshop - November 4: NY slot [C] Classification: Confidential All, With input from Patrick and Andre
From: Stewart Oldfield Sent: 11/3/2016 1:22:51 PM To: Andre
ry Clark Sent: Thursday, November 03, 2016 12:16 PM To: Rosemary Vrablic; Stewart Oldfield; Terrence F Tangney; Joseph Sabbagh; Mary A Coleman Cc: Manish Pahlajani; Andrew Gallivan Subject: Account Planning Workshop - November 4: NY slot [C] Classification: Confidential All, With input from Patrick and Andre
ndrew Gallivan Sent: 11/4/2016 7:07:03 AM To: Stewart Oldfield I Subject: Re: Account Planning Worksh
ry Clark Sent: Thursday, November 03, 2016 12:16 PM To: Rosemary Vrablic; Stewart Oldfield; Terrence F Tangney; Joseph Sabbagh; Mary A Coleman Cc: Manish Pahlajani; Andrew Gallivan Subject: Account Planning Workshop - November 4: NY slot [C] Classification: Confidential All, CONFIDENTIAL - PURSUANT TO FED. R
Entities connected to both Martha Stewart and Manish Pahlajani

Stewart Oldfield
PERSONDeutsche Bank Securities Inc.
ORGANIZATION
Prince Andrew
PERSON
United States
LOCATIONTodd Stevens
PERSONAndrew Gallivan
PERSONRosemary Vrablic
PERSONTerrence F Tangney
PERSONMamie
PERSONHenry Clark
PERSONJoseph Sabbagh
PERSONAccount Planning Workshop - November 4
ORGANIZATIONFabrizio
PERSONThe Wealth Management ExCo
ORGANIZATIONHarry Gross
PERSONAccount Planning -
ORGANIZATIONKroenke
ORGANIZATION