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ick Can add Mitch to lending list perhaps From: Stewart Oldfield Sent: Monday, June 25, 2018 5:17 PM To
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
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From: Stewart Oldfield Sent: 6/26/2018 4:00:56 PM To: Stewart 0ldfield I Subject: SM0 overview Career overview: 20yrs in banking overall • 16yrs investment banking/capital markets (JPM and CS) • 4 yrs pr
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
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for sharing. Best, Steve Steven Mattus From: Stewart Oldficld Date: Monday, Jun 25, 2018, 5:19 PM To
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
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From: Steven Mattus Sent: 6/25/2018 6:41:54 PM To: Stewart 0ldfield Subject: RE: planning email for Patrick This is a great start! Reads like a CS MD application. Curious to hear what Patrick thinks, and i
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
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Anthony Valvo Sent: 7/16/2019 10:32:52 AM To: Stewart Oldfield Subject: RE: SMO overview II] Perfect
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
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Mutual Connections (6)
Entities connected to both Martha Stewart and Credit Suisse Investment Bank
