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ick Can add Mitch to lending list perhaps From: Stewart Oldfield Sent: Monday, June 25, 2018 5:17 PM To
redit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran single stock hedging business for 10yrs (2005-2014) • Ran structured notes distribution to private bank (2007-2011) • Led US s
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
redit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran single stock hedging business for 10yrs (2005-2014) • Ran structured notes distribution to private bank (2007-2011) • Led US s
for sharing. Best, Steve Steven Mattus From: Stewart Oldficld Date: Monday, Jun 25, 2018, 5:19 PM To
redit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran single stock hedging business for 10yrs (2005-2014) • Ran structured notes distribution to private bank (2007-2011) • Led US s
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
redit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran single stock hedging business for 10yrs (2005-2014) • Ran structured notes distribution to private bank (2007-2011) • Led US s
Anthony Valvo Sent: 7/16/2019 10:32:52 AM To: Stewart Oldfield Subject: RE: SMO overview II] Perfect
redit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran single stock hedging business for 10yrs (2005-2014) • Ran structured notes distribution to private bank (2007.2011) • Led US s
Entities connected to both Martha Stewart and CS private bank