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From: Stewart Old Sent: 5/2/2018 1:26:35 PM To: Nathaniel M
athaniel Morgan > wrote: Classification: For Internal use only Hey Stew, For Willett — you aren't a part of the team in DbForce (Jim Donofrio and KCP East are) so I can't submit an AIS request. Any guidance would be helpful. Gracias, Nate From: Stewart Oldfield Sent: Tuesday, May 01, 2018 6:11 PM
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n Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG:
This entity has a brokerage account with DB with a Market Value of $2,924,250.00. This relationship has been with DB since June 2014, is currently KCP East adopted, there is monthly contact with this client. Opportunities and Challenges We have substantial opportunity to pursue with this account. The p
2 mentions1 same-page
Page ?Same page
n Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: 00000492971 Relationship
This entity has a brokerage account with DB with a Market Value of $2,924,250.00. This relationship has been with DB since June 2014, is currently KCP East adopted, there is monthly contact with this client. Opportunities and Challenges We have substantial opportunity to pursue with this account. The p
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Mutual Connections (11)
Entities connected to both Martha Stewart and KCP East
Stewart Oldfield
PERSON5,648 w/ Martha·3 w/ KCP
Tazia Smith
PERSON280 w/ Martha·2 w/ KCP
Account Planning
ORGANIZATION52 w/ Martha·2 w/ KCP
BH
Brian Harrington
PERSON10 w/ Martha·2 w/ KCP
Madison Park Capital LLC
ORGANIZATION7 w/ Martha·2 w/ KCP
WF
William E. Ford
PERSON4 w/ Martha·2 w/ KCP
DH
David C. Hodgson
PERSON4 w/ Martha·2 w/ KCP
EL
Eugene P. Lynch
PERSON4 w/ Martha·2 w/ KCP
RG
Richard B. Gold
PERSON4 w/ Martha·2 w/ KCP
Royal Bank of Canada
ORGANIZATION3 w/ Martha·2 w/ KCP
General Atlantic Service Company
ORGANIZATION2 w/ Martha·2 w/ KCP