7
Shared Docs
7
Same-Page
7 / 7
Mentions
n Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG:
2018 Account Planning RM contribution Relationship Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: DPM: KCP: Tazia Smith Lending: Client Profile Trust/Cust
iguez Sent: Friday, January 05 2018 6:00 PM To: Stewart Oldfield Subject: RE: Account Planning sessions
lients. A few notes: • I did not create one for General Atlantic because I wasn't exactly sure if it was General Atlantic you wanted to include or Madison Park Capital LLC. Also, • I see that Ali Rashid is under the Safand relationship, but I have a completely different profile for Safand as a company. • Left a few
guez Sent: Friday, January 05, 2018 6:00 PM To: Stewart Oldfield < Subject: RE: Account Planning session
lients. A few notes: • I did not create one for General Atlantic because I wasn't exactly sure if it was General Atlantic you wanted to include or Madison Park Capital LLC. Also, • I see that Ali Rashid is under the Safand relationship, but I have a completely different profile for Safand as a company. • Left a few
n Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG:
2018 Account Planning RM contribution Relationship Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Brian Harrington DPM: KCP: Tazia Smith Lending: Client Pr
From: Sent: To: Subject: Attachments: Cynthia Rodriguez 1/5/2018 5:59:43 PM Stewart 0ldfield RE: Account Planning sessions 2018 Account Planning - Oldfield.zip Classification: For Internal use only Hi, ; Bradley Gitlin Attached
lients. A few notes: • I did not create one for General Atlantic because I wasn't exactly sure if it was General Atlantic you wanted to include or Madison Park Capital LLC. Also, • I see that Ali Rashid is under the Safand relationship, but I have a completely different profile for Safand as a company. • Left a few
n Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: 00000492971 Relationship
2018 Account Planning RM contribution Relationship Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: 00000492971 Relationship Team: ISG: Brian Harrington DPM: KCP: Tazia Smith Lending
n Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG:
2018 Account Planning RM contribution Relationship Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Andrew King DPM: Paul Bartilucci KCP: Tazia Smith Lending:
Entities connected to both Martha Stewart and Madison Park Capital LLC

Stewart Oldfield
PERSONBradley Gillin
PERSON
Alfredo Rodriguez
PERSON
Tazia Smith
PERSON
Mumbai
LOCATION
Prince Charles
PERSONAccount Planning
ORGANIZATION
Bill Cosby
PERSONDB Force
ORGANIZATION
Palo Alto
LOCATION
Amsterdam
LOCATIONGeneral Atlantic
LOCATIONBrian Harrington
PERSONHeather deManbey
PERSONSao Paulo
LOCATION
Munich
LOCATIONHeather Crosby
PERSON
Greenwich
LOCATIONGene Lynch
PERSONDavid C. Hodgson
PERSON