Document Mentions (3 shared documents)

EFTA01373284

2 mentions1 same-page

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Shoshan I Bradley Gill in RE: Account Planning-Stewart Oldfield III Stewart Oldfield I Dana Ponzio ;

d to contact the clients for a relationship review and make introductions with Michael King • Stewart Oldfield to attempt to get deposits and pitch Partner Capital Lines with Laura Farischon Elysium: • Major focus on private investments and structured lending • Stewart Oldfield to take a look into the Leon and De

EFTA01373862

2 mentions1 same-page

Page ?Same page

here is more diversity on an individual level • Stewart Oldfield to contact the clients for a relationshi

to contact the clients for a relationship review and make introductions with Michael King • Stewart Oldfield to attempt to get deposits and pitch Partner Capital Lines with Laura Farischon Elysium: • Major focus on private investments and structured lending • Stewart Oldfield to take a look into the Leon and De

EFTA01363514

2 mentions1 same-page

Page ?Same page

here is more diversity on an individual level • Stewart Oldfield to contact the clients for a relationshi