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in Commercial Real Estate and could be a possible candidate for refinancing (Global Markets) and potential SWAP • Stewart Oldfield to follow with George on potential lending and SWAP. Satanad: • Stewart Oldfield to set up a meeting and introduce asset class specialists and Chris Partridge from avia
views via structured notes, but no appetite for risk • Investment in Harvest Hedge Fund makes sense for this relationship • Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities • Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on this relationship Tisc
in Commercial Real Estate and could be a possible candidate for refinancing (Global Markets) and potential SWAP • Stewart Oldfield to follow with George on potential lending and SWAP. Satanad: • Stewart Oldfield to set up a meeting and introduce asset class specialists and Chris Partridge from avia
views via structured notes, but no appetite for risk • Investment in Harvest Hedge Fund makes sense for this relationship • Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities • Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on this relationship Tisc
in Commercial Real Estate and could be a possible candidate for refinancing (Global Markets) and potential SWAP • Stewart Oldfield to follow with George on potential lending and SWAP. Safanad: • Stewart Oldfield to set up a meeting and introduce asset class specialists and Chris Partridge from avia
views via structured notes, but no appetite for risk • Investment in Harvest Hedge Fund makes sense for this relationship • Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities • Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on this relationship Tisc
ector, investor, environmental advocate and philanthropist in Miami. He serves as the president of the board of directors of the Bass Museum of Art. George runs a commercial property company in Miami and invests in a lot of multi-family residential property with his father. Adam and George had a previo
on Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number: 00000427075 Relationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Laura Farischon/Joshua Frank Other: Client Profile This relationship i
ector, investor, environmental advocate and philanthropist in Miami. He serves as the president of the board of directors of the Bass Museum of Art. George runs a commercial property company in Miami and invests in a lot of multi-family residential property with his father. Adam and George had a previo
2018 Account Planning RM contribution Relationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Laura Farischon/Joshua Frank Other: Client Profile Relationship Name:
Entities connected to both George H.W. Bush and Paul Bartilucci

Jeffrey Epstein
PERSON
Prince Andrew
PERSON
Martha Stewart
PERSON
United States
LOCATIONLaura Farischon
PERSON
Stewart Oldfield
PERSONCharlie Burrows
PERSONLeon Black
PERSON
Julie K. Brown
PERSON
Bloomberg L.P.
ORGANIZATION
Michael Cohen
PERSONSam Petrucci
PERSON
Paul Ryan
PERSON
Stephen Hawking
PERSONAccount Planning
ORGANIZATION
Alfredo Rodriguez
PERSON
New York
LOCATIONMatt Glassman
PERSON
Barry Diller
PERSON
Mao Zedong
PERSON