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e our revenue. We could easily see $2mm+ based on the existing pipeline. o Lending — We've brought in a few important lending opportunities (like Adam Lindemann and 54 Madison) and been unable to convert. We are certain we aren't putting our best foot forward here and would ask for help converting new oppor
tmas and Happy New Year! See you in January. From: Paul Morris Sent: Wednesday, December 09, 2015 12:47 PM To: Chip Packard Cc: Andrew Gallivan; Stewart Oldfield Subject: EOY Progress [I] Classification: For internal use only Chip, Just wanted to give you a quick performance and pipeline update as we get t
Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Laura Farischon/Joshua Frank Other: Client Profile This relationship is with Adam Lindemann and George Lindemann Jr, sons of billionaire George Lindemann, a serial entrepreneur who founded and sold a handful of businesses over the past half
2018 Account Planning RM contribution 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 Deposit
G: Andrew King Trust/Custody: DPM: WPS: KCP: Deposits: Lending: Laura Farischon/Joshua Frank Other: Client Profile This relationship is with Adam Lindemann and George Lindemann Jr, sons of billionaire George Lindemann, a serial entrepreneur who founded and sold a handful of businesses over the past half
2018 Account Planning RM contribution Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number: 00000427075 Relationship Team: ISG: Andrew King Trust/Custody: DPM: WPS: KCP: Deposits: Lending: Laura Farischon/Joshua Frank
Farischon/Joshua Frank Other: Client Profile Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number l This relationship is with Adam Lindemann and George Lindemann Jr, sons of billionaire George Lindemann, a serial entrepreneur who founded and sold a handful of businesses over the past half
: Matt Glassman Deposits: Charlie Burrows Lending: Laura Farischon/Joshua Frank Other: Client Profile Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number l This relationship is with Adam Lindemann and George Lindemann Jr, sons of billionaire George Lindemann, a serial entrepreneur who fo
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