5
Shared Docs
5
Same-Page
5 / 5
Mentions
accounts • Brian Harrington, Frank DeBenedittis and Stewart Oldifield are currently working on investable opportunities within ISG Lindemann: • Adam Lindemann and George Lindemann Jr are the family members in which we maintain a relationship with • Stewart Oldfield and Laura Farischon to take a look at Ad
h KCP/PB/Lending Jockey Club: • Major opportunity to increase deposits with this relationship and open DB AG and CD accounts • Brian Harrington, Frank DeBenedittis and Stewart Oldifield are currently working on investable opportunities within ISG Lindemann: • Adam Lindemann and George Lindemann Jr are the fa
accounts • Brian Harrington, Frank DeBenedittis and Stewart Oldifield are currently working on investable opportunities within ISG Lindemann: • Adam Lindemann and George Lindemann Jr are the family members in which we maintain a relationship with • Stewart Oldfield and Laura Farischon to take a look at Ad
h KCP/PB/Lending Jockey Club: • Major opportunity to increase deposits with this relationship and open DB AG and CD accounts • Brian Harrington, Frank DeBenedittis and Stewart Oldifield are currently working on investable opportunities within ISG Lindemann: • Adam Lindemann and George Lindemann Jr are the fa
accounts • Brian Harrington, Frank DeBenedittis and Stewart Oldifield are currently working on investable opportunities within ISG Lindemann: • Adam Lindemann and George Lindemann Jr are the family members in which we maintain a relationship with • Stewart Oldfield and Laura Farischon to take a look at Ad
hoshan I Bradley Gill in RE: Account Planning-Stewart Oldfield III Stewart Oldfield I Dana Ponzio ; Nina-X Nevidzanska Brian 1 Harrington I ; Frank DeBenedittis : Matt Glassman ; Peter Ferrara ; Xavier Avila Joshua Frank Classification: For Internal use only Samantha Harmon ; Laura Farischon ;Andrew K
accounts • Brian Harrington, Frank DeBenedittis and Stewart Oldifield are currently working on investable opportunities within ISG Lindemann: • Adam Lindemann and George Lindemann Jr are the family members in which we maintain a relationship with • Stewart Oldfield and Laura Farischon to take a look at A
tructured notes in the past, but the client did not have interest • Sell puts on a quarterly basis with DB collecting premium • Stew Oldfield and Frank DeBenedittis to increase coverage and wallet sharing for this relationship • Frank DeBenedittis to follow up and see what can be done from an RIA perspective D
accounts • Brian Harrington, Frank DeBenedittis and Stewart Oldifield are currently working on investable opportunities within ISG Lindemann: • Adam Lindemann and George Lindemann Jr are the family members in which we maintain a relationship with • Stewart Oldfield and Laura Farischon to take a look at Ad
tructured notes in the past, but the client did not have interest • Sell puts on a quarterly basis with DB collecting premium • Stew Oldfield and Frank DeBenedittis to increase coverage and wallet sharing for this relationship • Frank DeBenedittis to follow up and see what can be done from an RIA perspective D
Entities connected to both Adam Lindemann and Frank DeBenedittis

Martha Stewart
PERSON
Prince Andrew
PERSON
Stewart Oldfield
PERSON
Jeffrey Epstein
PERSONLaura Farischon
PERSONPaul Bartilucci
PERSONSloan Lindemann
PERSONDB AG
ORGANIZATIONLeon Black
PERSONSam Petrucci
PERSONKCP/PB
ORGANIZATIONBrian Harrington
PERSONDebbie Black Foundation
ORGANIZATIONGeorge Lindemann Jr
PERSONStewart Oldifield
PERSON
Alfredo Rodriguez
PERSON
George H.W. Bush
PERSONGlobal Markets
ORGANIZATIONCharlie Burrows
PERSONAccount Planning
ORGANIZATION