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Document Mentions (5 shared documents)
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Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows
Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab Bruce McDermott (based on KCP experience) Heather Kirby Deirdre Judge Rosemary Vrablic CIB: Several, can discuss Marketing: Paula Pullano Wo
2 mentions1 same-page
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chelle Pecorino ; Paul Bartilucci ; Robert >; ; Ron Colonna Russell Daulton ; Sean Jules ; Shahin Ahdieh ; Stephen-M Johnson • Susan Moffat Tazia Smith < ; Theresa Romano ; Timothy MacGuire >; Trevor Spinney Xavier Santos ; Karina Bustamante >; ; Patrick Harris ; Sheffali Welch • Kimberl Har
ic ; Salvatore Moor Sequana Beale ; Stephan Wessels tewart Oldfield Ryan Barclay Sean Magee Rodrigue Tan e S Ivia Jury hardt • Suzy Cozzi ; Tern Sohrab ; Thomas-B Mayer ; Timothy Donahoe ; Vincent Commisso >; Janet Sible Cc: Patrick Cam ; Andrew Gallivan Cataudella Michele Hurley Subject: GB
2 mentions1 same-page
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Steve Mattus Kim Hart Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows
Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab Deirdre Judge Rosemary Vrablic Joanne Jensen Heather Kirby Bruce McDermott CIB: Several, can discuss Marketing: Paula Pullano Would like to g
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2 mentions1 same-page
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Tazia Smith DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab
Tazia Smith DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab Bruce McDermott (based on KCP experience) Heather Kirby Deirdre Judge CIB: Several, can discuss Stewart Oldfield, CFA, CAIA Director Deutsche
2 mentions1 same-page
Page ?Same page
Tazia Smith DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab
Tazia Smith DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab Bruce McDermott (based on KCP experience) Heather Kirby Deirdre Judge CIB: Several, can discuss Stewart Oldfield, CFA, CAIA Director Deutsche
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Mutual Connections (26)
Entities connected to both Tazia Smith and Tern Sohrab
Martha Stewart
PERSON280 w/ Tazia·7 w/ Tern
Marc Rich
PERSON274 w/ Tazia·2 w/ Tern
Stewart Oldfield
PERSON240 w/ Tazia·8 w/ Tern
Deutsche Bank Securities Inc.
ORGANIZATION173 w/ Tazia·5 w/ Tern
Prince Andrew
PERSON47 w/ Tazia·5 w/ Tern
PB
Paul Bartilucci
PERSON19 w/ Tazia·5 w/ Tern
LF
Laura Farischon
PERSON20 w/ Tazia·4 w/ Tern
BM
Bruce McDermott
PERSON18 w/ Tazia·4 w/ Tern
CB
Charlie Burrows
PERSON17 w/ Tazia·4 w/ Tern
NH
Nick Haigh
PERSON14 w/ Tazia·4 w/ Tern
RV
Rosemary Vrablic
PERSON11 w/ Tazia·6 w/ Tern
SP
Sam Petrucci
PERSON14 w/ Tazia·2 w/ Tern
PF
Pete Ferrara
PERSON11 w/ Tazia·4 w/ Tern
TC
Tom Clarke
PERSON11 w/ Tazia·4 w/ Tern
LA
Larry Adam
PERSON10 w/ Tazia·4 w/ Tern
AG
Andrew Gallivan
PERSON11 w/ Tazia·3 w/ Tern
KH
Kim Hart
PERSON7 w/ Tazia·2 w/ Tern
CJ
Coley Jellinghaus
PERSON7 w/ Tazia·2 w/ Tern
DH
Daniel von Heyl
PERSON7 w/ Tazia·2 w/ Tern
FC
Fabrizio Campelli
PERSON6 w/ Tazia·2 w/ Tern