Document Mentions (4 shared documents)

EFTA01370820

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From: Stewart Oldfield Sent: 11/28/2017 2:48:29 PM To: Cynthia Rodriguez Subject: RE: Third Lake acct/balance history [I] Classification: For internal use only Perf

, we opened a total of 37 accounts (DBTCA, DB AG and CD accounts). New Accounts for 2017 • Nancy Devane and her family. (2 accounts: DBTCA/CD) • Todd Wanek 2015 and 2016 GRATs (6 accounts: DBTCA/CD/DBAG) • Shari Wagner 2015 and 2016 GRATs (6 accounts: DBTCA/CD/DBAG) "We have closed 6 accounts in 2017,

EFTA01386072

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2018 Account Planning RM contribution Relationship Name: Third Lake Capital Banker Team: Stewart Oldfield GCIS Numbe Relationship Team: ISG: Andrew King DPM: Paul Bartilucci KCP: Matt Glassman Lending: Laura Farischon Client Profile Trust/Custody:

rniture is the world's largest furniture manufacturer and retailer headquartered in Arcadia, WI. The company is owned by father and son team Ron and Todd Wanek. Ashley Furniture manufactures and distributes home furniture products throughout the world through two distribution channels: independent furnitur

EFTA01386786

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2018 Account Planning RM contribution Relationship Name: Third Lake Capital Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Andrew King DPM: Paul Bartilucci KCP: Matt Glassman Lending: Client Profile Trust/Custody: WPS: Deposi