8
Shared Docs
8
Same-Page
8 / 8
Mentions
From: Stewart Oldfield Sent: 7/30/2018 3:54:45 PM To: Nina-X Nevidzanska CC: Alison Sinicropi Subject: RE: DB tech conference - Sep. 12/13 Las Vegas [1] prospect
tionship of Terri). I know he registered (or tried to). Perhaps you can check Steve Warner — CIO of Tisch, doubt he will attend Robert Forsythe and Paul Watson — Third Lake. Robert attended last year. Not sure whether either plans to go this year Greg Martin — Shamrock. Don't think he's planning to go Roge
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:
from DB, the family has banking relationships at Goldman Sachs and TD Ameritrade. Current contacts for this relationship are: • Ken Jones— CEO • Paul Watson — CIO • Robert Forsythe — VP Investments, grandson of Ron Wanek Ashley Furniture is the world's largest furniture manufacturer and retailer headqu
From: Anna-Sofiya Lupolover Sent: 11/9/2017 3:17:37 PM To: Stewart Oldfield I Subject: RE: MIFID II & research - access to portal for clients II] Classification: For internal use only Perfect, thank you! Kind Regards, A
kely emails are below. If anyone gets shut off and cares, I'm sure they will call to be reactivated. Thanks Steve Warner Paul Barrett Third Lake Paul Watson Robert Forsythe Orix — skip for now. I think the people who were registered left the firm Thanks From: Anna-Sofiya Lupolover Sent: Thursday, Nov
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
from DB, the family has banking relationships at Goldman Sachs and TD Ameritrade. Current contacts for this relationship are: • Ken Jones— CEO • Paul Watson — CIO • Robert Forsythe — VP Investments, grandson of Ron Wanek Ashley Furniture is the world's largest furniture manufacturer and retailer headqu
Tel: E-mail: From: Stewart Oldfield Sent: Monday, July 30, 2018 3:55 PM To: Nina-X Nevidzanska Cc: Alison Sinicropi < Subject: RE: DB tech conference - Sep. 12/13 Las Vegas [II pro
ionship of Terri). I know he registered (or tried to). Perhaps you can check Steve Warner — CIO of Tisch, doubt he will attend Robert Forsythe and Paul Watson — Third Lake. Robert attended last year. Not sure whether either plans to go this year Greg Martin — Shamrock. Don't think he's planning to go Rog
a client or prospect? Checking with the events team if he is registered. Will get back to you re Aircraft Financing Conference as well. Nina From: Stewart Oldfield Sent: Monday, July 30, 2018 3:47 PM To: Nina-X Nevidzanska < = Cc: Alison Sinicropi Subject: RE: DB tech conference - Sep. 12/13 Las Vegas [II I
tionship of Terri). I know he registered (or tried to). Perhaps you can check Steve Warner — CIO of Tisch, doubt he will attend Robert Forsythe and Paul Watson — Third Lake. Robert attended last year. Not sure whether either plans to go this year Greg Martin — Shamrock. Don't think he's planning to go Roge
client or prospect? Checking with the events team if he is registered. Will get back to you re Aircraft Financing Conference as well. Nina From: Stewart Oldfield Sent: Monday, July 30, 2018 3:47 PM To: Nina-X Nevidzanska Cc: Alison Sinicropi < Subject: RE: DB tech conference - Sep. 12/13 Las Vegas III I h
ionship of Terri). I know he registered (or tried to). Perhaps you can check Steve Warner — CIO of Tisch, doubt he will attend Robert Forsythe and Paul Watson — Third Lake. Robert attended last year. Not sure whether either plans to go this year Greg Martin — Shamrock. Don't think he's planning to go Rog
2018 Account Planning RM contribution Relationship Name: Third Lake Capital Banker Team: Stewart Oldfield GCIS Number: 00000490359 Relationship Team: ISG: Andrew King DPM: Paul Bartilucci KCP: Matt Glassman Lending: Laura Farischon Client Profile
from DB, the family has banking relationships at Goldman Sachs and TD Ameritrade. Current contacts for this relationship are: • Ken Jones— CEO • Paul Watson — CIO • Robert Forsythe — VP Investments, grandson of Ron Wanek Ashley Furniture is the world's largest furniture manufacturer and retailer headqu
Entities connected to both Stewart Oldfield and Paul Watson

Martha Stewart
PERSON
Paul Morris
PERSON
Prince Andrew
PERSON
Paul Barrett
PERSONMatt Glassman
PERSONAndrew King
PERSONCharlie Burrows
PERSONLeon Black
PERSONAccount Planning
ORGANIZATIONPaul Bartilucci
PERSONLaura Farischon
PERSONDB AG
ORGANIZATION
Las Vegas
LOCATIONSteve Warner
PERSONSam Petrucci
PERSONRobert Forsythe
PERSONNina-X Nevidzanska
PERSONTerri
PERSONAlison Sinicropi
PERSONGreg Martin
PERSON