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From: Sent: . . To: Terri SohrablI Subject: RE: planning email for Patrick Can add Mitch to lending list perhaps From: Stewart Oldfield Sent: Monday, June 25, 2018 5:17 PM To: Terri Sohrab < Subject: planning email for Patrick Please let me know what you think. > Career overview
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
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From: Stewart Oldfield Sent: 6/26/2018 4:00:56 PM To: Stewart 0ldfield I Subject: SM0 overview Career overview: 20yrs in banking overall • 16yrs investment bankin
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
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From: Anthony Valvo Sent: 7/16/2019 10:32:52 AM To: Stewart Oldfield Subject: RE: SMO overview II] Perfect. I actually asked Andrew to bring me up to speed on this early this morning. From: Stewart Oldfield Sent:
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
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Entities connected to both Stewart Oldfield and Credit Suisse Investment Bank
