Document Mentions (3 shared documents)

EFTA01386068

2 mentions1 same-page

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2018 Account Planning RM contribution Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number: 00000427075 Relationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposit

: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Laura Farischon/Joshua Frank Other: Client Profile This relationship is with Adam Lindemann and George Lindemann Jr, sons of billionaire George Lindemann, a serial entreprene

EFTA01386930

2 mentions1 same-page

Page ?Same page

2018 Account Planning RM contribution Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number: 00000427075 Relationship Team: ISG: Andrew King Trust/Custody: DPM: WPS: KCP: Deposits: Lending: Laura Farischon/Joshua Frank

ewart Oldfield GCIS Number: 00000427075 Relationship Team: ISG: Andrew King Trust/Custody: DPM: WPS: KCP: Deposits: Lending: Laura Farischon/Joshua Frank Other: Client Profile This relationship is with Adam Lindemann and George Lindemann Jr, sons of billionaire George Lindemann, a serial entreprene

EFTA01369991

2 mentions1 same-page

Page ?Same page

: Matt Glassman Deposits: Charlie Burrows Lending: Laura Farischon/Joshua Frank Other: Client Profile Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number l This relationship is with Adam Lindemann and George Lindemann Jr, sons of billionaire George Lindemann, a serial entrepreneur who fo

: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Laura Farischon/Joshua Frank Other: Client Profile Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number l This relationship is with Adam Lindemann and Geo