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Document Mentions (4 shared documents)
2 mentions1 same-page
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Oldfield to set up an investment meeting with KCP/PB/Lending Jockey Club: • Major opportunity to increase deposits with this relationship and open DB AG and CD accounts • Brian Harrington, Frank DeBenedittis and Stewart Oldifield are currently working on investable opportunities within ISG Lindema
in RE: Account Planning-Stewart Oldfield III Stewart Oldfield I Dana Ponzio ; Nina-X Nevidzanska Brian 1 Harrington I ; Frank DeBenedittis : Matt Glassman ; Peter Ferrara ; Xavier Avila Joshua Frank Classification: For Internal use only Samantha Harmon ; Laura Farischon ;Andrew King Charlie Burr
2 mentions1 same-page
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kly contact with the family office. DB currently holds over $80mn in AUMs for the Wanek family's wealth. This includes trust deposit accounts, CD's, DB AG accounts, and personal joint accounts. Aside from DB, the family has banking relationships at Goldman Sachs and TD Ameritrade. Current contacts for
n 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: WPS: Sam Petrucci Deposits: Charlie Burrows Other: Third Lake Capital (TLC) is a single
2 mentions1 same-page
Page ?Same page
kly contact with the family office. DB currently holds over $80mn in AUMs for the Wanek family's wealth. This includes trust deposit accounts, CD's, DB AG accounts, and personal joint accounts. Aside from DB, the family has banking relationships at Goldman Sachs and TD Ameritrade. Current contacts for
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: Deposits: Charlie Burrows Other: Third Lake Capital (TLC) is a single family office that exclusive
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2 mentions1 same-page
Page ?Same page
kly contact with the family office. DB currently holds over $80mn in AUMs for the Wanek family's wealth. This includes trust deposit accounts, CD's, DB AG accounts, and personal joint accounts. Aside from DB, the family has banking relationships at Goldman Sachs and TD Ameritrade. Current contacts for
p 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 Trust/Custody: WPS: Sam Petrucci Deposits: Charlie Burrows Other: Third Lake Capital (TLC) is a single
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Mutual Connections (52)
Entities connected to both DB AG and Matt Glassman
Martha Stewart
PERSON29 w/ DB·232 w/ Matt
Stewart Oldfield
PERSON24 w/ DB·215 w/ Matt
Tazia Smith
PERSON2 w/ DB·187 w/ Matt
Richard Kahn
PERSON8 w/ DB·158 w/ Matt
VS
Vahe Stepanian
PERSON5 w/ DB·150 w/ Matt
Jeffrey Epstein
PERSON24 w/ DB·93 w/ Matt
Marc Rich
PERSON11 w/ DB·80 w/ Matt
Deutsche Bank Securities Inc.
ORGANIZATION14 w/ DB·54 w/ Matt
XA
Xavier Avila
PERSON3 w/ DB·54 w/ Matt
MZ
Martin Zeman
PERSON8 w/ DB·43 w/ Matt
Paul Morris
PERSON3 w/ DB·42 w/ Matt
JS
Joshua Shoshan
PERSON3 w/ DB·40 w/ Matt
DS
Davide Sferrazza
PERSON2 w/ DB·35 w/ Matt
Prince Andrew
PERSON7 w/ DB·23 w/ Matt
PB
Paul Bartilucci
PERSON9 w/ DB·14 w/ Matt
LF
Laura Farischon
PERSON10 w/ DB·13 w/ Matt
LB
Leon Black
PERSON5 w/ DB·15 w/ Matt
CB
Charlie Burrows
PERSON6 w/ DB·13 w/ Matt
Account Planning
ORGANIZATION3 w/ DB·15 w/ Matt
Bloomberg L.P.
ORGANIZATION5 w/ DB·12 w/ Matt