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e are providing you with details about this multifaceted and important relationship: • The RM is Stewart Oldfield • Assets held in WM brokerage (Pershing) are $149mm, and there are an additional -$76mm in various bank deposits • DB Force shows "relationship rolling year revenue" of $315,659, and ass
to add (you show much larger deposits, e.g.), please help us put as urgently as you can. We really appreciate it. For conversations this week about Southern Financial/ Epstein, we are providing you with details about this multifaceted and important relationship: • The RM is Stewart Oldfield • Assets held in WM brokerag
2 mentions1 same-page
Page ?Same page
e are providing you with details about this multifaceted and important relationship: • The RM is Stewart Oldfield • Assets held in WM brokerage (Pershing) are $149mm, and there are an additional —$76mm in various bank deposits • DB Force shows "relationship rolling year revenue" of $315,659, and ass
to add (you show much larger deposits, e.g.), please help us put as urgently as you can. We really appreciate it. For conversations this week about Southern Financial/ Epstein, we are providing you with details about this multifaceted and important relationship: • The RM is Stewart Oldfield • Assets held in WM brokerag
2 mentions1 same-page
Page ?Same page
e are providing you with details about this multifaceted and important relationship: • The RM is Stewart Oldfield • Assets held in WM brokerage (Pershing) are $149mm, and there are an additional -$76mm in various bank deposits • DB Force shows "relationship rolling year revenue" of $315,659, and ass
to add (you show much larger deposits, e.g.), please help us put as urgently as you can. We really appreciate it. For conversations this week about Southern Financial/ Epstein, we are providing you with details about this multifaceted and important relationship: • The RM is Stewart Oldfield • Assets held in WM brokerag
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Mutual Connections (12)
Entities connected to both Pershing and Southern Financial/ Epstein
Jeffrey Epstein
PERSON124 w/ Pershing·3 w/ Southern
Martha Stewart
PERSON31 w/ Pershing·3 w/ Southern
Stewart Oldfield
PERSON27 w/ Pershing·3 w/ Southern
MZ
Martin Zeman
PERSON23 w/ Pershing·3 w/ Southern
LO
Liam Osullivan
PERSON19 w/ Pershing·3 w/ Southern
Paul Barrett
PERSON9 w/ Pershing·3 w/ Southern
BG
Bradley Gillin
PERSON6 w/ Pershing·2 w/ Southern
DB Force
ORGANIZATION3 w/ Pershing·3 w/ Southern
DB AG
ORGANIZATION3 w/ Pershing·3 w/ Southern
non-ECM
ORGANIZATION3 w/ Pershing·3 w/ Southern
TS
Todd Stevens
PERSON2 w/ Pershing·2 w/ Southern
AccountActivity
ORGANIZATION2 w/ Pershing·2 w/ Southern