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ral other accounts. My background and skill set are complementary to Terris and we work well together. I've also worked a bit with Heather Kirby and Bruce McDermott. Recently, I've been working with Rosemary Vrablic and her team on an insurance premium finance trade for two of her clients, referred to the bank b
get more involved. MDs who should be supportive of promotion Management: Salman Mandi Steve Mattus Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0063927 CONFIDENTIAL SDNY_GM_00
PM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (based on KCP experience) Heather Kirby Deirdre Judge CIB: Several, can discuss It Stewart Oldfield, CFA, CAIA Director Deutsche Bark Trust C
Patrick Harris Kim Hart Selman Mandi Caroline Kitidis Wealth Planning: Sam Petrucci 15G: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Hai
al other accounts. My background and skill set are complementary to Terri's and we work well together. I've also worked a bit with Heather Kirby and Bruce McDermott. Recently, I've been working with Rosemary Vrablic and her team on an insurance premium finance trade for two of her clients, referred to the bank b
be supportive of promotion Management: Patrick Campion Andrew Gallivan Salman Mandi Caroline Kitidis Steve Mattus Kim Hart Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0065137 CONFIDENTIAL SDNY_GM_00211321 EFTA01371658
al other accounts. My background and skill set are complementary to Terris and we work well together. I've also worked a bit with Heather Kirby and Bruce McDermott. Recently, I've been working with Rosemary Vrablic and her team on an insurance premium finance trade for two of her clients, referred to the bank b
get more involved. MDs who should be supportive of promotion Management: Selman Mandi Steve Mattus Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley lellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0068301 CONFIDENTI
redit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara? Deposits: Charlie Burrows Other: Sam Petrucci Larry Adam Bankers: Terri Sohrab Bruce McDermott (based on KCP experience) Heather Kirby CIB: Several, can discuss Gaps? CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0069166 CONFI
Dan Kaiser? Tazia Smith DPM: Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara? Deposits: Charlie Burrows Other: Sam Petrucci Larry Adam Bankers: Terri Sohrab Bruce McDermott (based on KCP experience) Heather Kirby CIB: Several, can discuss Gaps? CONFIDENTIAL - PURS
DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab Bruce McDermott (based on KCP experience) Heather Kirby Deirdre Judge Rosemary Vrablic CIB: Several, can discuss Marketing: Paula Pullano Would like to get t
Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit
PM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (based on KCP experience) Heather Kirby Deirdre Judge Rosemary Vrablic CIB: Several, can discuss Marketing: CONFIDENTIAL - PURSUANT TO FED. R.
get more involved. MDs who should be supportive of promotion Management: Salman Mandi Steve Mattus Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit
PM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (based on KCP experience) Heather Kirby Deirdre Judge Rosemary Vrablic CIB: Several, can discuss Marketing: Paula Pullano Would like to get t
Management: Salman Mandi Steve Mattus Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit
Sam Petrucci Larry Adam Bankers: Terri Sohrab Bruce McDermott (based on KCP experience) Heather Kirby CM: Several, can discuss Gaps? Stewart Oldfield, CFA, CAIA Director Deutsche Bark Trust Company Americ
Sam Petrucci Larry Adam Bankers: Terri Sohrab Bruce McDermott (based on KCP experience) Heather Kirby CM: Several, can discuss Gaps? Stewart Oldfield, CF
igh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab Deirdre Judge Rosemary Vrablic Joanne Jensen Heather Kirby Bruce McDermott CIB: Several, can discuss Marketing: Paula Pullano Would like to get to know better: Fabrizio Campelli Balaji Prasanna Bernd Amlung Christia
Steve Mattus Kim Hart Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clark
Entities connected to both Bruce McDermott and Sam Petrucci

Martha Stewart
PERSON
Stewart Oldfield
PERSONPaul Bartilucci
PERSONCharlie Burrows
PERSONTerri Sohrab
PERSONLaura Farischon
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Prince Andrew
PERSON
Tazia Smith
PERSONRosemary Vrablic
PERSONDeutsche Bank Securities Inc.
ORGANIZATIONHeather Kirby
PERSONPete Ferrara
PERSONPaula Pullano
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Ghislaine Maxwell
PERSONColey Jellinghaus
PERSONKim Hart
PERSONTerri
PERSONNick Haigh
PERSONTom Clarke
PERSONNextGen
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