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Document Mentions (6 shared documents)
2 mentions1 same-page
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Patrick Harris Kim Hart Selman Mandi Caroline Kitidis Wealth Planning: Sam Petrucci 15G: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith
roline 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 Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (based on KCP ex
2 mentions1 same-page
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Management: Steve Mattus Patrick Harris Kim Hart Salman Mandi Caroline Kitidis? ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser? Tazia Smith DPM: Paul Bartilucci Credit: Tom Clarke
Steve Mattus Patrick Harris Kim Hart Salman Mandi Caroline Kitidis? ISG: Coley Jellinghaus KCP: Todd Stevens 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 Sohra
2 mentions1 same-page
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Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl
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: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab Bruce McDermott (based on KCP exp
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2 mentions1 same-page
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portant to me and I would like to continue to 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
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: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (based on KCP ex
2 mentions1 same-page
Page ?Same page
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
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: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (based on KCP ex
2 mentions1 same-page
Page ?Same page
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 Pau
art 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 Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab Deirdre Judge Rosemary Vrablic
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Mutual Connections (49)
Entities connected to both Kim Hart and Paul Bartilucci
Martha Stewart
PERSON11 w/ Kim·39 w/ Paul
Stewart Oldfield
PERSON10 w/ Kim·33 w/ Paul
CB
Charlie Burrows
PERSON6 w/ Kim·34 w/ Paul
LF
Laura Farischon
PERSON6 w/ Kim·34 w/ Paul
Prince Andrew
PERSON13 w/ Kim·26 w/ Paul
SP
Sam Petrucci
PERSON11 w/ Kim·25 w/ Paul
Tazia Smith
PERSON7 w/ Kim·19 w/ Paul
Jeffrey Epstein
PERSON19 w/ Kim·7 w/ Paul
BM
Bruce McDermott
PERSON10 w/ Kim·13 w/ Paul
TS
Terri Sohrab
PERSON9 w/ Kim·13 w/ Paul
PF
Pete Ferrara
PERSON6 w/ Kim·15 w/ Paul
Paul Morris
PERSON2 w/ Kim·18 w/ Paul
RV
Rosemary Vrablic
PERSON9 w/ Kim·11 w/ Paul
TC
Tom Clarke
PERSON6 w/ Kim·13 w/ Paul
NH
Nick Haigh
PERSON6 w/ Kim·13 w/ Paul
LA
Larry Adam
PERSON5 w/ Kim·14 w/ Paul
CJ
Coley Jellinghaus
PERSON11 w/ Kim·6 w/ Paul
AG
Andrew Gallivan
PERSON12 w/ Kim·4 w/ Paul
XA
Xavier Avila
PERSON5 w/ Kim·9 w/ Paul
PP
Paula Pullano
PERSON7 w/ Kim·7 w/ Paul