Back to Network
5
Shared Docs
5
Same-Page
5 / 5
Mentions
Document Mentions (5 shared documents)
2 mentions1 same-page
Page ?Same page
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 Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers:
nning: 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 experience) Heather Ki
2 mentions1 same-page
Page ?Same page
Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Char
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 experience) Heather Ki
2 mentions1 same-page
Page ?Same page
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: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Char
SG: 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 experience) Heather Kir
Sponsored
2 mentions1 same-page
Page ?Same page
ent: 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: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Char
SG: 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 experience) Heather Ki
2 mentions1 same-page
Page ?Same page
ent: 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: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Char
SG: 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 experience) Heather Ki
Sponsored
Mutual Connections (31)
Entities connected to both Xavier Avila and Tom Clarke
Martha Stewart
PERSON202 w/ Xavier·8 w/ Tom
Stewart Oldfield
PERSON178 w/ Xavier·8 w/ Tom
Deutsche Bank Securities Inc.
ORGANIZATION35 w/ Xavier·7 w/ Tom
DK
Dan Kaiser
PERSON28 w/ Xavier·5 w/ Tom
Tazia Smith
PERSON14 w/ Xavier·11 w/ Tom
LF
Laura Farischon
PERSON10 w/ Xavier·13 w/ Tom
CB
Charlie Burrows
PERSON9 w/ Xavier·13 w/ Tom
PB
Paul Bartilucci
PERSON9 w/ Xavier·13 w/ Tom
TS
Todd Stevens
PERSON15 w/ Xavier·5 w/ Tom
BM
Bruce McDermott
PERSON5 w/ Xavier·13 w/ Tom
NH
Nick Haigh
PERSON5 w/ Xavier·13 w/ Tom
PF
Pete Ferrara
PERSON5 w/ Xavier·13 w/ Tom
LA
Larry Adam
PERSON5 w/ Xavier·12 w/ Tom
SP
Sam Petrucci
PERSON10 w/ Xavier·6 w/ Tom
TS
Terri Sohrab
PERSON7 w/ Xavier·9 w/ Tom
Prince Andrew
PERSON11 w/ Xavier·3 w/ Tom
RV
Rosemary Vrablic
PERSON5 w/ Xavier·8 w/ Tom
DH
Daniel von Heyl
PERSON4 w/ Xavier·8 w/ Tom
CK
Caroline Kitidis
PERSON5 w/ Xavier·6 w/ Tom
KH
Kim Hart
PERSON5 w/ Xavier·6 w/ Tom