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Document Mentions (5 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 DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Bur
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 Kirby Deirdre Judge CIB: Several, can discuss It Stewart Oldfield, C
2 mentions1 same-page
Page ?Same page
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 Nick Haigh Laura Farischon Pete Ferrara? Deposits: Charlie Burrows Other: Sam Petruc
aus 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 Sohrab Bruce McDermott (based on KCP experience) Heather Kirby CIB: Several, can discuss Gaps
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
la 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 Kirby Deirdre Judge Rosemary Vrablic CIB: Several, can discuss Market
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2 mentions1 same-page
Page ?Same page
ion 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: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara
la 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 Kirby Deirdre Judge Rosemary Vrablic CIB: Several, can discuss Marke
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 (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara
la 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 Kirby Deirdre Judge Rosemary Vrablic CIB: Several, can discuss Marke
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Mutual Connections (40)
Entities connected to both Dan Kaiser and Charlie Burrows
Martha Stewart
PERSON27 w/ Dan·102 w/ Charlie
Stewart Oldfield
PERSON25 w/ Dan·95 w/ Charlie
Jeffrey Epstein
PERSON15 w/ Dan·51 w/ Charlie
Prince Andrew
PERSON5 w/ Dan·55 w/ Charlie
Deutsche Bank Securities Inc.
ORGANIZATION6 w/ Dan·38 w/ Charlie
PB
Paul Bartilucci
PERSON5 w/ Dan·34 w/ Charlie
XA
Xavier Avila
PERSON28 w/ Dan·9 w/ Charlie
LF
Laura Farischon
PERSON5 w/ Dan·32 w/ Charlie
BG
Bradley Gillin
PERSON2 w/ Dan·30 w/ Charlie
SP
Sam Petrucci
PERSON8 w/ Dan·23 w/ Charlie
MG
Matt Glassman
PERSON13 w/ Dan·13 w/ Charlie
AG
Andrew Gallivan
PERSON5 w/ Dan·20 w/ Charlie
TS
Terri Sohrab
PERSON7 w/ Dan·17 w/ Charlie
MZ
Martin Zeman
PERSON20 w/ Dan·4 w/ Charlie
Tazia Smith
PERSON6 w/ Dan·17 w/ Charlie
BM
Bruce McDermott
PERSON7 w/ Dan·15 w/ Charlie
PF
Pete Ferrara
PERSON5 w/ Dan·16 w/ Charlie
FC
Fabrizio Campelli
PERSON2 w/ Dan·17 w/ Charlie
NH
Nick Haigh
PERSON5 w/ Dan·13 w/ Charlie
KH
Kimberly Hart
PERSON11 w/ Dan·7 w/ Charlie