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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 Bur
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
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
is 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 Sohrab Bruce McDermott (b
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
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
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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
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
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
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
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Mutual Connections (31)
Entities connected to both Dan Kaiser and Tom Clarke
Martha Stewart
PERSON27 w/ Dan·8 w/ Tom
Stewart Oldfield
PERSON25 w/ Dan·8 w/ Tom
XA
Xavier Avila
PERSON28 w/ Dan·5 w/ Tom
BM
Bruce McDermott
PERSON7 w/ Dan·13 w/ Tom
PF
Pete Ferrara
PERSON5 w/ Dan·13 w/ Tom
NH
Nick Haigh
PERSON5 w/ Dan·13 w/ Tom
LF
Laura Farischon
PERSON5 w/ Dan·13 w/ Tom
PB
Paul Bartilucci
PERSON5 w/ Dan·13 w/ Tom
CB
Charlie Burrows
PERSON5 w/ Dan·13 w/ Tom
Tazia Smith
PERSON6 w/ Dan·11 w/ Tom
TS
Todd Stevens
PERSON11 w/ Dan·5 w/ Tom
LA
Larry Adam
PERSON4 w/ Dan·12 w/ Tom
TS
Terri Sohrab
PERSON7 w/ Dan·9 w/ Tom
KH
Kim Hart
PERSON8 w/ Dan·6 w/ Tom
CJ
Coley Jellinghaus
PERSON8 w/ Dan·6 w/ Tom
SP
Sam Petrucci
PERSON8 w/ Dan·6 w/ Tom
Deutsche Bank Securities Inc.
ORGANIZATION6 w/ Dan·7 w/ Tom
RV
Rosemary Vrablic
PERSON5 w/ Dan·8 w/ Tom
PP
Paula Pullano
PERSON4 w/ Dan·7 w/ Tom
CK
Caroline Kitidis
PERSON5 w/ Dan·6 w/ Tom