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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 (CFP) DPM: Lar
ellinghaus 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 Kirby Deirdre
2 mentions1 same-page
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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 (CFP) DPM: Lar
ellinghaus 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 Kirby Deirdre
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: Lar
ellinghaus 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 Kirby Deirdre
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Entities connected to both Andrew Gallivan and Nick Haigh
Prince Andrew
PERSON259 w/ Andrew·3 w/ Nick
Martha Stewart
PERSON125 w/ Andrew·10 w/ Nick
Stewart Oldfield
PERSON114 w/ Andrew·9 w/ Nick
Jeffrey Epstein
PERSON94 w/ Andrew·2 w/ Nick
Deutsche Bank Securities Inc.
ORGANIZATION58 w/ Andrew·8 w/ Nick
Deutsche Bank Trust Company Americas
ORGANIZATION34 w/ Andrew·2 w/ Nick
CB
Charlie Burrows
PERSON20 w/ Andrew·13 w/ Nick
Tazia Smith
PERSON11 w/ Andrew·14 w/ Nick
RV
Rosemary Vrablic
PERSON15 w/ Andrew·8 w/ Nick
TS
Terri Sohrab
PERSON12 w/ Andrew·9 w/ Nick
BM
Bruce McDermott
PERSON8 w/ Andrew·13 w/ Nick
CK
Caroline Kitidis
PERSON13 w/ Andrew·6 w/ Nick
KH
Kim Hart
PERSON12 w/ Andrew·6 w/ Nick
PB
Paul Bartilucci
PERSON4 w/ Andrew·13 w/ Nick
PF
Pete Ferrara
PERSON3 w/ Andrew·13 w/ Nick
LA
Larry Adam
PERSON4 w/ Andrew·12 w/ Nick
TC
Tom Clarke
PERSON3 w/ Andrew·13 w/ Nick
LF
Laura Farischon
PERSON3 w/ Andrew·13 w/ Nick
TS
Todd Stevens
PERSON10 w/ Andrew·5 w/ Nick
CJ
Coley Jellinghaus
PERSON8 w/ Andrew·6 w/ Nick