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2018 Account Planning RM contribution Relationship Name: Third Lake Capital Banker Team: Stewart Oldfield GCIS Numbe Relationship Team: ISG: Andrew King DPM: Paul Bartilucci KCP: Matt Glassman Lending: Laura Farischon Client Profile Trust/Custody: WPS: Sam Petrucci Deposits: Charlie Burrows Ot
s banking relationships at Goldman Sachs and TD Ameritrade. Current contacts for this relationship are: • Ken Jones— CEO • Paul Watson — CIO • Robert Forsythe — VP Investments, grandson of Ron Wanek Ashley Furniture is the world's largest furniture manufacturer and retailer headquartered in Arcadia, WI. Th
2018 Account Planning RM contribution Relationship Name: Third Lake Capital Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Andrew King DPM: Paul Bartilucci KCP: Matt Glassman Lending: Client Profile Trust/Custody: WPS: Deposits: Charlie Burrows Other: Third Lake Capital (TLC
s banking relationships at Goldman Sachs and TD Ameritrade. Current contacts for this relationship are: • Ken Jones— CEO • Paul Watson — CIO • Robert Forsythe — VP Investments, grandson of Ron Wanek Ashley Furniture is the world's largest furniture manufacturer and retailer headquartered in Arcadia, WI. Th
t Planning RM contribution Relationship Name: Third Lake Capital Banker Team: Stewart Oldfield GCIS Number: 00000490359 Relationship Team: ISG: Andrew King DPM: Paul Bartilucci KCP: Matt Glassman Lending: Laura Farischon Client Profile Trust/Custody: WPS: Sam Petrucci Deposits: Charlie Burrows Ot
s banking relationships at Goldman Sachs and TD Ameritrade. Current contacts for this relationship are: • Ken Jones— CEO • Paul Watson — CIO • Robert Forsythe — VP Investments, grandson of Ron Wanek Ashley Furniture is the world's largest furniture manufacturer and retailer headquartered in Arcadia, WI. Th
Entities connected to both Andrew King and Robert Forsythe

Prince Andrew
PERSON
Martha Stewart
PERSON
Stewart Oldfield
PERSONDeutsche Bank Securities Inc.
ORGANIZATION
Paul Morris
PERSON
Paul Barrett
PERSONPaul Bartilucci
PERSONCharlie Burrows
PERSONLaura Farischon
PERSONAccount Planning
ORGANIZATIONSam Petrucci
PERSONPaul Watson
PERSONMatt Glassman
PERSONDB AG
ORGANIZATIONLeon Black
PERSONNina-X Nevidzanska
PERSONAshley Furniture
PERSONVP Investments
ORGANIZATIONAshley Furniture HomeStore
ORGANIZATIONTodd Wanek
PERSON