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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
D 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. The company is owned by father and son te
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
D 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. The company is owned by father and son te
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
D 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. The company is owned by father and son te
Entities connected to both Andrew King and Ron Wanek

Prince Andrew
PERSON
Martha Stewart
PERSON
Stewart Oldfield
PERSON
Jeffrey Epstein
PERSON
Paul Morris
PERSONDarren Indyke
PERSONPaul Bartilucci
PERSONCharlie Burrows
PERSONLaura Farischon
PERSONAccount Planning
ORGANIZATIONSam Petrucci
PERSONMatt Glassman
PERSONDB AG
ORGANIZATIONBrianna Fowler
PERSONKen Jones
PERSONArcadia
LOCATIONTodd Wanek
PERSONAshley
PERSONWanek
ORGANIZATIONAshley Furniture
PERSON