3
Shared Docs
3
Same-Page
3 / 3
Mentions
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 (based on KCP
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 La
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
orporate culture is very important to 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 Tazi
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
Management: Salman Mandi Steve Mattus Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazi
Entities connected to both Nick Haigh and Salman Mandi
Bruce McDermott
PERSON
Tazia Smith
PERSONLaura Farischon
PERSONTom Clarke
PERSONPaul Bartilucci
PERSONPete Ferrara
PERSONCharlie Burrows
PERSONTerri Sohrab
PERSONLarry Adam
PERSONRosemary Vrablic
PERSONSam Petrucci
PERSONKim Hart
PERSONColey Jellinghaus
PERSONDaniel von Heyl
PERSONCaroline Kitidis
PERSONPaula Pullano
PERSONBernd Amlung
PERSONDan Kaiser
PERSONSteve Mattus
PERSONTodd Stevens
PERSON