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Document Mentions (6 shared documents)
2 mentions1 same-page
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roline 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 Burrows Bankers: Terri Sohrab Bruce McDermott (based on KCP ex
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
2 mentions1 same-page
Page ?Same page
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 Petrucci Larry Adam Bankers: Terri Sohra
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: Cha
2 mentions1 same-page
Page ?Same page
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 Deposits: Charlie Burrows Bankers: Tern Sohrab Bruce McDermott (based on KCP exp
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
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2 mentions1 same-page
Page ?Same page
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 Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (based on KCP ex
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: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh
2 mentions1 same-page
Page ?Same page
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 Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (based on KCP ex
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
2 mentions1 same-page
Page ?Same page
art Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens 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 Deirdre Judge Rosemary Vrablic
Steve Mattus Kim Hart Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Fari
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Mutual Connections (40)
Entities connected to both Paul Bartilucci and Coley Jellinghaus
Martha Stewart
PERSON39 w/ Paul·22 w/ Coley
Stewart Oldfield
PERSON33 w/ Paul·19 w/ Coley
LF
Laura Farischon
PERSON34 w/ Paul·6 w/ Coley
CB
Charlie Burrows
PERSON34 w/ Paul·6 w/ Coley
SP
Sam Petrucci
PERSON25 w/ Paul·11 w/ Coley
Prince Andrew
PERSON26 w/ Paul·9 w/ Coley
Jeffrey Epstein
PERSON7 w/ Paul·22 w/ Coley
Tazia Smith
PERSON19 w/ Paul·7 w/ Coley
BM
Bruce McDermott
PERSON13 w/ Paul·10 w/ Coley
TS
Terri Sohrab
PERSON13 w/ Paul·9 w/ Coley
PF
Pete Ferrara
PERSON15 w/ Paul·6 w/ Coley
Deutsche Bank Securities Inc.
ORGANIZATION9 w/ Paul·12 w/ Coley
RV
Rosemary Vrablic
PERSON11 w/ Paul·8 w/ Coley
BG
Bradley Gillin
PERSON5 w/ Paul·14 w/ Coley
NH
Nick Haigh
PERSON13 w/ Paul·6 w/ Coley
TC
Tom Clarke
PERSON13 w/ Paul·6 w/ Coley
LA
Larry Adam
PERSON14 w/ Paul·5 w/ Coley
KH
Kim Hart
PERSON6 w/ Paul·11 w/ Coley
PP
Paula Pullano
PERSON7 w/ Paul·7 w/ Coley
XA
Xavier Avila
PERSON9 w/ Paul·5 w/ Coley