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Document Mentions (4 shared documents)
2 mentions1 same-page
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aus 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 experience) Heather Kirby CIB: Several, can discuss Gaps
Management: Steve Mattus Patrick Harris Kim Hart Salman Mandi Caroline Kitidis? ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser? Tazia Smith DPM: Paul Bartilu
2 mentions1 same-page
Page ?Same page
la 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 Judge Rosemary Vrablic CIB: Several, can discuss Marke
ure 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 Tazia Smith Danie
2 mentions1 same-page
Page ?Same page
la 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 Judge Rosemary Vrablic CIB: Several, can discuss Marke
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 Danie
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2 mentions1 same-page
Page ?Same page
la 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 Joanne Jensen Heather Kirby Bruce McDermott CIB: Several, can discuss Marketing: Paula
Steve Mattus Kim Hart Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry
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Mutual Connections (29)
Entities connected to both Charlie Burrows and Steve Mattus
Prince Andrew
PERSON55 w/ Charlie·7 w/ Steve
PB
Paul Bartilucci
PERSON34 w/ Charlie·4 w/ Steve
LF
Laura Farischon
PERSON32 w/ Charlie·4 w/ Steve
SP
Sam Petrucci
PERSON23 w/ Charlie·9 w/ Steve
AG
Andrew Gallivan
PERSON20 w/ Charlie·7 w/ Steve
TS
Terri Sohrab
PERSON17 w/ Charlie·8 w/ Steve
BM
Bruce McDermott
PERSON15 w/ Charlie·8 w/ Steve
Tazia Smith
PERSON17 w/ Charlie·5 w/ Steve
PC
Patrick Campion
PERSON18 w/ Charlie·2 w/ Steve
PF
Pete Ferrara
PERSON16 w/ Charlie·4 w/ Steve
FC
Fabrizio Campelli
PERSON17 w/ Charlie·2 w/ Steve
NH
Nick Haigh
PERSON13 w/ Charlie·4 w/ Steve
TC
Tom Clarke
PERSON13 w/ Charlie·4 w/ Steve
RV
Rosemary Vrablic
PERSON9 w/ Charlie·7 w/ Steve
CJ
Coley Jellinghaus
PERSON6 w/ Charlie·9 w/ Steve
KH
Kim Hart
PERSON6 w/ Charlie·9 w/ Steve
LA
Larry Adam
PERSON12 w/ Charlie·3 w/ Steve
PP
Paula Pullano
PERSON8 w/ Charlie·6 w/ Steve
XA
Xavier Avila
PERSON9 w/ Charlie·3 w/ Steve
CK
Caroline Kitidis
PERSON7 w/ Charlie·5 w/ Steve