Epstein Secrets

ntha Harmon; Dana Ponzio; Laura Farischon; Harris Winters; Nina-X Nevidzanska; Andrew King; Brian J Harrington; Charlie Burrows; Frank DeBenedittis; George Hack; Joshua Shoshan; Matt Glassman; Paul Bartilucci; Peter Ferrara; Sam Petrucci; Tazia Smith; Xavier Avila; Martin Zeman; Vahe Stepanian; Joshua Frank

a). Where: CR 2405 / Dial-in Attached Classification: For internal use only « File: Oldfield 2018 Acct Planning.zip » Dear All, As we begin 2018 Account Planning, please note that it is very important for the product groups to review the documents provided ahead of time and come to the meeting with ideas for

antha Harmon; Dana Ponzio; Laura Farischon; Harris Winters; Nina-X Nevidzanska; Andrew King; Brian! Harrington; Charlie Burrows; Frank DeBenedittis; George Hack; Joshua Shoshan; Matt Glassman; Paul Bartilucci; Peter Ferrara; Sam Petrucci; Tazia Smith; Xavier Avila; Martin Zeman; Vahe Stepanian; Joshua Frank

a). Where: CR 2405 / Dial-in Attached Classification: For internal use only « File: Oldfield 2018 Acct Planning.zip » Dear All, As we begin 2018 Account Planning, please note that it is very important for the product groups to review the documents provided ahead of time and come to the meeting with ideas for

rian Harrington Trust/Custody: National Trust team DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: George Hack Other: Client Profile The Deering/Crosby relationship has been with DB WM since April 2016, and primarily holds a brokerage relationship with the

2018 Account Planning RM contribution Relationship Name: Deering/Crosby Banker Team: Stewart Oldfield GCIS Number: 00000535503 Relationship Team: ISG: Frank DeBenedi

on Relationship Name: Deering/Crosby Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Frank DeBenedittis DPM: KCP: Lending: George Hack Client Profile Trust/Custody: National Trust team WPS: Sam Petrucci Deposits: Stewart Oldfield Other: The Deering/Crosby relationship has been wi

2018 Account Planning RM contribution Relationship Name: Deering/Crosby Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Frank DeBenedittis DPM:

2018 4:15:56 PM To: Stewart 0ldfield Samantha Harmon Dana Ponzio CC: Nevidzanska Matt Glassman Laura Farischon Andrew King Charlie Burrows- George Hack ; Paul Bartilucci Harris Winters Brian J Harrington Frank DeBenedittis Joshua Shoshan Peter Ferrara Nina-X Sam Petrucci Tazia Smith Xavier

:00 AM End: 1/22/2018 10:00:00 AM Show Time As: Tentative Recurrence: (none) Classification: For internal use only Dear All, As we begin 2018 Account Planning, please note that it is very important for the product groups to review the documents provided ahead of time and come to the meeting with ideas for