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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
ewart Oldfield; Samantha 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;
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
tewart Oldfield; Samantha 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;
2018 Account Planning RM contribution Relationship Name: Deering/Crosby Banker Team: Stewart Oldfield GCIS Number: 00000535503 Relationship Team: ISG: Frank DeBenedi
count Planning RM contribution Relationship Name: Deering/Crosby Banker Team: Stewart Oldfield GCIS Number: 00000535503 Relationship Team: ISG: Frank DeBenedittis/Brian Harrington Trust/Custody: National Trust team DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending
2018 Account Planning RM contribution Relationship Name: Deering/Crosby Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Frank DeBenedittis DPM:
2018 Account Planning RM contribution 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 Dee
: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
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 Avila lartin Zeman Vahe Stepania Joshua Bradley Gillin ynthia Rodrigue
Entities connected to both Account Planning and Frank DeBenedittis

Martha Stewart
PERSON
Stewart Oldfield
PERSON
Prince Andrew
PERSONLaura Farischon
PERSONPaul Bartilucci
PERSONCharlie Burrows
PERSONSam Petrucci
PERSONAndrew King
PERSON
Jeffrey Epstein
PERSON
Alfredo Rodriguez
PERSONMatt Glassman
PERSONSamantha Harmon
PERSONBradley Gillin
PERSONJoshua Shoshan
PERSONGeorge Hack
PERSON
Tazia Smith
PERSONVahe Stepanian
PERSONDana Ponzio
PERSONDB AG
ORGANIZATIONBrian Harrington
PERSON