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2018 Account Planning RM contribution Relationship Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG:
2018 Account Planning RM contribution Relationship Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: DPM: KCP: Tazia Smith Lending: Client Profile Trust/Cust
We need to learn more to understand this better. From: Cynthia Rodriguez Sent: Friday, January 05 2018 6:00 PM To: Stewart Oldfield Subject: RE: Account Planning sessions [C] Llj Classification: For Internal use only Hi, Bradley Gillin Attached are the account planning pages for the below clients. A few no
lients. A few notes: • I did not create one for General Atlantic because I wasn't exactly sure if it was General Atlantic you wanted to include or Madison Park Capital LLC. Also, • I see that Ali Rashid is under the Safand relationship, but I have a completely different profile for Safand as a company. • Left a few
need to learn more to understand this better. From: Cynthia Rodriguez Sent: Friday, January 05, 2018 6:00 PM To: Stewart Oldfield < Subject: RE: Account Planning sessions ICJ [I] >; Bradley Gillin ‹ > Classification: For Internal use only Hi, Attached are the account planning pages for the below clients. A
lients. A few notes: • I did not create one for General Atlantic because I wasn't exactly sure if it was General Atlantic you wanted to include or Madison Park Capital LLC. Also, • I see that Ali Rashid is under the Safand relationship, but I have a completely different profile for Safand as a company. • Left a few
2018 Account Planning RM contribution Relationship Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG:
2018 Account Planning RM contribution Relationship Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Brian Harrington DPM: KCP: Tazia Smith Lending: Client Pr
From: Sent: To: Subject: Attachments: Cynthia Rodriguez 1/5/2018 5:59:43 PM Stewart 0ldfield RE: Account Planning sessions 2018 Account Planning - Oldfield.zip Classification: For Internal use only Hi, ; Bradley Gitlin Attached are the account planning pages
lients. A few notes: • I did not create one for General Atlantic because I wasn't exactly sure if it was General Atlantic you wanted to include or Madison Park Capital LLC. Also, • I see that Ali Rashid is under the Safand relationship, but I have a completely different profile for Safand as a company. • Left a few
2018 Account Planning RM contribution Relationship Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: 00000492971 Relationship
2018 Account Planning RM contribution Relationship Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: 00000492971 Relationship Team: ISG: Brian Harrington DPM: KCP: Tazia Smith Lending
2018 Account Planning RM contribution Relationship Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG:
2018 Account Planning RM contribution Relationship Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Andrew King DPM: Paul Bartilucci KCP: Tazia Smith Lending:
Entities connected to both Account Planning and Madison Park Capital LLC

Martha Stewart
PERSON
Stewart Oldfield
PERSON
Alfredo Rodriguez
PERSONBradley Gillin
PERSON
Tazia Smith
PERSONWilliam E. Ford
PERSONDavid C. Hodgson
PERSONRichard B. Gold
PERSONEugene P. Lynch
PERSONDeering
LOCATIONBrian Harrington
PERSONGeneral Atlantic
LOCATIONDB Force
ORGANIZATIONSafand
ORGANIZATION
Greenwich
LOCATIONTony Deering
PERSON
Bill Cosby
PERSONKCP East
LOCATIONDuty Free Shoppers
ORGANIZATIONCharles F. Feeney
PERSON