Epstein Secrets

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

about the history than you do. Does it really go back to 1976? I also go back to 1976 . . . I've done the opportunity/challenge write ups for GA and Deering below, so you just need to do the client overview. We can wrap that up first thing Monday hopefully. GA/Madison Park We have substantial opportuni

ties to pursue with the Deering/Crosby family as outlined below. There are a few challenges. First, Heather Crosby runs an RIA that helps manage the Deering family assets. The RIA has pushed for an overly simple, low fee asset allocation. Despite serving as an RIA, they seem relatively unsophisticated. T

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

tly deceased Anthony Deering. Mr. Anthony W. Deering, also known as Tony, served as the President of Mercantile-Safe Deposit and Trust Company. Mr. Deering was an outstanding Business Leader and led The Rouse Company to become one of the country's largest commercial real estate developers. He has a weal

ving the quality of life in the communities it developed was an essential part of doing business. In that spirit, when the company was sold in 2004, Deering designated $25 million to the Rouse Company Foundation, quadrupling the charity in size and enabling its ongoing support of local housing and job tr

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

ly deceased Anthony Deering. Mr. Anthony W. Deering, also known as Tony, served as the President of Mercantile-Safe Deposit and Trust Company. Mr. Deering was an outstanding Business Leader and led The Rouse Company to become one of the country's largest commercial real estate developers. He has a weal

ving the quality of life in the communities it developed was an essential part of doing business. In that spirit, when the company was sold in 2004, Deering designated $25 million to the Rouse Company Foundation, quadrupling the charity in size and enabling its ongoing support of local housing and job tr

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

ly deceased Anthony Deering. Mr. Anthony W. Deering, also known as Tony, served as the President of Mercantile-Safe Deposit and Trust Company. Mr. Deering was an outstanding Business Leader and led The Rouse Company to become one of the country's largest commercial real estate developers. He has a weal

ving the quality of life in the communities it developed was an essential part of doing business. In that spirit, when the company was sold in 2004, Deering designated 525 million to the Rouse Company Foundation, quadrupling the charity in size and enabling its ongoing support of local housing and job tr

From: Cynthia Rodriguez Sent: 1/8/2018 12:04:54 PM To: Stewart 0ldfield ; Bradley Gillin Subject: RE: Account Planning sessions [C] [I] Attachments: 2018 Account Planning - GA.docx; 2018 Account Planning - Deering.Crosby.docx Classification: For internal Use only H

about the history than you do. Does it really go back to 1976? I also go back to 1976 .. . I've done the opportunity/challenge write ups for GA and Deering below, so you just need to do the client overview. We can wrap that up first thing Monday hopefully. GA/Madison Park We have substantial opportuni

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

ties to pursue with the Deering/Crosby family as outlined below. There are a few challenges. First, Heather Crosby runs an RIA that helps manage the Deering family assets. The RIA has pushed for an overly simple, low fee asset allocation. Despite serving as an RIA, they seem relatively unsophisticated. T