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2018 Account Planning RM contribution Relationship Name: Deering/Crosby Banker Team: Stewart Oldfield GCIS Number: 00000535503 Relationship Team: ISG: Brian Harringt
former banker, Michael Mullin, and has recently been managed by Stewart Oldfield since November 2017. The primary contact for this relationship is Heather Deering Crosby, daughter of recently deceased Anthony Deering. Mr. Anthony W. Deering, also known as Tony, served as the President of Mercantile-Safe Deposit and T
2018 Account Planning RM contribution Relationship Name: Deering/Crosby Banker Team: Stewart Oldfield GCIS Number: 00000535503 Relationship Team: ISG: Frank DeBenedi
d by PCS for a long time before being moved to WM at the time of the Alex.Brown sale to Raymond James. The primary contact for this relationship is Heather Deering Crosby, daughter of recently deceased Anthony Deering. Mr. Anthony W. Deering, also known as Tony, served as the President of Mercantile-Safe Deposit and
2018 Account Planning RM contribution Relationship Name: Deering/Crosby Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Frank DeBenedittis DPM:
d by PCS for a long time before being moved to WM at the time of the Alex.Brown sale to Raymond James. The primary contact for this relationship is Heather Deering Crosby, daughter of recently deceased Anthony Deering. Mr. Anthony W. Deering, also known as Tony, served as the President of Mercantile-Safe Deposit and
Entities connected to both Account Planning and Heather Deering Crosby

Martha Stewart
PERSON
Stewart Oldfield
PERSONSam Petrucci
PERSONDeering
LOCATIONMichael Mullin
PERSONDeutsche Bank Trust Company Americas
ORGANIZATIONFrank DeBenedittis
PERSONGeorge Hack
PERSONAnthony W. Deering
PERSON
Bill Cosby
PERSON
Deutsche Bank
ORGANIZATIONHeather deManbey
PERSONClient Advisory Board
ORGANIZATIONT. Rowe Price Global Infrastructure Fund
ORGANIZATION
George W. Bush
PERSONthe Deering/Crosby
ORGANIZATIONHeather Crosby
PERSONTony Deering
PERSONBusiness Leader
ORGANIZATIONThe Rouse Company
ORGANIZATION