Document Mentions (3 shared documents)

EFTA01386072

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2018 Account Planning RM contribution Relationship Name: Third Lake Capital Banker Team: Stewart Oldfield GCIS Numbe Relationship Team: ISG: Andrew King DPM: Paul B

ships at Goldman Sachs and TD Ameritrade. Current contacts for this relationship are: • Ken Jones— CEO • Paul Watson — CIO • Robert Forsythe — VP Investments, grandson of Ron Wanek Ashley Furniture is the world's largest furniture manufacturer and retailer headquartered in Arcadia, WI. The company is own

EFTA01386786

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2018 Account Planning RM contribution Relationship Name: Third Lake Capital Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Andrew King DPM: Paul

EFTA01369996

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2018 Account Planning RM contribution Relationship Name: Third Lake Capital Banker Team: Stewart Oldfield GCIS Number: 00000490359 Relationship Team: ISG: Andrew Kin

Mutual Connections (22)

Entities connected to both Account Planning and VP Investments

Martha Stewart