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2018 Account Planning RM contribution Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number: 00000427075 Relationship Team: ISG: Andrew King Trust/
: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Laura Farischon/Joshua Frank Other: Client Profile This relationship is with Adam Lindemann and George Lindemann Jr, sons of billionaire George Lindemann, a serial entreprene
2018 Account Planning RM contribution Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number: 00000427075 Relationship Team: ISG: Andrew King Trust/
ewart Oldfield GCIS Number: 00000427075 Relationship Team: ISG: Andrew King Trust/Custody: DPM: WPS: KCP: Deposits: Lending: Laura Farischon/Joshua Frank Other: Client Profile This relationship is with Adam Lindemann and George Lindemann Jr, sons of billionaire George Lindemann, a serial entreprene
2018 Account Planning RM contribution Relationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charli
: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Laura Farischon/Joshua Frank Other: Client Profile Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number l This relationship is with Adam Lindemann and Geo
Entities connected to both Account Planning and Joshua Frank

Martha Stewart
PERSON
Stewart Oldfield
PERSON
Prince Andrew
PERSONCharlie Burrows
PERSONPaul Bartilucci
PERSONLaura Farischon
PERSONSam Petrucci
PERSONMatt Glassman
PERSONMarc Newson
PERSON
Credit Suisse
ORGANIZATION
George H.W. Bush
PERSONMetro Mobile
ORGANIZATIONBell Atlantic
ORGANIZATIONSouthern Union Company
ORGANIZATIONIkepod
ORGANIZATIONthe Bass Museum of Art
ORGANIZATIONGeorge Lindemann Jr.
PERSONSloan Lindemann
PERSONAmalia Dayan
PERSONAdam Lindemann
PERSON