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laboration on several other accounts. My background and skill set are complementary to Terris and we work well together. I've also worked a bit with Heather Kirby and Bruce McDermott. Recently, I've been working with Rosemary Vrablic and her team on an insurance premium finance trade for two of her clients, re
ure is very important to me and I would like to continue to get more involved. MDs who should be supportive of promotion Management: Salman Mandi Steve Mattus Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser CONFIDENTIAL - PURSUANT TO FED.
aboration on several other accounts. My background and skill set are complementary to Terri's and we work well together. I've also worked a bit with Heather Kirby and Bruce McDermott. Recently, I've been working with Rosemary Vrablic and her team on an insurance premium finance trade for two of her clients, re
tinue to get more involved. MDs who would be supportive of promotion Management: Patrick Campion Andrew Gallivan Salman Mandi Caroline Kitidis Steve Mattus Kim Hart Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0065137 CONFIDENTIAL
laboration on several other accounts. My background and skill set are complementary to Terris and we work well together. I've also worked a bit with Heather Kirby and Bruce McDermott. Recently, I've been working with Rosemary Vrablic and her team on an insurance premium finance trade for two of her clients, r
ure is very important to me and I would like to continue to get more involved. MDs who should be supportive of promotion Management: Selman Mandi Steve Mattus Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley lellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila CONFIDENTIAL - PUR
chon Pete Ferrara? Deposits: Charlie Burrows Other: Sam Petrucci Larry Adam Bankers: Terri Sohrab Bruce McDermott (based on KCP experience) Heather Kirby CIB: Several, can discuss Gaps? CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0069166 CONFIDENTIAL SDNY_GM_00215350 EFTA01374465
Management: Steve Mattus Patrick Harris Kim Hart Salman Mandi Caroline Kitidis? ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser? Tazia Smith DPM: Paul Bartilu
laboration on several other accounts. My background and skill set are complementary to Terris and we work well together. I've also worked a bit with Heather Kirby and have been asked to partner on several accounts by Bruce McDermott. Other bankers continue to seek me out to help on certain situations and I'm k
ely, though, yours is the support I most need to pursue this next year. Thanks again, Stew MDs who should be supportive of promotion Management: Steve Mattus Patrick Harris Kim Hart Selman Mandi Caroline Kitidis Wealth Planning: Sam Petrucci ISG: Coley lellinghaus KCP: Todd Stevens Dan Kaiser X
Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab Deirdre Judge Rosemary Vrablic Joanne Jensen Heather Kirby Bruce McDermott CIB: Several, can discuss Marketing: Paula Pullano Would like to get to know better: Fabrizio Campelli Balaji Prasanna Bernd A
Steve Mattus Kim Hart Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry
laboration on several other accounts. My background and skill set are complementary to Terris and we work well together. I've also worked a bit with Heather Kirby and Bruce McDermott. Recently, I've been working with Rosemary Vrablic and her team on an insurance premium finance trade for two of her clients, re
tinue to get more involved. MDs who would be supportive of promotion Management: Patrick Campion Andrew Gallivan Selman Mandi Caroline Kitidis Steve Mattus Kim Hart Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Xavier Avila CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e
Entities connected to both Heather Kirby and Steve Mattus
Terri Sohrab
PERSONBruce McDermott
PERSONRosemary Vrablic
PERSONSam Petrucci
PERSONKim Hart
PERSONColey Jellinghaus
PERSONNextGen
PERSONPaula Pullano
PERSON
Ghislaine Maxwell
PERSONTerri
PERSONTerris
ORGANIZATION
Prince Andrew
PERSONAshley Furniture
PERSONAndrew Gallivan
PERSON
Sarah Ferguson
PERSONTodd Stevens
PERSONDan Kaiser
PERSONCaroline Kitidis
PERSON
Tazia Smith
PERSONLaura Farischon
PERSON