Epstein Secrets

hoshan I Bradley Gill in RE: Account Planning-Stewart Oldfield III Stewart Oldfield I Dana Ponzio ; Nina-X Nevidzanska Brian 1 Harrington I ; Frank DeBenedittis : Matt Glassman ; Peter Ferrara ; Xavier Avila Joshua Frank Classification: For Internal use only Samantha Harmon ; Laura Farischon ;Andrew K

d to contact the clients for a relationship review and make introductions with Michael King • Stewart Oldfield to attempt to get deposits and pitch Partner Capital Lines with Laura Farischon Elysium: • Major focus on private investments and structured lending • Stewart Oldfield to take a look into the Leon and De

tructured notes in the past, but the client did not have interest • Sell puts on a quarterly basis with DB collecting premium • Stew Oldfield and Frank DeBenedittis to increase coverage and wallet sharing for this relationship • Frank DeBenedittis to follow up and see what can be done from an RIA perspective D

to contact the clients for a relationship review and make introductions with Michael King • Stewart Oldfield to attempt to get deposits and pitch Partner Capital Lines with Laura Farischon Elysium: • Major focus on private investments and structured lending • Stewart Oldfield to take a look into the Leon and De

tructured notes in the past, but the client did not have interest • Sell puts on a quarterly basis with DB collecting premium • Stew Oldfield and Frank DeBenedittis to increase coverage and wallet sharing for this relationship • Frank DeBenedittis to follow up and see what can be done from an RIA perspective D

d to contact the clients for a relationship review and make introductions with Michael King • Stewart Oldfield to attempt to get deposits and pitch Partner Capital Lines with Laura Farischon Elysium: • Major focus on private investments and structured lending • Stewart Oldfield to take a look into the Leon and De