Back to Network
8
Shared Docs
8
Same-Page
8 / 8
Mentions
Document Mentions (8 shared documents)
2 mentions1 same-page
Page ?Same page
Patrick Harris Kim Hart Selman Mandi Caroline Kitidis Wealth Planning: Sam Petrucci 15G: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Hai
haus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (based on KCP experience) Heather Kirby Deirdre Judge CIB: Several, can disc
2 mentions1 same-page
Page ?Same page
Dan Kaiser? Tazia Smith DPM: Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon 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 - PURS
dis? ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser? Tazia Smith DPM: Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara? Deposits: Charlie Burrows Other: Sam Petrucci Larry Adam Bankers: Terri Sohrab Bruce McDermott (based on KCP experience) Heather Kirby CIB
2 mentions1 same-page
Page ?Same page
Management Banker Team: Stewart Oldfield GCIS Number: 00000490445 Relationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Pete Ferrara/Laura Farischon Other: Client Profile Elysium Management is the family offic
elationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Pete Ferrara/Laura Farischon Other: Client Profile Elysium Management is the family office that manages the capital of Leon Black, the Co-Founder and CEO of A
Sponsored
2 mentions1 same-page
Page ?Same page
Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit
s Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab Bruce McDermott (based on KCP experience) Heather Kirby Deirdre Judge Rosemary Vrablic CIB:
2 mentions1 same-page
Page ?Same page
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 Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit
s Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (based on KCP experience) Heather Kirby Deirdre Judge Rosemary Vrablic CIB:
2 mentions1 same-page
Page ?Same page
Management: Salman Mandi Steve Mattus Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit
s Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (based on KCP experience) Heather Kirby Deirdre Judge Rosemary Vrablic CIB:
Sponsored
2 mentions1 same-page
Page ?Same page
Steve Mattus Kim Hart Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clark
Todd Stevens Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom 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, ca
2 mentions1 same-page
Page ?Same page
Management Banker Team: Stewart Oldfield GCIS Number: 00000490445 Relationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Pete Ferrara/Laura Farischon Other: Client Profile Elysium Management is the family offic
elationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Pete Ferrara/Laura Farischon Other: Client Profile Elysium Management is the family office that manages the capital of Leon Black, the Co-Founder and CEO of A
Sponsored
Mutual Connections (44)
Entities connected to both Sam Petrucci and Pete Ferrara
PB
Paul Bartilucci
PERSON25 w/ Sam·15 w/ Pete
CB
Charlie Burrows
PERSON23 w/ Sam·16 w/ Pete
LF
Laura Farischon
PERSON22 w/ Sam·16 w/ Pete
Martha Stewart
PERSON25 w/ Sam·12 w/ Pete
Prince Andrew
PERSON24 w/ Sam·6 w/ Pete
Stewart Oldfield
PERSON20 w/ Sam·9 w/ Pete
BM
Bruce McDermott
PERSON11 w/ Sam·14 w/ Pete
Tazia Smith
PERSON14 w/ Sam·11 w/ Pete
TS
Terri Sohrab
PERSON12 w/ Sam·10 w/ Pete
Account Planning
ORGANIZATION17 w/ Sam·3 w/ Pete
NH
Nick Haigh
PERSON6 w/ Sam·13 w/ Pete
TC
Tom Clarke
PERSON6 w/ Sam·13 w/ Pete
LA
Larry Adam
PERSON5 w/ Sam·12 w/ Pete
KH
Kim Hart
PERSON11 w/ Sam·6 w/ Pete
CJ
Coley Jellinghaus
PERSON11 w/ Sam·6 w/ Pete
RV
Rosemary Vrablic
PERSON8 w/ Sam·8 w/ Pete
MG
Matt Glassman
PERSON12 w/ Sam·3 w/ Pete
XA
Xavier Avila
PERSON10 w/ Sam·5 w/ Pete
PP
Paula Pullano
PERSON7 w/ Sam·7 w/ Pete
HK
Heather Kirby
PERSON9 w/ Sam·4 w/ Pete