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Document Mentions (4 shared documents)
2 mentions1 same-page
Page ?Same page
Cristina Andrew Gallivan 3/10/2017 John Marson spoke with client re: accounts There are no material changes No No Brian Convey 82871 Kestenbaum, Jacob Andrew Gallivan 3/13/2017 Scott Prokop and Brian Convey speaks with client to review his account. There are no material changes Y
ian Convey speaks with client to review his account. There are no material changes Yes No Brian Convey 82836 Paul A Volcker Irrevocable Life Ins Trust Andrew Gallivan 3/13/2017 Brian Convey speaks with client quarterly to review account. There are no changes to client's employment status
2 mentions1 same-page
Page ?Same page
Cristina Andrew Gallivan 3/10/2017 John Marion spoke with client re: accounts There are no material changes No No Brian Convey 82871 Kestenbaum, Jacob Andrew Gallivan 3/13/2017 Scott Prokop and Brian Convey speaks with client to review his account. There are no material changes Y
ian Convey speaks with client to review his account. There are no material changes Yes No Brian Convey 82836 Paul A Volcker Irrevocable Life Ins Trust Andrew Gallivan 3/13/2017 Brian Convey speaks with client quarterly to review account. There are no changes to client's employment status
2 mentions1 same-page
Page ?Same page
Jarero, Cristina Andrew Gallivan 3/10/2017 John Marson spoke with client re: accounts There are no material changes No No Brian Convey Kestenbaum, Jacob Andrew Gallivan 3/13/2017 Scott Prokop and Brian Convey speaks with client to review his account. There are no material changes Y
and Brian Convey speaks with client to review his account. There are no material changes Yes No Brian Convey Paul A Volcker Irrevocable Life Ins Trust Andrew Gallivan 3/13/2017 Brian Convey speaks with client quarterly to review account. There are no changes to client's employment status
Sponsored
2 mentions1 same-page
Page ?Same page
Jarero, Cristina Andrew Gallivan 3/10/2017 John Marson spoke with client re: accounts There are no material changes No No Brian Convey Kestenbaum, Jacob Andrew Gallivan 3/13/2017 Scott Prokop and Brian Convey speaks with client to review his account. There are no material changes Y
and Brian Convey speaks with client to review his account. There are no material changes Yes No Brian Convey Paul A Volcker Irrevocable Life Ins Trust Andrew Gallivan 3/13/2017 Brian Convey speaks with client quarterly to review account. There are no changes to client's employment status
Sponsored
Mutual Connections (14)
Entities connected to both Kestenbaum and Life Ins Trust
Prince Andrew
PERSON7 w/ Kestenbaum·5 w/ Life
Paul Volcker
PERSON6 w/ Kestenbaum·5 w/ Life
SP
Scott Prokop
PERSON7 w/ Kestenbaum·4 w/ Life
Sergey Brin
PERSON6 w/ Kestenbaum·5 w/ Life
BC
Brian Convey
PERSON5 w/ Kestenbaum·5 w/ Life
Jeffrey Epstein
PERSON6 w/ Kestenbaum·3 w/ Life
Martha Stewart
PERSON6 w/ Kestenbaum·3 w/ Life
Blackstone
ORGANIZATION5 w/ Kestenbaum·4 w/ Life
Southern Trust Company
ORGANIZATION6 w/ Kestenbaum·3 w/ Life
JM
John Marson
PERSON6 w/ Kestenbaum·3 w/ Life
Cayman LP
ORGANIZATION5 w/ Kestenbaum·4 w/ Life
Jarero
LOCATION5 w/ Kestenbaum·3 w/ Life
Stewart Oldfield
PERSON5 w/ Kestenbaum·2 w/ Life
BPP F.1 REIT Inc.
ORGANIZATION3 w/ Kestenbaum·2 w/ Life