2018 Account Planning RM contribution Relationship Name: [Type Here] Banker Team: [Type Here] GCIS Number: [Type Here] Relationship Team: ISG: DPM: KCP: Lending:

From: Sent: To: Subject: Attachments: Stewart Oldfield 1/3/2018 6:18:27 PM Bradley Gillin Cynthia Rodriguez FW: Account Planning sessions [C] AP Template - Banker input.docx Fyi. Let's discuss tmw From: Samantha Harmon Sent: Tuesday, January 02, 2018 5:31 PM To: Stewart Ol

:00 AM End: 1/22/2018 10:00:00 AM Show Time As: Tentative Recurrence: (none) Classification: For internal use only Dear All, As we begin 2018 Account Planning, please note that it is very important for the product groups to review the documents provided ahead of time and come to the meeting with ideas for

2018 Account Planning RM contribution Relationship Name: Tisch Family Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Andrew King DPM: Paul Barti

2018 Account Planning RM contribution Relationship Name: Jockey Club Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Brian Harrington/Frank DeBene

2018 Account Planning financials Relationship Name Banker Team 1. CAM Rel. ID Number DZIALGA KIRSTEN S M Team New V0rk12 Stewart 0ldfickl Rehitionship Net Meth $

2018 Account Planning than/ bats Relationship Name Banker Team 1. CAM Rel. ID Number DEERING/CROSBY Yearn hew Yo k12 Stewart Otdhcid Relationship Net Worth SIC.)

2018 Account Planning RM contribution Relationship Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG:

2018 Account Planning RM contribution Relationship Name: Elysium Management Banker Team: Stewart Oldfield GCIS Number: 00000490445 Relationship Team: ISG: Andrew Kin

2018 Account Planning RM contribution Relationship Name: Southern Financial Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Andrew King DPM: Paul

2018 Account Planning RM contribution Relationship Name: Third Lake Capital Banker Team: Stewart Oldfield GCIS Number: 00000490359 Relationship Team: ISG: Andrew Kin

2018 Account Planning RM contribution Relationship Name: Safanad Banker Team: Stewart Oldfield GCIS Number: 00000550996 Relationship Team: ISG: DPM: KCP: Matt Glas

2018 Account Planning RM contribution Relationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charli

From: Stewart Oldfield [ Sent: 7/18/2016 2:42:23 PM To: Srianna Fowler Subject: FW: Account Planning [Cl Attachments: Client List B_Paul Morris.xlsx; Account Planning Initiative_Template.xlsx Classification: Confidential Please start to fill this

a). Where: CR 2405 / Dial-in Attached Classification: For internal use only « File: Oldfield 2018 Acct Planning.zip » Dear All, As we begin 2018 Account Planning, please note that it is very important for the product groups to review the documents provided ahead of time and come to the meeting with ideas for

e Bark Wealth Marta rement From: Stewart Oldfield Sent: Wednesday, January 03, 2018 6:18 PM To: Bradley Gillin a Cynthia Rodriguez < Subject: FW: Account Planning sessions [C] Fyi. Let's discuss tmw From: Samantha Harmon Sent: Tuesday, January 02, 2018 5:31 PM To: Stewart Oldfield Subject: Account Planning

2018 Account Planning RM contribution Relationship Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG:

We need to learn more to understand this better. From: Cynthia Rodriguez Sent: Friday, January 05 2018 6:00 PM To: Stewart Oldfield Subject: RE: Account Planning sessions [C] Llj Classification: For Internal use only Hi, Bradley Gillin Attached are the account planning pages for the below clients. A few no

a). Where: CR 2405 / Dial-in Attached Classification: For internal use only « File: Oldfield 2018 Acct Planning.zip » Dear All, As we begin 2018 Account Planning, please note that it is very important for the product groups to review the documents provided ahead of time and come to the meeting with ideas for

From: Stewart Oldfield Sent: 1/2/2018 5:36:35 PM To: Samantha Harmon Subject: RE: Account Planning sessions [CI Thanks. Will have a look tmw. Should be able to get it all done this week. From: Samantha Harmon Sent: Tuesday, Janua 02, 2018 5:31