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77004958 KATI WANEK-FORSYTHE
77004966 KATI WANEK-FORSYTHE 2015 GRAT TR FOR
77004974 CAMERON WANEK
77004982 TRAVIS WAGNER
77004990 SHARI WAGNER
77005002 SHARI WAGNER 2015 GRAT FOR LEAH M
77005010 SHARI WAGNER 2015 GRAT TRAVIS T. WAGN
77005029 KATI WANEK-FORSYTHE 2015 GRAT TR
77005037 SHARI WAGNER 2015 GRAT FOR MARA WAGNE
77005045 SHARI WAGNER 2012 IRREVOCABLE TRUST
77005053 ROBERT S FORSYTHE REVOCABLE TRUST
77005141 KATI WANEK- FORSYTHE 2012 IRREVOCABLE
77005184 TODD R WANEK 2015 GRAT TRUST FOR CAME
77005192 TODD R WANEK 2015 GRAT TRUST FOR
77005248 RONALD & JOYCE WANEK IRREVOCABLE DYNA
77005360 ASHLEY HOLDINGS INC
if need help please contact
Thank you
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From:
Dana Ponzio
Sent:
1/16/2018 4:15:56 PM
To:
Stewart 0ldfield
Samantha Harmon
Dana Ponzio
CC:
Nevidzanska
Matt Glassman
Laura Farischon
Andrew King
Charlie Burrows-
George Hack
; Paul Bartilucci
Harris Winters
Brian J Harrington
Frank DeBenedittis
Joshua Shoshan
Peter Ferrara
Nina-X
Sam Petrucci
Tazia Smith
Xavier Avila
lartin Zeman
Vahe Stepania
Joshua
Bradley Gillin
ynthia Rodrigue
Subject:
Account Planning-Stewart 0ldfield (I)
Attachments: Oldfield 2018 Acct Planning.zip
Location:
CR 2405 / Dial-in Attached
Start:
1/22/2018 8:00:00 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 potential new business in
your particular product area. There is quite a bit of focus on this exercise this year.
Please make every effort to be in attendance. If you are absolutely unable, please delegate to someone who
can represent you, or if there are multiple people from your product area, you can have one person
represent all the accounts.
Documents that are available are attached.
Please contact Samantha Harmon if you have any questions or concerns.
Patrick Campion's Virtual Meeting Room Details
United States
+1 973 631 2000/ +1 201 593 3794
Virtual Meeting Room number: 880884540438
HOST PIN:
757893
Participant PIN: 499589
Internal Phone and VC Devices
Virtual Meeting Room number: 880884540438
Desktop Video or External Video
Virtual Meeting Room address:
cm ailto
External Audio Participants:
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Choose country location below for dial in
Then enter number
Major Hubs:
Australia
China
Germany
Hong Kong
India
Singapore
United Kingdom
United States
Rest of the world:
Austria:
Belgium
Canada
Cayman Islands
Channel Islands
France
Hungary
Indonesia
Ireland
Israel
Italy
Japan
Malaysia
Mauritius
Mexico
Netherlands
New Zealand
Philippines
Poland
Portugal
Romania
Russian Federation
Saudi Arabia
South Africa
South Korea
Spain
Sweden
Taiwan
Thailand
United Arab Emirates
Vietnam
o regulatory reasons)
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2018 Account Planning
RM contribution
Relationship Name: Tisch Family
Banker Team: Stewart Oldfield
GCIS Number:
Relationship Team:
ISG: Andrew King
DPM: Paul Bartilucci
KCP: Josh Shoshan/Vahe Stepanian
Lending: Laure Farischon
Client Profile
Trust/Custody:
WPS: Sam Petrucci
Deposits: Charlie Burrows
Other:
Sisters-in-law Joan Tisch (recently deceased) and Wilma "Billie" Tisch and their sons share the family fortune
built by their late husbands, investors Preston (known as Bob) and Laurence Tisch. The brothers got their
start with a New Jersey hotel in 1946; they acquired Loews Theatres in 1959 and soon diversified. Today the
family owns approximately 17% of publicly traded Loews Corp. which includes oil drilling (Diamond