Stewart Oldfield provides a career overview and financial performance summary, highlighting his experience in investment banking and private banking. He discusses his roles at JP Morgan, Credit Suisse, and Deutsche Bank, including key client relationships and internal partnerships. The document also lists management and colleagues supportive of his promotion.
doj/DataSet10/EFTA01425299.pdf
{"title":"SMO overview","key_people":["Stewart Oldfield","Chip Packard","Paul Morris","Terri Sohrab","Heather Kirby","Bruce McDermott","Rosemary Vrablic","Patrick Campion","Andrew Gallivan","Salman Mandi","Caroline Kitidis","Steve Mattus","Kim Hart","Sam Petrucci","Coley Jellinghaus","Todd Stevens","Xavier Avila","Tazia Smith","Daniel von Heyl","Larry Adam","Paul Bartilucci","Tom Clarke","Nick Haigh","Laura Farischon","Pete Ferrara","Charlie Burrows","Deirdre Judge","Joanne Jensen","Paula Pullano","Fabrizio Campelli","Balaji Prasanna","Bernd Amlung","Christian Notting"],"document_date":"2018-09-28","document_type":"correspondence","key_locations":["New York"],"key_organizations":["JP Morgan","Credit Suisse","Deutsche Bank","Third Lake","Ashley Furniture","Southern Financial","MCM","Deutsche Bank Trust Company Americas","Deutsche Bank Wealth Management"]}