EFTA Document EFTA01421027

2018 Account Planning RM contribution Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number: 00000427075 Relationship Team: ISG: Brian Harrington DPM: KCP: Lending: Joshua Frank Trust/Custody: WPS: Deposits: Stewart Oldfield Other: Client Profile This relationship manages the assets of Adam Marc Lindemann and George Lindemann Jr, sons of billionaire George Lindemann, a serial entrepreneur that founded and sold a handful of businesses over the past half-century,