EFTA Document EFTA01433474

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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 Trust/Custody: WPS: Sam Petrucci Deposits: Charlie Burrows Other: Client Profile 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)

Date

Unknown

Source

Dept. of Justice

Reference

sd-10-EFTA01433474

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Integrity

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