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345 Park Avenue, 10154-0)04 New York, NY. USA
Tel .11212)454-2173
Fax +1(646>B63-9811
Mobi
Ema
anio-I4-cr ?e.'form.
Andrea Tapia--06/06:20 I 4 09:14:46 AM—Classification For internal use only
From: AmittaTapiaktlAbconK4DBCOEX
To: Chip Packard/db/dbcotnaBAntricas.
Date: 06/06/2014 09:14 AM
Subject: Client Tiering III
Classification: For internal use only
Hi Chip,
RV spoke to me about the client tiering exercise that needs to be completed for the
Client Advisory Board. To my understanding, the Platinum Client list has been suggested
but several more clients need to be identified since Roelfien and Jerry are looking for
50 clients from WM.
If you haven't already done so, do you want to leverage the top 10 relationships for the
4 teams I sent you yesterday? Let me know if you want to discuss.
Andrea
Andrea Tapia
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 24th Floor
New York, NY 10154
Tel. +1(212)454-7354
Mobil
Email
Securities offered through Deutsche Bank Securities Inc.
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0122196
CONFIDENTIAL SONY GM_00288380
EFTA01460729
ℹ️ Document Details
SHA-256
08e14cad02d613722b34bcc8f4caed168c138eacc7257e1a0e8b5f2d56ffdfb9
Bates Number
EFTA01460729
Dataset
DataSet-10
Type
document
Pages
1
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