📄 Extracted Text (196 words)
You need to provide net worth information and potential revenue for each name. Please identify which names
are prospects and which are clients.
As you know, a decision was made to make a donation to Kiva in lieu of gifts. Please confirm that it is
absolutely necessary to send gifts to all the individuals on your list.
Kimberly Hart
Managing Director
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, New York, NY 10154
Tel.
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Securities offered through Deutsche Bank Securities Inc.
From: Paul Morris
Sent: Friday, December 5, 2014 1:15 PM
To: Andrew Gallivan; Kimberly Hart
Cc: Amanda Kirby
Subject: Holiday Books [I]
Classification: For internal use only
I plan to buy books ($20-30 range) for each of the following clients/prospects.
Glen Warren
Noam Gottesman
Charles Britton
Jason Kiser
Ian Cummings
Bryan Lawrence
Howard Keenan
Pete Leidel
Todd Wanek
Jeff Epstein
Eileen Alexanderson
Please let me know if you need any additional info. Thanks
Paul Morris
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
New York NY 10154
Offic •
Cell:
CONFIDENTIAL — PURSUANT TO FED. R. GRIM. P. 6(e) DB-SDNY-0 115279
CONFIDENTIAL SDNY_GM_00261463
EFTA01456155
ℹ️ Document Details
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0ddec62224c883bda57e18033b55e4c78824fdc0a26a753f51ad4b8ab04ee826
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EFTA01456155
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document
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1
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