📄 Extracted Text (231 words)
Tapia---06/06/2014 09:14:46 AM---Classification: For internal use onlyAndrea
Tapia---06/06/2014 09:14:46 AM---Classification: For internal use only
(Embedded image moved (Embedded image moved to file: pic06371.jpg)
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cid:image007.png@O1CF81 Andrea Tapia/db/dbcom@DBCOEX
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From:
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cid:image007.png@OlcF81 chip Packard/db/dbcom@DBAmericas,
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To:
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cid:image007.pngQ01CF81 06/06/2014 09:14 AM
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Date:
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cid:inage007.png001CF81 Client Tiering [I]
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Subject:
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 SO 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.
Mobile
Email
Securities offered through Deutsche Bank Securities Inc.[attachment "Top SO wM
Relationships.xlsx" deleted by Chip Packard/db/dbcom]
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 122243
CONFIDENTIAL SDNY_GM_00268427
EFTA01460746
ℹ️ Document Details
SHA-256
24a5e45ba5f90035c6d281e59096099a24e9986fc35b686168b3d28c9689218c
Bates Number
EFTA01460746
Dataset
DataSet-10
Document Type
document
Pages
1
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