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Chip Packard
Co-Head. Wealth Management Amencas
Deutsche Asset and Wealth Management
345 P - New York, NY, USA
Tel.
Fax
Mobile
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PusinoNT geronit
Andrea Tapia---06/06/2014 09:14:46 AM.—Classification: For internal use only
hour
To:
Date: 06/06/2014 09:14 AM
Subject: Chem 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.
Mobil
Email
Securities offered through Deutsche Bank Securities Inc.lattachment "Top 50 WM
Relationships.xlsx" deleted by
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 122272
CONFIDENTIAL SDNY_GM_00268456
EFTA01460761
ℹ️ Document Details
SHA-256
3d299c4e2708267760eff458fd02ab0128c5676e48a02ce42caf2cda02e927a8
Bates Number
EFTA01460761
Dataset
DataSet-10
Type
document
Pages
1
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