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📄 Extracted Text (247 words)
Okay I'll make these changes
On Dec 7, 2015, at 3:04 PM, Paul Morris <-> wrote:
Classification: For Internal use only
Thanks Jl, a few comments on the KCP page.
In the top box:
Add line called 2015 client introductions
Change average NW to $500 million and use and then I think u can remove E column that's has Avg NW
Under private markets:
RIN opportunities w/ engagement should be 3 or 4
Retrofit showed to 4, 1 w/ engagement
ADS change to 1 w/ engagement
Under Global Market/CB&S —LETS make sure we are not missing any categories
Structured Credit should be 4 or 5
Municipal finance should be 1
Stewart can add risk factors and any other comments.
Thanks for staying on the tracking, very important
Paul Morris
Managing Director
Deutsche Bank Private Bank
Cell:
From: Jj Litchford
Sent: Friday, December 04, 2015 3:30 PM
To: Paul Morris; Stewart Oldfield
Subject: KCP draft [I]
Classification: For Internal use only
Attached is the first cut of the KCP one pager. It incorporates all the notes and emails I have (August
forward).
I need help verifying net worth (each tab has a column for this). I also don't have any notes for Municipal
Finance (Markets CB&S tab) or clients we engaged around Risk factors.
Updated pipeline is also attached. I left on NAC and Third Lake CDs.
<image00 I gi f>
JJ Litchford
Associate Banker
CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0119061
CONFIDENTIAL SDNY_GM_00265245
EFTA01458921
ℹ️ Document Details
SHA-256
3db85ab9db71a7ae519199bc65a9bd8975d22820d40222518a65fd97d299de3d
Bates Number
EFTA01458921
Dataset
DataSet-10
Type
document
Pages
1
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