EFTA01460720.pdf
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Date: 04/29/2014 09:41 AM
Subject: Platinum Client reviews with MF on Friday May 9th 10-11:30am [C]
classification: confidential
Caroline,
Michele will be discussing some WM Americas relationships on Friday May 9th
(10-11:30am); we are working with the Bankers / CAS to develop a few pages
showing the existing business with the client and key opportunities.
The presentation will be led by the Banker / CA, and meeting participants will
include: Michele, Chip, Haig, Salman, Karim Barrada, and you (and any specific
product person if needed). The goal of the meeting is to identify / discuss
key opportunities and seek for Michele's help if needed.
Could you please let me know if you have recently been in conversations with
the Bankers / CAs for the relationships below to be covered:
- Kaiser (M. McCarthy)
- Santo Domingo (Roberto Mendoza)
- Arnold (Fink / Germann)
- Sternlicht (S. Dhody)
I will share the client review document sometime this week to get your
thoughts.
Thanks,
Diego
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Diego Galan
Head of Strategy Wealth Management Americas
DB securities Inc
345 Park Avenue, 10154-0004 New York, NY, USA
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CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 122173
CONFIDENTIAL SDNY_GM_00268357
EFTA01460720
ℹ️ Document Details
SHA-256
6219f108ab1e798edeee5a3db226002b3b52f2667f7cb16e3f6f1857dc0ef84e
Bates Number
EFTA01460720
Dataset
DataSet-10
Type
document
Pages
1
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