EFTA01460619.pdf
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To: Lawrence Weissman
Cc: Bernard Abdo; Benjamin Pace
Subject: Fw: hf strategy (II
Classification: For internal use only
I think something like this is a great idea and that it could come from you. I would feel comfortable sending to all private bankers a list
by team of books out and commitments each week. This will increase focus on the offering and pull in your team mom closely.
Assuming you agree. let's develop it with Bernard's team.
Chip Packard
Managing Director
Co-Head. Wealth Management Americas
Deutsche Asset and Wealth Management
Securities offered through Deutsche Bank Securities Inc.
Paul Morris
Original Message —
From: Paul Morris
Sent: 01/23/2014 10:45 AM EST
To: Chip Packard
Subject: Re: hf strategy (II
Classification: For internal use only
sending out a lot SOF III presentations, just a thought but we used to at JP send around every several days to the bankers a list of every
client/prospects that say was invited to a managers lunch or got the materials with status with indications (soli/committed etc with
totals) kept folks very focused on the offering. this is a good one
Paul Morris
Managing Director
Deutsche Bank Private Bank
345 Park Avenue. 27th Floor
New York. NY 10154
Office:
Cell:
""' Chip Packard-01/22/2014 09:39:10 PM—Very exciting day Paul. It is all coming together.
From: Chip
To: Paul
Date: 01/22/2014 09:39 PM
Subject: Re: hf strategy II)
Very exciting day Paul. It is all coming together.
Sent from my iPad
On Jan 22, 2014, at 6:37 PM, "Paul Morris" .,= > wrote:
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0122006
CONFIDENTIAL SONY GM_00268190
EFTA01460619
ℹ️ Document Details
SHA-256
8b3d84b0a888a7f5a41e82c8f06500cae547494799349c43077b1f08590bcc6a
Bates Number
EFTA01460619
Dataset
DataSet-10
Type
document
Pages
1
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