📄 Extracted Text (198 words)
From: Diego Galan
Sent: 1/24/2015 1:25:54 PM
To: Chip Packar • Haig Ariyan
CC: Caroline Kitidis • Mathew Negus
Subject: RE: Quintessentially Platinum - coming soon. Your support required. [CI
Attachments: Quint_201.5.xlsx
Classification: Confidential
Chip / Haig,
Based on the file, there are 61 clients and 9 prospects identified as potential participants. See below the USPB Bankers /
PCS brokers covering these relationships and number of clients / prospects.
Do you want to invite all the bankers / CM below to the call on Wednesday?
Thanks,
Diego
1) USPB bankers and number of clients / prospects
Sohrab/Mullin 7
Jensen/Shaw 6
Convey/Marson/Moore 6
McCarthy/Rodin S
Mary Ann Coleman 5
Rosemary Vrablic 4
Paller/Gray 4
George Zahringer 4
Paul Morris 2
Jacoby/Westhoff/King 2
Susan Burnett 2
Herlihy/Lok 2
Daulton/Webster 1
Terrence Tangney 1
Russ Daulton 1
Loudenslager/Robertson 1
Ed Finley 1
McCarthy 1
Ed Lok 1
2) PCS CAs and number of clients / prospects
Rod Mckay 2
John Tonzola 2
SanjanDhody 2
Brad LaConte 1
Robert Leidy / McCluskey 1
Liz Schreiber 1
Bill Grous 1
Ed Maier/Jeff Neal 1
Tony Fagella 1
Hassan/Germann 1
CONFIDENTIAL — PURSUANT TO FED. R. GRIM. P. 6(e) DB-SDNY-0 122516
CONFIDENTIAL SDNY_GM_00268700
EFTA01460884
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EFTA01460884
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