EFTA01472307.pdf

Subje From: Date: Wed, 11 Feb 2015 09:29:39 -0500 To: Paul Morris Stewart Oldfield Cc: Amanda Kirby Classification: For internal use only Please see your updated tiering worksheets attached, and if possible, let me know when I can expect to have these back in order to manage Chip's expectations. Kind regards, Andrea Tapia {cid:[email protected]} Andrea Tapia Vice President Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 345 Park Avenue, 24th Floor New York NY 10154-0004 Tel. Mobile Email • Securities offered through Deutsche Bank Securities Inc. {cid:[email protected]} From: Andrea Tapia Sent: Friday, January 16, 2015 2:26 PM To: Paul Morris; Stewart Oldfield EFTA01472307 Cc: Amanda Kirby Subject: FW: Client Tiering 2015 [I] Classification: For internal use only Following Chip's email, kindly update and complete the attached list of your clients and prospects for 2015. For your reference, detailed guidance can be found in the included "Worksheet Guide". While all data should be reviewed for accuracy, please ensure the following: Fill in ALL highlighted cells: o Yellow blanks (key data points) o Green blanks (if customer is Tier 1 or 2 without identified industry group) It is advised to make a relationship "Inactive" (column Q) if you are no longer pursuing a prospect or consider a relationship to have no revenue potential Please complete your respective worksheet and send it back to me by Friday, January 30. Let me know if you have any questions. Kind regards, Andrea Tapia fcid:[email protected] Andrea Tapia Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 345 Park Avenue, 24th Floor EFTA01472308 New York, NY 10154-0004 Tel. Mobile Email Securities offered through Deutsche Bank Securities Inc. fcid:[email protected] From: Samantha Harmon On Behalf Of Chip Packard Sent: Monday, January 12, 2015 3:27 PM To: USPWM Private Bankers Cc: Andrea Tapia; Kimberly Hart; Lee Hutter; Michael S Jacoby; Andrew Gallivan; Michael-J Davis; Mark LaRoe Subject: Client Tiering 2015 [I] Classification: For internal use only As in years past, we will shortly begin the client tiering exercise to continue our effort to promote new client acquisition and wallet share expansion. Since beginning this exercise in 2010, we have delivered consistently strong performance by strengthening existing relationships and improving prospect conversion. This past year, revenue and asset growth was again driven by Tier 1 and Tier 2 clients, with revenue contribution for each increasing by 12% and 7%, respectively. In order to maintain and leverage this traction, I would like you to update your tiering worksheets. Please review the tiering data for your client and prospect relationships provided by Andrea Tapia for accuracy, and update fields that contain incomplete information. I believe this exercise enhances our coverage efforts and helps us deliver the bank more effectively. Thank you in advance for supporting this important initiative. EFTA01472309 {cid:[email protected]} Chip Packard Managing Director Deutsche Asset and Wealth Management 345 Park Avenue New York, NY. 10154 Phone Mobile: Email: fcid:[email protected] EFTA01472310