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From: Andrea Tapia I
Sent: 6/6/2014 11:SS:OS AM
To: Chip Packard I
CC: Kimberly Hart Slj
Subject: RE: Client Tiering III
Attachments: Top 50 WM Relationshipsidsx
Classification: For internal use only
Chip,
Please see CBV and revenue rankings as of April YTD attached. Existing platinum relationships are highlighted in blue.
I believe the next Client Advisory meeting is this coming Monday, June 9, so please let me know if there is anything else I
can do.
Kind regards,
Andrea Tapia
Andrea Tapia
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue. 24th Floor
New -0004
Tel.
Mobile
Ernail andrea.tapi db.com
Securities offered through Deutsche Bank Securities Inc.
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From: Chip Packard
Sent: Friday, June 06, 2014 9:51 AM
To: Andrea Tapia
Subject: Re: Client Tiering [I]
Classification: For intermit use only
Let's look at our top 50 across USO by CBV and Revenue and make a decision based on that. PIs send over to me. thanks.
Chip Packard
Co-Head. Wealth Management Americas
Deutsche Asset and Wealth Management
CONFIDENTIAL — PURSUANT TO FED. R. GRIM. P. 6(e) DB-SDNY-0 122195
CONFIDENTIAL SDNY_GM_00268379
EFTA01460728
ℹ️ Document Details
SHA-256
cc7b0f04d335b8a2e777f9bbd6388510222095004b4caf6e6bd421188b437e0e
Bates Number
EFTA01460728
Dataset
DataSet-10
Type
document
Pages
1
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