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Related Documents (6)
EFTA Document EFTA01479101
Subject: RE: Quintessentially Platinum - coming soon. Your support required. [C] From: Caroline Kitidis < › Date: Tue, 27 Jan 2015 10:12:21 -0500 To: Diego Galan Chip Packard Haig Ariyan Cc: Mathew Negus Classification: Confidential Diego and Mat, do we have the final list to review prior to tomorrow call? Kind regards, Caroline Kitidis {cid:image002.gif@OlD03A19.66607A80} Caroline V. Kitidis Managing Director I Head of Key Client Partners & Wealth Investment Coverage - Americas
From: Lesley Groff <a
DS9 Document EFTA00381916
EFTA Document EFTA01479167
Subject: RE: Quintessentially Platinum - coming soon. Your support required. [C] From: Diego Galan Date: Tue, 27 Jan To: Chip Packard Caroline Kitidis Haig Ariyan Cc: Mathew Negu Classification: Confidential Clients must meet the criteria below and be on-boarded as part of KCP: Estimated net worth: >$500M (documented by publicly available information, i.e. Forbes List) Investable assets: >$50M must be invested currently with DeAWM Current or estimated total revenue potential per ann
EFTA Document EFTA01479043
Subject: RE: Quintessentially Platinum coming soon. Your support required. [C] From: Diego Galan <MIMI > Date: Sat, 24 Jan 2015 13:25:54 -0500 To: Chip Packard Haig Ariyan Cc: Caroline Kitidis Mathew Negus 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 /
EFTA Document EFTA01479144
Subject: Re: Quintessentially Platinum - coming soon. Your support required. [C] From: Chip Packard Date: Tue, 27 Jan 2015 12:00:31 -0500 To: Diego Galan Caroline Kit Haig Ariyan Cc: Mathew Negus Classification: Confidential Remind me please of the criteria? Chip Packard Managing Director Deutsche Asset ea th Mana' ement From: Diego Galan Sent: Tuesday, January 27, 2015 11:45 AM To: Caroline Kitidis; Chip Packard; Haig Ariyan Cc: Mathew Negus Subject: RE: Quintessentially Plati
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