EFTA Document EFTA01351664
Subject: Re: Fw: USPB MD banker meeting success story - SFX [I] From: Chip Packard < Date: Tue, 03 Dec 2013 13:10:29 -0500 To: Diego Galan Classification: For internal use only Let's do the Paul Morris deal. It is a new KCP client with more than $150 mm coming over from JPM. Don't worry about Roelfien, plenty to talk about at this point. (Embedded image moved to file: pic23453.gif) Chip Packard Co-Head, Wealth Management Americas Deutsche Asset and Wealth Management 345 Park Avenue,
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Subject: Re: Fw: USPB MD banker meeting success story - SFX [I] From: Chip Packard < Date: Tue, 03 Dec 2013 13:10:29 -0500 To: Diego Galan Classification: For internal use only Let's do the Paul Morris deal. It is a new KCP client with more than $150 mm coming over from JPM. Don't worry about Roelfien, plenty to talk about at this point. (Embedded image moved to file: pic23453.gif) Chip Packard Co-Head, Wealth Management Americas Deutsche Asset and Wealth Management 345 Park Avenue,
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EFTA Document EFTA01351675
Subject: USPB MD banker meeting - draft materials [I] From: Diego Galan < Date: Tue, 03 Dec 2013 16:06:03 -0500 To: Chip Packard c.• > Classification: For internal use only Chip, Please find attached the draft materials for the Banker MD meeting this coming Thursday. Paul will be able to do the Success Story presentation over the phone. Please let me know if you have any comments. Thanks, Diego (See attached file: WM Americas -- USPB MD Update -- 2013-12-3_4pm.pdf) (Embedded image m
EFTA Document EFTA01351688
Subject: Re: USPB MD banker meeting - draft materials [I] From: Diego Galan < Date: Tue, 03 Dec 2013 16:24:19 -0500 To: Chip Packard Classification: For internal use only Chip, Please use this slightly revised version. Thanks, Diego (See attached file: WM Americas -- USPB MD Update -- 2013-12-3_4pm.pdf) (Embedded image moved to file: pic03095.gif) Diego Galan Head of Strategy Wealth Management Americas DB Securities Inc 345 Park Avenue, 10154-0004 New York, NY, USA Tel. Mobile E
EFTA Document EFTA01351670
Subject: Re: Fw: USPB MD banker meeting success story - SFX [I] From: Diego Galan < Date: Tue, 03 Dec 2013 13:50:48 -0500 To: Chip Packard ‹ > Classification: For internal use only I just spoke with Paul - he will be in Florida on Thursday, and asked if he can present this at the following USPB MD Banker meeting. Any other thoughts of success stories? I don't think the Lending ones are worth being presented. In any case, we already have the Rel Sci demo and Diana's Presentation in the
EFTA Document EFTA01344994
As per the email below, we won't be able to do Terri's success story. Other options include: - 4195mm Str. Lending for MX Holdings One, LLC (R. Vrablic) - 475mm loan for David H. Murdock Living Trust (C. Faller) - 460mm in two brokerage accounts for Southern Financial LLC (P. Morris) Any other deal you can think of that would be worth presenting? Also FYI, I have not heard back from Roelfien yet. Thanks, Diego (Embedded image moved to file: pic25270.gif) Diego Galan Head of Strategy W
EFTA Document EFTA01473223
Subject: RE: southern financial [I] From: Samantha Harmon -t EM I> Date: Wed, 27 May 2015 12:14:25 -0400 To: Paul Morris ‹ > Classification: For internal use only Hi Paul. I hope you can be back here by 12:30 Kind regards, Samantha Harmon fcid:image001.png@OlD09876.AB69B9A01 Samantha Harmon Executive Assistant for Chip Packard Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 345 Park Avenue, 24th Floor New York, NY, 10154-0004 Tel. Email fcid:image002.png@
EFTA Document EFTA01456986
Andrea Tapia Vice President Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 345 Park Avenue. 24th Floor New York. NY 10154-0004 Securities offered through Deutsche Bank Securties Inc PARrelowto- peril-mt From: Paul Morris Sent: Tuesday, March 17, 2015 5:33 PM To: Andrea Tapia Subject: Re: February 2015 Revenue Report (by Account Type) [I] Classification: For Internal Use Only Hi there this does not capture kcp capital markets revs From: Andrea Tapia Sent: T
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