EFTA Document EFTA01460838
From: Caroline Kitidis - Sent: 10/7/2014 12:36:02 PM To: Chip Packard Subject: Re: Grt news, new assets (I] Classification: For internal use only He was v impressed w you, dario, vinit and team - it takes a village. Think he will be v good. now we, in short order. need to see some results! From: Chip Packard Sent: 10/07/2014 11:59 AM AST To: Caroline Kitidis Subject: Re: Gn news, new assets II] Classification: For internal use only You did all the work. Chip Packard Managing Dir
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From: Caroline Kitidis - Sent: 10/7/2014 12:36:02 PM To: Chip Packard Subject: Re: Grt news, new assets (I] Classification: For internal use only He was v impressed w you, dario, vinit and team - it takes a village. Think he will be v good. now we, in short order. need to see some results! From: Chip Packard Sent: 10/07/2014 11:59 AM AST To: Caroline Kitidis Subject: Re: Gn news, new assets II] Classification: For internal use only You did all the work. Chip Packard Managing Dir
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Subject: Re: Grt news, new assets [I] From: Caroline Kitidis Date: Tue, 07 Oct 2014 12:33:15 -0400 To: Chip Packard Classification: For internal use only Team effort ;-) From: Chip Packard Sent: 10/07/2014 11:59 AM AST To: Caroline Kitidis Subject: Re: Grt news, new assets [I] Classification: For internal use only You did all the work. Chip Packard Managing Director Deutsche Asset and Wealth Management 345 Park Avenue New York NY. 10154 Phone: Mobile: Email: From: Caroline Kit
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From: Chip Packard UM: 1/11/2014 8:1111M To: Caroline Kitidis Subject: Fw: Got good feedback from call today w/ Jeffrey Epstein [I] Classification: For internal use only What other accounts should we involve Vinit7 I think we should consider Eddie Stem. Beller and Kovner's new family office. among others. Interested in your views. Chip Packard Managing Director Co-Head. Wealth Management Americas Deutsche Asset and Wealth Management Securities offered through Deutsche Bank Securiti
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Subject: Re: Fw: KCP Trade Ideas I From: Caroline Kitidis Date: Thu, 17 Oct 2013 17:12:39 -0400 To: Chip Packard Cc: Haig Ariyan Classification: For internal use only I am speaking w/ Josh on this - to better coordinate and leverage resources/ideas. But in general so you are aware, there is a bit of a disconnect that we should try to rectify over time. I am seeing a few issues / crossing of wires: 1. For KCP - we have clients who want capital markets business, therefore the flow and
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Subject: planning email for Patrick From: Stewart Oldfield Date: Mon, 25 Jun To: Terri Sohrab Bcc: Please let me know what you think. Career overview: 20yrs in banking overall 16yrs investment banking/capital markets (JPM and CS) 4 yrs private banking (DB) CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) Equity derivatives, structured investments, liquid al
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From: Paul Morris Sent: 10/8/2014 9:46:18 AM CC: Chip Packard To: Vinit Sahni I • Caroline Kitidis I ; Nay Gupta Subject: Re: Grt news, new assets [I] Classification: For internal use only Together we can build a big business, need consistent calling effort, deeper relationships and regular coordinated investment ideas, I would expect more volatility this quarter and hopefully more tactical options. Best regards, Vinit Sahni ---- Original Message ---- From: Vinit Sahni Sent: 10/
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Subject: RE: One idea for diver in olicies - calls on global dispersion [C] From: Caroline Kitidis Date: Thu, 29 Jan 2015 1 . . - To: Daniel Sabba Dario Schirald Chip Packard < Classification: Confidential 4 trades w this client over the past 3 weeks ! Now we need more of these clients onboarded! Keep it up! Kind regards, Caroline Kitidis fcid:image002.gif@OlD03BD8.F95186701 Caroline V. Kitidis Managing Director I Head of Key Client Partners & Wealth Investment Coverage - Americas
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