EFTA Document EFTA01460867
From: Chip Packard Sent: 11/27/2014 9:04:16 AM To: Caroline Kitidis CC: Haig Ariyan Subject: Re: KCP balance of year [I] Thanks Caroline. Happy Thanksgiving. sent from my iPad > On Nov 26, 2014, at 4:26 PM, "Caroline Kitidis" > wrote: > • Classification: For internal use only > • Hi guys, > Here is a quick summary. All AWM revs. Nov & Dec flash = 10.8mm total expected prior to year end. See breakdown below with 2015 pipeline. > • Have a nice Thanksgiving. > • *November Reve
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From: Chip Packard Sent: 11/27/2014 9:04:16 AM To: Caroline Kitidis CC: Haig Ariyan Subject: Re: KCP balance of year [I] Thanks Caroline. Happy Thanksgiving. sent from my iPad > On Nov 26, 2014, at 4:26 PM, "Caroline Kitidis" > wrote: > • Classification: For internal use only > • Hi guys, > Here is a quick summary. All AWM revs. Nov & Dec flash = 10.8mm total expected prior to year end. See breakdown below with 2015 pipeline. > • Have a nice Thanksgiving. > • *November Reve
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Subject: RE: KCP balance of ear I From: Caroline Kitidis Date: Wed, 26 Nov 2014 : : - To: Chip Packard Cc: Haig Ariyan BCC: Classification: For internal use only Hi guys, Here is a quick summary. All AWM revs. Nov & Dec flash = 10.8mm total expected prior to year end. Se e breakdown below with 2015 pipeline. Have a nice Thanksgiving. *November Revenue Flash - 6.1mm* KCP US - 2.3mm KCP LATAM - 0.5mm WIC US - 3.1mm WIC LATAM - 0.2mm Key Transactions closed in Nov (expected in Nov
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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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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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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
EFTA Document EFTA01478945
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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