3
Shared Docs
3
Same-Page
3 / 3
Mentions
t Advisory Board. To my understanding, the Platinum Client list has been suggested but several more clients need to be identified since Roelfien and Jerry are looking for 50 clients from WM. If you haven't already done so, do you want to leverage the top 10 relationships for the 4 teams I sent you ye
nt Tiering III Classification: For internal use only Hi Chip, RV spoke to me about the client tiering exercise that needs to be completed for the Client Advisory Board. To my understanding, the Platinum Client list has been suggested but several more clients need to be identified since Roelfien and Jerry are lookin
t Advisory Board. To my understanding, the Platinum Client list has been suggested but several more clients need to be identified since Roelfien and Jerry are looking for 50 clients from IVM. If you haven't already done so, do you want to leverage the top 10 relationships for the 4 teams I sent you y
nt Tiering 111 Classification: For internal use only Hi Chip, RV spoke to me about the client tiering exercise that needs to be completed for the Client Advisory Board. To my understanding, the Platinum Client list has been suggested but several more clients need to be identified since Roelfien and Jerry are lookin
t Advisory Board. To my understanding, the Platinum Client list has been suggested but several more clients need to be identified since Roelfien and Jerry are looking for 50 clients from WM. If you haven't already done so, do you want to leverage the top 10 relationships for the 4 teams I sent you ye
em Tiering III Classification: For internal use only Hi Chip, RV spoke to me about the client tiering exercise that needs to be completed for the Client Advisory Board. To my understanding, the Platinum Client list has been suggested but several more clients need to be identified since Roelfien and Jerry are lookin
Entities connected to both Jerry and Client Advisory Board

Prince Andrew
PERSON
George W. Bush
PERSON
Julie K. Brown
PERSONRoelfien
PERSONAndrea Tapia
PERSONPlatinum Client
ORGANIZATIONMobil
ORGANIZATION
Martha Stewart
PERSONDeutsche Bank Securities
ORGANIZATION