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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
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 looking for 50 clients from WM. If you haven't
2 mentions1 same-page
Page ?Same page
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
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 looking for 50 clients from IVM. If you haven'
2 mentions1 same-page
Page ?Same page
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
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 looking for 50 clients from WM. If you haven't
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2 mentions1 same-page
Page ?Same page
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 yes
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 looking for 50 clients from WM. If you haven't
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Mutual Connections (7)
Entities connected to both Jerry and Platinum Client
Prince Andrew
PERSON44 w/ Jerry·4 w/ Platinum
RO
Roelfien
PERSON6 w/ Jerry·4 w/ Platinum
AT
Andrea Tapia
PERSON5 w/ Jerry·3 w/ Platinum
Mobil
ORGANIZATION4 w/ Jerry·4 w/ Platinum
Deutsche Bank Securities
ORGANIZATION4 w/ Jerry·2 w/ Platinum
Client Advisory Board
ORGANIZATION3 w/ Jerry·3 w/ Platinum
Deutsche Bank Securities Inc.
ORGANIZATION2 w/ Jerry·2 w/ Platinum