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Classification: Confidential LatAm was excluded because I believe the third party that supports the program does not have a significant presence in LatAm and events the clients can attend are not planned to take place in LatAm. We will highlight those changes on the list. From: Chip Packard Sent: S
gus Subject: Re: Quintessentially Platinum - coming soon. Your support required. [C] Classification: Confidential Quick question: I don't see any LatAm names, where are they included? I went through the list and want to make the following changes: Delete the following names: Kaiser, Templeton, Houc
esday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 6 EFTA01479103 Jacoby/Westhoff/King 2 Susan Burnett 2 Herlihy/Lok
gus Subject: Re: Quintessentially Platinum - coming soon. Your support required. [C] Classification: Confidential Quick question: I don't see any LatAm names, where are they included? I went through the list and want to make the following changes: Delete the following names: Kaiser, Templeton, Houc
esday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/Westhoff/King 2 Susan Burnett 2 Herlihy/Lok 2 Daulton/Webst
gus Subject: Re: Quintessentially Platinum - coming soon. Your support required. [C] Classification: Confidential Quick question: I don't see any LatAm names, where are they included? I went through the list and want to make the following changes: Delete the following names: Kaiser, Templeton, Houc
esday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/Westhoff/King 2 Susan Burnett 2 Herlihy/Lok 2 Daulton/Webst
5 16:03:47 -0500 To: Diego Galan < Haig Ariyan < Cc: Caroline Kitidis Mathew Negus Classification: Confidential Quick question: I don't see any LatAm names, where are they included? I went through the list and want to make the following changes: Delete the following names: Kaiser, Templeton, Houc
ay? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore 6 McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/Westhoff/King 2 Susan Burnett 2 Herlihy/Lok 2 Daulton/Webst
Entities connected to both LatAm and Mary Ann Coleman
Haig Ariyan
PERSON
Jeffrey Epstein
PERSONCaroline Kitidis
PERSON
Paul Morris
PERSONRosemary Vrablic
PERSONMathew Negus
PERSON
United States
LOCATIONTerrence Tangney
PERSONGeorge Zahringer
PERSONJacoby/Westhoff/King 2
ORGANIZATIONPaller/Gray
ORGANIZATIONJensen/Shaw
ORGANIZATIONHerlihy
PERSON
Dalton School
ORGANIZATIONWebster
PERSON
Rodin
PERSONSusan Burnett
PERSONDeutsche Asset & Wealth Management
ORGANIZATION
Martha Stewart
PERSONDiego
PERSON