Document Mentions (4 shared documents)

EFTA01282080

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nt? Please provide details (e.g. name of referral source, how many years RN personally has known client, etc.): Richard Kahn is a current client of Paul Morris. He referred the account as he knows the owner of this LLC and S also POA. Does Deutsche Bank pay a retrocession or similar 0 Yes I 2 No compens

long in business, how many employees, level of profitability? Indicate type of business, countries of major addvities, important business partners.) Yulia is an interior decorator and has earned her living through this outlet. She has lived in the US for over a year and has focused her business in New

EFTA00397335

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ooklyn to the Academy ...she wanted to be early! :( Can we reschedule her for you? TODAY 3:30 Appt w/Attomey Edward Cuccia for Karyna 5:30 Appt w/Paul Morris ( ) 7:00 Dinner w/Woody Allen, Soon Yi, Bobby Slayton, Lewis Black, David Brenner, Dick Cavett & David Blaine DINNER TO BE TAKE OUT TBD Birthday C

and CEO, Jeanne Houweling (David 3:00 Appt w/Alan Halperin ( Sat. Jan. 26 2012-NY -Reminder: you want to speak with Caroline Lang (Cell: (5:10 m Yulia 301) ) to arrive JFK via Aeroflot#12 Rec. Jojo to pick her up and take her to 11:30am Wheels up to CambridgeSpend Day at Harvard EFTA00397336

EFTA00397412

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@gmail.com> Cc: fontanilla Barnett Subject: Priv & ConfJan. 23-31 Date: Wed, 23 Jan 2013 21:57:09 +0000 , Jojo fontanilla TONIGHT 5:30 Appt w/Paul Morris ( ) 6:00 at the house to help out with the dinner 7:00 Dinner w/Woody Allen, Soon Yi, Bobby Slayton, Lewis Black, David Brenner, Dick Cavett & Dav

d 3:00 Appt w/Alan Halperin ( )I Sat Jan. 26.2012-NY -Reminder: you want to speak with Caroline Lang (Cell: 01133 6 07 11 06 44) -Reminder: 5:10pm Yulia take her to 301 to arrive JFK via Aeroflot#12, Rec. Jojo to pick her up and -Larry and Scott at 71st to install Stereo in Gym(?) 11:30am Wheels