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100,000 250,000 1,000,000 250,000 250,000 less than 250k N/A N/A N/A N/A Relationship Manager Channel Office KCP Investor Type Industry Paul Morris Mark Gonzales Patricia Bennett Patricia Bennett Miles Nadal Paul Morris Matthew Ayers Paul Morris Charles Rudnick Paul Morris/Brad LaConte
d Mann Los Angeles David Mann Palm Beach David Mann New York PB/PCS Various PCS PCS New York Various Tazia Smith San Francisco Tazia Smith Bruce McDermott David Mann David Mann EFTA01478832 Transactions Monday, March 24, 2014 KCP Weekly Business Review Revenue-Pipeline deals-Transactions closed-
mann Charles Rudnick Bobby Liedy Mark Gonzalez Frank Winford PCS PCS PCS PCS PB EFTA01478880 PB PB PB PB PCS PCS PCS PCS PB PCS Paul Morris Mark Gonzales Patricia Bennett Patricia Bennett Miles Nadal Paul Morris Matthew Ayers Paul Morris Charles Rudnick Paul Morris/Brad LaConte
e Economacos TBD DD Items TBD TBD TBD TBD AFS Paul A. Milotis Ronen Ribak AFS Paul A. Milotis Ronen Ribak CFP TBD Usual suspects KCP Bruce McDermott 3/31 close PPM Consent Letter Presentation TBD Teaser Internal teaser for puproses of demand assesment TBD $20-25mm TBD EFTA01478876 Te
From: Sent: To: Subject: Attachments Tazia Smith 7/31/2014 1:34:14 PM Paul Morris Amanda Kirby Re: Put transaction on european re (C) pic04578.gif; pic20094.gif; pic12015.gif; pic21948.gif Classification: Confidential Trader's
onday, GMT do you/amanda want to confirm a time with Leslie and send us all a meeting request? Trader: Stelios Theodosiou Should probably include Bruce McDermott as well. (Embedded image moved to file: pic04578.gif) Tazia Smith Director I Key Client Partners - US DB Securities Inc Deutsche Asset & Wealth
2014 revenues (Paul Morris)— $0.9mm 2015 revenues (combined w/ Paul) — 51.3mm 2016 revenues (w/ Paul until May) — $1.6mm 2016 NNA — negative. After winning $100mm in CDs, lo
al other accounts. My background and skill set are complementary to Terris and we work well together. I've also worked a bit with Heather Kirby and Bruce McDermott. Recently, I've been working with Rosemary Vrablic and her team on an insurance premium finance trade for two of her clients, referred to the bank
• Have never sold a share of DB stock Financial progress: 2014 revenues (Paul Morris)— $0.9mm 2015 revenues (combined w/ Paul) — $1.3mm 2016 revenues (w/ Paul until May) — $1.6mm 2016 NNA — negative. After winning $100mm in CDs, lo
ral other accounts. My background and skill set are complementary to Terris and we work well together. I've also worked a bit with Heather Kirby and Bruce McDermott. Recently, I've been working with Rosemary Vrablic and her team on an insurance premium finance trade for two of her clients, referred to the bank b
ay) — $1.6mm 2016 NNA — negative. After winning $100mm in CDs, lost all during DOJ crisis 2015 revenues (combined w/ Paul) — $1.3mm 2014 revenues (Paul Morris)— $0.9mm Client highlights: Third Lake — had major relationship breakthrough in 2016. Won $107mm in deposits in DBTCA across 18 accounts. All depo
ral other accounts. My background and skill set are complementary to Terris and we work well together. I've also worked a bit with Heather Kirby and Bruce McDermott. Recently, I've been working with Rosemary Vrablic and her team on an insurance premium finance trade for two of her clients, referred to the bank b
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