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3/2013 01:10 PM Subject: Re: Fw: USPB MD banker meeting success story - SFX [I] Classification: For internal use only EFTA01351675 Let's do the Paul Morris deal. It is a new KCP client with more than $150 mm coming over from JPM. Don't worry about Roelfien, plenty to talk about at this point. (Embedde
ings One, LLC (R. Vrablic) - $75mm loan for David H. Murdock Living Trust (C. Paller) - $60mm in two brokerage accounts for Southern Financial LLC (P. Morris) Any other deal you can think of that would be worth presenting? Also FYI, I have not heard back from Roelfien yet. EFTA01351676 Thanks, Diego
2 mentions1 same-page
Page ?Same page
3/2013 01:10 PM Subject: Re: Fw: USPB MD banker meeting success story - SFX [I] Classification: For internal use only EFTA01351670 Let's do the Paul Morris deal. It is a new KCP client with more than $150 mm coming over from JPM. Don't worry about Roelfien, plenty to talk about at this point. (Embedde
ings One, LLC (R. Vrablic) - $75mm loan for David H. Murdock Living Trust (C. Paller) - $60mm in two brokerage accounts for Southern Financial LLC (P. Morris) Any other deal you can think of that would be worth presenting? Also FYI, I have not heard back from Roelfien yet. EFTA01351671 Thanks, Diego
2 mentions1 same-page
Page ?Same page
ss story - SFX [I] From: Chip Packard < Date: Tue, 03 Dec 2013 13:10:29 -0500 To: Diego Galan Classification: For internal use only Let's do the Paul Morris deal. It is a new KCP client with more than $150 mm coming over from JPM. Don't worry about Roelfien, plenty to talk about at this point. (Embedde
R. Vrablic) EFTA01351664 - $75mm loan for David H. Murdock Living Trust (C. Paller) - $60mm in two brokerage accounts for Southern Financial LLC (P. Morris) Any other deal you can think of that would be worth presenting? Also FYI, I have not heard back from Roelfien yet. Thanks, Diego (Embedded imag
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2 mentions1 same-page
Page ?Same page
S, Date: 12/03/2013 01:10 PM Subject: Re: Fw: USPB MD banker meeting success story - SFX [I] Classification: For internal use only Let's do the Paul Morris deal. It is a new KCP client with more than $150 mm coming over from JPM. Don't worry about Roelfien, plenty to talk about at this point. EFTA0135
ings One, LLC (R. Vrablic) - $75mm loan for David H. Murdock Living Trust (C. Faller) - $60mm in two brokerage accounts for Southern Financial LLC (P. Morris) Any other deal you can think of that would be worth presenting? Also FYI, I have not heard back from Roelfien yet. Thanks, Diego (Embedded imag
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Mutual Connections (12)
Entities connected to both Paul Morris and P. Morris
DI
Diego
PERSON32 w/ Paul·6 w/ P.
TS
Terri Sohrab
PERSON22 w/ Paul·6 w/ P.
George W. Bush
PERSON25 w/ Paul·2 w/ P.
TE
Terri
PERSON10 w/ Paul·6 w/ P.
LW
Ladie Whitaker
PERSON9 w/ Paul·5 w/ P.
RO
Roelfien
PERSON6 w/ Paul·6 w/ P.
David H. Murdock Living Trust
ORGANIZATION5 w/ Paul·6 w/ P.
Strategy Wealth Management Americas
ORGANIZATION5 w/ Paul·5 w/ P.
RV
R. Vrablic
PERSON5 w/ Paul·5 w/ P.
Vicky Ward
PERSON6 w/ Paul·2 w/ P.
Goldman Sachs
ORGANIZATION4 w/ Paul·2 w/ P.
WM Americas -- USPB
ORGANIZATION2 w/ Paul·2 w/ P.