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meeting success story - SFX Attachments: pic23453.gif; pic17158.gif; pic14080.gif; pic15398.gif 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 7PM. Don't worry about Roelfien, plenty to talk about at this point. (Embedde
we won't be able to do Terri's success story. Other options include: - $195mm Str. Lending for MX Holdings One, LLC (R. Vrablic) - S75mm loan for David H. Murdock Living Trust (C. Faller) - 560mm in two brokerage accounts for Southern Financial LLC (P. morris) Any other deal you can think of that would be worth presenting
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
we won't be able to do Terri's success story. Other options include: - $195mm Str. Lending for MX Holdings 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
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
we won't be able to do Terri's success story. Other options include: - $195mm Str. Lending for MX Holdings 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
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
le to do Terri's success story. Other options include: - $195mm Str. Lending for MX Holdings One, LLC (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
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
we won't be able to do Terri's success story. Other options include: - $195mm Str. Lending for MX Holdings 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
Entities connected to both Paul Morris and David H. Murdock Living Trust
Diego
PERSONTerri Sohrab
PERSONTerri
PERSONLadie Whitaker
PERSONRoelfien
PERSONR. Vrablic
PERSONStrategy Wealth Management Americas
ORGANIZATIONP. Morris
ORGANIZATIONWM Americas -- USPB
ORGANIZATION