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ves One of largest brokerage clients at JP Morgan; Multiple relationships across the street Private investor in early stage VC Deal Description: Prospect recently moved approximately moved 5200 million of securities and cash (equities, currencies, structures, fixed income, swaps, commodities etc) ver
s Factors: frequent dialogue with principal and family office members Teamwork - KCP Caroline Kitidis, Tazia Smith, vahe Stephanian, Amanda Kirby, Blanche Christerson, Credit Risk Management, Account Opening Group (India) Paul Morris Managing Director Deutsche Bank Private Bank 345 Park Avenue, 27th Floor New
One of largest brokerage clients at JP Morgan; multiple relationships across the street • Private investor in early stage VC Deal description • Prospect recently moved to DB from 3PM approximately $200mm of securities and cash (equities, currencies, structures, fixed income, swaps, commodities etc)
ement of product experts, helpful and responsive client service experience — KCP: Caroline Kitidis, Tazia Smith, Vahe Stepanian — Wealth Planning: Blanche Christerson — Banking team: Amanda Kirby — Lending: Laura Farischon — Credit Risk Management, Account Opening Group (India) Deutsche Asset & Wealth Manageme
One of largest brokerage clients at JP Morgan; Multiple relationships across the street • Private investor in early stage VC Deal description • Prospect recently moved to DB from JPM approximately $200mm of securities and cash (equities, currencies, structures, fixed income, swaps, commodities etc)
CP model • Teamwork: Involvement of product experts and support across AWM — KCP: Caroline Kitidis, Tazia Smith, Vahe Stepanian — Wealth Planning: Blanche Christerson — Banking team: Amanda Kirby — Credit Risk Management, Account Opening Group (India) Deutsche Asset & Wealth Management For internal use only 6
Entities connected to both Prospect and Blanche Christerson

Paul Morris
PERSONAmanda Kirby
PERSONAccount Opening Group
ORGANIZATION
Tazia Smith
PERSONCredit Risk Management
ORGANIZATIONLending, Custody
ORGANIZATIONDeposits & Brokerage
ORGANIZATIONCustody Total USPB
ORGANIZATIONVahe Stepanian
PERSON
East Coast
LOCATIONWealth Planning
ORGANIZATIONCaroline Kitidis
PERSON