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Document Mentions (3 shared documents)
2 mentions1 same-page
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ves One of largest brokerage clients at 7P Morgan; Multiple relationships across the street Private investor in early stage VC Deal Description: Prospect recently moved approximately moved $200 million of securities and cash (equities, currencies, structures, fixed income, swaps, commodities etc) ver
e across all asset classes using cash, derivatives and structures Key Success 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 Direc
2 mentions1 same-page
Page ?Same page
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 $200 million of securities and cash (equities, currencies, structures, fixed income, swaps, commodities etc) ver
e across all asset classes using cash, derivatives and structures Key Success 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 Direc
2 mentions1 same-page
Page ?Same page
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
e across all asset classes using cash, derivatives and structures Key Success 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 Direc
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Mutual Connections (9)
Entities connected to both Prospect and Teamwork - KCP Caroline Kitidis
Paul Morris
PERSON20 w/ Prospect·2 w/ Teamwork
AK
Amanda Kirby
PERSON8 w/ Prospect·3 w/ Teamwork
Account Opening Group
ORGANIZATION4 w/ Prospect·2 w/ Teamwork
Tazia Smith
PERSON4 w/ Prospect·2 w/ Teamwork
Deutsche Bank Private Bank
ORGANIZATION3 w/ Prospect·3 w/ Teamwork
USPB MD Banker
ORGANIZATION3 w/ Prospect·2 w/ Teamwork
Stephanian
LOCATION2 w/ Prospect·2 w/ Teamwork
BL
Blanche
PERSON2 w/ Prospect·2 w/ Teamwork
Mobil
ORGANIZATION2 w/ Prospect·2 w/ Teamwork