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en a client for over 10 years. Client known to whom (JPMorgan employees), how well, and how long: Ho is known well to senior management, including John Duffy and Mary Erdoes for many years. Overall PB/PWM relationship size and type of accounts: It was over 5200SIM. but given we arc exiting. it's down to
to whom (JPMorgan employees), how well, and how long: Ho is known well to senior management, including John Duffy and Mary Erdoes for many years. Overall PB/PWM relationship size and type of accounts: It was over 5200SIM. but given we arc exiting. it's down to $40NIM and wit soon be zero. Is this a sha
case- and should detail all mitigating factors. The client is in the process of moving the entire relationship at the request or senior management (John Duffy). Provide client history/detail, including when the relationship was established, how it came to be in Plit/PWM, clients association with other JP
al form former JPM senior executive (Jes Staley). Client known to whom (JPMorgan employees), how well, and how long: Senior JPM exec Jes Staley. Overall PB/PWM relationship size and type of accounts: Active GIO client. Is this a shared client, what other LOB has a relationship with the client? Provide
g the client from the firm. When was the last time you met the client? What was the reason for the meeting? Client conversation with senior mgrof (John Duffy) pass quarter MOM client was asked to leave the firm. This has been in execution stage for past low weeks. Describe any significant changes in the
om the firm. Client known to whom (JPMorgan employees). how well, and how long: VVe aro in the process of exiting the colationship from the firm. Overall PB/PWM relationship size and type of accounts: We are in the process of exiling the client from the fine: Is this a shared client, what other LOB has a
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