4
Shared Docs
4
Same-Page
4 / 4
Mentions
From: Amanda Kirby To: Paul Morris < Subject: July 2013 Tax Topics Date: Tue, 09 Jul 2013 19:06:09 +0000 Attachments: ju101tx13.pdf Classification: Public Please f
09 Jul 2013 19:06:09 +0000 Attachments: ju101tx13.pdf Classification: Public Please find attached the July 2013 edition of Tax Topics published by Blanche Christerson of the Deutsche Bank Asset & Wealth Management Wealth Planning Team Six months later... The 'American Taxpayer Relief Act of 2012" (ATRA, Pub. L.
res 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 Director Deutsche Bank Private Bank 345 Park Av
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
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 Management For internal use only 6
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
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 EFTA01351685
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 Amanda Kirby and Blanche Christerson

Paul Morris
PERSONVahe Stepanian
PERSON
Tazia Smith
PERSONCaroline Kitidis
PERSON
Prospect
ORGANIZATIONAccount Opening Group
ORGANIZATIONCredit Risk Management
ORGANIZATIONDeposits & Brokerage
ORGANIZATION
East Coast
LOCATIONCustody Total USPB
ORGANIZATIONWealth Planning
ORGANIZATIONLending, Custody
ORGANIZATION