3
Shared Docs
3
Same-Page
3 / 3
Mentions
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
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 York, NY 10154 Cel Cell: From: To: Date:
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
ia 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 EFTA01351699
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
— 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
Entities connected to both Blanche Christerson and Account Opening Group
Amanda Kirby
PERSON
Tazia Smith
PERSONCaroline Kitidis
PERSONCredit Risk Management
ORGANIZATIONVahe Stepanian
PERSON
Prospect
ORGANIZATIONCustody Total USPB
ORGANIZATION
East Coast
LOCATIONWealth Planning
ORGANIZATIONLending, Custody
ORGANIZATIONDeposits & Brokerage
ORGANIZATION