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argest trading counterparty of the KCP capital markets group. Current balances are -$230mm across brokerage and deposits. MCM — Worked closely with Terri and KCP to win fundraising mandate. Successfully convinced KCP to take on the 3PI mandate. After introduction was complete, worked to establish cred
a team player. I think this is especially important in the current environment at the bank. Internal networks — I've become quite involved with our NextGen network and will continue to contribute to those efforts. I've sent clients to NextGen events since 2016 and attended the Innovation Summit with a c
argest trading counterparty of the KCP capital markets group. Current balances are —$230mm across brokerage and deposits. MCM — Worked closely with Terri and KCP to win fundraising mandate. Successfully convinced KCP to take on the 3PI mandate. After introduction was complete, worked to establish cred
a team player. I think this is especially important in the current environment at the bank. Internal networks — I've become quite involved with our NextGen network and will continue to contribute to those efforts. I've sent clients to NextGen events since 2016 and attended the Innovation Summit with a c
argest trading counterparty of the KCP capital markets group. Current balances are -$230mm across brokerage and deposits. MCM — Worked closely with Terri and KCP to win fundraising mandate. Successfully convinced KCP to take on the 3PI mandate. After introduction was complete, worked to establish cred
a team player. I think this is especially important in the current environment at the bank. Internal networks — I've become quite involved with our NextGen network and will continue to contribute to those efforts. I've sent clients to NextGen events since 2016 and attended the Innovation Summit with a c
argest trading counterparty of the KCP capital markets group. Current balances are —$230mm across brokerage and deposits. MCM — Worked closely with Terri and KCP to win fundraising mandate. Successfully convinced KCP to take on the 3PI mandate. After introduction was complete, worked to establish cred
a team player. I think this is especially important in the current environment at the bank. Internal networks— I've become quite involved with our NextGen network and will continue to contribute to those efforts. I've sent clients to NextGen events since 2016 and attended the Innovation Summit with a
xecute on the premium finance opportunity. Working closely with Suzy Cozzi in lending and Sam Petrucci to make this work. MCM — Worked closely with Terri and KCP to win $250mm fundraising mandate. Successfully convinced KCP to take on the 3PI mandate. Deal still in progress, and complicated. Raj Pund
mpete for a $300mm loan and lost due to DB's inability to provide unsecured financing. KCP — AMP, MCM, JE, Virage Internal networks — DeutscheTech, NextGen, branding focus group Banker partnership — Terri Lending — Career trajectory — strong desire to remain a banker As you know, my mutual expectatio
argest trading counterparty of the KCP capital markets group. Current balances are —$230mm across brokerage and deposits. MCM — Worked closely with Terri and KCP to win fundraising mandate. Successfully convinced KCP to take on the 3PI mandate. After introduction was complete, worked to establish cred
a team player. I think this is especially important in the current environment at the bank. Internal networks — I've become quite involved with our NextGen network and will continue to contribute to those efforts. I've sent clients to NextGen events since 2016 and attended the Innovation Summit with a c
e referred clients worth more than $1.5bn. Working closely with Suzy Cozzi in lending and Sam Petrucci to make this work. MCM — Worked closely with Terri and KCP to win $250mm fundraising mandate. Successfully convinced KCP to take on the 3PI mandate. Deal still in progress, and complicated. Raj Pund
nvolved in DeutscheTech, which is a global group of private bankers who cover clients in the tech industry. I've also become more involved with our NextGen network and will continue to contribute to those efforts. Finally, I've been involved with a global DB branding focus group. Corporate culture is ve
xecute on the premium finance opportunity. Working closely with Suzy Cozzi in lending and Sam Petrucci to make this work. MCM — Worked closely with Terri and KCP to win $250mm fundraising mandate. Successfully convinced KCP to take on the 3PI mandate. Deal still in progress, and complicated. Raj Pund
nvolved in DeutscheTech, which is a global group of private bankers who cover clients in the tech industry. I've also become more involved with our NextGen network and will continue to contribute to those efforts. Finally, I've been involved with a global DB branding focus group. Corporate culture is ve
argest trading counterparty of the KCP capital markets group. Current balances are -$230mm across brokerage and deposits. MCM — Worked closely with Terri and KCP to win fundraising mandate. Successfully convinced KCP to take on the 3PI mandate. After introduction was complete, worked to establish cred
a team player. I think this is especially important in the current environment at the bank. Internal networks — I've become quite involved with our NextGen network and will continue to contribute to those efforts. I've sent clients to NextGen events since 2016 and attended the Innovation Summit with a c
rgest trading counterparty of the KCP capital markets group. Current balances are - $230mm across brokerage and deposits. MCM — Worked closely with Terri and KCP to win fundraising mandate. Successfully convinced KCP to take on the 3PI mandate. After introduction was complete, worked to establish cred
a team player. I think this is especially important in the current environment at the bank. Internal networks — I've become quite involved with our NextGen network and will continue to contribute to those efforts. I've sent clients to NextGen events since 2016 and attended the Innovation Summit with a c
Entities connected to both Terri and NextGen

Ghislaine Maxwell
PERSONTerri Sohrab
PERSONHeather Kirby
PERSONSam Petrucci
PERSONRosemary Vrablic
PERSON
Sarah Ferguson
PERSON
Jeffrey Epstein
PERSONBruce McDermott
PERSONTerris
ORGANIZATIONAshley Furniture
PERSONLeon Black
PERSONPaula Pullano
PERSON
Prince Andrew
PERSON
Paul Morris
PERSONFinancial Architects
ORGANIZATIONColey Jellinghaus
PERSONKim Hart
PERSONSuzy Cozzi
PERSONSteve Mattus
PERSONRaj Pundarika
PERSON