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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
chance to compete 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 e
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
sing a mandate to sell Virage was a setback there. Internal networks — I've worked to further expand my internal network this year. I'm involved 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 wil
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
sing a mandate to sell Virage was a setback there. Internal networks — I've worked to further expand my internal network this year. I'm involved 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 wil
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
sing a mandate to sell Virage was a setback there. Internal networks — I've worked to further expand my internal network this year. I'm involved 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 CONFIDENTIAL - PURSUANT
Entities connected to both Terri and DeutscheTech

Ghislaine Maxwell
PERSONTerri Sohrab
PERSONLeon Black
PERSONSam Petrucci
PERSONNextGen
PERSONHeather Kirby
PERSONFinancial Architects
ORGANIZATIONSuzy Cozzi
PERSONUS Trust
ORGANIZATIONRaj Pundarika
PERSONVirage
ORGANIZATION
Singapore
LOCATION