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al 1 Tony Fagella 1 Hassan/Germann 1 Bill Furber 1 Jim Fink 1 From: Mathew Negus Sent: Friday, January 23, 2015 11:02 AM To: Diego Galan; Caroline Kitidis; Chip Packard Cc: Haig Ariyan Subject: RE: Quinteccentially Platinum - coming soon. Your support required. [C] CONFIDENTIAL — PURSUANT TO FED. R.
to invite all the bankers / CM below to the call on Wednesday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore 6 McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Pailer/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/
al 1 Tony Fagella 1 Hassan/Germann 1 Bill Furber 1 Jim Fink 1 From: Mathew Negus Sent: Friday, January 23, 2015 11:02 AM To: Diego Galan; Caroline Kitidis; Chip Packard Cc: Haig Ariyan Subject: RE: Quintescentially Platinum - coming soon. Your support required. [C] Classification: Confidential Barry
Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore 6 McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Palter/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/
We will highlight those changes on the list. From: Chip Packard Sent: Sunday, January 25, 2015 04:03 PM To: Diego Galan; Haig Ariyan Cc: Caroline Kitidis; Mathew Negus Subject: Re: Quintessentially Platinum - coming soon. Your support required. [C] Classification: Confidential Quick question: I don
o invite all the bankers / CAs below to the call on Wednesday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/Wes
d Managing Director • - - I a . . LI- -a -ii- From: Diego Galan Sent: Saturday, January 24, 2015 01:25 PM To: Chip Packard; Haig Ariyan Cc: Caroline Kitidis; Mathew Negus Subject: RE: Quintessentially Platinum - coming soon. Your support required. [C] Classification: Confidential Chip / Haig, Based o
o invite all the bankers / CAs below to the call on Wednesday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore 6 EFTA01479148 McCarthy/Rodin Mary Ann Coleman Rosemary Vrablic 5 5 4 Paller/Gray 4 George Zahringer 4 Paul Mor
From: Chip Packard Sent: Sunday, January 25, 2015 04:03 PM To: Diego Galan; Haig Ariyan Cc: Caroline Kitidis; Mathew Negus Subject: Re: Quintessentially Platinum - coming soon. Your support required. [C] Classification: Confidential Quick question: I don
o invite all the bankers / CAs below to the call on Wednesday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/Wes
LatAm. We will highlight those changes on the list. From: Chip Packard Sent: Sunday, January 25, 2015 04:03 PM To: Diego Galan; Haig Ariyan Cc: Caroline Kitidis; Mathew Negus Subject: Re: Quintessentially Platinum - coming soon. Your support required. [C] Classification: Confidential Quick question: I don
o invite all the bankers / CAs below to the call on Wednesday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 6 EFTA014
Mobile: Email: From: Diego Galan Sent: Saturday, January 24, 2015 01:25 PM To: Chip Packard; Haig Ariyan Cc: Caroline Kitidis; Mathew Negus Subject: RE: Quintessentially Platinum - coming soon. Your support required. [C] Classification: Confidential Chip / Haig, Based o
o invite all the bankers / CAs below to the call on Wednesday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 6 EFTA01479082 George Zahringer 4 Paul Mor
latinum coming soon. Your support required. [C] From: Chip Packard < Date: Sun, 25 Jan 2015 16:03:47 -0500 To: Diego Galan < Haig Ariyan < Cc: Caroline Kitidis Mathew Negus Classification: Confidential Quick question: I don't see any LatAm names, where are they included? I went through the list and want
o invite all the bankers / CAs below to the call on Wednesday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore 6 McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/
tinum coming soon. Your support required. [C] From: Diego Galan <MIMI > Date: Sat, 24 Jan 2015 13:25:54 -0500 To: Chip Packard Haig Ariyan Cc: Caroline Kitidis Mathew Negus Classification: Confidential Chip / Haig, Based on the file, there are 61 clients and 9 prospects identified as potential participa
o invite all the bankers / CAs below to the call on Wednesday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 6 EFTA01479043 Paul Mor
Entities connected to both Caroline Kitidis and Jensen/Shaw
Haig Ariyan
PERSON
Paul Morris
PERSONMathew Negus
PERSONDeutsche Asset & Wealth Management
ORGANIZATIONDiego
PERSON
United States
LOCATIONRosemary Vrablic
PERSONHerlihy
PERSON
Dalton School
ORGANIZATIONWebster
PERSONTerrence Tangney
PERSONMary Ann Coleman
PERSONRuss Daulton
PERSONRobert Leidy
PERSONJacoby/Westhoff/King 2
ORGANIZATIONMcCluskey
PERSONGeorge Zahringer
PERSONJeff Neal
PERSON
LatAm
LOCATIONRod Mckay
PERSON