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rward to connecting again. Best regards, Original Message--- From: Paul Morris Sent: Thursday, March 31, 2016 08:40 PM Eastern Standard Time To: Andrew Gallivan Subject: New Busness - Near term Priorities Update [I] Classification: For Internal use only Andrew, Just wanted to give you a quick update as we
e diligence with management last week. 20 partners at firm NW >$100 million, we are prospecting several and internal family office fund is client of DB WM, Incredible opportunity to broaden our relationship. Annual revenue from facility --$4-$6 million. *Southern Financial — Existing client with >$100
2 mentions1 same-page
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Subject: New Busness - Near term Priorities Update [I] From: Paul Morris ‹ > Date: Thu, 31 Mar 2016 20:40:02 -0400 To: Andrew Gallivan Bcc: Classification: For internal use only Andrew, Just wanted to give you a quick update as we close out the month/quarter. Look forward to dis
diligence with management last week. 20 partners at firm NW >$100 million, we are prospecting several and internal family office fund is client of DB WM, Incredible opportunity to broaden our relationship. Annual revenue from facility --$4-$6 million. *Southern Financial — Existing client with >$100
2 mentions1 same-page
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possible in the meantime. My best wishes, Original Message From: Paul Morris Sent: Thursday, March 31, 2016 08:40 PM Eastern Standard Time To: Andrew Gallivan Subject: New Busness - Near term Priorities Update [I] Classification: For internal use only Andrew, Just wanted to give you a quick update as we
diligence with management last week. 20 partners at firm NW >$100 million, we are prospecting several and internal family office fund is client of DB WM, Incredible opportunity to broaden our relationship. Annual revenue from facility --$4-$6 million. *Southern Financial — Existing client with >$100
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2 mentions1 same-page
Page ?Same page
forward to connecting again. Best regards, Original Message From: Paul Morris Sent: Thursday, March 31, 2016 08:40 PM Eastern Standard Time To: Andrew Gallivan Subject: New Busness - Near term Priorities Update [I] Classification: For internal use only Andrew, Just wanted to give you a quick update as we
diligence with management last week. 20 partners at firm NW >$100 million, we are prospecting several and internal family office fund is client of DB WM, Incredible opportunity to broaden our relationship. Annual revenue from facility --$4-$6 million. *Southern Financial — Existing client with >$100
2 mentions1 same-page
Page ?Same page
Subject: RE: New Busness - Near term Priorities Update [I] From: Paul Morris ‹ > Date: Thu, 07 Apr 2016 17:29:17 -0400 To: Andrew Gallivan Andrew, this all seems to be on track, pushing very hard on the ISG, have about 10 accounts targeted and working thought them with several present
diligence with management last week. 20 partners at firm NW >$100 million, we are prospecting several and internal family office fund is client of DB WM, Incredible opportunity to broaden our relationship. Annual revenue from facility --$4-$6 million. *Southern Financial — Existing client with >$100
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Mutual Connections (11)
Entities connected to both Andrew Gallivan and DB WM
Prince Andrew
PERSON259 w/ Andrew·6 w/ DB
Paul Morris
PERSON38 w/ Andrew·6 w/ DB
LB
Leon Black
PERSON18 w/ Andrew·6 w/ DB
Deutsche Bank Private Bank
ORGANIZATION18 w/ Andrew·3 w/ DB
KCP/Markets
ORGANIZATION5 w/ Andrew·6 w/ DB
Business Review Committee
ORGANIZATION5 w/ Andrew·6 w/ DB
US Private Equity Firm
ORGANIZATION5 w/ Andrew·6 w/ DB
Data Center
ORGANIZATION5 w/ Andrew·6 w/ DB
Subscription Finance Facility
ORGANIZATION4 w/ Andrew·5 w/ DB
HA
Haig Ariyan
PERSON7 w/ Andrew·2 w/ DB
New Busness - Near
ORGANIZATION3 w/ Andrew·3 w/ DB