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From: Diego Galan Sent: 1/24/2015 1:25:54 PM To: Chip Packar • Haig Ariyan CC: Caroline Kitidis • Mathew Negus Subject: RE: Quintessentially Platinum - coming soon. Your support required. [CI Attachments: Quint_201.5.xlsx Classification: Confidential Chip
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 S Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/
Leidy / McCluskey 1 Liz Schreiber 1 Bill Grous 1 Ed Maier/Jeff Neal 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 -
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/
Leidy / McCluskey 1 Liz Schreiber 1 Bill Grous 1 Ed Maier/Jeff Neal 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 -
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/
ighlight 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't see any Lat
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
or • - - 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 on the file, th
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't see any Lat
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
ighlight 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't see any Lat
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 on the file, th
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
Y. 10154 Phone: 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, EFTA01479062 Based
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/
Entities connected to both Mathew Negus and Jensen/Shaw
Caroline Kitidis
PERSONHaig Ariyan
PERSON
Paul Morris
PERSONDiego
PERSONDeutsche Asset & Wealth Management
ORGANIZATION
United States
LOCATIONHerlihy
PERSONMary Ann Coleman
PERSON
Dalton School
ORGANIZATIONWebster
PERSONTerrence Tangney
PERSONRuss Daulton
PERSONRosemary Vrablic
PERSONMcCluskey
PERSONJacoby/Westhoff/King 2
ORGANIZATIONGeorge Zahringer
PERSONRobert Leidy
PERSONRod Mckay
PERSONJohn Tonzola
PERSONJeff Neal
PERSON