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t Vice President Deutsche Bank Wealth Management Dutische Bank Sot:unties, Inc From: Trey Jackson Sent: Wednesday, October 17, 2018 10:18 AM To: Rob Wang <fl Cc: Ashvinkumar Chougule <ala; Ronny Fung Subject: RE: New Client Risk rating for WM clients [Il I will check into the request and see how so
Deutsche Bank Wealth Management Dutische Bank Sot:unties, Inc From: Trey Jackson Sent: Wednesday, October 17, 2018 10:18 AM To: Rob Wang <fl Cc: Ashvinkumar Chougule <ala; Ronny Fung Subject: RE: New Client Risk rating for WM clients [Il I will check into the request and see how soon we can get that done. As fo
From: Sent: To: Subject: Attachments Rob Wang 10/19/2018 11:52:34 AM Kshitij Golani FW: New Client Risk rating for WM clients [I] New Client RR Methodology Analysis as of 10.19.2018.xlsx Cla
s as of 10.19.2018.xlsx Classification: For Internal Use only FYI From: Trey Jackson Sent: Friday, October 19, 2018 11:28 AM To: Rob Wang < Cc: Ashvinkumar Chougule Subject: RE: New Client Risk rating for WM clients [I] Hi Rob- Please see the attached. Thanks, Trey Trey on Jackson Assistant Vice President
Trcyvon Jackson Assistant Vice President Deutsche Bank Wealth Management I kitl, clu; flank Sxitnitc-. tile. 11 32256 WM Mercury on myDB From: Rob Wang Sent: Tuesday, October 16, 2018 9:42 AM To: Trey Jackson < Cc: Ashvinkumar Chougule < >; Ronny Fung < Subject: RE: New Client Risk rating for WM
I kitl, clu; flank Sxitnitc-. tile. 11 32256 WM Mercury on myDB From: Rob Wang Sent: Tuesday, October 16, 2018 9:42 AM To: Trey Jackson < Cc: Ashvinkumar Chougule < >; Ronny Fung < Subject: RE: New Client Risk rating for WM clients [II Classification: For Infernal use only Hi Trey, As discussed it would be
Assistant Vice President Deutsche Bank Wealth Management uctii3ow bank Scumtics. Inc 4122O nap€:.Fi 'Cnt Tel. WM Mercury on myDB From: Rob Wang Sent: Wednesday, October 17, 2018 9:23 AM To: Trey Jackson < Cc: Ashvinkumar Chougule c aMIS; Ronny Fung Subject: RE: New Client Risk rating for
ank Scumtics. Inc 4122O nap€:.Fi 'Cnt Tel. WM Mercury on myDB From: Rob Wang Sent: Wednesday, October 17, 2018 9:23 AM To: Trey Jackson < Cc: Ashvinkumar Chougule c aMIS; Ronny Fung Subject: RE: New Client Risk rating for WM clients II] Classification: For Internal use only Trey, Yes, it would also be good
From: Trey Jackson Sent: Tuesday, October 16, 2018 11:05 AM To: Rob Wang < Cc: Ashvinkumar Chougule < >; Ronny Fung < MI> Subject: RE: New Client Risk rating for WM clients ill H Rob- Let me check and get back to you s
From: Trey Jackson Sent: Tuesday, October 16, 2018 11:05 AM To: Rob Wang < Cc: Ashvinkumar Chougule < >; Ronny Fung < MI> Subject: RE: New Client Risk rating for WM clients ill H Rob- Let me check and get back to you shortly. Thanks, Trey Trcy
X1:3 tiers PaikwayJecksonvilk. FL 32256 Tel: +1 (904)645-4481 WM Mercury on myDB From: Rob Wang Sent: Monday, October 15, 2018 5:50 PM To: Trey Jackson < Cc: Ashvinkumar Chougule < >; Ronny Fung Subject: New Client Risk rating for WM client
kwayJecksonvilk. FL 32256 Tel: +1 (904)645-4481 WM Mercury on myDB From: Rob Wang Sent: Monday, October 15, 2018 5:50 PM To: Trey Jackson < Cc: Ashvinkumar Chougule < >; Ronny Fung Subject: New Client Risk rating for WM clients [I] Classification: For internal use only Hi Trey, I was given your contact by Ks
Entities connected to both Rob Wang and Ashvinkumar Chougule
Ronny Fung
PERSON
Michael Jackson
PERSONTrey Jackson
PERSONWM Mercury
PERSONKshitij Golani
PERSONTrcyvon Jackson
ORGANIZATION
Deutsche Bank
ORGANIZATION