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s should be a major source of new client relationships for us if we can efficiently execute 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 KC
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
s if we can efficiently execute on the premium finance opportunity. So far, they have 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
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
s should be a major source of new client relationships for us if we can efficiently execute 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 KC
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
s if we can efficiently execute on the premium finance opportunity. So far, they have 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
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 Suzy Cozzi and DeutscheTech
Terri
PERSONFinancial Architects
ORGANIZATIONSam Petrucci
PERSON
Ghislaine Maxwell
PERSONRaj Pundarika
PERSONLeon Black
PERSONUS Trust
ORGANIZATIONVirage
ORGANIZATIONNextGen
PERSON
Singapore
LOCATIONHeather Kirby
PERSONTerri Sohrab
PERSON