cation: For internal use only Let's do the Paul Morris deal. It is a new KCP client with more than $150 mm coming over from 7PM. Don't worry about Roelfien, plenty to talk about at this point. (Embedded image moved to file: pic23453.gif) chip Packard Co-Head, Wealth Management Americas Deutsche Asset

ccounts for Southern Financial LLC (P. Morris) Any other deal you can think of that would be worth presenting? Also FYI, I have not heard back from Roelfien yet. Thanks, Diego (Embedded image moved to file: pic25270.gif) Diego Galan Head of Strategy Wealth Management Americas DB Securities Inc 345

cation: For internal use only Let's do the Paul Morris deal. It is a new RCP client with more than S1S0 mm coming over from 3PM. Don't worry about Roelfien, plenty to talk about at this point. (Embedded image moved to file: pic05168.gif) Chip Packard co-Head, wealth Management Americas Deutsche Asset

ernal use only EFTA01351675 Let's do the Paul Morris deal. It is a new KCP client with more than $150 mm coming over from JPM. Don't worry about Roelfien, plenty to talk about at this point. (Embedded image moved to file: pic28707.gif) Chip Packard Co-Head, Wealth Management Americas Deutsche Asset

ernal use only EFTA01351670 Let's do the Paul Morris deal. It is a new KCP client with more than $150 mm coming over from JPM. Don't worry about Roelfien, plenty to talk about at this point. (Embedded image moved to file: pic03692.gif) Chip Packard Co-Head, Wealth Management Americas Deutsche Asset

cation: For internal use only Let's do the Paul Morris deal. It is a new KCP client with more than $150 mm coming over from JPM. Don't worry about Roelfien, plenty to talk about at this point. (Embedded image moved to file: pic23453.gif) Chip Packard Co-Head, Wealth Management Americas Deutsche Asset

cation: For internal use only Let's do the Paul Morris deal. It is a new KCP client with more than $150 mm coming over from JPM. Don't worry about Roelfien, plenty to talk about at this point. EFTA01351689 (Embedded image moved to file: pic05168.gif) Chip Packard Co-Head, Wealth Management Americas

DeNatale.vd; Robert Diamond.vd; Robert H- Haier.vd; Robert Hull.vcf; Robert Larocca.vd; Robert Meister.vd; Robert Morris.vcf; Robert Signorino.vcf; Roelfien Kuijpers.vd; Roger T- Mullarkey.vd; Ronet Vanatta.vcf; Ronet Vanatta.vd; Ronnie Conigliaro.vcf; Rosalia Cracchiolo.vcf; Rosemary Vrablic.vcf; Micha

ccounts for Southern Financial LLC (P. Morris) Any other deal you can think of that would be worth presenting? Also FYI, I have not heard back from Roelfien yet. Thanks, Diego (Embedded image moved to file: pic21267.gif) Diego Galan Head of Strategy wealth Management Americas DB Securities Inc 345

Hi all, As discussed in the last Client Advisory meeting, Roelfien would like to wrap up the Client Tiering effort in this Monday's meeting. Could you please provide your updated lists to Terrance and me by Monday

or the Client Advisory Board. To my understanding, the Platinum Client list has been suggested but several more clients need to be identified since Roelfien and Jerry are looking for 50 clients from WM. If you haven't already done so, do you want to leverage the top 10 relationships for the 4 teams I s

or the Client Advisory Board. To my understanding, the Platinum Client list has been suggested but several more clients need to be identified since Roelfien and Jerry are looking for 50 clients from IVM. If you haven't already done so, do you want to leverage the top 10 relationships for the 4 teams I

or the client Advisory Board. To my understanding, the Platinum client list has been suggested but several more clients need to be identified since Roelfien and Jerry are looking for 50 clients from WM. If you haven't already done so, do you want to leverage the top 10 relationships for the 4 teams I se

or the client Advisory Board. To my understanding, the Platinum client list has been suggested but several more clients need to be identified since Roelfien and Jerry are looking for SO clients from wM. If you haven't already done so, do you want to leverage the top 10 relationships for the 4 teams I se

or the Client Advisory Board. To my understanding, the Platinum Client list has been suggested but several more clients need to be identified since Roelfien and Jerry are looking for 50 clients from WM. If you haven't already done so, do you want to leverage the top 10 relationships for the 4 teams I s

or the Client Advisory Board. To my understanding, the Platinum Client list has been suggested but several more clients need to be identified since Roelfien and Jerry are looking for 50 clients from WM. If you haven't already done so, do you want to leverage the top 10 relationships for the 4 teams I se