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Total Mentions
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Documents
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Connected Entities
Organization referenced in documents
EFTA01356654
Level 2 approvers for the Premium Banking Services Group. An approval from any one of the above (or their designees) will constitute full approval. Discretionary Portfolio Management (DPM): Lisa Combatti, Oliver Esslinger, Mary Keaveney and Deepak Puri (or their designees) will be the Level 2 approvers for the DPM. An approval fr
EFTA01376856
naging Director, Head of Discretionary Portfolio Management Americas Deutsche Bank Wealth Management Deepak Puri is a Managing Director and Head of Discretionary Portfolio Management for Deutsche Bank Wealth Management in the Americas. In his role, he Co-Chairs the Americas Regional Investment Committee, the management team respo
EFTA01478009
Investment Process Asset Allocation Performance Economic Commentary and Forecasts Appendix Deutsche Bank Wealth Management 1 EFTA01478010 Discretionary Portfolio Management At a glance Assets entrusted to us AuM € billion Global Regions 20 Americas 17 EM EA Frankfurt Zurich, Geneva Luxembourg Boston Chicago
EFTA01472840
communication should seek advice from an independent tax advisor regarding any tax matters addressed herein based on its particular circumstances. Discretionary Portfolio Management, Banking and Lending services are offered through Deutsche Bank Trust Company Americas, member FDIC. Trust and estate and wealth planning services

United States
LocationCountry located primarily in North America
Deutsche Bank Trust Company Americas
OrganizationDeutsche Bank Trust Company Americas, US trust company subsidiary of Deutsche Bank AG

Paul Morris
PersonAmerican private wealth banker, Managing Director at Deutsche Bank and later Merrill Lynch, managed Jeffrey Epstein's banking accounts

Deutsche Bank
OrganizationGerman global banking and financial services company
Deepak Puri
PersonPerson referenced in documents