This entity has a brokerage account with DB with a Market Value of $2,924,250.00. This relationship has been with DB since June 2014, is currently KCP East adopted, there is monthly contact with this client. Opportunities and Challenges We have substantial opportunity to pursue with this account. The p

athaniel Morgan > wrote: Classification: For Internal use only Hey Stew, For Willett — you aren't a part of the team in DbForce (Jim Donofrio and KCP East are) so I can't submit an AIS request. Any guidance would be helpful. Gracias, Nate From: Stewart Oldfield Sent: Tuesday, May 01, 2018 6:11 PM

This entity has a brokerage account with DB with a Market Value of $2,924,250.00. This relationship has been with DB since June 2014, is currently KCP East adopted, there is monthly contact with this client. Opportunities and Challenges We have substantial opportunity to pursue with this account. The p