Case File
efta-01375271DOJ Data Set 10OtherEFTA01375271
Date
Unknown
Source
DOJ Data Set 10
Reference
efta-01375271
Pages
1
Persons
0
Integrity
Extracted Text (OCR)
EFTA DisclosureText extracted via OCR from the original document. May contain errors from the scanning process.
Internal networks— I've become quite involved with our NextGen network and will
continue to contribute to those efforts. I've sent clients to NextGen events since 2016
and attended the Innovation Summit with a client in 2017. Based on my involvement
last year, I am part of the steering committee for 2018. I've helped Sarah with parts of
the New York events and have discussed taking on a broader role with Paula
Pullano. Finally, I've been involved with a global DB branding focus group. Corporate
culture is very important to me and I would like to continue to get more involved.
MDs who should be supportive of promotion
Management:
Salman Mandi
Steve Mattus
Kim Hart
Andrew Gallivan
Wealth Planning:
Sam Petrucci
ISG:
Coley Jellinghaus
KCP:
Todd Stevens
Dan Kaiser
Xavier Avila
Tazia Smith
Daniel von Heyl (CFP)
DPM:
Larry Adam
Paul Bartilucci
Credit:
Tom Clarke
Nick Haigh
Laura Farischon
Pete Ferrara
Deposits:
Charlie Burrows
Bankers:
Terri Sohrab
Bruce McDermott (based on KCP experience)
Heather Kirby
Deirdre Judge
Rosemary Vrablic
CIB:
Several, can discuss
Marketing:
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e)
DB-SDNY-0070584
CONFIDENTIAL
SDNY_GM_00216768
EFTA01375271
Related Documents (6)
DOJ Data Set 10CorrespondenceUnknown
EFTA Document EFTA01419331
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DOJ Data Set 10CorrespondenceUnknown
EFTA Document EFTA01415652
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DOJ Data Set 10OtherUnknown
EFTA01375267
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DOJ Data Set 10OtherUnknown
EFTA01419331
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DOJ Data Set 10CorrespondenceUnknown
EFTA Document EFTA01370859
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