Case File
efta-01460719DOJ Data Set 10OtherEFTA01460719
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DOJ Data Set 10
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efta-01460719
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r Diego Galan—04/29/2014 09:41:13 AM—Classification: Confidential Caroline. Michele will be discussing some WM Americas
relationships on
From:
To:
Cc:
Subject:
04/29/2014 09:41 AM
Platinum Client reviews with NW on Friday May 9th 10-I I:30am ICI
Classification: Confidential
Caroline,
Michele will be discussing some WM Americas relationships on Friday May 9th (10-11:30am): we are working with the Bankers /
CAs to develop a few pages showing the existing business with the client and key opportunities.
The presentation will be led by the Banker / CA. and meeting participants will include: Michele. Chip. Haig. Saimaa Karim Barrada,
and you (and any specific product person if needed). The goal of the meeting is to identify / discuss key opportunities and seek for
Michele's help if needed.
Could you please let me know if you have recently been in conversations with the Bankers / CAs for the relationships below to be
covered:
- Kaiser (M. McCarthy)
- Santo Domingo (Roberto Mendoza)
- Arnold (Fink / Germain)
- Stemlicht (S. Dhody)
1 will share the client review document sometime this week to get your thoughts.
Thanks.
Diego
Diego Galan
Head of Strategy Wealth Management Americas
DB Securities Inc
345 P rk Av n re 1 I
-
4 New York. NY. USA
Tel
Mobil
Email
Assistant. LadieVVhdaker +1(212)454-2392
Pan-itn4-er ?cepa-rot
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e)
DB-SDNY-0122170
CONFIDENTIAL
SONY GM_00268354
EFTA01460719
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