Case File
efta-01460737DOJ Data Set 10OtherEFTA01460737
Date
Unknown
Source
DOJ Data Set 10
Reference
efta-01460737
Pages
1
Persons
0
Integrity
Extracted Text (OCR)
Text extracted via OCR from the original document. May contain errors from the scanning process.
From:
Chip Packard
Sent:
6/18/2014 8:00:25 AM
To:
Andrea Tapia I
CC:
Kimberly Hart
Haig Ariyan I
I; Russell-W Johnson [russell-
Subject:
RE: Client Tiering (C)
Attachments: Top 50 WM Relationships - 2014 May.xlsx; pic18413.gif; pic17259.gif; pic05105.gif; pic00141.gif; pic27290.gif;
pic32130.gif; pic28559.gif; pic32587.jpg; pic11226.jpg; pic10903.jpg; pic06675.jpg; pic23990.jpg; pic07420.jpg;
pic16201.jpg; pic31731.jpg
classification: confidential
I have run through the attached, but we need to combine with PCS (Russ, please
take a look for Haig).
I would sugggest we start with a revenue based view of
Top 50.
I went through that column and deleted 6 names in a comment field
that I added, and then went to CBV ranking and added 6 names. Let's try to
turn this around today if we can, subject to Haig's input.
(See attached file: Top SO Wm Relationships - 2014 may.xlsx)
(Embedded image moved to file: pic18413.gif)
Chip Packard
Co-Head, Wealth Management Americas
Deutsche Asset and wealth management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel. +1(212)454-2173
Fax +
mobil
Email
(Embedded image moved to file: pic17259.gif)
From:
Andrea Tapia/db/dbcom@OBCOEX
To:
chip Packard/db/dbcom@OBAmericas,
Cc:
Kimberly Hart/db/dbcom@DBAmericas
06/06/2014 11:55 AM
Subject:
RE: Client Tiering [I]
Classification: For internal use only
Chip,
Please see CBV and revenue rankings as of April YrD attached. Existing
platinum relationships are highlighted in blue.
I believe the next client Advisory meeting is this coming Monday, June 9, so
please let me know if there is anything else I can do.
Kind regards,
Andrea Tapia
CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e)
DB-SDNY-0 122220
CONFIDENTIAL
SDNY_GM_00268404
EFTA01460737
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