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efta-efta01460777DOJ Data Set 10CorrespondenceEFTA Document EFTA01460777
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efta-efta01460777
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From:
Andrea Tapia
Sent:
7/30/2014 3:20:55 PM
To:
Chip Packard
CC:
Samantha Harmon
Subject:
RE: Q2 2013 Banker Performance Metrics [I]
Attachments: Morris Pipeline & Top 10.pdf; Finley Pipeline & Top 10.pdf; Jensen Pipeline & Top 10.pdf; Convey Pipeline & Top
10.pdf; USPB Banker Est. FY 2014.pdf
Classification: For 'Memel use only
Chip,
Attached are the one-pagers for the four requested Bankers: Morris, Finley, Jensen and Convey.
To supplement your meetings, I have also included a summary that includes YTD revenues, annualized run-rates,
pipeline, and gap to plan for each team. Please let me know if you have any questions or need anything else.
Kind regards,
Andrea Tapia
Andrea Tapia
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 24th Floor
New York. NY 10154-0004
Tel.
Mobil
Ema
Securities offered through Deutsche Bank Securities Inc.
fYn s[62
Peeforen
From: Chip Packard
Sent: Wednesday, July 30, 2014 12:33 PM
To: Andrea Tapia
Subject: Re: Q2 2013 Banker Performance Metrics [I]
Classification: For internal use only
Very helpful. Can I please have the Top 10 clients by revenue for Morris. Finley. Jensen and Convey? Thanks.
El
Chip Packard
CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e)
DB-SDNY-0 122306
CONFIDENTIAL
SDNY_GM_00268490
EFTA01460777
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