EFTA Document EFTA01460965
From: Diego Galan Sent: 6/18/2015 1:58:46 PM To: Chip Packard CC: Haig Ariyan Subject: RE: Go live Quintessentially Platinum [I) Attachments: Quint_2015.xlsx Classification: For internal use only I think Sarah approached a few RMs to see who the contact person in the relationship should be. See attached the latest file with the names (copied below) 1 STERNLICHT, BARRY RELATIONSHIP 2 LOEB, DANIEL (THIRD POINT) 3 PERELMAN, RONALD RELATIONSHIP 4 TRUMP, DONALD J. RELATIONSHIP S
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From: Diego Galan Sent: 6/18/2015 1:58:46 PM To: Chip Packard CC: Haig Ariyan Subject: RE: Go live Quintessentially Platinum [I) Attachments: Quint_2015.xlsx Classification: For internal use only I think Sarah approached a few RMs to see who the contact person in the relationship should be. See attached the latest file with the names (copied below) 1 STERNLICHT, BARRY RELATIONSHIP 2 LOEB, DANIEL (THIRD POINT) 3 PERELMAN, RONALD RELATIONSHIP 4 TRUMP, DONALD J. RELATIONSHIP S
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Related Documents (6)
EFTA Document EFTA01479190
Quintessentially TODAY()=Tuesday, January 27, 2015 Proposed criteria: KCP 'straw man' eligibility criteria Legal Entity (RM) Count prerequisite: whichever client falls into the framework is expected to be offered membership DBSI COUNTIF($P$23:$P$55,H6)=10 framework and membership review: annually DBNTC COUNTIF($P$23:$P$55,H7)=6 potential sources of information (not limited to): KCP desk review, KCP client approval PB and PCS client tiers DBTCA COUNTIF($P$23:$P$55,H8)=15 Total SUM
EFTA01460965
EFTA Document EFTA01460965
EFTA Document EFTA01479190
EFTA01479190
EFTA01478894
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