Americas
KCP Americas
If Role/function Corporate title Location Planned start date Hir
e identified
(No/Yes & name if available) Internal AWM hire
(No/Yes & details if available) If internal AWM hire - position tb replaced
(Yes/No) DB hire (outside AWM)
(No/Yes & details if available) External hire
(No/Yes & details if available) Headcount approved (No, Yes - details) Comp detail
(if available) Comments
1 KCP desk head MD New York June-13 Yes, Paul Barrett No
N/A No Yes,
JP Morgan no,
submission pending 8400k base + bonus US Head of
Global Opportunities Group
2 Generalist/
FX specialist MD New York June-13 Yes, Raphael Zagury No N/A
No Yes,
BofA/Merrill no,
submission pending 8350k base + bonus Head of UHNW Solutions
3 Cap Mkts
Generalist D New York March-13 Yes, Tazia Smith Yes
, WM MCG desk tbd
(Chip Packard hc) No No Yes,
existing AWM hc available WM Markets Coverage Group
team member
4 Generalist/
FI specialist D New York March-13 Yes, David Mann No N/A
Yes,
PIC desk New York No existing CB&S
headcount CB&S hc CB&S PIC desk head
5 Generalist/
Credit Specialist New York March-13 Yes, Patricia Benne
tt No N/A Yes,
PIC desk New York No existing CB&S
headcount CB&S hc CB&S PIC desk team member
6 Generalist/
Rates Specialist New York March-13 Yes, Tom 0 Rourke
No N/A Yes,
PIC desk New York No existing CB&S
headcount CB&S hc CB&S PIC desk team member
7 Generalist/
LatAm coverage VP New York March-13 Yes, Luis Chaves Yes
, WM MCG desk tbd
(Chip Packard hc) No No Yes,
existing AWM hc available WM Market Coverage Group
team member
8 Business Manager VP New York March-13 Yes,
Alexandra Leavensworth Yes no
(Dario Schiraldi hc) No No Yes,
existing AWM hc available PIC desk bus Mgr/
Debt Sales
alternative/optional/additional
x Private Mkts
Generalist MD New York March-13 Yes, Bruce McDermott Yes
WM Key Client head no
(Dario Schiraldi hc) No No Yes,
existing AWM hc available former
Head of WM Key Client Americas
x Rates & Swaps
Specialist D New York March-13 Yes, Joe Aglione Yes
, WM Cap Mkts tbd
(Haig Ariyan hc) No No Yes,
existing AWM hc available WM Cap Mkts Structured Solutions
EFTA01478472
team member
X Business
Manager VP New York March-13 Yes, Nicole Thie Yes,
WM Key Client group no
(Dario Schiraldi hc) No No Yes,
existing AWN he available former
Key Client Americas team member
For internal use only
EFTA01478473