B. Separately, evaluate whether there are any revenue enhancement opportunities for clients you cover that are in
the attached list
For all clients identified in A and all clients in list B, please complete the attached account planning template. The
responses will be aggregated in to a single database for discussion at the workshop. An illustrative example of a
completed account planning template and system generated financials for clients in list B have been included for
reference.
Please provide your responses / completed templates by close of business on Wednesday, July 20.
tcl
Thank you for your focus on this and apologize for the short time frame
Andrew
Andrew Gallivan
Acting Co-Head WM - Americas
Deutsche Bank Trust Company Americas
Global Products & Solutions
345 Park Avenue. 10154-0004 New York. NY, USA
Rusin,*Peeparm,
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0073504
CONFIDENTIAL SDNY_GM_00219688
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