To:
Date: 06/06/2014 09:14 AM
Subject: Client Tiering 111
Classification: For internal use only
Hi Chip,
RV spoke to me about the client tiering exercise that needs to be completed for the
Client Advisory Board. To my understanding, the Platinum Client list has been suggested
but several more clients need to be identified since Roelfien and Jerry are looking for
50 clients from IVM.
If you haven't already done so, do you want to leverage the top 10 relationships for the
4 teams I sent you yesterday? Let me know if you want to discuss.
Andrea
Andrea Tapia
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 24th Floor
New York, NY 10154
Tel.
Mobil
Email
Securities offered through Deutsche Bank Securities Inc.[attachment "Top 50 WM
Relationships.xlsx" deleted by
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