EFTA01471718.pdf
dataset_10 PDF 75.4 KB • Feb 4, 2026 • 2 pages
Subject: Re: Holiday Books [I]
From: Paul Morris >
Date: Fri, 05 Dec 2014 13:29:05 -0500
To: Kimberly Hart
Cc: Amanda Kirby >,
Andrew Gallivan < >
Classification: For internal use only
honestly, i think just easier if i pay out of pocket.
Paul Morris
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
New York, NY 10154
Office:
Cell:
From: Kimberly Hart
To: Paul Morris , Andrew Gallivan
s,
Cc: Amanda Kirby
Date: 12/05/2014 01:26 PM
Subject: Re: Holiday Books [I]
You need to provide net worth information and potential revenue for each name.
Please identify which names are prospects and which are clients.
As you know, a decision was made to make a donation to Kiva in lieu of gifts.
Please confirm that it is absolutely necessary to send gifts to all the
individuals on your list.
Kimberly Hart
Managing Director
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, New York, NY 10154
Tel.
Fax
EFTA01471718
Mobile
Email■
Securities offered through Deutsche Bank Securities Inc.
From: Paul Morris
Sent: Friday, December 5, 2014 1:15 PM
To: Andrew Gallivan; Kimberly Hart
Cc: Amanda Kirby
Subject: Holiday Books [I]
Classification: For internal use only
I plan to buy books ($20-30 range) for each of the following
clients/prospects.
Glen Warren
Noam Gottesman
Charles Britton
Jason Kiser
Ian Cummings
Bryan Lawrence
Howard Keenan
Pete Leidel
Todd Wanek
Jeff Epstein
Eileen Alexanderson
Please let me know if you need any additional info. Thanks
Paul Morris
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
New York, NY 10154
Office:
Cell:
EFTA01471719
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