EFTA01471252.pdf
dataset_10 PDF 51.7 KB • Feb 4, 2026 • 2 pages
Subject: Re: Grt news, new assets (I)
From: Paul Morris <
Date: Tue, 07 Oct 2014 11:50:27 -0400
To: Chip Packard
Classification: For internal use only
assets should 2x,
question did you meet phillipe L on Sunday?
Paul Morris
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
New York, NY 10154
Office:
Cell:
(Inactive hide details for Chip Packard---10/07/2014 11:01:59 AM---Classification: For internal use
only)Chip Packard---10/07/2014 11:01:59 AM---Classification: For internal use only
From:
Chip Packard/
To:
Caroline Kitidis/
Cc:
Paul Morris/ Vinit Sahn
Date:
10/07/2014 11:01 AM
Subject:
Re: Grt news, new assets (I)
Classification: For internal use only
Great news, well done Paul.
Spent some time with Daniel last night. He's going to be very successful here.
Chip Packard
Managing Director
Deutsche Asset and Wealth Management
345 Park Avenue
New York, NY. 10154
Phone:
Mobile:
Email:
From: Caroline Kitidis
To: Chip Packard
Cc: Paul Morris; Vinit Sahni
Sent: Tue Oct 07 10:36:19 2014
Subject: Grt news, new assets [I]
EFTA01471252
Classification: For internal use only
On J Epstein wiring in $62mm today, brings assets in our account to $220mm, $308mm total w bank acco
unts.
We are introducing Daniel to the relationship today. A lot to hopefully do here with new Cap markets
effort, refocusing this relationship w new coverage.
EFTA01471253
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