EFTA01471716.pdf
dataset_10 PDF 63.2 KB • Feb 4, 2026 • 2 pages
Subject: Re: Holiday Books [I]
From: Kimberly Hart
Date: Fri, 05 Dec 2014 13:26:02 -0500
To: Paul Morris
Andrew Gallivan
Cc: Amanda Kirby
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
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
EFTA01471716
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:
EFTA01471717
Entities
0 total entities mentioned
No entities found in this document
Document Metadata
- Document ID
- da3d6d43-a345-4c2f-adde-43b0b070ff64
- Storage Key
- dataset_10/0d08/EFTA01471716.pdf
- Content Hash
- 0d08259fcaa306a7902719631055bb4f
- Created
- Feb 4, 2026