Epstein File EFTA01356779: Thomas and Client (DS10)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01356779: Thomas and Client (DS10)

CorrespondenceDate unavailableEFTA013567791 keyword hits

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This document is an email exchange dated December 17, 2018, between Thomas Klemm and Justin Crook at Deutsche Wealth, with copies to Oliver Esslinger and Emily Craig. The email discusses client management strategy, new client assets, hiring of client-facing staff in 2018, and references a Steering Committee Presentation. The content relates to business development and organizational matters at a wealth management firm.

👤 Named in This Document

Clarence Thomas

🔑 Evidence Keywords

client

📋 Key Excerpts5

PersonKeyword

Excerpt 1

Breaking this immediately down to single **client** might not be the most effective way to start with.

Excerpt 2

Net new assets from existing clients in 2018; including **client** location, name of relationship manager, sub-GMT (Americas or LatAm), and which products.

Excerpt 3

All new **client**-facing staff hired in 2018; including hiring date, office location, sub-GMT (Americas or LatAm).