Epstein File EFTA01460724: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01460724: Client and Asset (DS10)

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Internal email from Peter Holmes, Associate in AWM Relationship Management at Deutsche Asset & Wealth Management (345 Park Avenue), regarding a Client Tiering effort. The message references a Client Advisory meeting and indicates that Roelfien intended to wrap up the tiering initiative in a Monday meeting, with Holmes providing administrative support.

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client asset

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Excerpt 1

Hi all, As discussed in the last **Client** Advisory meeting, Roelfien would like to wrap up the **Client** Tiering effort in this Monday's meeting.

Excerpt 2

Thank you, (Embedded image moved to file: pic05140.gif) Peter Holmes Associate I AWM Relationship Management Deutsche **Asset** & wealth Management 345 Park