J. Epstein & related accounts - your attention is needed [I]
Classification: For internal use only
This is to follow up on a number of conversation we have regarding this client and his accounts.
This is the plan:
- As of today Joshua Shoshan (CA ENJ) will take over coverage of these accounts and these accounts will reflect his CA number,
- Daniel Sabba will no longer cover this client,
- Josh’s back-up coverage will be either Vahe Stepanian (primary) or Donald Summer (secondary),
- Other WIC team members are not covering this client,
- As of now this is a temporary arrangement until 1Q17 when other coverage changes may take place.
Do we all agree?
Thank you
Ziggy
Zbynek "Ziggy" Kozelsky
Director | Branch Administrative Manager
Key Client Partners - Americas
Deutsche Bank Securities Inc.
Deutsche Asset & Wealth Management
345 Park Avenue, 26th Floor
New York, NY 10154
Tel. ██████████
Email: ███████████████
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