Jay Lipman is tasked with creating onboarding packets for different types of clients, specifically for Capital Markets trading. He mentions his experience with AwM/PCS side and plans to gather information for Autobahn/CB&S setup. Kevin Quinn requests a list of requirements for setting up a new client to trade capital markets in KCP, mentioning Epstein.
doj/DataSet10/EFTA01453137.pdf
{"key_people":["Jay Lipman","Kevin Quinn","Tazia Smith"],"document_date":"2014-01-24","document_type":"correspondence","key_locations":["345 Park Avenue, New York, NY, USA"],"document_subtype":"email","key_organizations":["DB Securities Inc","Deutsche Asset & Wealth Management"]}