Cheryl Paller discusses internal politics and client relations with Marc Schwartz from the Broad Family Office. Concerns were raised by Liz about internal politics, and Marc was reassured that these issues would not affect client service. Cheryl mentions that Lee Hutter, a new colleague, knows Marc well and can help resolve these issues. The correspondence includes a forwarded email from Marc Schwartz asking for a call regarding the trade.
documents/vol00010-efta01460802-pdf.pdf
{"key_people":["Cheryl Paller","Marc Schwartz","Liz","Lee Hutter"],"document_date":"2014-09-16","document_type":"correspondence","key_locations":["Los Angeles, CA"],"key_organizations":["Deutsche Bank National Trust Company","Broad Family Office"],"reference_numbers":["DB-SDNY-0122346","SDNY_GM_00268530","EFTA01460802"]}