Internal memo from Diego Galan to Paul Morris regarding a presentation for the USPB MD Banker meeting. The memo requests an overview of a recent deal involving Southern Financial LLC, which moved from IPM to Deutsche Bank. It includes details on the client's profile, the type of business, and key success factors.
documents/vol00010-efta01344574-pdf.pdf
{"key_people":["Paul Morris","Diego Galan","Caroline Kitidis","Tazia Smith","Vahe Stephanian","Amanda Kirby","Blanche Christerson"],"document_date":"2013-12-03","document_type":"correspondence","key_locations":["New York, NY"],"document_subtype":"internal memo","key_organizations":["Deutsche Bank","JP Morgan","Southern Financial LLC","IPM"],"reference_numbers":["DB-SDNY-0030198","SDNY_GM_00176382","EFTA01344574"]}