This document provides a summary of key client partners and pipeline deals in the Americas, focusing on transaction highlights and client opportunities. It includes details on revenue, probability, and relationship managers for various clients, as well as updates from a LATAM client trip.
documents/vol00010-efta01460399-pdf.pdf
{"title":"Weekly Business Updates — Pipeline Deals","key_people":["Morris (PB)","Smith","McDonaugh (PCS)","Loudenslager (PB)"],"document_type":"tabular","document_subtype":"business update","key_organizations":["Epstein/Southern Financial","Lorem Ipsum","Grassie Dynasty Trust, LLC","Wasserman","Steve Schott","Amidi","Tayebi Brothers","Oris Group","Natura Family Office","Trifuno Family Office","Pragma","Berkana Patrimonios","Anima Family Office","Rosa Family Office","Carolina","Teuto Pharmaceutical","Wilson Delara","Ellison Banker","Duker Banker","Jennison Associates"]}