This document provides a summary of key client partners and pipeline deals as of September 16, 2013. It includes opportunities, revenue projections, and probabilities for various clients, including Epstein/Southern Financial, Grassie Dynasty Trust, and others. The document also highlights updates from a Brazil trip and various client opportunities in LATAM.
documents/vol00010-efta01478548-pdf.pdf
{"title":"Key Client Partners Americas Weekly Business Updates — Pipeline Deals","key_people":["Morris","Smith","Loudenslager","Jensen","Zahringer","Barron"],"document_date":"2013-09-16","document_type":"tabular","key_locations":["Americas","Brazil"],"document_subtype":"business update","key_organizations":["Epstein/Southern Financial","Grassie Dynasty Trust","Oris Group","Natura Family Office","Trifuno Family Office","Pragma","Berkana Patrimonios","Anima Family Office","Rosa Family Office","Teuto Pharmaceutical","Wilson Delara","Wasserman","Steve Schott","Amidi","Tayebi Brothers","Deutsche Asset & Wealth Management","Ellison","Duker","Jennison Associates","Michael Rothbard","Proton Therapy","Spitfire","Zuckerman","Zaro Family/Cavalry","Toms Capital","THL Capital","Long Term Solutions","University of Maryland","CSM Capital Corp"]}