The document provides a tabular representation of client coverage, including co-coverage and prospects. It lists client names, types, ISDA status, KCP AUM, YTD revenue, primary coverage, approximate net worth, relationship managers (RM), and office locations. It also includes a summary of total primary and co-coverage relationships.
documents/vol00010-efta01460831-pdf.pdf
{"title":"Client Coverage Model","key_people":["Tazia Smith","Thomas Ororke","David Mann"],"document_type":"tabular","key_locations":["NY","MIA","CT","LA"],"document_subtype":"Client Coverage Model","key_organizations":["Deutsche Assel & Wealth Management"]}