1. BARRY H. MORRIS
142 Highview Street
Mamaroneck, New York 10543
(914) 698-1940
PROFESSIONAL EXPERIENCE
DEUTSCHE BANK PRIVATE BANK, New York, New York
MANAGING DIRECTOR
HEAD OF GLOBAL CUSTODY SERVICES, December 2003 - Present
Asset and Wealth Management Division
• Responsible for overseeing client base of approximately $35 billion in assets consisting of
750 high-net worth client relationships.
• Manage dedicated staff of 20 Custody Officers and Administrators in addition to coordinating
activities of Custody Product Manager and Head of Client Service.
• Primarily responsible for developing overall business strategy. Formulate and implement
business plan in conjunction with goals established by Head of the Private Bank and Bank’s
Chief Fiduciary Officer.
• Serve as primary point of contact for all Custody sales and new business related activities.
Develop business opportunities via internal and external marketing initiatives as well as
direct client referrals.
• Actively engage in cross-selling entire portfolio of Wealth Management products. Specific
focus of Discretionary Asset Management, Brokerage, Cash Management, Fiduciary
Services and Lending.
• Work closely with the Wealth Management dedicated technology team to develop
enhancements to existing client reporting capability. Responsible for recommending,
prioritizing and designing enhancements to both client statements and on-line Internet based
reporting application.
• Negotiate internal financial arrangements (revenue share arrangements) and agreements
with third-party vendors (outsourcing agreements) which directly impact Custody profitability.
• Member of Joint Services Committee for Wealth Management, a select group of
professionals tasked with improving the processes and efficiency between Deutsche Bank’s
operations group and front office.
ACHIEVEMENTS
• Promoted to Managing Director in February 2005.
• Grew product revenue approximately 50% over last five years
• Primarily responsible for developing the “Private Banking Brokerage Model” within the
Private Bank.
• Oversaw successful conversion of Deutsche Bank’s Private Banking Custody client base to
SunGard’s Global Plus accounting platform.
• Completely restructured Custody Service Teams into more efficient, client centric service
units.
• In process of creating Custody/Trust “hybrid” offering to more efficiently manage Deutsche
Bank Private Wealth Management’s Directed Trust business.
Confidential

2. CITIGROUP/CITIBANK, New York, New York
VICE PRESIDENT/DEPARTMENT MANAGER, October 1989 – December 2003
Private Banking and Investment Division
• Responsible for managing 16 Senior Custody Officers and Administrators whose client’s
consist of high-net worth families and individuals. Total asset base in excess of $15 billion.
• Serve as Relationship Manager for several large individual and institutional relationships.
• Senior Officer in charge of new business development with annual goal of $500M in new
revenue.
• Prepare and deliver client presentations.
• Identify cross-sell opportunities and assist in providing clients with appropriate financial
products to fulfill their needs.
• Work with technical staff regarding client related inquiries pertaining to Citi Access, the
bank’s on-line information system.
• Actively involved in Custody business planning process.
BANK OF NEW YORK, New York, New York
ACCOUNT ADMINISTRATOR, June 1987 – October 1989
Mutual Funds Division
• Ultimately responsible for overseeing activities of twelve mutual fund accounts.
• Act as intermediary between bank’s operational area, foreign sub-custodians and mutual
funds accounts serviced.
• Monitor and reconcile all trading activity (foreign and domestic) and transactions within each
funds’ portfolio.
SALOMON BROTHERS, New York, New York
DIVIDEND AND INTEREST PROCESSOR, July 1986 – June 1987
• Administer to accounts payable and receivable for corporate bonds and foreign stock.
EDUCATION
College for Financial Planning/Baruch College
Currently enrolled in classes required to obtain Certified Financial Planner designation
Iona College, New Rochelle, New York
Bachelor of Business Administration in Business Management, 1986
Cumulative Grade Point Average 3.8
Iona College Work/Study Program
Account Representative for Quaker Oats. Co.
March 1985 – July 1986
ACTIVITIES/INTERESTS
• Treasurer for private investment club.
• Girls’ Softball Coach.
• Also enjoy golf and softball.
Confidential