EFTA Document EFTA01421408

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Subject: RE: Account Plannin Workshop - November 4: NY slot [C] From: Stewart Oldfield Date: Thu, 03 Nov 20 To: Andrew Gallivan Cc: Henry Clar Classification: Confidential I have a conflict until 9:30 tmw so hopefully can present in the latter part of the session. Thanks From: Henry Clark Sent: Thursday, November 03, 2016 12:16 PM To: Rosemary Vrablic; Stewart Oldfield; Terrence F Tangney; Joseph Sabbagh; Mary A Coleman Cc: Manish Pahlajani; Andrew Gallivan Subject: Account Planning Workshop - November 4: NY slot [C] Classification: Confidential All, With input from Patrick and Andrew, we have scheduled the NY account planning session from 8:45 — 10:15AM tomorrow at 345 Park, room 2410. The agreed accounts for discussion are: Kroenke Chartouni Southern Financial Jaglom Harry Gross Scott Malkin We will leave it up to Andrew to allocate a specific order in accordance with your schedule. Printed copies of the templates you provided will be available in the meeting. EFTA01421408 Kind regards and thanks for your help, Henry {https://brandportal.intranet.db.com/img/modules/logo.gif} Henry Clark Strategy and Business Development Deutsche Bank Wealth Management Americas 345 Park Avenue, New York, NY NY 10154 EFTA01421409

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Subject: planning email for Patrick From: Stewart Oldfield Date: Mon, 25 Jun To: Terri Sohrab Bcc: Please let me know what you think. Career overview: 20yrs in banking overall 16yrs investment banking/capital markets (JPM and CS) 4 yrs private banking (DB) CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) Equity derivatives, structured investments, liquid al

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