EFTA Document EFTA01367851
From: bellaklein Sent: 5/3112016 3:17:05 PM To: Stewart Oldfield Subject: Re: Team introductions Great Thank you, Bella On May 31, 2016, at 3:12 PM, Stewart Oldfield wrote: Darren, Rich and Bella, Please meet Brad Gitlin, Cynthia Rodriguez and Anna Fowler, who work with me and will help provide coverage to you. Their contact info is below. Thanks, Stew Bradley Gillin I P i n Cynthia Rodriguez i n Vi Pr ident Anna Fowler <innage002.png> Stewart Oldlield, CFA, CAIA Direc
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From: bellaklein Sent: 5/3112016 3:17:05 PM To: Stewart Oldfield Subject: Re: Team introductions Great Thank you, Bella On May 31, 2016, at 3:12 PM, Stewart Oldfield wrote: Darren, Rich and Bella, Please meet Brad Gitlin, Cynthia Rodriguez and Anna Fowler, who work with me and will help provide coverage to you. Their contact info is below. Thanks, Stew Bradley Gillin I P i n Cynthia Rodriguez i n Vi Pr ident Anna Fowler <innage002.png> Stewart Oldlield, CFA, CAIA Direc
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Subject: Re: Debit card From: Richard Kahn e > Date: Fri, 22 Dec 2017 10:08:38 -0500 To: Stewart Oldfield e > no worrieshave plenty of time to work out we will do 1 large withdrawal in january then revert to card thank you and happy new year.. Richard Kahn HBRK Associates Inc. 575 Lexington Avenue 4th Floor New York NY 10022 tel fax cell On Dec 22, 2017, at 10:07 AM, Stewart Oldfield wrote: Cynthia is working on it right now. us. Sorry Stewart Oldfield, CFA, CAIA Director Deut
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From: Stewart Oldfield Sent: 1/4/2018 7:08:33 AM To: Cynthia Rodriguez CC: Bradley Gillin Subject: Re: Account Planning sessions [CI Sweet. I will try to get some of this done today. Will be fighting with Mary for the laptop. Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 Tel. Mobile Email Securities offered through Deutsche Bank Securities Inc. On Jan 4, 2018, at 6:42 AM, Cynthia Ro
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Subject: Re: Debit card From: Stewart Oldfield Date: Fri, 22 Dec 2017 10:25:27 -0500 To: Richard Kahn ffi > I figured given you took $3k on your card. Cynthia is fixing. I think we can get daily limit to $12k. Stewart Oldfield, CFA, CAIA Director Deutsche Deutsche 345 Park Tel. Mobile Email Bank Trust Company Americas Bank Wealth Management Avenue, New York, NY 10154 Securities offered through Deutsche Bank Securities Inc. On Dec 22, 2017, at 10:18 AM, Richard Kahn ffi wrote:
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Subject: FW: Epstein/Southern Financial From: Vahe Stepanian ‹ > Date: Fri, 20 Jan 2017 15:30:33 -0500 To: Stewart Oldfield ‹ > Stew — did this ever happen? Probably worth revisiting. Have a great weekend. Best, Vahe From: Stewart Oldfield Sent: Thursday, January 05, 2017 12:36 PM To: Charlie Burrows Cc: Bradley Gillin; Cynthia Rodriguez; Vahe Stepanian Subject: Epstein/Southern Financial Let's discuss what to show these guys to get them to move cash to the most efficient place for
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Subject: RE: New variable rate CD option From: Stewart Oldfield ‹ > Date: Mon, 18 Dec 2017 14:36:29 -0500 To: "Paul Barrett Cc: Bradley Gillin Cynthia Rodriguez Bcc: With last week's Fed announcement, the rate on the 9 month variable CD rate is scheduled to increase on Jan. 2 (should be 1.81%). Please let us know if you would like any more info. Thanks From: Stewart Oldfield Sent: Thursda , October 12, 2017 3:18 PM To: CD option Rich, Cynthia Rodriguez Given interest rate expect
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Subject: meeting notes - Southern Financial From: Stewart Oldfield ‹ > Date: Thu, 12 Oct 2017 15:24:16 -0400 To: Bradley Gillin Cynthia Rodriguez Cc: Stewart Oldfield DB — Stewart Oldfield, Martin Zeman Southern Financial — Paul Barrett, Alpha Group Capital Discussed ISDA setup for SF and STC Discussed more complex FX strategies that Martin can offer Introduced Harvest Volatility Management Paul also wants to see structured notes weekly Stewart Oldfield, CFA, CAIA Director Deutsche
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