EFTA Document EFTA01370151

From: Stewart Oldfield Sent: 1/20/2017 1:45:34 PM To: Cynthia Rodriguez Subject: RE: account planning [C] [I] Classification: For IMemal use only Awesome. This feels like a next week thing. I'll be reenergized by then . .. Thanks for pulling it all together From: Cynthia Rodriguez Sent: Friday, January 20, 2017 1:34 PM To: Stewart Oldfield Subject: RE: account planning [C] Hey, So I left the print outs of the ones I completed so far, but I'm missing details. I figured we could go over it when you have time today oe next week. Below is what I'm missing for your list as a heads up: 54 Madison Partners/ Orix/Safanad: • Contact names, numbers emails etc • The company's plan to grow their wealth • Financial liquidity and plans for next 3-12 months • Client's relationship with DB competitors broken down by product type Elysium/Shamrock/Crestline: • Contact names, numbers emails etc • Source of wealth details • The company names and plan to grow their wealth • Financial liquidity and plans for next 3-12 months • Client's relationship with DB competitors broken down by product type TFMG, LLC (Tisch) • Contact names, numbers emails etc • The company's plan to grow their wealth • Financial liquidity and plans for next 3-12 months • Client's relationship with DB competitors broken down by product type Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant Vice President Deutsche Bank Trust Company Americas CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0062778 CONFIDENTIAL SDNY_GM_00208962 EFTA01370151