EFTA Document EFTA01373621
Hey Stew. I'm making the rounds with Andrew G to follow up with bankers to arrange meeting with clients targeted that you and I already discussed. Obviously I told him you and I didn't need this. I think we have something already set with general Atlantic. Right? The other 2 on the list that I think are outstanding are Southern Financial and Tisch. Any update there? Thanks amigo. A Audie Apple Key Client Partners - Americas Deutsche Bank Wealth Management 345 Park Avenue. 26th Floor N
Summary
Hey Stew. I'm making the rounds with Andrew G to follow up with bankers to arrange meeting with clients targeted that you and I already discussed. Obviously I told him you and I didn't need this. I think we have something already set with general Atlantic. Right? The other 2 on the list that I think are outstanding are Southern Financial and Tisch. Any update there? Thanks amigo. A Audie Apple Key Client Partners - Americas Deutsche Bank Wealth Management 345 Park Avenue. 26th Floor N
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Subject: RE: RP Meetings [I] From: Stewart Oldfield Date: Mon, 13 Feb 2017 12:09:07 -0500 To: Audie Apple Classification: For internal use only Yes, GA is on the calendar. Todd and I met Southern and it's not a fit for him at this point. I still owe you Tisch From: Audie Apple Sent: Monday, February 13, 2017 11:59 AM To: Stewart Oldfield Subject: RP Meetings [I] Classification: For internal use only Hey Stew. I'm making the rounds with Andrew G to follow up with bankers to arrange m
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Subject: RE: Canyon requests - AIS - KCP [I] From: Zbynek Kozelsky Date: Tue, 15 Nov 2016 17:43:53 -0500 To: Stewart Oldfield Cc: Mathew Negus Todd Stevens Joseph Dursi Classification: For internal use only Stew, Just tell Daniel/Darlene to submit AIS requests for Canyon for Epstein/- Southern Financial and TFMG. Please keep in mind that TFMG is a COD account. You won't be able to book Canyon there unless you have a new account (cash). Thank you {cid:image003.png@O1CFFD0A.6F882F50}
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Subject: RE: Goldman MM Requests for Stew Oldfield [I] From: Stewart Oldfield Date: Fri, 24 Feb 2017 11:03:55 -050 To: Darlene Zong Cc: Andrew King Classification: For internal use only Will ask him. No major rush either way. Thanks From: Darlene Zong Sent: Friday, February 24, 2017 11:03 AM To: Stewart Oldfield Cc: Andrew King Subject: FW: Goldman MM Requests for Stew Oldfield [I] Classification: For internal use only Hi Stew, I'm more than happy to help.. but will have to wait on
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Subject: RE: Canyon requests - AIS - KCP [I] From: Stewart Oldfield Date: Tue, 22 Nov 2016 10:33:25 -0500 To: Daniel Sabba Darlene Zong <darlene.zong@db.com> Cc: Zbynek Kozelsky <zbynek.kozelsky@db.com>, Todd Stevens <todd.stevens@db.com> Classification: For internal use only Then we need to let me or ISG do it. From: Daniel Sabba Sent: Tuesday, November 22, 2016 10:32 AM To: Stewart Oldfield; Darlene Zong Cc: Zbynek Kozelsky; Todd Stevens Subject: RE: Canyon requests - AIS - KCP [I
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