EFTA Document EFTA01377158
From: Sent: To: Subject: Attachments: Cynthia Rodriguez 1/5/2017 12:18:56 PM Stewart Oldfield [ I RE: can you tell me what interest rate we are paying on JE's accounts? Ill Southern Financial Accts.xlsx Attached is the spreadsheet of all accounts including account type, current (cash only) balances as of today, and interest rates. I've added a column for notes to distinguish the cash within the brokerage accounts. Let me know if you need anything else Kind regards, Cynthia Rodrigu
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From: Sent: To: Subject: Attachments: Cynthia Rodriguez 1/5/2017 12:18:56 PM Stewart Oldfield [ I RE: can you tell me what interest rate we are paying on JE's accounts? Ill Southern Financial Accts.xlsx Attached is the spreadsheet of all accounts including account type, current (cash only) balances as of today, and interest rates. I've added a column for notes to distinguish the cash within the brokerage accounts. Let me know if you need anything else Kind regards, Cynthia Rodrigu
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EFTA Document EFTA01374241
Attached is the spreadsheet of all accounts including account type, current (cash only) balances as of today, and interest rates. I've added a column for notes to distinguish the cash within the brokerage accounts. Let me know if you need anything else Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant We President Deutsche Bath Trust Company Americas Deutsche Asset & Wealth Management 345 r 0154-CO04 New York. NY. USA Tel. Fa Email From: Stewart Oldfield Sent: Wednesday
EFTA Document EFTA01432633
Subject: FW: 3E/Southern Financial From: Stewart Oldfield e > Date: Thu, 02 Feb 2017 10:16:30 -0500 To: Cynthia Rodriguez Please add to deposit recapture files Thanks From: Stewart Oldfield Sent: Thursday, February 02, 2017 10:16 AM To: Arthur Tremblay; Robert Dicerbo Cc: Charlie Burrows; Vahe Stepanian; Cynthia Rodriguez Subject: 3E/Southern Financial Latest update on this — Jeffrey will open AG accounts for his three largest entities and plans to keep a pretty stable balance of $50
EFTA Document EFTA01369351
Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant Vice President Deutsche Bar* Trust Company Americas Deutsche Asset & Wealth Management York. NY. USA From: Stewart Oldfield Sent: Wednesday, January 04, 2017 2:02 PM To: Cynthia Rodriguez Subject: can you tell me what interest rate we are paying on JE's accounts? [I] Classification: For internal use only Let's look at cash balances by account and rate for each. Not sure whether he gets individual or business rates. Can you
EFTA Document EFTA01428256
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
EFTA Document EFTA01421426
Subject: RE: Epstein/Southern Financial From: Vahe Stepanian ‹ > Date: Thu, 02 Mar 2017 10:56:38 -0500 To: Stewart Oldfield Cc: Cynthia Rodriguez Sounds good — he had requested the Feb statements yesterday, which I plan to send over this afternoon (assuming they're generated). I will mention in the outgoing note that there is still significant cash sitting in the accounts and suggest he moves cash around to the deposit accts. From: Stewart Oldfield Sent: Thursday, March 02, 2017 10:30
EFTA Document EFTA01375285
Attached is the spreadsheet of all accounts including account type, current (cash only) balances as of today, and interest rates. I've added a column for notes to distinguish the cash within the brokerage accounts. Let me know if you need anything else Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 101544004 New York. NY. USA From: Stewart Oldfield Sent: Wednesday, January 04, 2017 2:02
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