EFTA Document EFTA01377436
From: Sent: To: Subject: Attachments: Samantha Harmon 1/2/2018 5:31:0 PM Stewart 0ldfield Account Planning sessions [Cl AP Template - Banker input.docx Classification: Confidential Hi Stew, Below are your names for the account planning session that you had provided. Please complete the attached template, which hopefully you will find is very much stream-lined. f will provide you with an additional sheet that will be pre-filled for you with financial data, but I wanted to give you a
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From: Sent: To: Subject: Attachments: Samantha Harmon 1/2/2018 5:31:0 PM Stewart 0ldfield Account Planning sessions [Cl AP Template - Banker input.docx Classification: Confidential Hi Stew, Below are your names for the account planning session that you had provided. Please complete the attached template, which hopefully you will find is very much stream-lined. f will provide you with an additional sheet that will be pre-filled for you with financial data, but I wanted to give you a
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Subject: Account Planning sessions From: Samantha Harmon < Date: Tue, 02 Jan 2018 17:31:03 -0500 To: Stewart Oldfield ‹ > Classification: Confidential Hi Stew, Below are your names for the account planning session that you had provided. Please complete the attached template, which hopefully you will find is very much stream-lined. I will provide you with an additional sheet that will be pre-filled for you with financial data, but I wanted to give you as much time as possible to get th
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Subject: RE: Account Planning sessions [C] [I] From: Cynthia Rodriguez <MI M> Date: Mon, 08 Jan 2018 12:04:54 -0500 To: Stewart Oldfield Bradley Gillin Classification: For internal use only Hi, Attached are the final two. Please give them your blessing or make whatever changes needed and I will send it all to Samantha. I have saved the ones you've completed so far and will update DB Force to make sure the product people are added. If I can't add the KCP contacts, I will have Samantha d
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Jockey Club • 00000043346 Deering/Crosby • 00000535560 Tisch • 00000409409 Regards, Brad From: Samantha Harmon Sent: Tuesday, January 02, 2018 5:31 PM To: Stewart Oldfield <stewart.oldfield@db.com> Subject: Account Planning sessions [C] Classification: Confidential Hi Stew, Below are your names for the account planning session that you had provided. Please complete the attached template, which hopefully you will find is very much stream-lined. I will provide you with an additio
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Subject: RE: Account Plannin sessions [C] [I] From: Stewart Oldfield Date: Mon, 08 Jan 2018 12:34:50 -0500 To: Cynthia Rodriguez Bradle Gillin Bcc: From: Cynthia Rodriguez Sent: Monday, January 08, 2018 12:05 PM To: Stewart Oldfield Subject: RE: Account Planning sessions [C] [I] Classification: For internal use only Hi, Bradley Gillin Attached are the final two. Please give them your blessing or make whatever changes needed and I will send it all to Samantha. I have saved the ones
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Cynthia Rodriguez Cynthia Rodriguez Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 4th Fl 10154-0004 New York. NY. USA Tel. Fax Emai From: Stewart Oldfield Sent: Wednesday, January 03, 2018 6:18 PM To: Bradley Gitlin >; Cynthia Rodriguez Subject: FW: Account Planning sessions [C] Fyi. Let's discuss tmw From: Samantha Harmon Sent: Tuesday, January 02, 2018 5:31 PM To: Stewart Oldfield < Subject: Account Planning sessions [C] C
EFTA Document EFTA01420238
Subject: RE: Account Planning sessions [C] From: Cynthia Rodriguez <MI E> Date: Thu, 04 Jan 2018 06:42:34 -0500 To: Stewart Oldfielda, Bradley Gillin Luckily I started this for you earlier in the year. I believe we didn't know which other banks these guys used and what other deals they're currently doing with other institutions. Sent with BlackBerry Work (www.blackberry.com) From: Stewart Oldfield ‹ > Date: Wednesday, Jan 03, 2018, 6:18 PM To: Bradle Gillin , Cynthia Rodriguez Subj
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