EFTA Document EFTA01379882
Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 Tel: Mobile: blackberry Email: Paul Morris Managing Director Deutsche Bank Private Bank Office: Cell: This communication may contain confidential and/or privileged information. If you are not the intended recipient (or have received this communication in error) please notify the sender immediately and destroy this communication. Any unauth
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Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 Tel: Mobile: blackberry Email: Paul Morris Managing Director Deutsche Bank Private Bank Office: Cell: This communication may contain confidential and/or privileged information. If you are not the intended recipient (or have received this communication in error) please notify the sender immediately and destroy this communication. Any unauth
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EFTA Document EFTA01409565
Subject: Re: Next week [C] From: Paul Morris a> Date: Mon, 10 Nov 2014 10:43:25 -0500 To: Daniel Sabba Cc: Stewart Oldfield Classification: Confidential 11.15 is good Original Message From: Daniel Sabba Sent: 11/10/2014 10:33 AM EST To: Paul Morris Cc: Stewart Oldfield Subject: Re: Next week [C] Classification: Confidential i need to leave for client lunch at 11:50am. Is 20 mins enough? If we need more, I can come down at 11:15am. (Embedded image moved to file: pic21501.gif)
EFTA Document EFTA01408019
Subject: RE: Jeepers transfer [C] From: Paul Morris ‹ > Date: Tue, 05 Apr 2016 10:03:32 -0400 To: Vahe Stepanian Stewart Oldfield Cc: Melinda Roy Armen Brash Armen can you help today, Melinda is out until tomorrow. Thanks much appreciated Original Message From: Vahe Stepanian Sent: Tuesday, April 05, 2016 09:33 AM Eastern Standard Time To: Stewart Oldfield; Paul Morris Cc: Melinda Roy Subject: RE: Jeepers transfer [C] > Classification: Confidential Thanks Stew. Melinda — the c
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7/15/2019 KYC Print DB PWM GLOBAL KYC/NCA: PART A KYC Case # : 01651789 One sheet must be established per relationship - list all accounts included in the relationship 1. Relationship Details Relationship Name: Relationship Manager: EPSTEIN, JEFFREY RELATIONSHIP:00000483290 Stewart Oldfield New PWM Relationship Relationship to PWM: If existing, please indicate since when the relationship exists, provide reason for new profile and attach old profile: Update of KYC #01133113. Benefi
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Subject: RE: rev discrepancy [I] [C] From: Jj Litchford Date: Tue, 27 Oct 2015 12:00:05 -0400 To: Paul Morris Stewart Oldfield Classification: Confidential I have tied out the numbers, it looks to me like everything is essentially correct except for Boies, New Apostolic Church, and Ellin. The numbers attached do not include $20MM in cash from Epstein and $30MM from Lindemann. I also attached the Southern Financial tie-out (through today). There have been significant outflows YTD, even
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Subject: Re: Stewart's contact info [C] From: Richard Kahn < III=> Date: Thu, 19 May 2016 14:53:58 -0400 To: Paul Morris Cc: Stewart Oldfield Thanks you. Sent from my iPhone On May 19, 2016, at 2:24 PM, Paul Morris wrote: Classification: Confidential Rich, thanks for the call, Stewart's contact info below, call him anytime. Best Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 Tel: 212 4
EFTA Document EFTA01410848
Subject: Re: DB James Malcolm: Are the BoJ shifting stance? Own some cheap optionality [I] From: Stewart Oldfield < › Date: Fri, 01 May 2015 16:10:42 -0400 To: Paul Morris <a> Classification: For Internal Use Only Risk reverals (collars) seem reasonable if he believes in the trade. Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 345 Park Avenue, New York, NY 10154 Tel: Mobile: blackberry Email: Securities offered thro
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