EFTA Document EFTA01379969
From: Stewart Dldfield Sent: 7/6/2017 3:17:33 PM To: Todd Stevens BCC: Subject: Epstein/Southern Financial reboot • Daniel•E Kaiser Jeffrey's new trader will be available to meet with us after July 14th, when he wraps up his current job (I think he's coming from JPM or GS, but don't know that for sure). He will have POA over JE's trading accounts and it sounds as if he plans to trade in good size and frequency. I expect he will trade for other clients over time as well. We've all ag
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From: Stewart Dldfield Sent: 7/6/2017 3:17:33 PM To: Todd Stevens BCC: Subject: Epstein/Southern Financial reboot • Daniel•E Kaiser Jeffrey's new trader will be available to meet with us after July 14th, when he wraps up his current job (I think he's coming from JPM or GS, but don't know that for sure). He will have POA over JE's trading accounts and it sounds as if he plans to trade in good size and frequency. I expect he will trade for other clients over time as well. We've all ag
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EFTA Document EFTA01426399
Subject: Epstein/Southern Financial reboot From: Stewart Oldfield Date: Thu, 06 Jul 2017 15:17:33 -0400 To: Todd Stevens <todd.stevens@db.com>, Daniel-E Kaiser <daniel-e.kaiser@db.com> Bcc: Jeffrey's new trader will be available to meet with us after July 14th, when he wraps up his current job (I think he's coming from JPM or GS, but don't know that for sure). He will have POA over JE's trading accounts and it sounds as if he plans to trade in good size and frequency. I expect he will
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Subject: RE: Epstein/Southern Financial reboot [I] From: Vahe Stepanian ‹ > Date: Mon, 10 Jul 2017 20:28:52 -0400 To: Stewart Oldfield ‹ > Ok, let me know how I can be helpful. Vahe Stepanian Key Client Partners Deut • ' s Inc. Tel. Mobi Email Original Message From: Stewart Oldfield Sent: Monday, July 10, 2017 07:29 PM Eastern Standard Time To: Vahe Stepanian Subject: Re: Epstein/Southern Financial reboot [I] »Classification: For Internal Use Only Yes. Internal mtg tmw. Clien
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Subject: RE: Epstein/Southern Financial reboot [I] From: Xavier Avila <ffi• Date: Fri, 07 Jul 2017 10:05:26 -0400 To: Daniel-E Kaiser Stewart Oldfield Todd Stevens Cc: Tracy-Ann Hopkins Classification: For internal use only Happy to, I am around on Monday... From: Daniel-E Kaiser Sent: Friday, July 07, 2017 9:35 AM To: Stewart Oldfield; Todd Stevens Cc: Xavier Avila; Tracy-Ann Hopkins Subject: RE: Epstein/Southern Financial reboot I would suggest the week of July 24th. Could you, m
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Subject: Re: Epstein/Southern Financial reboot From: Todd Stevens Date: Thu, 06 Jul 2017 19:33:45 -0400 To: Stewart Oldfield Cc: Daniel-E Kaiser < Week of 24tg better On Jul 6, 2017, at 3:17 PM, Stewart Oldfield cz > wrote: > Jeffrey's new trader will be available to meet with us after July 14th, when he wraps up his current job (I think he's coming from JPM or GS, but don't know that for sure). He will have POA over JE's trading accounts and it sounds as if he plans to trade in good s
EFTA Document EFTA01413552
Subject: FW: Epstein/Southern Financial reboot [I] From: Vahe Stepanian ‹ > Date: Mon, 10 Jul 2017 18:00:38 -0400 To: Stewart Oldfield Bcc: Classification: For internal use only Did you get a response on this? From: Stewart Oldfield Sent: Thursday, Jul 06, 2017 3:18 PM To: Todd Stevens ; Daniel-E Kaiser 1,11111111111/Southern Financial reboot Jeffrey's new trader will be available to meet with us after July 14th, when he wraps up his current job (I think he's coming from JPM or GS,
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Subject: Re: Epstein/Southern Financial reboot [I] From: Stewart Oldfield ‹ > Date: Mon, 10 Jul 2017 19:29:18 -0400 To: Vahe Stepanian ec > Classification: For Internal Use Only Yes. Internal mtg tmw. Client mtg in two weeks. Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 Tel: Mobile: nackberry Email: Securities offered through Deutsche Bank Securities Inc. From: Vahe Stepanian Sent: Mo
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