EFTA Document EFTA01380803
Management: Salman Mandi Steve Mattus Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (based on KCP experience) Heather Kirby Deirdre Judge Rosemary Vrablic CIB: Several, can discuss Marketing: Paula Pulla
Summary
Management: Salman Mandi Steve Mattus Kim Hart Andrew Gallivan Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Dan Kaiser Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Bruce McDermott (based on KCP experience) Heather Kirby Deirdre Judge Rosemary Vrablic CIB: Several, can discuss Marketing: Paula Pulla
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Subject: planning email for Patrick From: Stewart Oldfield < › Date: Mon, 25 Jun 2018 17:19:10 -0400 To: Steven Mattus Bcc: As discussed. Please let me know what you think. Thanks for your help and guidance as always Career overview: 20yrs in banking overall 16yrs investment banking/capital markets (JPM and CS) 4 yrs private banking (DB) CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) Debt capital markets/structured credit Credit Suiss
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Subject: RE: planning email for Patrick From: Terri Sohrab Date: Mon, 25 Jun 2018 18:12:45 -0400 To: Stewart Oldfield ‹ > Will look tonight. From: Stewart Oldfield Sent: Monday, June 25, 2018 5:18 PM To: Terri Sohrab Subject: RE: planning em Can add Mitch to lending list perhaps From: Stewart Oldfield Sent: Monday, June 25 2018 5:17 PM To: Terri Sohrab Subject: planning email for Patrick Please let me know what you think. Career overview: 20yrs in banking overall 16yrs investmen
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Subject: Re: planning email for Patrick From: Stewart Oldfield Date: Mon, 25 Jun To: Steven Mattus Thanks. You think it's better to send before or after I sit with him? Stewart Oldfield, CFA, CAIA Director Deutsche Bank Deutsche Bank 345 P Tel. Mobi Email Trust Company Americas Wealth Management e• New York, NY 10154 Securities offered through Deutsche Bank Securities Inc. On Jun 25, 2018, at 6:41 PM, Steven Mattus rote: This is a great start! Reads like a CS MD application. C
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Subject: planning email for Patrick From: Stewart Oldfield Date: Mon, 25 Jun To: Terri Sohrab Bcc: Please let me know what you think. Career overview: 20yrs in banking overall 16yrs investment banking/capital markets (JPM and CS) 4 yrs private banking (DB) CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) Equity derivatives, structured investments, liquid al
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Subject: RE: planning email for Patrick From: Stewart Oldfield e > Date: Mon, 25 Jun 2018 17:18:01 -0400 To: Terri Sohrab e > Can add Mitch to lending list perhaps From: Stewart Oldfield Sent: Monday, June 25, 2018 5:17 PM To: Terri Sohrab e > Subject: planning email for Patrick Please let me know what you think. Career overview: 20yrs in banking overall 16yrs investment banking/capital markets (JPM and CS) 4 yrs private banking (DB) CFA and CAIA charterholder. Series 7,9,10,24,63
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Subject: RE: plannin email for Patrick From: Steven Mattus Date: Mon, 25 Jun 2018 20:15:29 -0400 To: Stewart Oldfield ‹ > If you send it before it is unlikely he will have a chance to read it. Probably just send it to him after or better yet bring a printed copy to your meeting and leave it with him. Steven Mattus From: Stewart Oldfield Date: Monday, Jun 25, 2018, 7:39 PM To: Steven Mattus Subject: Re: planning email for Patrick Thanks. You think it's better to send before or after I
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