EFTA Document EFTA01385063
From: Stewart Oldfield [ft—et ^140:-"eak ---1 Sent: 7/17/2019 7:11:25 AM To: Kimberly Hart Subject: Re: Urgent Request (SC] I think that's a data issue which stopped reporting the IWP brokerage assets. Which is why I got that info from Liam and added it to the balances I saw on the report from Donna's team for this year. Leslie Roth is trying to reconcile. Stewart Oldfield, CFA, CAIA Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10
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From: Stewart Oldfield [ft—et ^140:-"eak ---1 Sent: 7/17/2019 7:11:25 AM To: Kimberly Hart Subject: Re: Urgent Request (SC] I think that's a data issue which stopped reporting the IWP brokerage assets. Which is why I got that info from Liam and added it to the balances I saw on the report from Donna's team for this year. Leslie Roth is trying to reconcile. Stewart Oldfield, CFA, CAIA Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10
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Subject: Re: Urgent Request [SC] From: Stewart Oldfield aMI > Date: Wed, 17 Jul 2019 07:11:25 -0400 To: Kimberly Hart e > I think that's a data issue which stopped reporting the IWP brokerage assets. Which is why I got that info from Liam and added it to the balances I saw on the report from Donna's team for this year. Leslie Roth is trying to reconcile. Stewart Oldfield, CFA, CAIA Deutsche Deutsche 345 Park Tel. Mobile Email Bank Trust Company Americas Bank Wealth Management Av
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From: 17imberly Hart Sent: 7/17/2019 7:02:20 AM To: Stewart 0ldfield [ Subject: Re: Urgent Request [SC] What caused the asset drop in mid 2018? Kimberly Hart Managing Director I Divisional Control Officer Wealth Management Americas Deutsche Bank Trust Company Americas 345 Park Avenue, New York, NY 10154 Tel. Fax Mobile Email Securities offered through Deutsche Bank Securities Inc On Jul 16, 2019, at 4:36 PM, Stewart Oldfield > wrote: Classification: Strict), Confidential Fr
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Subject: Re: URGENT!!! Need to close accounts ASAP - please prioritize today From: Daphne Cales ‹ > Date: Mon, 08 Jul 2019 08:51:19 -0400 To: Kimberly Hart Cc: Stewart Oldfield Andrew Gallivan Dawn Forbes Brigid Macias Kim, This will be taken care of today. Daphne Sent from my iPhone On Jul 8, 2019, at 7:33 AM, Kimberly Hart a wrote: > Classification: For internal use only The following need to be completed today: 1. $0 balance deposit accounts that are still open. Please coord
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