EFTA Document EFTA01385207
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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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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stewart.oldfield@db.comRelated Documents (6)
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
EFTA Document EFTA01424568
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
EFTA Document EFTA01417278
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
EFTA Document EFTA01420488
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
EFTA Document EFTA01374470
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 EFTA01434302
Subject: RE: Account Plannin sessions [C] [I] From: Stewart Oldfield Date: Sat, 06 Jan 2018 22:25:12 -0500 To: Cynthia Rodriguez Bradle Gillin Bcc: Awesome, thanks again. I've updated the ones you sent. Please have a look for any obvious mistakes or areas where the client team I've listed differs from what is in DB Force. Some of the people you listed in the forms aren't the people I expected, so maybe we have to clean that up in the system. Safanad is fine as is, Ali should be totally
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