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sd-10-EFTA01414705Dept. of JusticeOther

EFTA Document EFTA01414705

Subject: Account Plannin -Stewart Oldfield [I] From: Patrick Campion Date: Tue, 16 Jan 2018 16:15:56 -0500 To: Stewart Oldfield Samantha Harmon Dana Ponzio Laura Farischon Harris Winters < Nina-X Nevidzanska Andrew King Brian J Harrington Charlie Burrows Frank DeBenedittis George Hack Joshua Shoshan Matt Glassman Paul Bartilucci Peter Ferrara Sam Petrucci Tazia Smith Xavier Avila Martin Zeman Vahe Stepanian Joshua Frank Cc: Bradley Gillin Cynthia Rodriguez Classificatio

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Dept. of Justice
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sd-10-EFTA01414705
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Subject: Account Plannin -Stewart Oldfield [I] From: Patrick Campion Date: Tue, 16 Jan 2018 16:15:56 -0500 To: Stewart Oldfield Samantha Harmon Dana Ponzio Laura Farischon Harris Winters < Nina-X Nevidzanska Andrew King Brian J Harrington Charlie Burrows Frank DeBenedittis George Hack Joshua Shoshan Matt Glassman Paul Bartilucci Peter Ferrara Sam Petrucci Tazia Smith Xavier Avila Martin Zeman Vahe Stepanian Joshua Frank Cc: Bradley Gillin Cynthia Rodriguez Classificatio

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Subject: Account Plannin -Stewart Oldfield [I] From: Patrick Campion Date: Tue, 16 Jan 2018 16:15:56 -0500 To: Stewart Oldfield Samantha Harmon Dana Ponzio Laura Farischon Harris Winters < Nina-X Nevidzanska Andrew King Brian J Harrington Charlie Burrows Frank DeBenedittis George Hack Joshua Shoshan Matt Glassman Paul Bartilucci Peter Ferrara Sam Petrucci Tazia Smith Xavier Avila Martin Zeman Vahe Stepanian Joshua Frank Cc: Bradley Gillin Cynthia Rodriguez Classification: For internal use only Dear All, As we begin 2018 Account Planning, please note that it is very important for the product groups to review the documents provided ahead of time and come to the meeting with ideas for potential new business in your particular product area. There is quite a bit of focus on this exercise this year. Please make every effort to be in attendance. If you are absolutely unable, please delegate to someone who can represent you, or if there are multiple people from your product area, you can have one person represent all the accounts. Documents that are available are attached. Please contact Samantha Harmon if you have any questions or concerns. Patrick Campion's Virtual Meeting Room Details United States Virtual Meeting Room number: EFTA01414705 HOST PIN: Participant PIN: Internal Phone and VC Devices Virtual Meeting Room number: Desktop Video or External Video Virtual Meetin Room address: External Audio Participants: Choose country location below for dial in Then enter number Major Hubs: Australia China Germany Hong Kong India regulatory reasons) Singapore United Kingdom United States Rest of the world: Austria: Belgium Canada Cayman Islands Channel Islands France Hungary Indonesia Ireland Israel Italy Japan Malaysia Mauritius Mexico Netherlands New Zealand Philippines Poland Portugal Romania Russian Federation Saudi Arabia South Africa South Korea EFTA01414706 Spain Sweden Taiwan Thailand United Arab Emirates Vietnam EFTA01414707

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Subject: RE: Account Planning-Stewart Oldfield [I] From: Cynthia Rodriguez Date: Mon, 22 Jan 2018 13:07:28 To: Patrick Campion Stewart Oldfield Samantha Ha Dana Ponzio Laura Farischon Harris Winters Nina-X Nevid Andrew King Brian J Harrington Charlie Burrows Frank DeBeneditt George Hac Joshua Shos Matt Glassman Paul Bartilucci Peter Ferrar Sam Petrucci Tazia Smith Xavier Avila Martin Zeman Vahe Stepani Joshua Frank Cc: Bradley Gillin Classification: For internal All,

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Cynthia Rodriguez Assistant Vice President Deutsche Bark Trust Company Americas Original Appointment From: Patrick Campion Sent: Thursday, January 11, 2018 11:42 AM To: Patrick Campion; Stewart Oldfield; Samantha Harmon; Dana Ponzio; Laura Farischon; Harris Winters; Nina-X Nevidzanska; Andrew King; Brian! Harrington; Charlie Burrows; Frank DeBenedittis; George Hack; Joshua Shoshan; Matt Glassman; Paul Bartilucci; Peter Ferrara; Sam Petrucci; Tazia Smith; Xavier Avila; Martin Zeman; Vah

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• Laura Farischon pitched the notion of looking on the PE & Hedge Fund public list to see if there are any possible prospects there • Another option that was pitched was covering hedge funds that Global Markets no longer covers and getting introduction to those principles for possible wealth opportunity. Kind regards, Cynthia Rodriguez « OLE Object: Picture (Device Independent Bitmap) » Cynthia Rodriguez Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Bank Weal

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Subject: FW: Account Planning-Stewart Oldfield [I] From: Cynthia Rodriguez <MI I> Date: Mon, 22 Jan 2018 13:53:10 -0500 To: Samantha Harmon ‹ > Classification: For internal use only Hey there, All the tasks have been tagged with "2018AP" and assigned to respective people. Let me know if anything else needs to be done. Thanks for helping .7 Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management

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Subject: FW: Account Planning-Stewart Oldfield [I] From: Sam Petrucci Date: Fri, 26 Jan 2018 17:29:19 -0500 To: Stewart Oldfield Classification: For internal use only Hey bud, please let me know where I (or a member of my team) can help here. Have a great weekend ... Sam From: Cynthia Rodriguez Sent: Monday, January 22, 2018 1:07 PM To: Patrick Cam ion Ponzio Harris Winters ; Stewart Oldfield ; Samantha Harmon • Laura Farischon • Nina- • Andrew King • Charlie Burrows zans >. Br

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From: Cynthia Rodriguez Sent: 1/22/2018 1:53:10 To: Samantha Harmo Subject: FW: Account Planning- Classification: For Internal use only Hey there, All the tasks have been tagged with "2018AP" and assigned to respective people. Let me know if anything else needs to be done. Thanks for helping @ Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant We President Deutsche Bark Trust Company Americas Deutsche Bark Wealth Management 345 Park Avenue. 24th Fl 10154-0004 New York. N

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