EFTA Document EFTA01426454

Subject: Re: Account Plannin sessions [C] From: Stewart Oldfield Date: Thu, 04 Jan 2018 07:08:33 -0500 To: Cynthia Rodrigu Cc: Bradley Gillin Sweet. I will try to get some of this done today. Will be fighting with Mary for the laptop. Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 Tel. 212 454-2881 Mobile 917 209-0686 Email Securities offered through Deutsche Bank Securities Inc. On Jan 4, 2018, at 6:42 AM, Cynthia Rodriguez wrote: 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, Ja To: Bradley Gillin Cynthia Rodriguez > S : : ning sessions [C] Fyi. Let's discuss tmw From: Samantha Harmon EFTA01426454 Sent: Tuesday, January 02, 2018 5:31 PM To: Stewart Oldfield <M > 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 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 these done. Would you be able to get back to me by Friday? If this isn't possible, let me know and let's see what we can figure out. We will also need to schedule the 90 minute session which we are trying to complete in January. I'm here all week if you have any questions or need any help. Name Third Lake Elysium General Atlantic Safanad Dzialga Lindemann Southern Financial/Epstein EFTA01426455 Jockey Club Deering/Crosby Tisch Kind regards, Samantha Harmon <image001.gif> Samantha Harmon Sales Support Analyst Deutsche Bank Trust Company Americas WM Americas 345 Park Avenue, 24th Floor New York, NY, 10154-0004 USA Tel. Email EFTA01426456