EFTA Document EFTA01432726
Subject: RE: Account Plannin sessions [I] From: Samantha Harmon Date: Fri, 05 Jan 2018 15:42:48 -0500 To: Bradley Gillin Cc: Stewart Oldfield Cynthia Rodriguez Classification: For internal use only Thank you. Please make sure there are product people in all the spots. J Kind regards, Samantha Harmon {https://brandportal.intranet.db.com/img/modules/logo.gif} Samantha Harmon Sales Support Analyst Deutsche Bank Trust Company Americas WM Americas 345 Park Avenue, 24th Floor New York
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Subject: RE: Account Plannin sessions [I] From: Samantha Harmon Date: Fri, 05 Jan 2018 15:42:48 -0500 To: Bradley Gillin Cc: Stewart Oldfield Cynthia Rodriguez Classification: For internal use only Thank you. Please make sure there are product people in all the spots. J Kind regards, Samantha Harmon {https://brandportal.intranet.db.com/img/modules/logo.gif} Samantha Harmon Sales Support Analyst Deutsche Bank Trust Company Americas WM Americas 345 Park Avenue, 24th Floor New York
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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 EFTA01421021
Subject: RE: Account Plannin sessions C I From: Cynthia Rodriguez Date: Fri, 05 Jan 2018 17:59:43 -0500 To: Stewart Oldfie Bradley Gillin Classification: For internal use only Hi, Attached are the account planning pages for the below clients. A few notes: I did not create one for General Atlantic because I wasn't exactly sure if it was General Atlantic you wanted to include or Madison Park Capital LLC. Also, I see that Ali Rashid is under the Safand relationship, but I have a comple
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 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
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
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