EFTA Document EFTA01432748
Subject: Re: intro to our head of investor solutions [I] From: Stewart Oldfield ‹ > Date: Tue, 26 Jul 2016 08:25:10 -0400 To: Joseph Dursi ‹ > Classification: For Internal Use Only Absolutely. Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 Tel: Mobile: blackberry Email: Securities offered through Deutsche Bank Securities Inc. From: Joseph Dursi Sent: Tuesday, July 26, 2016 07:25 AM To
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Subject: Re: intro to our head of investor solutions [I] From: Stewart Oldfield ‹ > Date: Tue, 26 Jul 2016 08:25:10 -0400 To: Joseph Dursi ‹ > Classification: For Internal Use Only Absolutely. Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 Tel: Mobile: blackberry Email: Securities offered through Deutsche Bank Securities Inc. From: Joseph Dursi Sent: Tuesday, July 26, 2016 07:25 AM To
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Subject: RE: intro to our head of investor solutions [I] From: Stewart Oldfield Date: Tue, 26 Jul 2016 10:43:43 -0400 To: Joseph Dursi >, Andrew King Classification: For internal use only I have an 11am call now. Want to do 1 or 2? From: Joseph Dursi Sent: Tuesday, July 26, 2016 9:49 AM To: Andrew King; Stewart Oldfield Subject: RE: intro to our head of investor solutions [I] Classification: For internal use only I'm good with doing it at 11 if you guys are. I assume the meeting wou
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Subject: RE: intro • solutions [I] From: Joseph Dursi Date: Tue, 26 Jul 2016 09:48:34 -0400 To: Andrew King Stewart Oldfield Classification: For internal use only I'm good with doing it at 11 if you guys are. I assume the meeting would be an hour or so and we can be back for lunch. From: Andrew King Sent: Tuesday, July 26, 2016 9:26 AM To: Joseph Dursi Subject: RE: intro to our head of investor solutions [I] Classification: For internal use only I'm wide open Thursday between llam
KYC Print
DOJ EFTA Data Set 10 document EFTA01298891
EFTA Document EFTA01298891
KYC Print Page I of 23 KYC Case it 01977699 DB PWM GLOBAL 1O(C/NCA PART A One sheet must be established per relationship - list all accounts included in the relationshi 1. Relationship Details Relationship Name: SOUTHERN FINANCIAL RELATIONSHIP. 00000483290 Booking Center: New York Relationship Manager: Stewart Ocilla 0 New PWM Relationship ii6. Existing FWM Relationship Relationship to FWM: If existing, please indicate since when the relationship exists. provide reason for new pro
EFTA Document EFTA01298930
KYC Print Page 1 of 27 DB PWM GLOBAL KYC/NCA: PART A P2 KYC Case # : 01977694 One sheet must be established per relationship - list all accounts included in the relationshi I. Relationship Details Relationship Name: SOUTHERN FINANCIAL RELATIONSHIP:00000483290 Booking Center: New York Relationship Manager: Stewart Oldfield Li New PWM Relationship [el Existing PWM Relationship Relationship to PWM: If existing, please indicate since when the relationship exists, provide reason for new
KYC Print
DOJ EFTA Data Set 10 document EFTA01282143
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