EFTA Document EFTA01448628
From: Richard Kahn Sent: 8/12/2013 12:54:23 PM To: Paul Morris Subject: Re: New contact details can you please call me when you have some time thanks Richard Kahn Fi FR i<: Associates Inc. 575 Lexington Avenue, 4th Floor, New York, New York 10022 tel fax cell On Nov 27, 2012, at 5:07 PM, Paul Morris wrote: Classification: Public <Mail Attachment.jpeg> <Mail Attachment.gif Paul V. Morris Managing Director Deutsche Sank Trust Company Americas U.S. Private Wealth Management
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From: Richard Kahn Sent: 8/12/2013 12:54:23 PM To: Paul Morris Subject: Re: New contact details can you please call me when you have some time thanks Richard Kahn Fi FR i<: Associates Inc. 575 Lexington Avenue, 4th Floor, New York, New York 10022 tel fax cell On Nov 27, 2012, at 5:07 PM, Paul Morris wrote: Classification: Public <Mail Attachment.jpeg> <Mail Attachment.gif Paul V. Morris Managing Director Deutsche Sank Trust Company Americas U.S. Private Wealth Management
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Subject: Re: Stewart's contact info [C] From: Richard Kahn < III=> Date: Thu, 19 May 2016 14:53:58 -0400 To: Paul Morris Cc: Stewart Oldfield Thanks you. Sent from my iPhone On May 19, 2016, at 2:24 PM, Paul Morris wrote: Classification: Confidential Rich, thanks for the call, Stewart's contact info below, call him anytime. Best Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 Tel: 212 4
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KYC Print Page 1 of 26 DB PWM GLOBAL KYC/NCA: PART A rA KYC Case A : 01133377 One sheet must be established per relationship • list all accounts included in the relationshi 1. Relationship Details Relatiorship Name: EPSTEIN, JEFFREY RELATIONSHIP. Booking Center: New York ReLatiorship Manager: Paul Moms w ia New MN Relationship O Existing PWM Relationship Relationship to PM: If edsting, please indicate since when the relationship costs, provide reason for new profile and attach ol
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Subject: RE: Jeepers transfer [C] From: Paul Morris ‹ > Date: Tue, 05 Apr 2016 09:51:32 -0400 To: Stewart Oldfield Vahe Stepanian Cc: Melinda Roy Melinda is out today back tomorrow I'll come back to you shortly Original Message From: Stewart Oldfield Sent: Tuesday, April 05, 2016 09:29 AM Eastern Standard Time To: Vahe Stepanian; Paul Morris Cc: Melinda Roy Subject: Re: Jeepers transfer [C] >Classification: Confidential Melinda can help with this one. Thanks Stewart Oldfield, C
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