EFTA Document EFTA01456346
From: Amanda Kirby Sent: 1/7/2015 4:34:48 PM To: Paul Morris CC: Stewart Oldfield Subject: Re: Pipeline [II Attachments: Greater than 25% Pipeline.xlsx; pic13025.gif; pic02310.gif; pic20045.gif; pic05188.gif Classification: For internal use only Updated (See attached file: Greater than 25% Pipeline.xlsx) Best, Amanda Kirby (Embedded image moved to file: pic13025.gif) Amanda Kirby Deutsche Bank Trust Company Americas Deutsche Asset & wealth Management 345 Park Avenue, 10154-00
Summary
From: Amanda Kirby Sent: 1/7/2015 4:34:48 PM To: Paul Morris CC: Stewart Oldfield Subject: Re: Pipeline [II Attachments: Greater than 25% Pipeline.xlsx; pic13025.gif; pic02310.gif; pic20045.gif; pic05188.gif Classification: For internal use only Updated (See attached file: Greater than 25% Pipeline.xlsx) Best, Amanda Kirby (Embedded image moved to file: pic13025.gif) Amanda Kirby Deutsche Bank Trust Company Americas Deutsche Asset & wealth Management 345 Park Avenue, 10154-00
Ask AI About This Document
Extracted Text (OCR)
Related Documents (6)
EFTA Document EFTA01423770
Subject: YE progress - please edit [I] From: Stewart Oldfield ‹ > Date: Thu, 30 Nov 2017 14:29:01 -0500 To: Terri Sohrab Cc: Stewart Oldfield Classification: For internal use only Andrew, I was hoping to get this to you before you started working on YE reviews. I know you have a ton of reviews to do every year, but given our last breakfast conversation, I would like you to spend some extra time on mine this year. Happy to catch up whenever you like to refine the conversation and the br
EFTA Document EFTA01423832
Subject: RE: URGENT: Account Re-openin - ref. case#1469681- urgent [I] From: Jj Litchford Date: Mon, 05 Oct 2015 15:59:27 -0400 To: Paul Morris Cc: Stewart Oldfield Classification: For internal use only I am meeting with Amanda tomorrow, I found a solution working with the middle office. Any accounts we know will be used sporadically as pass- throughs I can move to a special status that will prevent closing. I am going to attempt to preemptively identify which accounts these are so we d
EFTA Document EFTA01427444
Subject: Re: planning email for Patrick From: Stewart Oldfield Date: Mon, 25 Jun To: Steven Mattus Thanks. You think it's better to send before or after I sit with him? Stewart Oldfield, CFA, CAIA Director Deutsche Bank Deutsche Bank 345 P Tel. Mobi Email Trust Company Americas Wealth Management e• New York, NY 10154 Securities offered through Deutsche Bank Securities Inc. On Jun 25, 2018, at 6:41 PM, Steven Mattus rote: This is a great start! Reads like a CS MD application. C
EFTA Document EFTA01416381
Subject: SMO overview From: Stewart Oldfield ‹ > Date: Tue, 26 Jun 2018 16:00:56 -0400 To: Stewart Oldfield ‹ > Career overview: 20yrs in banking overall 16yrs investment banking/capital markets (JPM and CS) 4 yrs private banking (DB) CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) Equity derivatives, structured investments, liquid alternatives Covered priv
EFTA Document EFTA01459207
From: Paul Morris Sent: 12/31/2015 10:00:07 AM To: litchford Subject: FW: Epstein call [I] Can u call me on cell thanks Original Message From: Mark Gonzalez Sent: Thursday, December 31, 2015 09:28 AM Eastern Standard Time To: Paul Morris; Stewart Oldfield; Jj Litchford; Amanda Kirby Subject: Epstein call [I] Classification: For Internal use only Folks — Bella from Epstein's office called Aracely's number (she is out today); in need of funds verification for Amex (had them on th
EFTA Document EFTA01413826
Subject: FW: YE progress update [I] From: Stewart Oldfield <E > Date: Mon, 04 Dec 2017 14:24:39 -0500 To: Terri Sohrab Classification: For internal use only Sent. Thanks From: Stewart Oldfield Sent: Monday, December 04, 2017 2:24 PM To: Andrew Gallivan <andrew.gallivan@db.com> Subject: YE progress update [I] Classification: For internal use only Andrew, I know you have a ton of reviews to do, but given our last breakfast conversation, I would like you to spend some extra time on min
Forum Discussions
This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.