EFTA Document EFTA01456530
From: Kimberly Hart Sent: 1/29/2015 8:23:28 PM To: Paul Morris l; Amanda Kirby Subject: Please complete January ACUs MAP [II Importance: High Classification: For Internal use only January ACUs must be completed by EOD tomorrow. Please submit the following as soon as possible: Customer Owner Paul Morris Thanks! Kim Annual Client Relationship Customer Name Update Due Date SOUTHERN FINANCIAL RELATIONSHIP Butterfly Trust 1/24/2015 Kimberly Hart Managing Director Deutsche
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From: Kimberly Hart Sent: 1/29/2015 8:23:28 PM To: Paul Morris l; Amanda Kirby Subject: Please complete January ACUs MAP [II Importance: High Classification: For Internal use only January ACUs must be completed by EOD tomorrow. Please submit the following as soon as possible: Customer Owner Paul Morris Thanks! Kim Annual Client Relationship Customer Name Update Due Date SOUTHERN FINANCIAL RELATIONSHIP Butterfly Trust 1/24/2015 Kimberly Hart Managing Director Deutsche
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EFTA Document EFTA01400531
Subject: Fw: JE WT to RB [I] From: Paul Morris < Date: Mon, 29 Sep 2014 12:37:22 -0400 To: Kimberly Hart Classification: For internal use only Hi, who is back up withre wire transfers? Amanda is out, i think aracely adn marguex out?, thx Paul Morris Managing Director Deutsche Bank Private Bank 345 Park Avenue, 27th Floor New York, NY 10154 Office: Cell: Forwarded by Paul Morris on 09/29/2014 12:36 PM From: Jackson McCarthy To: Paul Morris Cc: Amanda Kirby/ Aracely Sanchez J
EFTA Document EFTA01472307
Subje From: Date: Wed, 11 Feb 2015 09:29:39 -0500 To: Paul Morris Stewart Oldfield Cc: Amanda Kirby Classification: For internal use only Please see your updated tiering worksheets attached, and if possible, let me know when I can expect to have these back in order to manage Chip's expectations. Kind regards, Andrea Tapia {cid:image001.gif@OlCE271E.01610240} Andrea Tapia Vice President Deutsche Deutsche 345 Park New York Tel. Mobile Email • Bank Trust Company Americas Asse
EFTA Document EFTA01472049
Subject: Re: Please complete January ACUs ASAP [I] From: Amanda Kirby a Date: Fri, 30 Jan 2015 09:08:52 -0500 To: Kimberly Hart < Cc: Classification: For internal use only Hi Kim, This has been completed Best, Amanda Kirby (Embedded image moved to file: pic15481.gif) Amanda Kirby Deutsche Bank Trust Company Americas Deutsche Asset a Wealth Management 345 Park Avenue, 10154-0004 New York, NY, USA Email (Embedded image moved to file: pic18889.gif) Securities offered through Deutsch
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 EFTA01415296
Subject: planning email for Patrick From: Stewart Oldfield Date: Mon, 25 Jun To: Terri Sohrab Bcc: Please let me know what you think. 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 al
EFTA Document EFTA01456155
You need to provide net worth information and potential revenue for each name. Please identify which names are prospects and which are clients. As you know, a decision was made to make a donation to Kiva in lieu of gifts. Please confirm that it is absolutely necessary to send gifts to all the individuals on your list. Kimberly Hart Managing Director Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 345 Park Avenue, New York, NY 10154 Tel. Fax Mobile Email Secur
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