Skip to main content
Skip to content
Case File
sd-10-EFTA01458718Dept. of JusticeOther

EFTA Document EFTA01458718

Morgan Byrd Associate Deutsche Bark Trust Company. National Association ent Securities offered through Deutsche Bank Securities Inc Pagsinctry Perim/en_ From: Morgan Byrd Sent: Wednesday, October 21, 2015 9:50 AM To: Paul Morris; Stewart Oldfield Cc: Kimberly Hart Subject: Q3 2015 - Objectives and Metrics [C] Classification: Confidential Attached is your Q3 2015 Objectives Summary which includes September YTD actuals vs. YTD Goals for each of the five 2015 metrics. The Q3 2015 Bench

Date
Unknown
Source
Dept. of Justice
Reference
sd-10-EFTA01458718
Pages
1
Persons
0
Integrity
Loading PDF viewer...

Summary

Morgan Byrd Associate Deutsche Bark Trust Company. National Association ent Securities offered through Deutsche Bank Securities Inc Pagsinctry Perim/en_ From: Morgan Byrd Sent: Wednesday, October 21, 2015 9:50 AM To: Paul Morris; Stewart Oldfield Cc: Kimberly Hart Subject: Q3 2015 - Objectives and Metrics [C] Classification: Confidential Attached is your Q3 2015 Objectives Summary which includes September YTD actuals vs. YTD Goals for each of the five 2015 metrics. The Q3 2015 Bench

Ask AI About This Document

0Share
PostReddit

Extracted Text (OCR)

EFTA Disclosure
Text extracted via OCR from the original document. May contain errors from the scanning process.
Morgan Byrd Associate Deutsche Bark Trust Company. National Association ent Securities offered through Deutsche Bank Securities Inc Pagsinctry Perim/en_ From: Morgan Byrd Sent: Wednesday, October 21, 2015 9:50 AM To: Paul Morris; Stewart Oldfield Cc: Kimberly Hart Subject: Q3 2015 - Objectives and Metrics [C] Classification: Confidential Attached is your Q3 2015 Objectives Summary which includes September YTD actuals vs. YTD Goals for each of the five 2015 metrics. The Q3 2015 Benchmarking report is also included. Thank you, Morgan Byrd AcAnriate Deutsche Bark Trust Company, National Association Deutsche Asset 8. Wealth Management Securities offered through Deutsche Sark Securities Inc. Pouniowity Pedityren, CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0118767 CONFIDENTIAL SDNY_GM_00264951 EFTA01458718

Related Documents (6)

Dept. of JusticeOtherUnknown

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

6p
Dept. of JusticeOtherUnknown

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

8p
Dept. of JusticeOtherUnknown

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

7p
Dept. of JusticeOtherUnknown

EFTA Document EFTA01456986

Andrea Tapia Vice President Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 345 Park Avenue. 24th Floor New York. NY 10154-0004 Securities offered through Deutsche Bank Securties Inc PARrelowto- peril-mt From: Paul Morris Sent: Tuesday, March 17, 2015 5:33 PM To: Andrea Tapia Subject: Re: February 2015 Revenue Report (by Account Type) [I] Classification: For Internal Use Only Hi there this does not capture kcp capital markets revs From: Andrea Tapia Sent: T

1p
Dept. of JusticeOtherUnknown

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

7p
Dept. of JusticeOtherUnknown

EFTA Document EFTA01415502

Subject: RE: YE progress update [I] From: Terri Sohrab Date: Mon, 04 Dec 2017 14:27:17 -0500 To: Stewart Oldfield e > 3 Terri Sohrab Managing Director Deutsche Bank Wealth Management 345 Park Avenue, 24th Floor New York, NY 10154 Securities offered through Deutsche Bank Securities Inc. From: Stewart Oldfield Sent: Monday, December 04, 2017 2:25 PM To: Terri Sohrab e > Subject: FW: YE progress update [I] Classification: For internal use only Sent. Thanks From: Stewart Oldfield S

8p

Forum Discussions

This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.

Annotations powered by Hypothesis. Select any text on this page to annotate or highlight it.