EFTA Document EFTA01458807
From: Paul Morris Sent: 11/10/2015 7:29:28 PM To: Andrew Gallivan Subject: FW: Southern Financial [CI I I Consistent with what we discussed last week look forward to discussing thanks ---Original Message--- From: Chip Packard Sent: Tuesday, November 10, 2015 02:32 PM Eastern Standard Time To: Paul Morris Subject: RE: Southern Financial [C] Classification: Confidential Please start with Andrew as we should address this soon. I can follow up with you guys Thursday/Friday. Thanks.
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From: Paul Morris Sent: 11/10/2015 7:29:28 PM To: Andrew Gallivan Subject: FW: Southern Financial [CI I I Consistent with what we discussed last week look forward to discussing thanks ---Original Message--- From: Chip Packard Sent: Tuesday, November 10, 2015 02:32 PM Eastern Standard Time To: Paul Morris Subject: RE: Southern Financial [C] Classification: Confidential Please start with Andrew as we should address this soon. I can follow up with you guys Thursday/Friday. Thanks.
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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
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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
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Subject: RE: Southern Financial [C] From: Andrew Gallivan Date: Mon, 16 Nov 2015 15:39:54 -0500 To: Paul Morris ‹ > Classification: Confidential Back in on Thursday so we can talk Thursday or Friday if that works for you From: Paul Morris Sent: Monday, November 16, 2015 3:22 PM To: Andrew Gallivan Subject: FW: Southern Financial [C] Classification: Confidential Andrew, I was away Thur/Fri, sound like you may be out until later in week, perhaps we can address with Todd when back. Than
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Subject: FW: 04 High Probability Pipeline [I] From: Paul Morris < =.> Date: Mon, 09 Nov 2015 12:17:06 -0500 To: Chip Packard ‹ > Classification: For internal use only Sorry for delay, we have been sitting down with Andrew monthly and met this past Friday Paul Morris Managing Director Deutsche Bank Private Bank Office: Cell: From: Jj Litchford Sent: Friday, November 06, 2015 1:58 PM To: Andrew Gallivan Cc: Paul Morris; Stewart Oldfield Subject: Q4 High Probability Pipeline [I] Cl
EFTA Document EFTA01473051
Subject: Fw: [I] From: Paul Morris ‹ > Date: Fri, 08 May 2015 08:54:01 -0400 To: Andrew Gallivan ‹ > Classification: For Internal Use Only Sorry should cc u From: Chip Packard Sent: Friday, May 08, 2015 06:19 AM To: Paul Morris Subject: Re: [I] Classification: For Internal Use Only Let's talk. Chip Packard Managing Director Deutsche Asset and Wealth Management 345 Park Avenue New York, NY. 10154 Phone: 1 Mobile: 1 Email: From: Paul Morris Sent: Thursday, May 07, 2015 10:44 P
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From: Paul Morris [paul.morris@db.com) Sent: 9/11/2014 8:25:33 AM To: Chip Packard Ichip.packard@db.coml; Andrew Gallivan tandrew.gallivan@db.comi Subject: Fw: epstein [I) Classification: For internal use only chip, it is just ridiculous we can't get ideas out to clients, original Message From: Tazia Smith Sent: 09/10/2014 05:04 PM EDT To: Paul Morris; vahe stepanian; Matt Glassman Subject: Fw: epstein [I] Classification: For internal use only FYI... Tazia Smith Director K
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