EFTA Document EFTA01458910
From: Paul Morris Sent: 12/4/2015 4:05:29 PM To: Todd Stevens [todd.stevens@db.coml Subject: RE: Southern Financial Classification: Public Todd, I think we should figure out together and include Andrew and Chip? Why do you think we should drop coverage from KCP? What should we be doing for our other clients/prospects that have sophisticated investment needs? I'm in Monday and happy to discuss. Have a good weekend. From: Todd Stevens Sent: Friday, December 04, 2015 2:53 PM To: Paul
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From: Paul Morris Sent: 12/4/2015 4:05:29 PM To: Todd Stevens [todd.stevens@db.coml Subject: RE: Southern Financial Classification: Public Todd, I think we should figure out together and include Andrew and Chip? Why do you think we should drop coverage from KCP? What should we be doing for our other clients/prospects that have sophisticated investment needs? I'm in Monday and happy to discuss. Have a good weekend. From: Todd Stevens Sent: Friday, December 04, 2015 2:53 PM To: Paul
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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 SeM: 3/31/20161:09 To: Andrew Gallive Subject: Crestline investments Andrew, these 2 Crestline investments are big and moving along (internal approvals in place etc) will be very good. Doing everything we can with ISO FYI, sitting with ISG/DPM on Southern Financial proposal for cash. ---Original Message--- From: Adrienne Coyle Sent: Wednesday, March 30, 2016 10:38 AM Eastern Standard Time To: Paul Morris Cc: Stewart Oldfield; Todd Stevens; Joseph Santos Subject: RE
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