EFTA Document EFTA01458923
From: Sent: To: CC: Subject: Attachments: Jj Litchford 12/8/2015 9:59:54 AM Andrew Gallivan I Paul Morris [paul.morris@db.com]; Stewart Oldfield Materials for meeting [II Morris 0ldfield KCP Partnership Summary.pdf; Morris Oldfield Pipeline 4Q15.pdf Classification: For internal use only Hi Andrew-- Attached are the 4Q15 high probability pipeline and KCP Partnership summary. Thanks, JJ JJ Litchford Associate Barker Deutsche Bank Trust Company Americas Deutsche Asset 8 Wealth Ma
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From: Sent: To: CC: Subject: Attachments: Jj Litchford 12/8/2015 9:59:54 AM Andrew Gallivan I Paul Morris [paul.morris@db.com]; Stewart Oldfield Materials for meeting [II Morris 0ldfield KCP Partnership Summary.pdf; Morris Oldfield Pipeline 4Q15.pdf Classification: For internal use only Hi Andrew-- Attached are the 4Q15 high probability pipeline and KCP Partnership summary. Thanks, JJ JJ Litchford Associate Barker Deutsche Bank Trust Company Americas Deutsche Asset 8 Wealth Ma
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paul.morris@db.comRelated Documents (6)
EFTA Document EFTA01475316
Subject: RE: In My Absence From: Jj Litchford ‹ > Date: Mon, 19 Oct 2015 16:40:59 -0400 To: Paul Morris Stewart Oldfield Here is the full list of prospects and full pipeline (two end tabs in the same document). I haven't updated the summary yet but will work on that tonight. We never heard back from Mamie on meeting with Gallivan, will follow up now. {cid:image001.gif@OlD02B3A.F8AC3FC0} JJ Litchford Associate Banker Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Manage
EFTA Document EFTA01475837
Subject: RE: rev From: Morgan Byrd Date: Thu, 03 Dec 2015 09:49:42 -0500 To: Jj Litchford Andrew Gallivan Cc: Paul Morris Stewart Oldfield Classification: Confidential 33, I have conducted some research on the Boies Family and National Organization of the New APO relationships. Since I was not notified about these relationships having an issue until now, they were not fixed in the November reaggregation. The Ellin Howard relationship was corrected in the reaggregation though and the
EFTA Document EFTA01475594
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 EFTA01413247
Subject: RE: rev discrepancy [I] [C] From: Jj Litchford Date: Tue, 27 Oct 2015 12:00:05 -0400 To: Paul Morris Stewart Oldfield Classification: Confidential I have tied out the numbers, it looks to me like everything is essentially correct except for Boies, New Apostolic Church, and Ellin. The numbers attached do not include $20MM in cash from Epstein and $30MM from Lindemann. I also attached the Southern Financial tie-out (through today). There have been significant outflows YTD, even
EFTA Document EFTA01475912
Subject: FW: Materials for meetin [I] From: Paul Morris Date: Tue, 08 Dec 2015 16:34:16 -0500 To: Stewart Oldfield Classification: For internal use only Let's send to chip thoughts? Paul Morris Managing Director Deutsche Bank Private Bank From: Jj Litchford Sent: Tuesday, December 08, 2015 10:00 AM To: Andrew Gallivan Cc: Paul Morris; Stewart Oldfield Subject: Materials for meeting [I] Classification: For internal use only Hi Andrew-- Attached are the 4Q15 high probability pipelin
EFTA Document EFTA01458790
From: Jj Litchford [Ma Sent: 11/6/2015 1:58:26 PM To: Andrew Gallivan I CC: Paul Morris [paul.morris@db.comI; Stewart Oldfield [stewart.oldfield@db.com] Subject: Q4 High Probability Pipeline Ill Attachments: Q4 High Probability Pipeline.xlsx Classification: For Internal use only Hi Andrew-- As follow-up from our last pipeline discussion, here is the high probability pipeline with estimates for 2015/2016 revenue. For 2015, I prorated revenue based on number of months left in the year
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