EFTA Document EFTA01459220
From: Jj Litchford Sent: 1/4/2016 7:32:35 PM To: Paul Morris Subject: Re: NNA III I Sorry Paul I can pull this first thing, it's been a very rough day. BLitchford Associate Banker Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management Email On Jan 4, 2016, at 12:20 PM, Paul Morris wrote: Classification: For internal use only Can u find out what 2015 NNAs are for Southern Financial relationship thanks Paul Morris Managing Director Deutsche Bank Private Bank
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From: Jj Litchford Sent: 1/4/2016 7:32:35 PM To: Paul Morris Subject: Re: NNA III I Sorry Paul I can pull this first thing, it's been a very rough day. BLitchford Associate Banker Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management Email On Jan 4, 2016, at 12:20 PM, Paul Morris wrote: Classification: For internal use only Can u find out what 2015 NNAs are for Southern Financial relationship thanks Paul Morris Managing Director Deutsche Bank Private Bank
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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
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Subject: RE: NNA [I] From: Paul Morris <II > Date: Mon, 04 Jan 2016 19:40:37 -0500 To: Jj Litchford No problem Melinda pulled it I'll send over email feel better Original Message From: Jj Litchford Sent: Monday, January 04, 2016 07:32 PM Eastern Standard Time To: Paul Morris Subject: Re: NNA [I] Sorry Paul I can pull this first thing, it's been a very rough day. JJ Litchford Associate Banker Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 345 Park Avenue,
EFTA Document EFTA01384848
JJ Litchford Associate Banker Deutsche Bank Trust Company Americas Deutsche Asset 3 Wealth Management 345 Park Avenue. 24th Floor PetkreitrIA-t- Peironn From: Paul Morris Sent: Tuesday, October 27, 2015 11:49 AM To: Jj Litchford Subject: RE: rev discrepancy [I] [C] Classification: Confidential She needs to fix all the negative Boies and apolstolic church flows as well Paul Morris Managing Director Deutsche Bank Private Bank From: Jj Litchford Sent: Tuesday, October 27, 2015 11:33
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
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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
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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
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