EFTA Document EFTA01459539
From: Stewart Oldfield Sent: 2/8/2016 3:52:3 To: Andrew Gallivan CC: Paul Morris BCC: IMMO.= Subject: pipeline II) Attachments: Pipeline 2.8.2016.xlsx; image001.png; image002.png Classification: For Internal use only Andrew, Happy to chat when you're back, but here's an updated pipeline for your review in the meantime. Thanks, Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 Tel. 21
Summary
From: Stewart Oldfield Sent: 2/8/2016 3:52:3 To: Andrew Gallivan CC: Paul Morris BCC: IMMO.= Subject: pipeline II) Attachments: Pipeline 2.8.2016.xlsx; image001.png; image002.png Classification: For Internal use only Andrew, Happy to chat when you're back, but here's an updated pipeline for your review in the meantime. Thanks, Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 Tel. 21
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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
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Subje From: Date: Wed, 11 Feb 2015 09:29:39 -0500 To: Paul Morris Stewart Oldfield Cc: Amanda Kirby Classification: For internal use only Please see your updated tiering worksheets attached, and if possible, let me know when I can expect to have these back in order to manage Chip's expectations. Kind regards, Andrea Tapia {cid:image001.gif@OlCE271E.01610240} Andrea Tapia Vice President Deutsche Deutsche 345 Park New York Tel. Mobile Email • Bank Trust Company Americas Asse
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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
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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: rev discrepancy [I] [C] From: Paul Morris <IMI= > Date: Tue, 27 Oct 2015 12:01:18 -0400 To: Jj Litchford Stewart Oldfield Classification: Confidential Let's go through together later today before going back to Morgan Paul Morris Managing Director Deutsche Bank Private Bank Office Cell: From: Jj Litchford Sent: Tuesday, October 27, 2015 12:00 PM To: Paul Morris; Stewart Oldfield Subject: RE: rev discrepancy [I] [C] Classification: Confidential I have tied out the num
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Subject: RE: Account Overdraft for 8 days- ACTION REQUIRED [I] From: Melinda Roy Date: Tue, 22 Mar 2016 12:30:57 -0400 To: Armen Brash a, Jj Litchford Paul Morris Classification: For internal use only Armen, This account should have been closed last week, which JJ was supposed to do. Because it was not closed and because JJ did not respond to an OD referral, another fraudulent preauthorized debit was paid on Friday 3/18. Yesterday I submitted a ticket to reverse that preauthorized deb
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