EFTA Document EFTA01460336
From: Chip Packard Sent: 2/11/2013 4:02:52 PM To: Scott Page Subject: Re: Connected with Morris [C) Classification: Confidential Great, link how it goes. Chip Packard Managing Director Co-Head. Wealth Management Americas Deutsche Bank Trust Company Americas Securities offered through Deutsche Bank Securities Inc. From: Scott Page Ispage pges.comj Scot: 02/11/2013 09:01 PM GMT To: Chip Packard Subject: RE: Connected with Morris [CI I am speaking with Paul Barrett tonight at 10
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From: Chip Packard Sent: 2/11/2013 4:02:52 PM To: Scott Page Subject: Re: Connected with Morris [C) Classification: Confidential Great, link how it goes. Chip Packard Managing Director Co-Head. Wealth Management Americas Deutsche Bank Trust Company Americas Securities offered through Deutsche Bank Securities Inc. From: Scott Page Ispage pges.comj Scot: 02/11/2013 09:01 PM GMT To: Chip Packard Subject: RE: Connected with Morris [CI I am speaking with Paul Barrett tonight at 10
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From: Chip Pac 2/27/2013 To: • • Scott Page Subject: Paul upda Sent: Classification: For internal use only He had a few questions about AWM financials earlier today which Dario and answered. Haig reached out to him yesterday and I emailed with him. Paul also reached out to Ed Finley and Paul Morris to have lunch with them this week. will speak with both of them tomorrow, although we've already had several conversations about Paul. Barrett still seems a little nervous. will you re
EFTA Document EFTA01460338
From: Scott Page ) Sent: 2/11/2013 4:11:01 PM To: Chip Packard Subject: RE: Connected with Morris [C] No problem. From: Chip Packard [mailto Sent: Monday, February 11, 2013 4:03 PM To: Scott Page Subject: Re: Connected with Morris [C] Classification: Confidential Great. link how it goes. Chip Packard Managing Director Co-Head. Wealth Management Americas Deutsche Bank Trust Company Americas Securities offered through Deutsche Bank Securities Inc. From: Scott Page Sent: 02/11
EFTA Document EFTA01478484
Subject: RE: Connected with Morris [C] From: Scott Page <gpsysipmprimmow Date: Mon, 11 Feb 2013 16:01:36 -0500 To: Chip Packard <a I am speaking with Paul Barrett tonight at 10 pm. From: Chip Packard [mailto: Sent: Monday, February 11, 2013 4:01 PM To: Scott Page Subject: Fw: Connected with Morris [C] Classification: Confidential Prepped Paul Morris this past Saturday for the Barrett call. Chip Packard Managing Director Co-Head, Wealth Management Americas Deutsche Bank Trust Compan
EFTA Document EFTA01478486
Subject: RE: Connected with Morris [C] From: Scott Page Date: Mon, 11 Feb 2013 16:11:01 -0500 To: Chip Packard No problem. From: Chip Packard [mailto:chip.packard@db.com] Sent: Monday, February 11, 2013 4:03 PM To: Scott Page Subject: Re: Connected with Morris [C] Classification: Confidential Great, lmk how it goes. Chip Packard Managing Director Co-Head, Wealth Management Americas Deutsche Bank Trust Company Americas chip.packard@db.com (212) 454 2173 Securities offered through
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Subject: RE: managed portfolio follow-up [I] From: Paul Morris ‹ > Date: Mon, 08 Jun 2015 13:24:02 -0400 To: Paul Bartilucci Michael .7 Drisco Ryan Barclay Cc: Stewart Oldfield Classification: For internal use only Thanks Paul, Southern Trust but doesn't need to be on cover, just want to leverage what we just used and send out today, the materials we send to Karl were attached to my previous email Paul Morris Managing Director Deutsche Bank Private Bank From: Paul Bartilucci Sent:
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KYC Print Page 1 of 17 DB PWM GLOBAL KYC/NCA: PART A KYC Case # : 01121718 One sheet must be established per relationship list all accounts included in the relationship 1. Relationship Details Relationship Name: Relationship Manager: EPSTEIN, JEFFREY RELATIONSHIP:00000483290 Paul Morris II a l I New PWM Relationship Relationship to PWM: IP I Existing PWM Relationship If existing, please indicate since when the relationship exists, provide reason for new profile and attach old p
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