EFTA Document EFTA01460470
I'll talk to Josh Mien he returns from a meeting and we'll see what we have to do to get this started. Thanks, Sean (Embedded image moved to file: pic20770.gif) Sean Magee, CFP® vice President I Fixed Income Deutsche Bank Asset & wealth Management 345 Park Avenue, 26th Floor New York, NY 10154 Tel. Fax Mobi Emai (Embedded image moved to file: pic23885.gif) Securities offered through Deutsche Bank Securities Inc. From: To: Date: 11/04/2013 11:53 AM Subject: Re: [C] From a b
Summary
I'll talk to Josh Mien he returns from a meeting and we'll see what we have to do to get this started. Thanks, Sean (Embedded image moved to file: pic20770.gif) Sean Magee, CFP® vice President I Fixed Income Deutsche Bank Asset & wealth Management 345 Park Avenue, 26th Floor New York, NY 10154 Tel. Fax Mobi Emai (Embedded image moved to file: pic23885.gif) Securities offered through Deutsche Bank Securities Inc. From: To: Date: 11/04/2013 11:53 AM Subject: Re: [C] From a b
Ask AI About This Document
Extracted Text (OCR)
Related Documents (6)
EFTA Document EFTA01432655
Subject: FW: account planning [C] From: Stewart Oldfield <= > Date: Mon, 21 Aug 2017 16:47:52 -0400 To: Samantha Harmon ‹ > From: Stewart Oldfield Sent: Thursday, Januar 19, 2017 10:35 AM To: Andrew Gallivan Subject: account planning [C] Classification: Confidential Client DPM Lending Wealth Planning Notes ISG/- Elysium (Leon Black) Dursi/- King Farischon Orix only Southern Financial (Epstein) planning Third Lake King 54 Madison Tisch Shamrock Safanad GM Included in J
EFTA Document EFTA01460527
To: Rosemary vrablic/db/dbcom, Cc: Joshua Shoshan/db/dbcom, Caroline Kitidis/db/dbcom, Sean Magee/db/dbcom, Zbynek Kozelsky/db/dbcom, Haig Ariyan/db/dbcom Date: 11/04/2013 11:53 AM Subject: Re: [C] From a business perspective I am supportive given the importance of the overall P8 relationship. From a regulatory perspective, can we do this if he doesn't have an open brokerage account? sent from my iPad on Nov 4, 2013, at 11:05 AM, "Rosemary vrablic" wrote: classification: confiden
EFTA Document EFTA01460519
Given the "one bank" approach I keep hearing about, total Bollag investment and deposit assets with AWM (not brokerage) are approx S130 million. Kind regards, Rosemary Vrablic <0.27A.gif> Rosemary vrablic Managing Director Deutsche Bank Trust Company Americas Deutsche Asset & wealth Management 345 Park Avenue 27th Floor New York, NY, 10154-0004 Tel. +1(212)454-7887 Fax +1(646)867-1748 mobile Email NMLS# 1046752 <0.CD8.gif> Securities offered through Deutsche Bank Securities In
EFTA Document EFTA01398793
Subject: RE: MD approval for ACUs completed for High Risk Clients [I] From: Andrew Gallivan Date: Fri, 07 Apr 2017 To: Vaishali-P Mehta < Classification: For internal use only Approved. From: Vaishali-P Mehta Sent: Friday, April 07, 2017 2:21 PM To: Andrew Gallivan Subject: FW: MD approval for ACUs completed for High Risk Clients [I] Classification: For internal use only Hi Andrew, In an effort to ensure that you have to approve only 1 email, I sent the below email, in hindsight I s
EFTA Document EFTA01415296
Subject: planning email for Patrick From: Stewart Oldfield Date: Mon, 25 Jun To: Terri Sohrab Bcc: Please let me know what you think. Career overview: 20yrs in banking overall 16yrs investment banking/capital markets (JPM and CS) 4 yrs private banking (DB) CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) Equity derivatives, structured investments, liquid al
EFTA Document EFTA01460508
Fax (6 - Mobile Email (Embedded image moved to file: pic28383.gif) Securities offered through Deutsche Bank Securities Inc. From: Chip Packard/db/dbcom To: Rosemary vrablic/db/dbcom, Cc: Joshua shoshan/db/dbcom, Caroline Kitidis/db/dbcom, Sean Magee/db/dbcom, Zbynek Kozelsky/db/dbcom, Haig Ariyan/db/dbcom Date: 11/04/2013 11:53 AM Subject: Re: (C] From a business perspective I am supportive given the importance of the overall P8 relationship. From a regulatory perspective, can
Forum Discussions
This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.