EFTA Document EFTA01463997
Subject: Re: Giants Tail ate and Game: New York Client Event October 6 [C] From: Paul Morris < Date: Mon, 09 Sep 2013 09:23:35 -0400 To: Amanda Kirby Classification: Confidential And acats Original Message From: Amanda Kirby Sent: 09/09/2013 09:17 AM EDT To: Paul Morris Subject: Re: Giants Tailgate and Game: New York Client Event October 6 [C] Classification: Confidential OK. I'll keep you updated on the day. Jeepers, Inc was approved by KYC on Friday. I am going to prepare thos
Summary
Subject: Re: Giants Tail ate and Game: New York Client Event October 6 [C] From: Paul Morris < Date: Mon, 09 Sep 2013 09:23:35 -0400 To: Amanda Kirby Classification: Confidential And acats Original Message From: Amanda Kirby Sent: 09/09/2013 09:17 AM EDT To: Paul Morris Subject: Re: Giants Tailgate and Game: New York Client Event October 6 [C] Classification: Confidential OK. I'll keep you updated on the day. Jeepers, Inc was approved by KYC on Friday. I am going to prepare thos
Ask AI About This Document
Extracted Text (OCR)
Technical Artifacts (2)
View in Artifacts BrowserEmail addresses, URLs, phone numbers, and other technical indicators extracted from this document.
andrew.gallivan@db.comDEUBAINTLink to Specific Page
Share a direct link to a specific page in this document:
https://epsteinexposed.com/documents/sd-10-EFTA01463997?page=[page_number]Related Documents (6)
EFTA Document EFTA01456413
From: Andrea Tapia Sent: 1/16/2015 2:26:21 PM To: Paul Morris CC: Amanda Kirby Subject: FW: Client Tiering 2015 (I) Attachments: Tiering Worksheet • Morris.xlsx; Tiering Worksheet - Oldfield.xlsx ; Stewart Oldfield Classification: For Internal use only Following Chip's email, kindly update and complete the attached list of your clients and prospects for 2015. For your reference, detailed guidance can be found in the included "Worksheet Guide". While all data should be reviewed for
EFTA Document EFTA01472307
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
EFTA Document EFTA01456986
Andrea Tapia Vice President Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 345 Park Avenue. 24th Floor New York. NY 10154-0004 Securities offered through Deutsche Bank Securties Inc PARrelowto- peril-mt From: Paul Morris Sent: Tuesday, March 17, 2015 5:33 PM To: Andrea Tapia Subject: Re: February 2015 Revenue Report (by Account Type) [I] Classification: For Internal Use Only Hi there this does not capture kcp capital markets revs From: Andrea Tapia Sent: T
EFTA Document EFTA01456991
Socials offered through Deutsche Bark Swain Inc. ,,Rre'o-P, Iv- Perfon't From: Paul Morris Sent: Tuesday, March 17, 2015 5:33 PM To: Andrea Tapia Subject: Re: February 2015 Revenue Report (by Account Type) [I] Classification: For Internal Use Only Hi there this does not capture kcp capital markets revs From: Andrea Tapia Sent: Tuesday, March 17, 2015 04:04 PM To: Chip Packard; Andrew Gallivan; Lee Flutter; Michael-3 Davis; Mark LaRoe; Michael S Jacoby; Patrick Harris; Diego Galan; Jer
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 EFTA01475666
Subject: RE: Southern Financial [C] From: Andrew Gallivan Date: Mon, 16 Nov 2015 15:39:54 -0500 To: Paul Morris ‹ > Classification: Confidential Back in on Thursday so we can talk Thursday or Friday if that works for you From: Paul Morris Sent: Monday, November 16, 2015 3:22 PM To: Andrew Gallivan Subject: FW: Southern Financial [C] Classification: Confidential Andrew, I was away Thur/Fri, sound like you may be out until later in week, perhaps we can address with Todd when back. Than
Forum Discussions
This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.