EFTA Document EFTA01473204

Subject: Re: Southern Financial [I] From: Paul Morris < Date: Mon, 25 May 2015 07:23:00 -0400 To: Chip Packard Classification: For Internal Use Only Cool enjoy the holiday Original Message From: Chip Packard Sent: Sunday, May 24, 2015 05:05 PM To: Paul Morris Subject: Re: Southern Financial [I) Classification: For Internal Use Only Yes. I free up at 1 pm. Chip Packard Managing Director Deutsche Asset and 345 Park Avenue New Yo Phone: Mobil Email: Wealth Management Original Message From: Paul Morris Sent: Sunday, May 24, 2015 04:40 PM To: Chip Packard Subject: Re: Southern Financial [II Classification: For Internal Use Only Sounds good, are u in tuesday? Original Message From: Chip Packard Sent: Sunday, May 24, 2015 02:57 PM To: Paul Morris Subject: Re: Southern Financial [I) Classification: For Internal Use Only Friday is my only day free for breakfast next week. Let's meet in my office instead so more time doe sn't pass. Chip Packard Managing Director Deutsche Asset and Wealth Management 345 Park Avenue New Yo Phone: Mobile Email: Original Message From: Paul Morris Sent: Sunday, May 24, 2015 12:50 PM To: Chip Packard Subject: Re: Southern Financial [I) Classification: For Internal Use Only Friday I'm in dallas, wed? From: Original Message Chip Packard Sent: Sunday, May 24, 2015 12:45 PM To: Paul Morris EFTA01473204 Subject: Re: Southern Financial [I] Classification: For Internal Use Only Can't do Tuesday but early Friday works well. Lmk. Chip Packard Managing Director Deutsche Asset and Wealth Management 345 Park Avenue New York NY. 10154 Phone: Mobile Email: Original Message From: Paul Morris Sent: Sunday, May 24, 2015 12:01 PM To: Chip Packard Subject: Re: Southern Financial [I] Classification: For Internal Use Only Do u want to have breakfast early tues? Original Message From: Chip Packard Sent: Sunday, May 24, 2015 10:50 AM To: Paul Morris Subject: Re: Southern Financial [I] Classification: For Internal Use Only I can speak this weekend. Today is better than tomorrow. Give me a call on my cell. Chip Packard Managing Director Deutsche Asset and Wealth Management 345 Park Avenue New York NY. 10154 Phone: Mobile Email: Original Message From: Paul Morris Sent: Friday, May 22, 2015 10:58 PM To: Chip Packard Subject: Re: Southern Financial [I] Classification: For Internal Use Only Let me know if u have to talk this weekend, we r interested to hear the other story, pretty straight forward. Original Message From: Paul Morris Sent: Friday, May 22, 2015 10:59 AM To: Chip Packard Subject: RE: Southern Financial [I] Classification: For internal use only I stopped by a couple times yesterday, I'm in the office, thx Paul Morris Managing Director Deutsch Bank Off ic • Cell: Original Message EFTA01473205 From: Chip Packard Sent: Thursday, May 21, 2015 12:53 AM To: Paul Morris Subject: Re: Southern Financial [I) Classification: For Internal Use Only Let's talk tomorrow. I got a different view from Todd about what happened. Chip Packard Managing Director Deutsche Asset and Wealth Management 345 Park Avenue New York NY. 10154 Phone: Mobile Email: Original Message From: Paul Morris Sent: Wednesday, May 20, 2015 05:23 PM To: Chip Packard Subject: Re: Southern Financial [I] Classification: For Internal Use Only I spoke briefly with todd and daniel today, I don't think daniel is comfortable covering large sophi sticated clients. We should discuss soon. Original Message From: Chip Packard Sent: Tuesday, May 19, 2015 11:31 PM To: Paul Morris Subject: Re: Southern Financial [I) Classification: For Internal Use Only I'm in LA for meetings. Will try you in between meetings tomorrow. Chip Packard Managing Director Deutsche Asset and Wealth Management 345 Park Avenue New Yo Phone: Mobile: Email: Original Message From: Paul Morris Sent: Tuesday, May 19, 2015 07:33 PM To: Chip Packard Subject: Fw: Southern Financial [I) Classification: For Internal Use Only Sorry I missed you today, I tried to reach you, I'm in the office tomorrow. Thx Original Message From: Paul Morris Sent: Tuesday, May 19, 2015 10:22 PM To: Todd Stevens Subject: Southern Financial [I) Classification: For Internal Use Only Todd, can we talk in the am re: coverage? DS is MIA and going forward I don't think Stewart and I ar e comfortable introducing him to any other situations. Thanks EFTA01473206