EFTA Document EFTA01474071
Subject: FW: July ACUs - please complete this week [I] From: Paul Morris a> Date: Tue, 28 Jul 2015 09:18:03 -0400 To: Amanda Kirby a> Classification: For internal use only What needs to be done here? Paul Morris Managing Director Deutsche Bank Private Bank From: Kimberly Hart Sent: Tuesday, July 28, 2015 9:15 AM To: Paul Morris; Amanda Kirby Subject: July ACUs - please complete this week [I] Importance: High Classification: For internal use only The following ACUs need to be compl
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Subject: FW: July ACUs - please complete this week [I] From: Paul Morris a> Date: Tue, 28 Jul 2015 09:18:03 -0400 To: Amanda Kirby a> Classification: For internal use only What needs to be done here? Paul Morris Managing Director Deutsche Bank Private Bank From: Kimberly Hart Sent: Tuesday, July 28, 2015 9:15 AM To: Paul Morris; Amanda Kirby Subject: July ACUs - please complete this week [I] Importance: High Classification: For internal use only The following ACUs need to be compl
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Subject: Re: Holiday Books [I] From: Kimberly Hart <kimberly.hart@db com> Date: Fri, 05 Dec 2014 13:53:39 -0500 To: Paul Morris Cc: Amanda Kirby Andrew Gallivan OK - but remember that you still need to submit the requests in eGift. Kimberly Hart Managing Director Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 345 Park Avenue, New York, NY 10154 Tel. Fax + Mobil Email Securities offered through Deutsche Bank Securities Inc. From: Paul Morris Sent: Friday
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From: Kimberly Hart Sent: 12/5/2014 1:26:02 PM To: Paul Morris (paul.morris@db.coml; Andrew Gallivan landrew.gallivan@db.comj CC: Amanda Kirby famanda.kirby@db.coml Subject Re: Holiday Books [I) You need to provide net worth information and potential revenue for each name. Please identify which names are prospects and which are clients. As you know, a decision was made to make a donation to Kiva in lieu of gifts. Please confirm that it is absolutely necessary to send gifts to all th
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Subject: SMO overview From: Stewart Oldfield ‹ > Date: Tue, 26 Jun 2018 16:00:56 -0400 To: Stewart Oldfield ‹ > 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 alternatives Covered priv
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Subject: Re: planning email for Patrick From: Stewart Oldfield Date: Mon, 25 Jun To: Steven Mattus Thanks. You think it's better to send before or after I sit with him? Stewart Oldfield, CFA, CAIA Director Deutsche Bank Deutsche Bank 345 P Tel. Mobi Email Trust Company Americas Wealth Management e• New York, NY 10154 Securities offered through Deutsche Bank Securities Inc. On Jun 25, 2018, at 6:41 PM, Steven Mattus rote: This is a great start! Reads like a CS MD application. C
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Subject: RE: July ACUs - please complete this week [I] From: Amanda Kirby ‹ > Date: Tue, 28 Jul 2015 09:37:33 -0400 To: Paul Morris ‹ > Classification: For internal use only Its an "Annual Client Update" where we fill out a form on DBForce indicate if there have been any changes to the customer. I will get this done today Best, Amanda Kirby {https://brandportal.intranet.db.com/img/modules/logo.gif} Amanda Kirby Deutsche Bank Trust Company Americas WM Americas 345 Park Avenue, 24th F
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