EFTA Document EFTA01474795
Subject: Southern financial trading follow-up From: Paul Morris < Date: Thu, 01 Oct 2015 08:11:13 -0400 To: Chip Packard <ehip.packard@db.com>, Andrew Gallivan <andrew.gallivan@db.com> Not to be a squeaky wheel but have seen little to no activity flow for quite sometime. Stew and I co ntinue to work hard with RCP. EFTA01474795
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Subject: Southern financial trading follow-up From: Paul Morris < Date: Thu, 01 Oct 2015 08:11:13 -0400 To: Chip Packard <ehip.packard@db.com>, Andrew Gallivan <andrew.gallivan@db.com> Not to be a squeaky wheel but have seen little to no activity flow for quite sometime. Stew and I co ntinue to work hard with RCP. EFTA01474795
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Subject: FW: EOY Progress [I] From: Paul Morris a> Date: Mon, 21 Dec To: Chip Packard Bcc: Classification: For internal use only Chip, good to spend a few minutes together Friday, I appreciate the time. As I mentioned, I've never been more committed to the Private Bank and we are excited for 2016. I'm sure you saw the pipeline and KCP attachments which are both pretty incredible and the franchise impact is hard to measure by revenues alone. As we discussed, we are working with the ISG
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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
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Subject: Fw: [I] From: Paul Morris ‹ > Date: Fri, 08 May 2015 08:54:01 -0400 To: Andrew Gallivan ‹ > Classification: For Internal Use Only Sorry should cc u From: Chip Packard Sent: Friday, May 08, 2015 06:19 AM To: Paul Morris Subject: Re: [I] Classification: For Internal Use Only Let's talk. Chip Packard Managing Director Deutsche Asset and Wealth Management 345 Park Avenue New York, NY. 10154 Phone: 1 Mobile: 1 Email: From: Paul Morris Sent: Thursday, May 07, 2015 10:44 P
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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
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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
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Subject: FW: 04 High Probability Pipeline [I] From: Paul Morris < =.> Date: Mon, 09 Nov 2015 12:17:06 -0500 To: Chip Packard ‹ > Classification: For internal use only Sorry for delay, we have been sitting down with Andrew monthly and met this past Friday Paul Morris Managing Director Deutsche Bank Private Bank Office: Cell: From: Jj Litchford Sent: Friday, November 06, 2015 1:58 PM To: Andrew Gallivan Cc: Paul Morris; Stewart Oldfield Subject: Q4 High Probability Pipeline [I] Cl
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