📄 Extracted Text (298 words)
Subject: FW: Southern financial [C]
From: Stewart Oldfield < M >
Date: Mon, 03 Jun 2019 13:54:59 -0400
To: Andrew Gallivan
Classification: Confidential
Let's discuss this one when you get a chance. Thanks
From: Robert Frohlich
Sent: Friday, May 24, 2019 2:52 PM
To: Stewart Oldfield
Cc: Leslie Roth Donna Kerrigan
Subject: Southern
Classification: Confidential
Hi Stewart,
Below is the complete picture of your financials in USD for 2018 and 2019
YTD including Southern Financial. This goes back to the question as to
whether the 2019 YTD Southern Financial revenues of $363k currently mapped
to a House account should be mapped back to your name alongside the $-85m
NNA outflow (no further flows and revenues expected).
As you know, we manually removed the Southern Financial revenues from your
2018 data when we provided Andrew with last year's revenues by RM as part of
the target setting process but given that we weren't directly involved in
how your 2019 number was derived I suggest you discuss directly with him and
we can then act accordingly. If the decision is to not change anything then
I suggest Leslie will map the remaining 2018 revenues and flows which are
still mapped to your name and we missed out on (for whatever reason) to a
House account and there will be no impact on your 2019 financials.
USD
FY18 Actuals
EFTA01423680
Apr19 YTD
FY19 Target
Revenues
Steward Oldfield
3,576,567
1,600,929
4,026,207
Of which: Southern Financial
703,616
0
n.a.
Southern Financial House Acc.
486,673
363,457
n.a.
NNA
(in $m)
Steward Oldfield
73.2
EFTA01423681
360.7
110.0
Of which: Southern Financial
(49.2)
0.0
n.a.
Southern Financial House Acc
(7.4)
(85.0)
n.a.
Let us know.
Kind regards,
Rob Frohlich
{https://brandportal.intranet.db.com/img/modules/logo.gif}
Robert Frohlich
Deutsche Bank AG, Filiale New York
Wealth Management
EFTA01423682
-0004 York, NY, USA
EFTA01423683
ℹ️ Document Details
SHA-256
03b51f60ae2a8bf60be2638a055afd5a26f301c62e12f01df776d0ad2ba5a1c3
Bates Number
EFTA01423680
Dataset
DataSet-10
Document Type
document
Pages
4
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