📄 Extracted Text (366 words)
Subject: FW: can you tell me what interest rate we are paying on JE's
accounts? [I]
From: Stewart Oldfield
Date: Wed, 18 Jan 2017 16:04:50 -0500
To: Cynthia Rodriguez
From: Robert Dicerbo
Sent: Wednesday, January 18, 2017 10:51 AM
To: Stewart Oldfield
Cc: Arthur Tremblay
Subject: RE: can you tell me what interest rate we are paying on JE's
accounts? [I]
Stewart,
Rates have been added for the deposit accounts. Some of the rates you had
listed were incorrect. I added another tab to the sheet with other deposit
accounts assigned to you as well.
Feel free to give me a call with any questions. Thanks.
Rob
Regards,
Robert DiCerbo
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
EFTA01413790
345 Park Ave. New York, NY 10154
Tel:
Mobile:
From: Stewart Oldfield
Sent: Tuesday, January 17, 2017 3:58 PM
To: Arthur Tremblay ; Robert Dicerbo
Subject: FW: can you tell me what interest rate we are paying on JE's
accounts? [I]
From: Cynthia Rodriguez
Sent: Thursday, January 05, 2017 12:19 PM
To: Stewart Oldfield
Subject: RE: can you tell me what interest rate we are paying on JE's
accounts? [I]
Attached is the spreadsheet of all accounts including account type, current
(cash only) balances as of today, and interest rates. I've added a column
for notes to distinguish the cash within the brokerage accounts. Let me know
if you need anything else J
Kind regards,
Cynthia Rodriguez
EFTA01413791
{cid:[email protected]}
Cynthia Rodriguez
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Fax
Email
From: Stewart Oldfield
Sent: Wednesday, January 04, 2017 2:02 PM
To: Cynthia Rodriguez
Subject: can you tell me what interest rate we are paying on JE's accounts?
[I]
Classification: For internal use only
Let's look at cash balances by account and rate for each. Not sure whether
he gets individual or business rates. Can you also see how much cash he has
in his brokerage?
Thanks
fcid:[email protected]
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
EFTA01413792
345 Park Avenue, New York, NY 10154
Tel.
Mobile blackberry
Email
Securities offered through Deutsche Bank Securities Inc.
EFTA01413793
ℹ️ Document Details
SHA-256
18925699762f99a735162a664efb14c0e5f01ff6d5417f37e9e0b4a421695fcd
Bates Number
EFTA01413790
Dataset
DataSet-10
Document Type
document
Pages
4
Comments 0