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📄 Extracted Text (337 words)
Subject: FW: Southern Financial [C]
From: Paul Morris < IMIE>
Date: Mon, Gallivan11...lim
16 Nov 20
To: Andrew >
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. Thanks
Paul Morris
Managing Director
Deutsche Bank Private Bank
From: Chip Packard
Sent: Tuesday, November 10, 2015 2:33 PM
To: Paul Morris
Subject: RE: Southern Financial [C]
Classification: Confidential
Please start with Andrew as we should address this soon. I can follow up
with you guys Thursday/Friday. Thanks.
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DAWN_logo_metallic 46x46.gif}
Chip Packard
Managing Director I Co-Head, Wealth Management Americas
Deutsche Bank Trust Company Americas
EFTA01475662
Deutsche Asset & Wealth Management
345 Park Avenue, 24th Floor
New York, NY, 10154-0004
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Securities offered through Deutsche Bank Securities, Inc.
From: Paul Morris
Sent: Tuesday, November 10, 2015 2:03 PM
To: Chip Packard
Subject: RE: Southern Financial [C]
Classification: Confidential
This can wait a few days thanks
Paul Morris
Managing Director
Deutsche Bank Private Bank
From: Chip Packard
Sent: Tuesday, November 10, 2015 1:23 PM
To: Paul Morris
Subject: RE: Southern Financial [C]
EFTA01475663
Classification: Confidential
Thanks, I am sandwiched today and this needs immediate attention so please
take up with Gallivan and keep me in the loop. I am not as confident though
that we can handle this through investor sales and you guys as this is non -
advised business. Let's think this through carefully.
fhttps://brandportal.intranet.db.com/img/modules/-
DAWN_logo_metallic 46x46.gifl
Chip Packard
Managing Director I Co-Head, Wealth Management Americas
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 24th Floor
fhttps://brandportal.intranet.db.com/img/modules/claim_en_rgb.gifl
Securities offered through Deutsche Bank Securities, Inc.
From: Paul Morris
Sent: Tuesday, November 10, 2015 11:09 AM
To: Chip Packard
Subject: Southern Financial [C]
Classification: Confidential
JE called, he requested coverage change, not working with DS, before I reach
out to Todd wanted to discuss, between new investor sales/me /Stew we should
EFTA01475664
be able to cover and increase flow business.
Paul Morris
Managing Director
Deutsche Bank Private Bank
EFTA01475665
ℹ️ Document Details
SHA-256
2fe9e90f99b5284ddc80b173a25b328ac74fa0107ee88e9adb20684113bc51bd
Bates Number
EFTA01475662
Dataset
DataSet-10
Type
document
Pages
4
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