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Subject: Re: pipeline question [I]
From: Stewart Oldfield
Date: Mon, 17 Dec 2018 13:49:01 -0500
To: Daniel Eisenberg
Cc: Bradley Gillin
Hmm. Heather closed her accounts because she thinks DB is going out of
business. And we are exiting the Gratitude relationship for rep risk
reasons. So that's a no to both. Sorry.
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel.
Mobile
Email
Securities offered through Deutsche Bank Securities Inc.
On Dec 17, 2018, at 1:38 PM, Daniel Eisenberg ‹ >
wrote:
> Classification: For internal use only
Stew ...
Any chance that Gratitude America $10m deposit or Heather Crosby $10m DPM
gets funded in 2018?
Kind regards,
Daniel Eisenberg
EFTA01432035
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Daniel Eisenberg, CFP®, CIMAO
Director
Deutsche Bank Trust Company Americas
WM Americas
345 Park Avenue, 10154, 24th Floor, New York, NY
Tel.
Fax
Mobile
Email
Securities offered through Deutsche Bank Securities Inc.
EFTA01432036
ℹ️ Document Details
SHA-256
3d7b66606f4e74f27c09a6edf6f20ea2f180dcc61355419a838da01d14f27f36
Bates Number
EFTA01432035
Dataset
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Type
document
Pages
2
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