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📄 Extracted Text (476 words)
Subject: Re: DB relationship transition letter
From: Richard Kahn ‹ >
Date: Fri, 01 Mar 2019 09:49:33 -0500
To: Stewart Oldfield ‹ >
sorry on a callcan we talk around 12pm or 1pm est?
please advise
thanks
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York, NY 10022
tel
fax
cell
On Mar 1, 2019, at 9:44 AM, Stewart Oldfield ‹ > wrote:
Just tried you. I'm in and out, but around all day generally. Thanks
From: Richard Kahn [mailto:
Sent: Thursday, Februar 28, 2019 5:29 PM
To: Stewart Oldfield >
Subject: Re: DB relationship transition letter
sorry i was unable to call sooner
please call when free today or tomorrow
thanks
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York, NY 10022
tel
fax
cell
EFTA01432227
On Feb 28, 2019, at 3:40 PM, Stewart Oldfield c >
wrote:
Thank you again for your efforts during this process. I understand that
arrangements have made for the full transfer of any remaining brokerage
assets and that will be complete shortly. You have also been able to move
and close several bank deposit accounts. We appreciate that despite this
strong progress, you need some more time to complete the transfer of
remaining assets to other institutions. Please attempt to have that wrapped
up by March 29th if possible. If there is anything we can do to help
expedite this, please let us know.
Thanks,
Stew
From: Stewart Oldfield
Sent: Friday, December 21, 2018 1:06 PM
T Imil.com; ; Richard Kahn
Subject: DB relationship transition letter
Jeffrey, Darren and Rich,
Please see the attached letter to confirm the substance of our recent
conversations. Thank you for your cooperation.
Best,
EFTA01432228
Stew
<image001.png>
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.
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Please refer to https://db.com/disclosures for additional EU corporate and
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Deutsche Bank does not render legal or tax advice, and the information
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This communication may contain confidential and/or privileged information.
If you are not the intended recipient (or have received this communication
in error) please notify the sender immediately and destroy this
communication. Any unauthorized copying, disclosure or distribution of the
material in this communication is strictly forbidden.
Please refer to https://db.com/disclosures for additional EU corporate and
EFTA01432229
regulatory disclosures.
Deutsche Bank does not render legal or tax advice, and the information
contained in this communication should not be regarded as such.
EFTA01432230
ℹ️ Document Details
SHA-256
44e4e91ce036a6269e3106e2e004a50e2fec9625597e6507070b0f1dac9a232e
Bates Number
EFTA01432227
Dataset
DataSet-10
Type
document
Pages
4
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