EFTA01421021.pdf

Subject: RE: Account Plannin sessions C I From: Cynthia Rodriguez Date: Fri, 05 Jan 2018 17:59:43 -0500 To: Stewart Oldfie Bradley Gillin Classification: For internal use only Hi, Attached are the account planning pages for the below clients. A few notes: I did not create one for General Atlantic because I wasn't exactly sure if it was General Atlantic you wanted to include or Madison Park Capital LLC. Also, I see that Ali Rashid is under the Safand relationship, but I have a completely different profile for Safand as a company. Left a few blanks for Tisch's if you can fill it in I did not get a chance to do one for Deering/Crosby, but can send it first thing Monday. I tried my best on these so feel free to edit and send back so that I can update the customer pages on DB Force. Thanks! Kind regards, Cynthia Rodriguez {cid:[email protected]} Cynthia Rodriguez EFTA01421021 Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue 24th Fl 10154-0004 New York, NY, USA From: Stewart Oldfield Sent: Wednesday, January 03, 2018 6:18 PM Cynthia Rodriguez Subject: FW: Account Planning sessions [C] Fyi. Let's discuss tmw From: Samantha Harmon Sent: Tuesday, January 02, 2018 5:31 PM To: Stewart Oldfield ‹ > Subject: Account Planning sessions [C] Classification: Confidential Hi Stew, Below are your names for the account planning session that you had provided. Please complete the attached template, which hopefully you will find is very much stream-lined. I will provide you with an additional sheet that will be pre-filled for you with financial data, but I wanted to give you as much time as possible to get these done. EFTA01421022 Would you be able to get back to me by Friday? If this isn't possible, let me know and let's see what we can figure out. We will also need to schedule the 90 minute session which we are trying to complete in January. I'm here all week if you have any questions or need any help. Name Third Lake Elysium General Atlantic Safanad Dzialga Lindemann Southern Financial/Epstein Jockey Club Deering/Crosby Tisch Kind regards, Samantha Harmon fhttps://brandportal.intranet.db.com/img/modules/logo.gifl Samantha Harmon Sales Support Analyst Deutsche Bank Trust Company Americas WM Americas 345 Park Avenue, 24th Floor EFTA01421023 EFTA01421024