EFTA01372711.pdf

• 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 Cynthia Rodriguez Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Bark Wealth Marta rement From: Stewart Oldfield Sent: Wednesday, January 03, 2018 6:18 PM To: Bradley Gillin a 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. f 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. 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 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0066542 CONFIDENTIAL SDNY_GM_00212726 EFTA01372711