EFTA01407532.pdf

Subject: FW: Account Planning-Stewart Oldfield [I] From: Cynthia Rodriguez <MI I> Date: Mon, 22 Jan 2018 13:53:10 -0500 To: Samantha Harmon ‹ > Classification: For internal use only Hey there, All the tasks have been tagged with "2018AP" and assigned to respective people. Let me know if anything else needs to be done. Thanks for helping .7 Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, 24th Fl 10154-0004 New York, NY, USA Tel. Fax Email From: Cynthia Rodriguez Sent: Monday, January 22, 2018 1:07 PM To: Patrick Campion ; Stewart Oldfield >; Samantha Harmon >; Dana Ponzio ; Laura Farischon Harris Winters ; Nina-X Nevidzanska < ; Andrew King >; Brian J Harrington Charlie Burrows ; Frank DeBenedittis < >; George Hack Joshua Shoshan ; Matt Glassman >; Paul Bartilucci ; Peter Ferrara ; Sam Petrucci ; Tazia Smith ; Xavier Avila ; Martin Zeman ; Vahe Stepanian ; Joshua Frank EFTA01407532 Cc: Bradley Gillin ‹ > Subject: RE: Account Planning -Stewart Oldfield [I] Classification: For internal use only All, Below are the notes from today's account planning session. Please feel free I .11 II I 1.1. EFTA01407533 Southern Financial: Mr. Epstein has the potential to introduce DB to other potential clients that are KCP adoptable Stewart Oldfield to follow up with the client on bringing in more deposits (DB AG) Josh Shoshan to increase trading with multiple accounts and KCP as a whole EFTA01407534 Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, 24th Fl 10154-0004 New York, NY, USA Tel. Fax Email Original Appointment From: Patrick Campion Sent: Thursday, January 11, 2018 11:42 AM To: Patrick Campion; Stewart Oldfield; Samantha Harmon; Dana Ponzio; Laura Farischon; Harris Winters; Nina-X Nevidzanska; Andrew King; Brian .7 Harrington; Charlie Burrows; Frank DeBenedittis; George Hack; Joshua Shoshan; Matt Glassman; Paul Bartilucci; Peter Ferrara; Sam Petrucci; Tazia Smith; Xavier Avila; Martin Zeman; Vahe Stepanian; Joshua Frank Cc: Bradley Gillin; Cynthia Rodriguez Subject: Account Planning-Stewart Oldfield [I] When: Monday, January 22, 2018 8:00 AM-10:00 AM (UTC-05:00) Eastern Time (US & Canada). Where: CR 2405 / Dial-in Attached Classification: For internal use only « File: Oldfield 2018 Acct Planning.zip » Dear All, As we begin 2018 Account Planning, please note that it is very important for the product groups to review the documents provided ahead of time and come to the meeting with ideas for potential new business in your particular product area. There is quite a bit of focus on this exercise this year. Please make every effort to be in attendance. If you are absolutely unable, please delegate to someone who can represent you, or if there are multiple EFTA01407535 people from your product area, you can have one person represent all the accounts. Documents that are available are attached. Please contact Samantha Harmon if you have any questions or concerns. Patrick Campion's Virtual Meeting Room Details United States Virtual Meeting Room number: HOST PIN: Participant PIN: Internal Phone and VC Devices Virtual Meeting Room number: Desktop Video or External Video Virtual Meetin Room address: <mailto: External Audio Participants: Choose country location below for dial in Then enter number Major Hubs: Australia China Germany Hong Kong India (In progress; delayed due to regulatory reasons) Singapore United Kingdom United States Rest of the world: Austria: Belgium Canada Cayman Islands Channel Islands France Hungary Indonesia Ireland Israel Italy Japan EFTA01407536 Malaysia Mauritius Mexico Netherlands New Zealand Philippines Poland Portugal Romania Russian Federation Saudi Arabia South Africa South Korea Spain Sweden Taiwan Thailand United Arab Emirates Vietnam EFTA01407537