EFTA01430364.pdf

Subject: FW: can you tell me what interest rate we are paying on JE's accounts? [I] From: Stewart Oldfield dc ). Date: Thu, 26 Jan 2017 12:06:30 -0500 To: Robert Dicerbo < Arthur Tremblay Cynthia Rodrigue I am seeing Jeffrey on Monday afternoon. Let me know if you would like to map out a strategy for these accounts. Should think about what rates we would pay to move the bigger ones to AG From: Robert Dicerbo Sent: Wednesday, January 18, 2017 10:51 AM To: Stewart Oldfield Cc: Arthur Tremblay Subject: RE: can you tell me what interest rate we are paying on JE's accounts? [I] Stewart, Rates have been added for the deposit accounts. Some of the rates you had listed were incorrect. I added another tab to the sheet with other deposit accounts assigned to you as well. Feel free to give me a call with any questions. Thanks. Rob Regards, Robert DiCerbo EFTA01430364 Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Ave. New York, NY 10154 From: Stewart Oldfield Sent: Tuesday, Januar 17 2017 3:58 PM To: Arthur Tremblay ; Robert Dicerbo Subject: FW: can you tell me what interest rate we are paying on JE's accounts? [I] From: Cynthia Rodriguez Sent: Thursday, January 05, 2017 12:19 PM To: Stewart Oldfield Subject: RE: can you tell me what interest rate we are paying on JE's accounts? [I] Attached is the spreadsheet of all accounts including account type, current (cash only) balances as of today, and interest rates. I've added a column for notes to distinguish the cash within the brokerage accounts. Let me know if you need anything else J EFTA01430365 Kind regards, Cynthia Rodriguez {cid:[email protected]} Cynthia Rodriguez Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 345 Park Avenue, 10154-0004 New York, NY, USA From: Stewart Oldfield Sent: Wednesday, January 04, 2017 2:02 PM To: Cynthia Rodriguez Subject: can you tell me what interest rate we are paying on JE's accounts? [I] Classification: For internal use only Let's look at cash balances by account and rate for each. Not sure whether he gets individual or business rates. Can you also see how much cash he has in his brokerage? Thanks fcid:[email protected] Stewart Oldfield, CFA, CAIA EFTA01430366 Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 blackberry Email Securities offered through Deutsche Bank Securities Inc. EFTA01430367