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📄 Extracted Text (300 words)
Subject: RE: Pipeline/ Top 25s [I]
From: Jj Litchford
Date: Mon, 19 Oct 2015 11:18:25 -0400
To: Stewart Oldfield
Classification: For internal use only
Under Getz is:
Getz, Bert A.
Prospect
Scottsdale
AZ
Stewart Oldfield
Getz, George F.
Prospect
Scottsdale
AZ
Stewart Oldfield
Getz, Jr. Bert A.
Prospect
Deerfield
IL
EFTA01418079
Stewart Oldfield
Getz, Lynn M.
Prospect
Deerfield
IL
Stewart Oldfield
Globe Investment Company, LP
Prospect
Scottsdale
AZ
Stewart Oldfield
Olsen, Michael J.
Shamrock: email Armen (Julie is on MTA but I would cc her as well) and tell
her you would like to claim Shamrock (indicating they are listed under
Cheryl Paller and currently inactive with last contact in 2007).
Clients added in the attached version.
{cid:[email protected]}
EFTA01418080
JJ Litchford
Associate Banker
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 24th Floor
New York, New York 10154
Tel.
Mobile
Email
{cid:[email protected]}
From: Stewart Oldfield
Sent: Monday, October 19, 2015 10:58 AM
To: Jj Litchford
Subject: RE: Pipeline/ Top 25s [I]
Classification: For internal use only
Who is under the Getz relationship?
And how did we get Shamrock into here?
Can you also add a client list into this? Would be good to track who we
have accounts with already
Thanks
From: Jj Litchford
Sent: Friday, October 16, 2015 6:27 PM
To: Paul Morris; Stewart Oldfield
Subject: Pipeline/ Top 25s [I]
EFTA01418081
Classification: For internal use only
Attached. The pipeline looks incomplete to me but let's review Monday.
Stew, the system only generates a Top 22 for you (but I notice Lindemann
isn't on there, so possibly some converts due to being re-categorized as
clients)
{cid:[email protected]}
33 Litchford
Associate Banker
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 24th Floor
New York, New York 10154
Tel.
Mobile
Email
{cid:[email protected]}
EFTA01418082
ℹ️ Document Details
SHA-256
96696fb9ce32fed94983d4080c0ccd7bede88007cb7de8312c0ab5d9d72e79b0
Bates Number
EFTA01418079
Dataset
DataSet-10
Type
document
Pages
4
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