EFTA01418079.pdf

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