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📄 Extracted Text (279 words)
Subject: Pipeline updates [I]
From: Daniel Eisenberg <MM >
Date: Wed, 05 Apr 2017 11:58:53 -0400
To: Stewart Oldfield
Classification: For internal use only
Stewart,
The opportunities below have 01 closing dates — can you please update the
closing dates asap as it is throwing off our monthly reporting.
Thank you for your prompt attention to this.
Dan
Opportunity ID
GCIS Customer Number
Industry Group
Customer Owner
Opportunity Name
Relationship
Customer Name
Type
Close Date
Stage
Probability (%)
EFTA01416497
Product Name
Product Description
0063200001krq5f
Financial Sponsors
Stewart Oldfield
Deposits
SOUTHERN FINANCIAL RELATIONSHIP
Southern Financial LLC
New Product - Existing Client
3/31/2017
Proposal
50
Private Wealth Premium Checking w/Interest
0063200001oRCP1
Financial Sponsors
Stewart Oldfield
Dal Deposit Recapture UPDATE
SOUTHERN FINANCIAL RELATIONSHIP
Southern Financial LLC
Notional
2/28/2017
Business Committed-Not Funded
90
EFTA01416498
DB AG NY Preferred Banking Account
0063200001pliq2
Media & Telecom
Stewart Oldfield
UPDATE: DOJ Deposit Recapture
THIRD LAKE CAPITAL RELATIONSHIP
Wanek, Todd R.
Notional
3/10/2017
Business Committed-Not Funded
50
DB AG NY Preferred Certificate of Deposit
0063200001kLFKq
Stewart Oldfield
cash management
ELYSIUM MANAGEMENT RELATIONSHIP
Elysium Management
New Product - New Client
3/31/2017
Proposal
50
U.S. IA - RCM
EFTA01416499
0063200001krg4l
Media & Telecom
Stewart Oldfield
KCP Private Markets
THIRD LAKE CAPITAL RELATIONSHIP
Third Lake Capital
New Product - New Client
3/31/2017
Proposal
50
Private Equity Funds
0063200001oPRL5
Media & Telecom
Stewart Oldfield
KCP Private Markets
THIRD LAKE CAPITAL RELATIONSHIP
Third Lake Capital
New Product - New Client
3/31/2017
Proposal
75
Private Wealth Premium Checking
EFTA01416500
Kind regards,
Daniel Eisenberg
fhttps://brandportal.intranet.db.com/img/modules/logo.gifl
Daniel Eisenberg
Deutsche Bank Trust Company Americas
WM Americas
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Fax
Mobile
Email
Securities offered through Deutsche Bank Securities Inc.
EFTA01416501
ℹ️ Document Details
SHA-256
98ce48c4d30dbe8866f57bc501cb1978ff619759074b3a952af1b2c9be37e8a9
Bates Number
EFTA01416497
Dataset
DataSet-10
Type
document
Pages
5
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