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📄 Extracted Text (327 words)
Subject: RE: Epstein/Southern Financial
From: Stewart Oldfield ‹ >
Date: Wed, 25 Jan 2017 12:19:51 -0500
To: Vahe Stepanian
Cc: Cynthia Rodriguez
It did not. Will be part of a larger account review we do with him. It's
on my list. Thanks for following up
From: Vahe Stepanian
Sent: Friday, January 20, 2017 3:31 PM
To: Stewart Oldfield
Subject: FW: Epstein/Southern Financial
Stew — did this ever happen? Probably worth revisiting.
Have a great weekend.
Best,
Vahe
From: Stewart Oldfield
Sent: Thursday, January 05, 2017 12:36 PM
To: Charlie Burrows
Cc: Bradley Gillin; Cynthia Rodriguez; Vahe Stepanian
Subject: Epstein/Southern Financial
Let's discuss what to show these guys to get them to move cash to the most
efficient place for them and us
Thanks
EFTA01432630
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
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
Tel.
Fax
Email
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?
EFTA01432631
[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
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel.
Mobile blackberry
Email
Securities offered through Deutsche Bank Securities Inc.
EFTA01432632
ℹ️ Document Details
SHA-256
9969619a6967259bcf309b99f222e2e6a09871910e7843cba29e23a070b0c29d
Bates Number
EFTA01432630
Dataset
DataSet-10
Type
document
Pages
3
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