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📄 Extracted Text (292 words)
Subject: Re: CIB Offboard [C]
From: Stewart Oldfield ‹ >
Date: Mon, 15 Apr 2019 12:36:12 -0400
To: Ana Hunter
Cc: Liam Osullivan
Monica Gilkinson
No worries. Thanks
Stewart Oldfield, CFA, CAIA
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel.
Mobile
Email
Securities offered through Deutsche Bank Securities Inc.
On Apr 15, 2019, at 12:33 PM, Ana Hunter a wrote:
> Thank you, apologies for the short turnaround.
We just got a list of over 500 from CIB to be actioned today.
Kind regards,
<image001.png>
Ana Hunter
Deutsche Bank Wealth Management
EFTA01423955
5022 Gate Parkway, Suite 400, Jacksonville, FL 32256 - USA
Tel.: + 1
Email:
From: Liam Osullivan
Sent: Monday, April 15, 2019 12:16 PM
To: Stewart Oldfield Ana Hunter
•c e"
Cc: Monica Gilkinson an Armen Brash
affle
Subject: RE: CIB Offboard [C]
Classification: Confidential
There are no open trades. Thanks
From: Stewart Oldfield
Sent: Monday, April 15,
To: Ana Hunter Osullivan
Cc: Monica Gilkinson >; Armen Brash
Subject: Re: CIB Offboard
I think we closed out the last CIB trade they had, in which case we can off
board.
EFTA01423956
Liam - please confirm.
Thanks
Stewart Oldfield, CFA, CAIA
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel.
Mobile
Email
Securities offered through Deutsche Bank Securities Inc.
On Apr 15, 2019, at 11:59 AM, Ana Hunter a wrote:
Hi — the below client ended up on the CIB offboard list. Client will be
offboarded today unless you confirm we need to retain.
EFTA01423957
Please confirm:
SOUTHERN FINANCIAL, LLC
Kind regards,
<image001.png>
Ana Hunter
Deutsche Bank Wealth Management
5022 Gate Parkway, Suite 400, Jacksonville, FL 32256 - USA
Tel.: + 1
Email:
EFTA01423958
ℹ️ Document Details
SHA-256
a1b8629b53e5b2f9b238ab9e3c12c15fe1109641d2115c913dcc07733c57ed32
Bates Number
EFTA01423955
Dataset
DataSet-10
Type
document
Pages
4
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