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📄 Extracted Text (431 words)
Subject: Re: Honda
From: Jay Lipman <
Date: Fri, 06 Sep 2013 17:44:26 -0400
To: Vahe Stepanian <
Classification: For internal use only
1) Pending new accts.
-Epstein Accounts: (Needed in the next 2 weeks)
- 1)Personal brokerage
- 2) Southern Fin mirror account
-3) Southern Trust mirror account
-4) Haze
-5) Jeepers
-6) JE Virgin Islands Foundation
-7) ACATS for mirror accounts
- Liu - Been waiting for ages on the 407 letter (Requested last week)
- Wayne Geffen - Waiting for response from JPM regarding the DVP details.
(Requested 9/4)
- Vorobeychik IRA's - waiting on client info from Brandon - requested 2 weeks
ago.
2) Pls. quickly run through my 'while I'm gone' list.
Wolfson - Still haven't heard from Alfred regarding POA.
Payal- MF Distributions requested in pershing, still processing. Waited for
further dividend which didn't come, so processed.
3) Pls. prepare a prioritized to-do list for us for Monday. Its going to take
me a while to dig through emails- the list would help me hit the ground
running.
Southern FIN/ Trust ACATS for J-Epstein Noon meeting.
KKR - Input information in KKR application docs
NAO's.
Kind Regards,
Jay Lipman
(Embedded image moved to file: pic02044.gif)
Jay Lipman
Analyst I Markets Coverage Group
Deutsche Bank Securities Inc
Deutsche Asset & Wealth Management
345 Park Avenue - 26th Floor
New York NY 10154
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From: Vahe Stepanian/db/dbcom@DBAMERICAS
EFTA01351812
To: " Jay Lipman"
Date: 09/05/2013 11:30 AM
Subject: Monday [I]
Classification: For internal use only
Jay,
Hope you've enjoyed holding down the fort while I've been on my MTA ;)
To help us get organized next week, can you please prepare a short list of the
following:
1) Pending new accts. - include dates db ppwk was sent out, received, etc.
Include accts on list for which banking teams have sent org docs but no db
ppwk has been sent (ie. Amanda Kirby's emails)
2) Pls. quickly run through my 'while I'm gone' list. Probably too late at
this point to address anything missed, but can you please consolidate all
related ppwk associated with that list into the folder I left (LOAs, etc.)
3) Pls. prepare a prioritized to-do list for us for Monday. Its going to take
me a while to dig through emails- the list would help me hit the ground
running.
We can go through it all sometime in the AM.
Thanks,
Vahe
Vahe Stepanian
Associate I Markets Coverage Group
Deutsche Bank Securities Inc.
Deutsche Asset & Wealth Management
345 Park Avenue - 26th Floor
New York, NY 10154
EFTA01351813
ℹ️ Document Details
SHA-256
a6b88d0eebf2d6785f54dd16939d2e03a5c29e8d93468a146f8a4b688b6e757c
Bates Number
EFTA01351812
Dataset
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Type
document
Pages
2
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