EFTA01414094.pdf

Subject: RE: Epstein/Southern Financial From: Vahe Stepanian ‹ > Date: Wed, 25 Jan 2017 12:25:28 -0500 To: Stewart Oldfield Cc: Cynthia Rodriguez Cool. Tazia and I had a sit-down with Artie Tremblay last week to get a bit more up to speed on our deposits offering — I mentioned to him that there may be an opportunity here. Best, Vahe From: Stewart Oldfield Sent: Wednesday, January 25, 2017 12:20 PM To: Vahe Stepanian Cc: Cynthia Rodriguez Subject: RE: Epstein/Southern Financial 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. EFTA01414094 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 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 EFTA01414095 {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? [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. EFTA01414096 Mobile blackberry Email Securities offered through Deutsche Bank Securities Inc. EFTA01414097