📄 Extracted Text (227 words)
Subject: Re: Mark Epstein ID
From: Richard Kahn e >
Date: Fri, 16 Nov 2018 12:55:33 -0500
To: Stewart Oldfield e >
Cc: Bradley Gillin
Richard Iarossi
we are closing this account by end of the year (in addition to Mort) so i do
not think necessarystewart can you please call me when free
thanks
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York NY 10022
tel
fax
cell
On Nov 16, 2018, at 12:47 PM, Stewart Oldfield e >
wrote:
Rich,
Mark is the initial beneficiary of Jeffrey's Insurance Trust #3, so we need
to ID him. Can you send a current copy of his passport or driver's license?
Thanks
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Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel.
Mobil
Email
EFTA01430768
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