📄 Extracted Text (333 words)
Subject: Re: Account Plannin sessions [C]
From: Stewart Oldfield
Date: Thu, 04 Jan 2018 07:08:33 -0500
To: Cynthia Rodrigu
Cc: Bradley Gillin
Sweet. I will try to get some of this done today. Will be fighting with Mary
for the laptop.
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel. 212 454-2881
Mobile 917 209-0686
Email
Securities offered through Deutsche Bank Securities Inc.
On Jan 4, 2018, at 6:42 AM, Cynthia Rodriguez
wrote:
Luckily I started this for you earlier in the year. I believe we didn't know
which other banks these guys used and what other deals they're currently
doing with other institutions.
Sent with BlackBerry Work
(www.blackberry.com)
From: Stewart Oldfield < ›
Date: Wednesday, Ja
To: Bradley Gillin Cynthia Rodriguez
>
S : : ning sessions [C]
Fyi. Let's discuss tmw
From: Samantha Harmon
EFTA01426454
Sent: Tuesday, January 02, 2018 5:31 PM
To: Stewart Oldfield <M >
Subject: Account Planning sessions [C]
Classification: Confidential
Hi Stew,
Below are your names for the account planning session that you had provided.
Please complete the attached template, which hopefully you will find is very
much stream-lined.
I will provide you with an additional sheet that will be pre-filled for you
with financial data, but I wanted to give you as much time as possible to
get these done.
Would you be able to get back to me by Friday? If this isn't possible, let
me know and let's see what we can figure out.
We will also need to schedule the 90 minute session which we are trying to
complete in January.
I'm here all week if you have any questions or need any help.
Name
Third Lake
Elysium
General Atlantic
Safanad
Dzialga
Lindemann
Southern Financial/Epstein
EFTA01426455
Jockey Club
Deering/Crosby
Tisch
Kind regards,
Samantha Harmon
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Samantha Harmon
Sales Support Analyst
Deutsche Bank Trust Company Americas
WM Americas
345 Park Avenue, 24th Floor
New York, NY, 10154-0004
USA
Tel.
Email
EFTA01426456
ℹ️ Document Details
SHA-256
c4d0afa85af0ce462f3426a83f48fd9fc26a04293b0e862aed45cc59649b68c9
Bates Number
EFTA01426454
Dataset
DataSet-10
Document Type
document
Pages
3
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