EFTA01424133
EFTA01424136 DataSet-10
EFTA01424142

EFTA01424136.pdf

DataSet-10 6 pages 322 words document
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Subject: FW: Pipeline updates [I] From: Stewart Oldfield anIM > Date: Wed, 05 Apr 2 To: Bradley Gillin Cynthia Rodrigu Classification: For internal use only Southern Financial and Third Lake deposits are complete. Let's bump the rest back a quarter. Thanks From: Daniel Eisenberg Sent: Wednesday, April 05, 2017 11:59 AM To: Stewart Oldfield Subject: Pipeline updates [I] Classification: For internal use only Stewart, The opportunities below have 01 closing dates — can you please update the closing dates asap as it is throwing off our monthly reporting. Thank you for your prompt attention to this. Dan Opportunity ID EFTA01424136 GCIS Customer Number Industry Group Customer Owner Opportunity Name Relationship Customer Name Type Close Date Stage Probability (%) Product Name Product Description 0063200001krq5f 00000483882 Financial Sponsors Stewart Oldfield Deposits SOUTHERN FINANCIAL RELATIONSHIP Southern Financial LLC New Product - Existing Client 3/31/2017 Proposal 50 Private Wealth Premium Checking w/Interest EFTA01424137 0063200001oRCP1 00000483882 Financial Sponsors Stewart Oldfield DOJ Deposit Recapture UPDATE SOUTHERN FINANCIAL RELATIONSHIP Southern Financial LLC Notional 2/28/2017 Business Committed-Not Funded 90 DB AG NY Preferred Banking Account 0063200001pliq2 00000495598 Media & Telecom Stewart Oldfield UPDATE: DOJ Deposit Recapture THIRD LAKE CAPITAL RELATIONSHIP Wanek, Todd R. Notional 3/10/2017 Business Committed-Not Funded 50 DB AG NY Preferred Certificate of Deposit 0063200001kLFKq EFTA01424138 00000490445 Stewart Oldfield cash management ELYSIUM MANAGEMENT RELATIONSHIP Elysium Management New Product - New Client 3/31/2017 Proposal 50 U.S. IA - RCM 0063200001krg4l 00000490358 Media & Telecom Stewart Oldfield KCP Private Markets THIRD LAKE CAPITAL RELATIONSHIP Third Lake Capital New Product - New Client 3/31/2017 Proposal 50 Private Equity Funds 0063200001oPRL5 00000490358 EFTA01424139 Media & Telecom Stewart Oldfield KCP Private Markets THIRD LAKE CAPITAL RELATIONSHIP Third Lake Capital New Product - New Client 3/31/2017 Proposal 75 Private Wealth Premium Checking Kind regards, Daniel Eisenberg fhttps://brandportal.intranet.db.com/img/modules/logo.gifl Daniel Eisenberg Deutsche Bank Trust Company Americas WM Americas 345 w York, NY, USA Tel. Fax Mob Ema Securities offered through Deutsche Bank Securities Inc. EFTA01424140 EFTA01424141
ℹ️ Document Details
SHA-256
c650f1977fd5c3ef3cd92be3cc3fda2ec8edab2a2da3fe25dff1bd3bbb8fc162
Bates Number
EFTA01424136
Dataset
DataSet-10
Document Type
document
Pages
6

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