📄 Extracted Text (322 words)
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
Comments 0