📄 Extracted Text (360 words)
Subject: RE: Mark Epstein ID
From: Stewart Oldfield <a>
Date: Fri, 16 Nov 2018 13:06:58 -0500
To: Richard Kahn
Cc: Bradley Gillin
Richard Iarossi
Perfect, nothing more to do then. I'm on a call that shows no signs of
stopping any time soon. Will try you just before 2.
From: Richard Kahn [mailto:
Sent: Friday, November 16, 2018 12:56 PM
To: Stewart Oldfield
Cc: Bradle Gillin ; Richard Iarossi
Subject: Re: Mark Epstein ID
we are closing this account by end of the year (in addition to Mort) so i do
not think necessary
stewart can you please call me when free
thanks
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York, NY 10022
tel 212-971-1306
fax 212-320-0381
cell 917-414-7584
EFTA01426504
On Nov 16, 2018, at 12:47 PM, Stewart Oldfield
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. 212 454-2881
Mobile 917 209-0686
Email
Securities offered through Deutsche Bank Securities Inc.
EFTA01426505
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