EFTA01428193.pdf

Subject: RE: Pipeline updates [I] From: Bradley Gillin Date: Wed, 05 Apr 2017 13:49:01 -0400 To: Stewart Oldfield a, fi Cynthia Rodriguez > Classification: For internal use only Done. Regards, Brad {cid:[email protected]} Bradley Gillin Vice President Deutsche Bank Wealth Management 345 Park Avenue, 24th Fl New York, NY 10154 Tel. Fax Email Securities offered through Deutsche Bank Securities Inc. From: Stewart Oldfield Sent: Wednesday, April 05, 2017 1:07 PM To: Bradley Gillin; Cynthia Rodriguez Subject: FW: Pipeline updates [I] Classification: For internal use only Southern Financial and Third Lake deposits are complete. Let's bump the rest back a quarter. EFTA01428193 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 GCIS Customer Number Industry Group Customer Owner Opportunity Name Relationship Customer Name EFTA01428194  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 0063200001oRCP1 00000483882 Financial Sponsors Stewart Oldfield Dal Deposit Recapture UPDATE SOUTHERN FINANCIAL RELATIONSHIP EFTA01428195  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 00000490445 Stewart Oldfield cash management ELYSIUM MANAGEMENT RELATIONSHIP Elysium Management New Product - New Client EFTA01428196  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 Media & Telecom Stewart Oldfield KCP Private Markets THIRD LAKE CAPITAL RELATIONSHIP Third Lake Capital New Product - New Client EFTA01428197  3/31/2017 Proposal 75 Private Wealth Premium Checking Kind regards, Daniel Eisenberg {https://brandportal.intranet.db.com/img/modules/logo.gif} Daniel Eisenberg Deutsche Bank Trust Company Americas WM Americas 345 Park Avenue 10154-0004 New York, NY, USA Tel. Fax Mobi Emai Securities offered through Deutsche Bank Securities Inc. EFTA01428198