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Subject: RE: I'm froo fnr tho noYt hniir or so [I]
From: Orion Choy
Date: Fri, 19 May
To: Stewart Oldfield
Classification: For internal use only
Stew,
As discussed, our team is investigating large client inflows and outflows
during 04 of 2016 and YTD 2017. Attached is your client flow template. On
the right hand side we have provided potential reasons for each inflow and
outflow. We are hoping to compile reasons at the relationship level, so no
need to describe each flow line by line. Thank you for helping out with this
and please let me know if you have any questions!
Kind regards,
Orion
From: Stewart Oldfield
Sent: Friday, Ma 19, 2017 12:59 PM
To: Orion Choy
Subject: I'm free for the next hour or so [I]
Classification: For internal use only
fcid:[email protected]
Stewart Oldfield, CFA, CAIA
Director
EFTA01427401
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel. 212 454-2881
Mobile blackberry
Email
Securities offered through Deutsche Bank Securities Inc.
EFTA01427402
ℹ️ Document Details
SHA-256
e71d5bb1bc504b7b8b67dc019711fd982665727dd5671e92c8547240eca1b266
Bates Number
EFTA01427401
Dataset
DataSet-10
Type
document
Pages
2
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