Case File
efta-01436632DOJ Data Set 10OtherEFTA01436632
Date
Unknown
Source
DOJ Data Set 10
Reference
efta-01436632
Pages
3
Persons
0
Integrity
Extracted Text (OCR)
EFTA DisclosureText extracted via OCR from the original document. May contain errors from the scanning process.
Subject: RE: Call with our Muni desk - [I]
From: Martin Zeman a>
Date: Mon, 23 Oct 2017 10:31:17 -0400
To: Stewart Oldfield
Classification: For internal use only
I am
From: Stewart Oldfield
Sent: Monday, October 23, 2017 10:22 AM
To: Martin Zeman a>
Subject: RE: Call with our Muni desk - [I]
You around today?
From: Martin Zeman
Sent: Thursday, October 19, 2017 11:04 AM
To: Stewart Oldfield
Subject: RE: Call with our Muni desk - [I]
I apologize Stewart, didn't realize this. I will unwind this. Let's talk
when you're back.
From: Stewart Oldfield ‹
>
Date: Thursday, Oct 19, 2017, 10:51
EFTA01436632
To: Martin Zeman ‹
>
Subject: Re: Call with our Muni desk - [I]
Classification: For Internal Use Only
Please don't have this call. Deposits are strategically important to us.
Jeffrey also has a specific tax set up that makes munis less attractive. We
should have discussed this first.
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Email:
Securities offered through Deutsche Bank Securities Inc.
From: Martin Zeman
Sent: Thursday, October 19, 2017 06:38 AM
To: Paul Barrett
Cc: Stewart Oldfield
Subject: Call with our Muni desk -
Paul,
)
Back to our discussion yesterday, can you do a call with our muni desk next
week Monday or Wednesday? Monday before 2pm works or Wednesday anytime
except 10am.
I mentioned you are getting 90bps on your deposits and they say they have
better solutions.
EFTA01436633
Martin
EFTA01436634
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