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DOJ EFTA Data Set 10 document EFTA01344522
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EFTA Document EFTA01415502
Subject: RE: YE progress update [I] From: Terri Sohrab Date: Mon, 04 Dec 2017 14:27:17 -0500 To: Stewart Oldfield e > 3 Terri Sohrab Managing Director Deutsche Bank Wealth Management 345 Park Avenue, 24th Floor New York, NY 10154 Securities offered through Deutsche Bank Securities Inc. From: Stewart Oldfield Sent: Monday, December 04, 2017 2:25 PM To: Terri Sohrab e > Subject: FW: YE progress update [I] Classification: For internal use only Sent. Thanks From: Stewart Oldfield S
EFTA Document EFTA01423770
Subject: YE progress - please edit [I] From: Stewart Oldfield ‹ > Date: Thu, 30 Nov 2017 14:29:01 -0500 To: Terri Sohrab Cc: Stewart Oldfield Classification: For internal use only Andrew, I was hoping to get this to you before you started working on YE reviews. I know you have a ton of reviews to do every year, but given our last breakfast conversation, I would like you to spend some extra time on mine this year. Happy to catch up whenever you like to refine the conversation and the br
EFTA Document EFTA01427444
Subject: Re: planning email for Patrick From: Stewart Oldfield Date: Mon, 25 Jun To: Steven Mattus Thanks. You think it's better to send before or after I sit with him? Stewart Oldfield, CFA, CAIA Director Deutsche Bank Deutsche Bank 345 P Tel. Mobi Email Trust Company Americas Wealth Management e• New York, NY 10154 Securities offered through Deutsche Bank Securities Inc. On Jun 25, 2018, at 6:41 PM, Steven Mattus rote: This is a great start! Reads like a CS MD application. C
EFTA Document EFTA01413826
Subject: FW: YE progress update [I] From: Stewart Oldfield <E > Date: Mon, 04 Dec 2017 14:24:39 -0500 To: Terri Sohrab Classification: For internal use only Sent. Thanks From: Stewart Oldfield Sent: Monday, December 04, 2017 2:24 PM To: Andrew Gallivan <[email protected]> Subject: YE progress update [I] Classification: For internal use only Andrew, I know you have a ton of reviews to do, but given our last breakfast conversation, I would like you to spend some extra time on min
EFTA Document EFTA01416381
Subject: SMO overview From: Stewart Oldfield ‹ > Date: Tue, 26 Jun 2018 16:00:56 -0400 To: Stewart Oldfield ‹ > Career overview: 20yrs in banking overall 16yrs investment banking/capital markets (JPM and CS) 4 yrs private banking (DB) CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) Equity derivatives, structured investments, liquid alternatives Covered priv
EFTA Document EFTA01426219
Subject: RE: SMO overview [I] From: Anthony Valvo Date: Tue, 16 Jul 2019 10:32:52 -0400 To: Stewart Oldfield ‹ > Perfect. I actually asked Andrew to bring me up to speed on this early this morning. From: Stewart Oldfield Sent: Tuesday, July 16, 2019 10:02 AM To: Anthony Valvo Subject: FW: SMO overview [I] Classification: For internal use only It's all a little dated now, but here's some background from last year's MD process that I think will be helpful to you. Will send a couple of
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