EFTA Document EFTA01375014

From: Sent: To: Subject: Attachments: Cynthia Rodriguez 1/5/2018 5:59:43 PM Stewart 0ldfield RE: Account Planning sessions 2018 Account Planning - Oldfield.zip Classification: For Internal use only Hi, ; Bradley Gitlin Attached are the account planning pages for the below clients. A few notes: • I did not create one for General Atlantic because I wasn't exactly sure if it was General Atlantic you wanted to include or Madison Park Capital LLC. Also, • I see that Ali Rashid is under the Safand relationship, but I have a completely different profile for Safand as a company. • Left a few blanks for Tisch's if you can fill it in • I did not get a chance to do one for Deering/Crosby, but can send it first thing Monday. I tried my best on these so feel free to edit and send back so that I can update the customer pages on DB Force. Thanks! Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant Vice President Deutsche Bark Trust Company Americas Deutsche Bark Wealth Management 345 Park Avenue. 24th Fl 10154-0004 New York. NY. USA Tel. Fax Erna From: Stewart Oldfield Sent: Wednesday, January 03, 2018 6:18 PM To: Bradley Gillin Cynthia Rodriguez Subject: FW: Account Planning sessions [CI Fyi. Let's discuss tmw From: Samantha Harmon Sent: Tuesday, January 02, 2018 5:31 PM To: Stewart Oldfield Subject: Account Planning sessions [C] CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0070050 CONFIDENTIAL SDNY_GM_00216234 EFTA01375014