Case File
efta-efta01408774DOJ Data Set 10CorrespondenceEFTA Document EFTA01408774
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DOJ Data Set 10
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efta-efta01408774
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EFTA DisclosureText extracted via OCR from the original document. May contain errors from the scanning process.
Subject: Lead to Customer-Prospect Conversion Request
From: Cynthia Rodriguez <
Date: Tue, 22 Aug 2017 17:32:33 -0400
To: pwmaogglist.db.com
***LEAD CONVERSION NEEDED--NEW OR EXISTING LEAD***
The following Lead needs to be approved d converted into a Prospect. Upon conversion, please ensure
that a new opportunity is created for this Prospect.
Request: Submit for Conversion
Lead Name:
Associate to Relationship:
Primary Officer: Stewart Oldfield
Lead record created by: Cynthia Rodriguez on 8/22/2017
Comment from Lead owner/creator:
If you are already logged into DB Force:
Click here to view this record https://dbforcepb.my.salesforce.com/0000e00001PSFON
To log into DB Force, please go to:
http://dbinsight.db.com and click on the DB Force link.
EFTA01408774
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From: Cynthia Rodriguez Sent: 6/27/2017 10• To: sigver dbgps CC: Stewart Oldfield Mitchell l; Teresa Metallo Julian J Leff -l; Kavish Sharma I; Bradley Gillin Subject: RE: EMS/270617970591: Check Referral - Acct Okay to post Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue. 24th Fl 10154-0004 New York. NY, USA Lisa-M Ramos ; Uplabdhi Singh ; William-M Finn ; Jo
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