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efta-efta01416648DOJ Data Set 10CorrespondenceEFTA Document EFTA01416648
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DOJ Data Set 10
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EFTA DisclosureText extracted via OCR from the original document. May contain errors from the scanning process.
Subject: MTA Covers e and Glendower Requests
From: Andrew King
Date: Fri, 04 May 2018 20:47:14 -0400
To: Stewart Oldfield
Cc: Frank DeBenedittis
Nathaniel Morgan
William-M Finn <
Stew,
Frank DeBenedittis (copied) will be covering for me while I'm on MTA. If you
need anything ISG related while I'm out please connect with him.
We've requested Glendower materials for the clients listed below. The team
will forward the materials once available.
Banker
Client
Oldfield
Aspen Grove
Oldfield
Bright
Oldfield
Dimensional
Oldfield
Dorrance
Oldfield
Epstein/Southern Financial
EFTA01416648
Oldfield
Everwatch
Oldfield
Forrestal
Oldfield
Georgetown
Oldfield
Gerschel
Oldfield
Highlander
Oldfield
Illig
Oldfield
Ironsides
Oldfield
Nicholas
Oldfield
Shamrock
Oldfield
Slome
EFTA01416649
Oldfield
Third Lake
Oldfield
Tisch
Oldfield
Warren
Oldfield
BBR
Oldfield
Ford
Oldfield
Pacific Life
Oldfield
Willett
Oldfield
Annandale
Once the materials are received, Frank can send an intro email. If you'd
prefer to send it yourself, the team can provide pre-approved intro language.
EFTA01416650
Best regards,
Andrew King
{cid:[email protected]}
Andrew King, CFA
Vice President I Investment Solutions Group
Deutsche Bank Securities Inc.
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
fcid:[email protected]
EFTA01416651
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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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