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efta-efta01430364DOJ Data Set 10CorrespondenceEFTA Document EFTA01430364
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Subject: FW: can you tell me what interest rate we are paying on JE's
accounts? [I]
From: Stewart Oldfield dc
).
Date: Thu, 26 Jan 2017 12:06:30 -0500
To: Robert Dicerbo <
Arthur Tremblay
Cynthia Rodrigue
I am seeing Jeffrey on Monday afternoon. Let me know if you would like to
map out a strategy for these accounts. Should think about what rates we
would pay to move the bigger ones to AG
From: Robert Dicerbo
Sent: Wednesday, January 18, 2017 10:51 AM
To: Stewart Oldfield
Cc: Arthur Tremblay
Subject: RE: can you tell me what interest rate we are paying on JE's
accounts? [I]
Stewart,
Rates have been added for the deposit accounts. Some of the rates you had
listed were incorrect.
I added another tab to the sheet with other deposit
accounts assigned to you as well.
Feel free to give me a call with any questions. Thanks.
Rob
Regards,
Robert DiCerbo
EFTA01430364
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Ave. New York, NY 10154
From: Stewart Oldfield
Sent: Tuesday, Januar 17 2017 3:58 PM
To: Arthur Tremblay
; Robert Dicerbo
Subject: FW: can you tell me what interest rate we are paying on JE's
accounts? [I]
From: Cynthia Rodriguez
Sent: Thursday, January 05, 2017 12:19 PM
To: Stewart Oldfield
Subject: RE: can you tell me what interest rate we are paying on JE's
accounts? [I]
Attached is the spreadsheet of all accounts including account type, current
(cash only) balances as of today, and interest rates. I've added a column
for notes to distinguish the cash within the brokerage accounts. Let me know
if you need anything else J
EFTA01430365
Kind regards,
Cynthia Rodriguez
{cid:image001.png@OlD0778D.2D49CDD0}
Cynthia Rodriguez
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
From: Stewart Oldfield
Sent: Wednesday, January 04, 2017 2:02 PM
To: Cynthia Rodriguez
Subject: can you tell me what interest rate we are paying on JE's accounts?
[I]
Classification: For internal use only
Let's look at cash balances by account and rate for each. Not sure whether
he gets individual or business rates. Can you also see how much cash he has
in his brokerage?
Thanks
fcid:image003.png@OlD2674A.F7CC2E001
Stewart Oldfield, CFA, CAIA
EFTA01430366
Director
Deutsche
Deutsche
345 Park
Email
Bank Trust Company Americas
Bank Wealth Management
Avenue, New York, NY 10154
blackberry
Securities offered through Deutsche Bank Securities Inc.
EFTA01430367
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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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