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efta-efta01431892DOJ Data Set 10Correspondence

EFTA Document EFTA01431892

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DOJ Data Set 10
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efta-efta01431892
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EFTA Disclosure
Text extracted via OCR from the original document. May contain errors from the scanning process.
Subject: Client list for Vista and Canyon [I] From: Andrew King ‹ > Date: Wed, 22 Feb 2017 14:20:24 -0500 To: Stewart Oldfield Classification: For internal use only Vista: Banker Notes Email Sent Response Bluestem Oldfield Michael Billis Y Yes- will give it more thought and think about who else might be willing to give it a look Bright Oldfield Y Dorrance Oldfield EFTA01431892 Forrestal Oldfield Y Oldfield Y Shamrock - Greg Martin Oldfield Y Slome Oldfield Y Yes- Pass for the moment True North Oldfield EFTA01431893 Y Latona Oldfield Y Ellin Oldfield Y Tisch - TFMG? Oldfield - KCP Y Parkview Oldfield EFTA01431894 Canyon: Banker Client Name Email Sent Req. # Andrew Previous Contact Oldfield Michael Bills Y 102 CC Oldfield Bright Group 103 Oldfield Forrestal 104 EFTA01431895 Oldfield Cliff Illig Y 105 Y Oldfield Everwatch Y 106 Y Oldfield Shamrock (Greg Martin) Y 107 Y Oldfield Slome Y 108 Y Oldfield True North Y EFTA01431896 109 CC Oldfield Perspecta Trust Y 114 Y Oldfield Tisch CC (KCP) Oldfield SK Capital Y 110 Y Oldfield Third Lake Y 111 Y Oldfield EFTA01431897 ..1L squared Y 112 Y Oldfield Aspen Grove Y 115 Y Oldfield Comprehensive Financial Management Y 121 CC Oldfield Gerschel Y 120 Y Oldfield Southern Financial KCP Oldfield EFTA01431898 Georgetown University Y 119 Y Oldfield Glen Warren Y 116 N Oldfield Parkview? Y Best regards, Andrew King fcid:[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 EFTA01431899 Tel. Fax Mobile Email fcid:[email protected] EFTA01431900

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