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efta-efta01432100DOJ Data Set 10CorrespondenceEFTA Document EFTA01432100
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Subject: RE: pipeline additions [I]
From: Richard Iarossi
Date: Fri, 31 Aug 2018 11:40:29 -0400
To: Samantha Harmon
,
Stewart Oldfield
Hi Samantha,
I am free now if you have some time.
Thanks,
Rich
Richard Iarossi
Assistant Vice President
Deutsche Bank Wealth Management
345 Park Avenue, 24th Floor
New York, NY 10154
Securities offered through Deutsche Bank Securities Inc.
From: Samantha Harmon
Sent: Friday, August 31, 2018 11:24 AM
To: Stewart Oldfield
Cc: Richard Iarossi
Subject: RE: pipeline additions [I]
Classification: For internal use only
Let me know when you guys are ready and we'll update at Rich's desk
EFTA01432100
Kind regards,
Samantha Harmon
{https://brandportal.intranet.db.com/img/modules/logo.gif}
Samantha Harmon
Sales Management Associate
Deutsche Bank Trust Company Americas
WM Americas
345 Park Avenue, 24th Floor
New York, NY, 10154-0004
USA
Tel.
Email
From: Stewart Oldfield
Sent: Friday, August 31, 2018 10:50 AM
To: Samantha Harmon
Cc: Bradley Gillin <
Subject: pipeline additions
Chris Zuech
($60k)
; Richard Iarossi
Custody
$200mm
3bps p.a.
75% probability
12/31/2018
Shamrock Capital
GM/financing
$20mm
200bps
p.a.
25% prob
6/30/19
Gratitude America
Deposits
100bps p.a.
75% prob
12/31/18
Alpha Group Capital
GM/delta one
$50mm
p.a.
10% prob
6/30/19
$10mm
25bps
Rich — Samantha will show you how to add these and manage the pipeline for
me, Terri and Brad. Hopefully it doesn't require any new system permissions.
EFTA01432101
Thanks
{cid:[email protected]}
Stewart Oldfield, CFA, CAIA
Director
Deutsche
Deutsche
345 Park
Tel.
Mobile
Email
Bank Trust Company Americas
Bank Wealth Management
Avenue, New York, NY 10154
Securities offered through Deutsche Bank Securities Inc.
EFTA01432102
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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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