Text extracted via OCR from the original document. May contain errors from the scanning process.
Classification: For internal use only
great! thank you!
Best,
Amanda Kirby
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Amanda Kirby
Associate
Deutsche Bank Trust Company Americas
345 Park Avenue, 27th Fl
New York, NY, USA, 10154-0004
Tel.
Fax
Email
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From:
Lisa D Hurd/db/dbcom
To:
Amanda Kirby/db/dbcom@DBANERICAS,
Date:
10/22/2013 10:18 AM
Subject:
Re: Fw: Southern Financial [I]
Classification: For internal use only
looks like 833K and 950K +/-
Kind regards,
Lisa Hurd
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EFTA01350932
Lisa D Hurd
ACATS
Deutsche Bank Securities Inc.
Private Wealth Management US Operations
1 South Street, 21202-3298 Baltimore, MD, USA
Tel.
Fax
Email
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From:
Amanda Kirby/db/dbcom
To:
Lisa D Hurd/db/dbcom@DBAmericas,
Date:
10/22/2013 10:01 AM
Subject:
Re: Fw: Southern Financial [I]
Classification: For internal use only
Woohoo!! Yes! After those two hit we will be done!! Do you know the value of
those two that are coming in today? We're meeting with the client at 11 and
would love to give him an update
Best,
Amanda Kirby
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Amanda Kirby
Associate
Deutsche Bank Trust Company Americas
345 Park Avenue, 27th Fl
New York, NY, USA, 10154-0004
Tel.
Fax
Email
(Embedded image moved to file: pic14448.gif)
EFTA01350933
From:
Lisa D Hurd/db/dbcom
To:
Amanda Kirby/db/dbcom@DBAMERICAS,
Date:
10/22/2013 09:48 AM
Subject:
Re: Fw: Southern Financial [I]
Classification: For internal use only
Yeah!!!! The shares have been received and will be posted to the account
sometime today.
I also see we received the regular MM fund yesterday as a wire.
Once like the 2 mutual funds are posted, It looks like we are finished with
all of these now, do you agree?
Southern Fin
Southern Tr
Jeepers
and
Haze Tr
Kind regards,
Lisa Hurd
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Lisa D Hurd
ACATS
Deutsche Bank Securities Inc.
Private Wealth Management US Operations
1 South Street, 21202-3298 Baltimore, MD, USA
Tel.
Fax
Email
(Embedded image moved to file: pic30421.gif)
From:
Amanda Kirby/db/dbcom
To:
Lisa D Hurd/db/dbcom@DBAmericas,
EFTA01350934
Date:
10/22/2013 08:18 AM
Subject:
Re: Fw: Southern Financial [I]
Classification: For internal use only
Hi Lisa,
Just tried you. Give me a ring when you're available
Best,
Amanda Kirby
(Embedded image moved to file: pic15640.gif)
Amanda Kirby
Associate
Deutsche Bank Trust Company Americas
345 Park Avenue, 27th Fl
New York, NY, USA, 10154-0004
Tel.
Fax
Email
(Embedded image moved to file: pic22526.gif)
From:
Lisa D Hurd/db/dbcom
To:
Amanda Kirby/db/dbcom@DBAMERICAS,
Date:
10/21/2013 05:18 PM
Subject:
Re: Fw: Southern Financial [I]
EFTA01350935
Classification: For internal use only
It looks like the mutual funds are here I will need to have them manually
posted tomorrow.
Please call me in AM if possible
Kind regards,
Lisa Hurd
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Lisa D Hurd
ACATS
Deutsche Bank Securities Inc.
Private Wealth Management US Operations
1 South Street, 21202-3298 Baltimore, MD, USA
Tel.
Fax
Email
(Embedded image moved to file: pic30000.gif)
From:
Amanda Kirby/db/dbcom
To:
Lisa D Hurd/db/dbcom@DBAmericas,
Date:
10/21/2013 03:04 PM
Subject:
Fw: Southern Financial [I]
Classification: For internal use only
Hi Lisa,
Did account4IIIIIIIIIreceive the below 2 positions? I know you reached out
to JPM on Friday to let them know the shell account had been set up. Any
update?
Best,
Amanda Kirby
EFTA01350936
(Embedded image moved to file: pic06249.gif)
Amanda Kirby
Associate
Deutsche Bank Trust Company Americas
345 Park Avenue, 27th Fl
New York, NY, USA, 10154-0004
Tel.
Fax
Email
(Embedded image moved to file: pic01823.gif)
Forwarded by Amanda Kirby/db/dbcom on 10/21/2013 03:03 PM
From:
To:
Harry Beller <
Amanda Kirby/db/dbcom@DBAMERICAS,
Date:
10/21/2013 03:02 PM
Subject:
Southern Financial
Amanda
Just following up.
Please confirm whether DB received 78,709 shares of JPM Value Advantage Fund
(JVAIX) and 49,505 shares of JPM Latin America (JLTSX) for the account of
Southern Financial LLC
thanks
Harry
EFTA01350937