EFTA Document EFTA01378871
Brigid Macias Assistant Vice President Deutsche Bark Trust Company Americas DeinscM Bank earth Management Securities offered through Deutsche Bank Securities Inc. From: Bella Klein Sent: Monday, April 08, 2019 12:25 PM To: Brigid Macias < Cc: Richard Kahn < Subject: Fwd: Karyna acc Importance: High >; Stewart Oldfield < Brigid, Back in February Karyna requested to close her account. Please let me know if anything else is required. Thank you, Bella Tel: Begin forwarded message:
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Brigid Macias Assistant Vice President Deutsche Bark Trust Company Americas DeinscM Bank earth Management Securities offered through Deutsche Bank Securities Inc. From: Bella Klein Sent: Monday, April 08, 2019 12:25 PM To: Brigid Macias < Cc: Richard Kahn < Subject: Fwd: Karyna acc Importance: High >; Stewart Oldfield < Brigid, Back in February Karyna requested to close her account. Please let me know if anything else is required. Thank you, Bella Tel: Begin forwarded message:
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funds accordingly. An amendment was sent the same day and a request was sent to our operations team to provide confirmation on receipt of funds. You have mentioned a recall, which I initially advised you not to because that request could take 10 or more business days for the funds to be returned. There is a chance the client will have already received the funds while the recall is being processed, causing a debit in the beneficiaries account. You have mentioned sending a new wire, which I
EFTA Document EFTA01378289
Brigid Macias Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Bar* Wealth Management 345 Park Avenue 24th Floor New York NY 10154 Securities offered through Deutsche Bank Securities Inc. From: Bella Klein Sent: Thursday, April 11, 2019 11:35 AM To: Brigid Macias Cc: Richard Kahn Subject: Re: Karyna acc mooc7258 Importance: High ; Stewart Oldfield Can you call Karyna to confirm or must be Jennifer, please advise Thank you, Bella On Apr 11, 2019, at 11:33 A
EFTA Document EFTA01384914
From: Stewart Oldfield Sent: 4/9/2019 5:13:12 PM To: Brigid Macias Subject: Re: Karyna ace I I Maybe once. Bella can help. She organizes all of this. Stewart Oldfield, CFA, CAIA Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue New York, NY 10154 Securities offered through Deutsche Bank Securities Inc. On Apr 9, 2019, at 5:01 PM, Brigid Macias <[email protected]> wrote: Have you ever spoken with this client? I called the number on DB Force b
EFTA Document EFTA01383234
From: Brigid Macias Sent: 4/9/2019 5:01:59 PM To: Stewart Oldfield Subject: FW: Karyna acc Attachments: DB_KAryna Shuliak and Jen joint acc to JPM Karyna Shuliak and close Importance: High Have you ever spoken with this client? I called the number on DB Force but it went straight to VM. Kind regards, Brigid Macias Brigid Macias Assistant Vice President Deutsche Bait Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue 24th Floor SOL Securities offered throug
EFTA Document EFTA01374959
From Brigid Macias Sent 5/14/2019 8:36:21 AM To: Bella Klein CC: Bradley Gitlin ; Stewart Oldfield ; Richard Kahn : Natalie Barak Subject: RE: Zorro management account tooc<6.907 Importance: High Good Morning, I apologize for the miscommunication. I do see credit back to the account for the $1,200 for the recall. Kind regards, Brigid Macias Brigid Macias Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue 24th Floo
EFTA Document EFTA01378870
From: Brigid Macias Sent: 4/11/2019 11:37:25 AM To: Bella Klein CC: Richard Kahn Subject: RE: Karyna acc We don't have a number on file for her. Kind regards, Brigid Macias Brigid Macias Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Bar,tc Wealth Management Securities offered through Deutsche Bank Securities Inc. From: Bella Klein (mailto Sent: Thursday, April 11, 2019 11:35 AM To: Brigid Macias < Cc: Richard Kahn < Subject: Re: Karyna acc Importan
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