EFTA Document EFTA01381395
From: Stewart Oldfield Sent: 12/20/2018 11:44:20 AM To: Andrew Gallivan I Subject: FW: J. Epstein - exit process [I) Location: 88-088-454-2887, passcode 923557 Start: 12/20/2018 2:30:00 PM End: 12/20/2018 3:00:00 PM Show Time As: Tentative Recurrence: (none) Classification: For internal use only Original Appointment From: Zbynek Kozelsky Sent: Thursday, December 20, 2018 11:43 AM To: Zbynek Kozelsky; Alan Brody; Martin Zeman; Andrea DeMar; Stewart Oldfield; Daniel-E Kaiser
Summary
From: Stewart Oldfield Sent: 12/20/2018 11:44:20 AM To: Andrew Gallivan I Subject: FW: J. Epstein - exit process [I) Location: 88-088-454-2887, passcode 923557 Start: 12/20/2018 2:30:00 PM End: 12/20/2018 3:00:00 PM Show Time As: Tentative Recurrence: (none) Classification: For internal use only Original Appointment From: Zbynek Kozelsky Sent: Thursday, December 20, 2018 11:43 AM To: Zbynek Kozelsky; Alan Brody; Martin Zeman; Andrea DeMar; Stewart Oldfield; Daniel-E Kaiser
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Subject: FW: J. Epstein - exit process [I] From: Zbynek Kozelsky Date: Thu, 20 Dec 2018 To: Andrew Gallivan Classification: For internal use only Original Appointment From: Zbynek Kozelsky Sent: Thursday, December 20, 2018 11:43 AM To: Zbynek Kozelsky; Alan Brody; Martin Zeman; Andrea DeMar; Stewart Oldfield; Daniel-E Kaiser Subject: 3. Epstein - exit process When: Thursday, December 20, 2018 2:30 PM-3:00 PM (UTC-05:00) Eastern Time (US & Canada Where: EFTA01427891
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2018 Account Planning RM contribution Relationship Name: Southern Financial Banker Team: Stewart Oldfield GCIS Number: 00000427075 Relationship Team: ISG: Andrew King DPM: Paul Bartilucci KCP: Xavi Avila/Martin Zeman/Joshua Shoshan (KCP Capital Markets) and Vahe Stepanian (Coverage) Client Profile Lending: Laura Farischon Trust/Custody: WPS: Sam Petrucci Deposits: Charlie Burrows Other: Jeffrey Edward Epstein (born January 20, 1953) is an American financier and billionaire. He i
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Subject: FW: Account Planning-Stewart Oldfield [I] From: Cynthia Rodriguez <MI I> Date: Mon, 22 Jan 2018 13:53:10 -0500 To: Samantha Harmon ‹ > Classification: For internal use only Hey there, All the tasks have been tagged with "2018AP" and assigned to respective people. Let me know if anything else needs to be done. Thanks for helping .7 Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management
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