EFTA Document EFTA01381878
From: Stewart Oldfield Sent: 9/12/2016 4:15:01 PM To: Sam Petrucci Subject: FW: clients [I] Attachments: Oldfield_Clients & Prospects_6.7.16.xlsx Classification: For Internal we only These are the clients and prospects I have covered at DB. There are quite a few other families I know of course, but many are already covered here. From: Brianna Fowler Sent: Wednesday, July 27, 2016 11:12 AM To: Stewart Oldfield Subject: clients [I] Classification: For Internal use only Kind regard
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From: Stewart Oldfield Sent: 9/12/2016 4:15:01 PM To: Sam Petrucci Subject: FW: clients [I] Attachments: Oldfield_Clients & Prospects_6.7.16.xlsx Classification: For Internal we only These are the clients and prospects I have covered at DB. There are quite a few other families I know of course, but many are already covered here. From: Brianna Fowler Sent: Wednesday, July 27, 2016 11:12 AM To: Stewart Oldfield Subject: clients [I] Classification: For Internal use only Kind regard
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Subject: SMO overview From: Stewart Oldfield ‹ > Date: Tue, 26 Jun 2018 16:00:56 -0400 To: Stewart Oldfield ‹ > Career overview: 20yrs in banking overall 16yrs investment banking/capital markets (JPM and CS) 4 yrs private banking (DB) CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) Equity derivatives, structured investments, liquid alternatives Covered priv
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Subject: FW: Account Planning-Stewart Oldfield [I] From: Sam Petrucci Date: Fri, 26 Jan 2018 17:29:19 -0500 To: Stewart Oldfield Classification: For internal use only Hey bud, please let me know where I (or a member of my team) can help here. Have a great weekend ... Sam From: Cynthia Rodriguez Sent: Monday, January 22, 2018 1:07 PM To: Patrick Cam ion Ponzio Harris Winters ; Stewart Oldfield ; Samantha Harmon • Laura Farischon • Nina- • Andrew King • Charlie Burrows zans >. Br
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Subject: Re: planning email for Patrick From: Stewart Oldfield Date: Mon, 25 Jun To: Steven Mattus Thanks. You think it's better to send before or after I sit with him? Stewart Oldfield, CFA, CAIA Director Deutsche Bank Deutsche Bank 345 P Tel. Mobi Email Trust Company Americas Wealth Management e• New York, NY 10154 Securities offered through Deutsche Bank Securities Inc. On Jun 25, 2018, at 6:41 PM, Steven Mattus rote: This is a great start! Reads like a CS MD application. C
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From: Stewart Oldfield Sent: 1/26/2018 10:44:00 PM To: Sam Petrucci Subject: Re: Account Planning-Stewart Oldfield II) Thanks. Will do. Stewart Oldtield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 Tel. 212 454-2881 Mobile- Email Securities offered through Deutsche Bank Securities Inc On Jan 26, 2018, at 5:29 PM, Sam Petrucci wrote: Classification: For Internal use only Hey bud, please let me know
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2018 Account Planning RM contribution Relationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Laura Farischon/Joshua Frank Other: Client Profile Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number l This relationship is with Adam Lindemann and George Lindemann Jr, sons of billionaire George Lindemann, a serial entrepreneur who founded and sold a handful of businesses over th
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Subject: YE progress - please edit [I] From: Stewart Oldfield ‹ > Date: Thu, 30 Nov 2017 14:29:01 -0500 To: Terri Sohrab Cc: Stewart Oldfield Classification: For internal use only Andrew, I was hoping to get this to you before you started working on YE reviews. I know you have a ton of reviews to do every year, but given our last breakfast conversation, I would like you to spend some extra time on mine this year. Happy to catch up whenever you like to refine the conversation and the br
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