EFTA Document EFTA01381882
From: Stewart Oldfield Sent: Wednesday, January 04, 2017 2:02 PM To: Cynthia Rodriguez Subject: can you tell me what interest rate we are paying on JEs accounts? [I] Classification: For Internal use only Let's look at cash balances by account and rate for each. Not sure whether he gets individual or business rates. Can you also see how much cash he has in his brokerage? Thanks Stewart Oldfield, CFA, CAIA Director Deutsche Bark Trust Company Americas Deutsche Bait Wealth Management P
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From: Stewart Oldfield Sent: Wednesday, January 04, 2017 2:02 PM To: Cynthia Rodriguez Subject: can you tell me what interest rate we are paying on JEs accounts? [I] Classification: For Internal use only Let's look at cash balances by account and rate for each. Not sure whether he gets individual or business rates. Can you also see how much cash he has in his brokerage? Thanks Stewart Oldfield, CFA, CAIA Director Deutsche Bark Trust Company Americas Deutsche Bait Wealth Management P
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Attached is the spreadsheet of all accounts including account type, current (cash only) balances as of today, and interest rates. I've added a column for notes to distinguish the cash within the brokerage accounts. Let me know if you need anything else Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant We President Deutsche Bath Trust Company Americas Deutsche Asset & Wealth Management 345 r 0154-CO04 New York. NY. USA Tel. Fa Email From: Stewart Oldfield Sent: Wednesday
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Subject: FW: Epstein/Southern Financial From: Vahe Stepanian ‹ > Date: Fri, 20 Jan 2017 15:30:33 -0500 To: Stewart Oldfield ‹ > Stew — did this ever happen? Probably worth revisiting. Have a great weekend. Best, Vahe From: Stewart Oldfield Sent: Thursday, January 05, 2017 12:36 PM To: Charlie Burrows Cc: Bradley Gillin; Cynthia Rodriguez; Vahe Stepanian Subject: Epstein/Southern Financial Let's discuss what to show these guys to get them to move cash to the most efficient place for
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Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant Vice President Deutsche Bar* Trust Company Americas Deutsche Asset & Wealth Management York. NY. USA From: Stewart Oldfield Sent: Wednesday, January 04, 2017 2:02 PM To: Cynthia Rodriguez Subject: can you tell me what interest rate we are paying on JE's accounts? [I] Classification: For internal use only Let's look at cash balances by account and rate for each. Not sure whether he gets individual or business rates. Can you
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Subject: RE: Epstein/Southern Financial From: Vahe Stepanian ‹ > Date: Thu, 02 Mar 2017 10:56:38 -0500 To: Stewart Oldfield Cc: Cynthia Rodriguez Sounds good — he had requested the Feb statements yesterday, which I plan to send over this afternoon (assuming they're generated). I will mention in the outgoing note that there is still significant cash sitting in the accounts and suggest he moves cash around to the deposit accts. From: Stewart Oldfield Sent: Thursday, March 02, 2017 10:30
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