EFTA Document EFTA01386334
From: Brianna Fowler SeM: 6/23/201610:35:05 AM To: Stewart 0ldfield Subject: RE: please send me t to atestlist o c tents prospects when you get a chance. Thanks Ill Attachments: 0ldfield Clients & Prospects_6.7.16.xlsx Classification: For Internal WOO* From: Stewart Oldfield Sent: Thursday, June 23, 2016 10:34 AM To: Brianna Fowler Subject: please send me the latest list of clients prospects when you get a chance. Thanks [I] Classification: For Internal use only Stewart Oldfield,
Summary
From: Brianna Fowler SeM: 6/23/201610:35:05 AM To: Stewart 0ldfield Subject: RE: please send me t to atestlist o c tents prospects when you get a chance. Thanks Ill Attachments: 0ldfield Clients & Prospects_6.7.16.xlsx Classification: For Internal WOO* From: Stewart Oldfield Sent: Thursday, June 23, 2016 10:34 AM To: Brianna Fowler Subject: please send me the latest list of clients prospects when you get a chance. Thanks [I] Classification: For Internal use only Stewart Oldfield,
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Subject: FW: account planning [C] From: Stewart Oldfield <= > Date: Mon, 21 Aug 2017 16:54:34 -0400 To: Cynthia Rodriguez Bcc: From: Stewart Oldfield Sent: Monday, August 21, 2017 4:48 PM To: Samantha Harmon ‹ > Subject: FW: account planning [C] From: Stewart Oldfield Sent: Thursday, Januar 19, 2017 10:35 AM To: Andrew Gallivan Subject: account planning [C] Classification: Confidential Client DPM Lending Wealth Planning Notes Elysium (Leon Black) Dursi/- King Farischon Orix
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Subject: RE: account planning [C] From: Cynthia Rodriguez <MI > Date: Fri, 20 Jan 2017 13:34:06 -0500 To: Stewart Oldfield ‹ > Hey, So I left the print outs of the ones I completed so far, but I'm missing details. I figured we could go over it when you have time today oe next week. Below is what I'm missing for your list as a heads up: 54 Madison Partners/ Orix/Safanad: Contact names, numbers emails etc The company's plan to grow their wealth Financial liquidity and plans for next 3-1
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Subject: RE: In My Absence From: Jj Litchford ‹ > Date: Mon, 19 Oct 2015 16:40:59 -0400 To: Paul Morris Stewart Oldfield Here is the full list of prospects and full pipeline (two end tabs in the same document). I haven't updated the summary yet but will work on that tonight. We never heard back from Mamie on meeting with Gallivan, will follow up now. {cid:[email protected]} JJ Litchford Associate Banker Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Manage
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Subject: RE: Can you send the me the updated pipeline? I'm meeting AG at 3. Thanks [I] From: Brianna Fowler m> Date: Mon, 11 Jul 2016 10:05:12 -0400 To: Stewart Oldfield <fl Classification: For internal use only From: Stewart Oldfield Sent: Monday, July 11, 2016 10:03 AM To: Brianna Fowler Subject: Can you send the me the updated pipeline? I'm meeting AG at 3. Thanks [I] Classification: For internal use only fcid:[email protected] Stewart Oldfield, CFA, CAIA Director
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Subject: RE: account planning [C] [I] From: Cynthia Rodriguez <MI > Date: Mon, 21 Aug 2017 16:57:35 -0400 To: Stewart Oldfield Classification: For internal use only Thanks! Saved. Kind regards, Cynthia Rodriguez {cid:[email protected]} Cynthia Rodriguez Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, 24th Fl 10154-0004 New York, NY, USA From: Stewart Oldfield Sent: Monday, August 21, 2017 4:55 PM To: Cynt
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