EFTA Document EFTA01408774
Subject: Lead to Customer-Prospect Conversion Request From: Cynthia Rodriguez < Date: Tue, 22 Aug 2017 17:32:33 -0400 To: pwmaogglist.db.com ***LEAD CONVERSION NEEDED--NEW OR EXISTING LEAD*** The following Lead needs to be approved d converted into a Prospect. Upon conversion, please ensure that a new opportunity is created for this Prospect. Request: Submit for Conversion Lead Name: Associate to Relationship: Primary Officer: Stewart Oldfield Lead record created by: Cynthia Rodriguez
Summary
Subject: Lead to Customer-Prospect Conversion Request From: Cynthia Rodriguez < Date: Tue, 22 Aug 2017 17:32:33 -0400 To: pwmaogglist.db.com ***LEAD CONVERSION NEEDED--NEW OR EXISTING LEAD*** The following Lead needs to be approved d converted into a Prospect. Upon conversion, please ensure that a new opportunity is created for this Prospect. Request: Submit for Conversion Lead Name: Associate to Relationship: Primary Officer: Stewart Oldfield Lead record created by: Cynthia Rodriguez
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From: Martin Zeman Sent: 4/11/2018 12:13:54 PM To: 'Richard Kahn' CC: 'Paul Barrett (I ; Xavier Avila Stewart Oldfield Subject: CRS + UK FATCA form ICI Attachments: CRS + UK FATCA Entity Self Cert.pdf Classification: Confidential Richard, ; Liam Osullivan Davide-A Sferrazza I r; We are working on extending Southern Financial to trade Equity and also Credit Derivatives. Our Verification team noticed that we are missing this one form (attached) to complete the file. The reason w
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From: Cynthia Rodriguez Sent: 6/27/2017 10• To: sigver dbgps CC: Stewart Oldfield Mitchell l; Teresa Metallo Julian J Leff -l; Kavish Sharma I; Bradley Gillin Subject: RE: EMS/270617970591: Check Referral - Acct Okay to post Kind regards, Cynthia Rodriguez 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 Lisa-M Ramos ; Uplabdhi Singh ; William-M Finn ; Jo
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