EFTA Document EFTA01456530
From: Kimberly Hart Sent: 1/29/2015 8:23:28 PM To: Paul Morris l; Amanda Kirby Subject: Please complete January ACUs MAP [II Importance: High Classification: For Internal use only January ACUs must be completed by EOD tomorrow. Please submit the following as soon as possible: Customer Owner Paul Morris Thanks! Kim Annual Client Relationship Customer Name Update Due Date SOUTHERN FINANCIAL RELATIONSHIP Butterfly Trust 1/24/2015 Kimberly Hart Managing Director Deutsche
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From: Kimberly Hart Sent: 1/29/2015 8:23:28 PM To: Paul Morris l; Amanda Kirby Subject: Please complete January ACUs MAP [II Importance: High Classification: For Internal use only January ACUs must be completed by EOD tomorrow. Please submit the following as soon as possible: Customer Owner Paul Morris Thanks! Kim Annual Client Relationship Customer Name Update Due Date SOUTHERN FINANCIAL RELATIONSHIP Butterfly Trust 1/24/2015 Kimberly Hart Managing Director Deutsche
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EFTA Document EFTA01471723
Subject: Re: Holiday Books [I] From: Kimberly Hart <kimberly.hart@db com> Date: Fri, 05 Dec 2014 13:53:39 -0500 To: Paul Morris Cc: Amanda Kirby Andrew Gallivan OK - but remember that you still need to submit the requests in eGift. Kimberly Hart Managing Director Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 345 Park Avenue, New York, NY 10154 Tel. Fax + Mobil Email Securities offered through Deutsche Bank Securities Inc. From: Paul Morris Sent: Friday
EFTA Document EFTA01456154
From: Kimberly Hart Sent: 12/5/2014 1:26:02 PM To: Paul Morris ([email protected]; Andrew Gallivan [email protected] CC: Amanda Kirby [email protected] Subject Re: Holiday Books [I) You need to provide net worth information and potential revenue for each name. Please identify which names are prospects and which are clients. As you know, a decision was made to make a donation to Kiva in lieu of gifts. Please confirm that it is absolutely necessary to send gifts to all th
EFTA Document EFTA01416381
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
EFTA Document EFTA01423770
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
EFTA Document EFTA01427444
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
EFTA Document EFTA01474073
Subject: RE: July ACUs - please complete this week [I] From: Amanda Kirby ‹ > Date: Tue, 28 Jul 2015 09:37:33 -0400 To: Paul Morris ‹ > Classification: For internal use only Its an "Annual Client Update" where we fill out a form on DBForce indicate if there have been any changes to the customer. I will get this done today Best, Amanda Kirby {https://brandportal.intranet.db.com/img/modules/logo.gif} Amanda Kirby Deutsche Bank Trust Company Americas WM Americas 345 Park Avenue, 24th F
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