EFTA Document EFTA01457369
From: Paul Morris Sent: 5/8/2015 8:54:01 AM To: Andrew Gallivan ■ Subject: Fw: II] Classification: For Internal Use Only Sorry should cc u From: Chip Packard Sent: Friday, May 08, 2015 06:19 AM To: Paul Morris Subject: Re: [I] Classification: For Internal Use Only Let's talk. Chip Packard Managing Director Deutsche Asset and Wealth Management 345 Park Avenue New York. NY. 10154 From: Paul Morris Sent: Thursday, May 07, 2015 10:44 PM To: Chip Packard Subject: Fw: [I] Clas
Summary
From: Paul Morris Sent: 5/8/2015 8:54:01 AM To: Andrew Gallivan ■ Subject: Fw: II] Classification: For Internal Use Only Sorry should cc u From: Chip Packard Sent: Friday, May 08, 2015 06:19 AM To: Paul Morris Subject: Re: [I] Classification: For Internal Use Only Let's talk. Chip Packard Managing Director Deutsche Asset and Wealth Management 345 Park Avenue New York. NY. 10154 From: Paul Morris Sent: Thursday, May 07, 2015 10:44 PM To: Chip Packard Subject: Fw: [I] Clas
Ask AI About This Document
Extracted Text (OCR)
Related Documents (6)
EFTA Document EFTA01473051
Subject: Fw: [I] From: Paul Morris ‹ > Date: Fri, 08 May 2015 08:54:01 -0400 To: Andrew Gallivan ‹ > Classification: For Internal Use Only Sorry should cc u From: Chip Packard Sent: Friday, May 08, 2015 06:19 AM To: Paul Morris Subject: Re: [I] Classification: For Internal Use Only Let's talk. Chip Packard Managing Director Deutsche Asset and Wealth Management 345 Park Avenue New York, NY. 10154 Phone: 1 Mobile: 1 Email: From: Paul Morris Sent: Thursday, May 07, 2015 10:44 P
EFTA Document EFTA01425299
Subject: SMO overview From: Stewart Oldfield ‹ > Date: Fri, 28 Sep 2018 10:19:43 -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 EFTA01415296
Subject: planning email for Patrick From: Stewart Oldfield Date: Mon, 25 Jun To: Terri Sohrab Bcc: Please let me know what you think. 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 al
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 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 EFTA01431952
Subject: planning email for Patrick From: Stewart Oldfield < › Date: Mon, 25 Jun 2018 17:19:10 -0400 To: Steven Mattus Bcc: As discussed. Please let me know what you think. Thanks for your help and guidance as always 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 Suiss
Forum Discussions
This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.