EFTA Document EFTA01457439
Original Message From: Paul Morris Sent: Wednesday, May 20, 2015 05:23 PM To: Chip Packard Subject: Re: Southern Financial [I] Classification: For Internal Use Only I spoke briefly with todd and daniel today, I don't think daniel is comfortable covering large sophisticated clients. we should discuss soon. original Message From: chip Packard Sent: Tuesday, May 19, 2015 11:31 PM To: Paul Morris Subject: Re: Southern Financial [I] classification: For Internal use only I'm in LA fo
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Original Message From: Paul Morris Sent: Wednesday, May 20, 2015 05:23 PM To: Chip Packard Subject: Re: Southern Financial [I] Classification: For Internal Use Only I spoke briefly with todd and daniel today, I don't think daniel is comfortable covering large sophisticated clients. we should discuss soon. original Message From: chip Packard Sent: Tuesday, May 19, 2015 11:31 PM To: Paul Morris Subject: Re: Southern Financial [I] classification: For Internal use only I'm in LA fo
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Subject: FW: Southern financial [I] From: Paul Morris Date: Fri, 22 May 2015 11:07:37 -0400 To: Chip Packard <ifiMINI , Classification: For internal use only I stopped by, let me know a good time to chat Paul Morris Managing Director Deutsche Bank Private Bank Office: Cell: Original Message From: Todd Stevens Sent: Wednesday, May 20, 2015 9:00 PM To: Paul Morris Subject: Re: Southern financial [I] Let's wipe slate clean and hit restart. Daniel can deal with him. > On May 20, 2
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From: Chip Packar Sent: 5/19/2015 • .47 M To: Paul Morris Subject: Re:SouthernFinancial iI classification: For Internal use only I'm in LA for meetings. will try you in between meetings tomorrow. chip Packard Managing Director Deutsche Asset and wealth Management 345 Park Avenue New York, NY. 10154 Phone: Mobile Email: Original Message From: Paul Morris Sent: Tuesday, May 19, 2015 07:33 PM To: Chip Packard Subject: Fw: Southern Financial [I] Classification: For Inter
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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
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From: Paul Morris Sent: 9/8/2015 12:13:57 PM To: Daniel Sabba [ [ Subject: RE: Call Report - Southern Financial Meeting - 09/02/2015 [I] Classification: For Memel use only Thanks Paul Morris Managing Director Deutsche Bank Private Bank Office: Cell: From: Daniel Sabba Sent: Friday, September 04, 2015 12:43 PM To: KCP-Americas; Paul Morris; Stewart Oldfield; Chip Packard Cc: Todd Stevens; Vahe Stepanian; Ariane Dwyer Subject: Call Report - Southern Financial Meeting - 09/02/201
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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
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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
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