EFTA Document EFTA01460446
From: Amanda Kirby Sent: 10/15/2013 11:39:27 AM To: Chip Packard Melissa Pressley Russell-W Johnson Subject: Big Deal Alert ---BIG DEAL ALERT--- Details regarding this opportunity: Customer Owner: Paul Morris Customer Name: southern Financial LLC close Date: 10/14/2013 Product Family: Brokerage Product Name: Brokerage (Commissions) Total Assets for this deal: 145,367,567.00 Total Reportable Assets: S45,367.567.00 Total Estimated Revenue: 50.00 Click here to view this record: h
Summary
From: Amanda Kirby Sent: 10/15/2013 11:39:27 AM To: Chip Packard Melissa Pressley Russell-W Johnson Subject: Big Deal Alert ---BIG DEAL ALERT--- Details regarding this opportunity: Customer Owner: Paul Morris Customer Name: southern Financial LLC close Date: 10/14/2013 Product Family: Brokerage Product Name: Brokerage (Commissions) Total Assets for this deal: 145,367,567.00 Total Reportable Assets: S45,367.567.00 Total Estimated Revenue: 50.00 Click here to view this record: h
Ask AI About This Document
Extracted Text (OCR)
Technical Artifacts (2)
View in Artifacts BrowserEmail addresses, URLs, phone numbers, and other technical indicators extracted from this document.
nacsalesforce.comhttps://naCsalesforce.com/0066000000755WdRelated Documents (6)
EFTA Document EFTA01478778
No Pre-Approval Date: 1/1/2014 to 2/28/2014 Business Unit: Asset and Wealth Management-WM Americas Front Office Reviewer : Employee Name Emp. ID Emp. Status Company Name Attendee Name Total A ness Purpose Vendor VRABLIC, ROSEMARY 6212663 A mary T Vrablic 2 200 400 VRABLIC, ROSEMARY 6212663 A Charles Baker 2 200 400 VRABLIC, ROSEMARY 6212663 A rd Lepow 3 200 600 VRABLIC, ROSEMARY 6212663 A y Lepow 3 200 600 Client Meals Dinner MORINI RISTORANTE VRABLIC, ROSEMAR
EFTA Document EFTA01478555
Subject: Big Deal From: Amanda Kirby Date: Fri, 27 Sep To: Chip Packard Melissa Press ey Russell-W Johnso ---BIG DEAL ALERT--- Details regarding this opportunity: Customer Owner: Paul Morris Customer Name: Jeepers, Inc Close Date: 9/27/2013 Product Family: Brokerage Product Name: Brokerage (Commissions) Total Assets for this deal: $41,000,000.00 Total Reportable Assets: $41,000,000.00 Total Estimated Revenue: $0.00 Click here to view this record: https://na4.salesforce.com/0066000
EFTA Document EFTA01478560
Subject: Big Deal Alert From: Amanda Kirby Date: Tue, 15 Oct 2013 11:39:27 -0400 To: Chip Packard Melissa Pressley Russell-W Johnson ---BIG DEAL ALERT--- Details regarding this opportunity: Customer Owner: Paul Morris Customer Name: Southern Financial LLC Close Date: 10/14/2013 Product Family: Brokerage Product Name: Brokerage (Commissions) Total Assets for this deal: $45,367,567.00 Total Reportable Assets: $45,367,567.00 Total Estimated Revenue: $0.00 Click here to view this reco
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 EFTA01456991
Socials offered through Deutsche Bark Swain Inc. ,,Rre'o-P, Iv- Perfon't From: Paul Morris Sent: Tuesday, March 17, 2015 5:33 PM To: Andrea Tapia Subject: Re: February 2015 Revenue Report (by Account Type) [I] Classification: For Internal Use Only Hi there this does not capture kcp capital markets revs From: Andrea Tapia Sent: Tuesday, March 17, 2015 04:04 PM To: Chip Packard; Andrew Gallivan; Lee Flutter; Michael-3 Davis; Mark LaRoe; Michael S Jacoby; Patrick Harris; Diego Galan; Jer
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
Forum Discussions
This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.