Subject: Re: returned funds to Caterpillar
From: Bella Klein <S ,
Date: Fri, 29 Mar 2019 15:08:02 -0400
To: Natalie Barak
Cc: Stewart Oldfie
Richard Kahn
Bradley Gillin
Natalie,
As Trustee of The 2013 Butterfly Trust I would like to send this money to
HBRK Associates for accounting fees. Wire instructions below:
> Bank Name: TD Bank
Routing No:
Account Name: HBRK Associates Inc
Account No:
Thank you,
Bella
Tel:
On Mar 29, 2019, at 10:35 AM, Natalie Barak < wrote:
> Hi Bella — Stewart is travelling for work so I wanted to touch base on the
below. Kindly advise.
Regards,
Natalie
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Natalie Barak
Vice President I Relationship Officer
Deutsche Bank Wealth Management
Deutsche Bank Trust Company Americas
345 Park Avenue, New York, NY 10154
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Emai
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From: Stewart Oldfield
Sent: Thursday, March 28, 2019 11:29 AM
To: Bella Klein <
Cc: Richard Kahn ; Bradley Gillin
Natalie Barak ‹ >
Subject: returned funds to Caterpillar
We had an $8723.23 wire returned that was sent to Caterpillar. Since that
account is now closed, we need to credit the funds to a different account.
What's the best one to use? Thanks
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Stewart Oldfield, CFA, CAIA
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue. New York, NY 10154
Tel.
Mobile
Email
Securities offered through Deutsche Bank Securities Inc.
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