since I've been in
sales training for three
days, but I'm
confused about what's
creating concern
opening a new
account for a client
that we have recently
KYC'd and have
other accounts for. I
still need to remediate
some KYCs for
Jeffrey's other
accounts, but I don't
think this one should
be part of that group.
If that's the issue, I
will have that
resolved early next
week I think. If
there's something else
I need to address, let's
discuss as soon as
possible.
Thanks
Stewart Oldfield,
CFA, CALA
Director
Deutsche Bank Trust
Company Americas
Deutsche Bank
Wealth Management
Securities offered
through Deutsche
Bank Securities Inc.
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