Attached is the spreadsheet of all accounts including account type, current (cash only) balances as of today, and interest
rates. I've added a column for notes to distinguish the cash within the brokerage accounts. Let me know if you need
anything else
Kind regards,
Cynthia Rodriguez
Cynthia Rodriguez
Assistant We President
Deutsche Bath Trust Company Americas
Deutsche Asset & Wealth Management
345 r 0154-CO04 New York. NY. USA
Tel.
Fa
Email
From: Stewart Oldfield
Sent: Wednesday, January 04, 2017 2:02 PM
To: Cynthia Rodriguez
Subject: can you tell me what interest rate we are paying on JE's accounts? [I]
Classification: For Internal use only
Let's look at cash balances by account and rate for each. Not sure whether he gets individual or business rates. Can you
also see how much cash he has in his brokerage?
Thanks
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bath Trust Company Americas
Deutsche Bath Wealth Management
345 York. NY 10154
Tel.
Mobile blackbe
Ernai
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