From: Stewart Oldfield
Sent: 1/4/2018 7:08:33 AM
To: Cynthia Rodriguez
CC: Bradley Gillin
Subject: Re: Account Planning sessions [CI
Sweet. I will try to get some of this done today. Will be fighting with Mary for the laptop.
Stewart Oldfield, CFA, CAIA
Director
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.
On Jan 4, 2018, at 6:42 AM, Cynthia Rodriguez < M> wrote:
Luckily I started this for you earlier in the year. I believe we didn't know which other banks
these guys used and what other deals they're currently doing with other institutions.
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From: Stewart Oldficld
Date: Wednesday, J 03 2018 6:18 PM
To: Bradley Gillin >, Cynthia Rodriguez <
Subject: FW: Account Planning sessions IC]
Fyi. Let's discuss tmw
From: Samantha Harmon
Sent: Tuesday, Janua 02, 2018 5:31PM
To: Stewart Oldfield >
Subject: Account Planning sessions [C]
Classification: Confidential
Hi Stew,
Below are your names for the account planning session that you had provided.
Please complete the attached template, which hopefully you will find is very much stream-lined.
I will provide you with an additional sheet that will be pre-filled for you with financial data, but I wanted
to give you as much time as possible to get these done.
Would you be able to get back to me by Friday? If this isn't possible, let me know and let's see what we
can figure out.
We will also need to schedule the 90 minute session which we are trying to complete in January.
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6fe) DB-SDNY-0078030
CONFIDENTIAL SONY GM_00224214
EFTA01379992