Subject: Master List as of 8/29/17 [I]
From: Cynthia Rodriguez < E>
Date: Tue, 29 Aug 2017 20:30:26 -0400
To: Bradley Gillin ‹ >
Classification: For internal use only
Hey,
Doing this now before I forget and scramble last minute three weeks from
now. Attached is my master list that I've been working on. It's got glorious
tabs on the KYC's I've gotten approved, the ones currently submitted, real
time account onboardings, and ones I'm still working on. The Jefferies
relationship is proving to be the most time consuming...not sure if I can
finish them all before I go, but giving you a heads up on it just in case.
Your task would basically be to check on the ones that have been submitted
to make sure they haven't gotten rejected. If they do, just assign it to
yourself and address the rejection points. For all rejection points, you
have to email the reviewer and literally address each rejection point so
they know you resolved each one...annoying I know. 'll give you an updated
list before I head out to get marrriedddd 3 BYEEEE
Kind regards,
Cynthia Rodriguez
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Cynthia Rodriguez
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, 24th Fl 10154-0004 New York, NY, USA
Tel. (212)454-4577
Fax (646) 736-0721
Email
EFTA01402056
EFTA01402057