Subject: RE: account planning - 10 names [I]
From: Samantha Harmon
Date: Thu, 16 Nov 2017 11:27:39 -0500
To: Stewart Oldfield
Cc: Andrew Gallivan
Classification: For internal use only
Thank you!
From: Stewart Oldfield
Sent: Thursday, November 16 2017 11:23 AM
To: Samantha Harmon
Subject: account planning - 10 names
Keep:
Add:
Southern Financial/Epstein
EFTA01415166
Drop:
just holding a PE investment we can't move
just holding a PE investment we can't move
fcid:image001.png@OlD35ECD.E5DBA4C01
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue. New York, NY 10154
Tel.
Mobile blackberry
Email ■
Securities offered through Deutsche Bank Securities Inc.
EFTA01415167