Subject: RE: Southern Finanrial - fl)1R revenues [C]
From: Leslie Roth <
Date: Thu, 23 May 2
To: Robert Frohlich <
Stewart Oldfield
Classification: Confidential
Hi Stewart,
There are a few 2018 CD accounts which have not been recoded away from you.
We'll get those recoded in the next GMIS update which is in August.
Leslie Roth
Deutsche Bank AG, Filiale New York
Wealth Management
345 Park Avenue 10154-0004 New York, NY, USA
Tel.
Mobile
Email
From: Robert Frohlich
Sent: Thursday, 23 May, 2019 5:26 PM
To: Stewart Oldfi
Cc: Leslie Roth
Subject: Southern Inancla revenues [C]
Classification: Confidential
Hi Stewart,
EFTA01418030
I think what happened is that only part of the revenues were moved to a
House accounts in 2018 and EUR 592k still remained assigned to your name
last year. Is this in line with your expectations as I wasn't involved in
the discussions back then?
CC'in Leslie who I believe is closer to the topic and GMIS.
Sum of EUR
Year
relationship reference*
1.CRM
Investment Platform Name
2,018
2,019
Grand Total
SOUTHERN FINANCIAL
Recon UBR Diff. (US Onshore)
Capital Markets
179,815
147,738
327,553
Deposits
229,748
171,971
401,719
EFTA01418031
Other Products
1,529
0
1,529
Recon UBR_Diff. (US Onshore) Total
411,092
319,709
730,800
Stewart Oldfield
Deposits
592,400
592,400
Stewart Oldfield Total
592,400
592,400
SOUTHERN FINANCIAL Total
1,003,491
319,709
1,323,200
Grand Total
1,003,491
319,709
EFTA01418032
1,323,200
Kind regards,
Rob Frohlich
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Robert Frohlich
Deutsche Bank AG, Filiale New York
Wealth Management
345 Park Avenue 10154-0004 New York, NY, USA
Tel.
Mobile
Email
EFTA01418033