Subject: RE: CIB Offboard C
From: Ana Hunter
Date: Mon, 15 Apr 20
To: Liam Osullivan <
Stewart Oldfield
Cc: Monica Gilkinson
Thank you, apologies for the short turnaround.
We just got a list of over 500 from CIB to be actioned today.
Kind regards,
{cid:image001.png@OlD4331E.58044FAO}
Ana Hunter
Deutsche Bank Wealth Management
5022 Gate Parkway, Suite 400, Jacksonville, FL 32256 - USA
Tel.:
Email:
From: Liam Osullivan
Sent: Monday, April 15, 2019 12:16 PM
• a; Ana Hunter
EFTA01420881
: M ni ilkin n Armen Brash
u ject: : oard [C]
Classification: Confidential
There are no open trades. Thanks
From: Stewart Oldfield
Sent: Monday, A ril 15 2019 12:01 PM
To: Ana Hunter Liam Osullivan -
: Monica ilkins Armen Brash
Subject: Re: CIB Offboard
I think we closed out the last CIB trade they had, in which case we can off
board.
Liam - please confirm.
Thanks
Stewart Oldfield, CFA, CAIA
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
EFTA01420882
345 Park Avenue, New York, NY 10154
Tel.
Mobile
Email
Securities offered through Deutsche Bank Securities Inc.
On Apr 15, 2019, at 11:59 AM, Ana Hunter wrote:
Hi — the below client ended up on the CIB offboard list. Client will be
offboarded today unless you confirm we need to retain.
Please confirm:
SOUTHERN FINANCIAL, LLC
Kind regards,
<image001.png>
Ana Hunter
EFTA01420883
Deutsche Bank Wealth Management
5022 Gate Parkway, Suite 400, Jacksonville, FL 32256 - USA
Tel.:
Email:
EFTA01420884