Subject: Client list for Vista and Canyon [I]
From: Andrew King ‹ >
Date: Wed, 22 Feb 2017 14:20:24 -0500
To: Stewart Oldfield
Classification: For internal use only
Vista:
Banker
Notes
Email Sent
Response
Bluestem
Oldfield
Michael Billis
Y
Yes- will give it more thought and think about who else might be willing to
give it a look
Bright
Oldfield
Y
Dorrance
Oldfield
EFTA01431892
Forrestal
Oldfield
Y
Oldfield
Y
Shamrock - Greg Martin
Oldfield
Y
Slome
Oldfield
Y
Yes- Pass for the moment
True North
Oldfield
EFTA01431893
Y
Latona
Oldfield
Y
Ellin
Oldfield
Y
Tisch - TFMG?
Oldfield
- KCP
Y
Parkview
Oldfield
EFTA01431894
Canyon:
Banker
Client Name
Email Sent
Req. #
Andrew Previous Contact
Oldfield
Michael Bills
Y
102
CC
Oldfield
Bright Group
103
Oldfield
Forrestal
104
EFTA01431895
Oldfield
Cliff Illig
Y
105
Y
Oldfield
Everwatch
Y
106
Y
Oldfield
Shamrock (Greg Martin)
Y
107
Y
Oldfield
Slome
Y
108
Y
Oldfield
True North
Y
EFTA01431896
109
CC
Oldfield
Perspecta Trust
Y
114
Y
Oldfield
Tisch
CC (KCP)
Oldfield
SK Capital
Y
110
Y
Oldfield
Third Lake
Y
111
Y
Oldfield
EFTA01431897
..1L squared
Y
112
Y
Oldfield
Aspen Grove
Y
115
Y
Oldfield
Comprehensive Financial Management
Y
121
CC
Oldfield
Gerschel
Y
120
Y
Oldfield
Southern Financial
KCP
Oldfield
EFTA01431898
Georgetown University
Y
119
Y
Oldfield
Glen Warren
Y
116
N
Oldfield
Parkview?
Y
Best regards,
Andrew King
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Andrew King, CFA
Vice President I Investment Solutions Group
Deutsche Bank Securities Inc.
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
EFTA01431899
Tel.
Fax
Mobile
Email
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EFTA01431900