Subject: RE: pipeline question [I]
From: Daniel Eisenberg
Date: Mon, 17 Dec 2018 13:55:23 -0500
To: Stewart Oldfield
Cc: Bradley Gillin
Classification: For internal use only
Thanks for the update
Kind regards,
Daniel Eisenberg
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Daniel Eisenberg, CFR*, CIMA®
Director
Deutsche Bank Trust Company Americas
WM Americas
345 Park Avenue, 10154, 24th Floor, New York, NY
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From: Stewart Oldfield
Sent: Monday, December 17, 2018 1:49 PM
To: Daniel Eisenberg
Cc: Bradley Gillin
Subject: Re: pipeline question [I]
EFTA01432184
Hmm. Heather closed her accounts because she thinks DB is going out of
business. And we are exiting the Gratitude relationship for rep risk
reasons. So that's a no to both. Sorry.
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
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On Dec 17, 2018, at 1:38 PM, Daniel Eisenberg e >
wrote:
Classification: For internal use only
Stew ...
EFTA01432185
Any chance that Gratitude America $10m deposit or Heather Crosby $10m DPM
gets funded in 2018?
Kind regards,
Daniel Eisenberg
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Daniel Eisenberg, CFP®, CIMAO
Director
Deutsche Bank Trust Company Americas
WM Americas
345 Park Avenue, 10154, 24th Floor, New York, NY
Tel.
Fax
Mobile
Email
Securities offered through Deutsche Bank Securities Inc.
EFTA01432186