Managing Director
Deutsche Bank Private Sank
From: Chip Packard
Sent: Tuesday, November 10, 2015 1:23 PM
To: Paul Morris
Subject: RE: Southern Financial [C]
Classification: Confidential
Thanks, I am sandwiched today and this needs immediate attention so please take up with Gallivan and keep me in the
loop. I am not as confident though that we can handle this through investor sales and you guys as this is non-advised
business. Let's think this through carefully.
Chip Packard
Managing Director l Co-Head. Wealth Management Americas
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue. 24th Floor
PARS-Kir/ Peffifrent
Securities offered through Deutsche Bank Securities. Inc.
From: Paul Morris
Sent: Tuesday, November 10, 2015 11:09 AM
To: Chip Packard
Subject: Southern Financial [C]
Classification: Confidential
JE called, he requested coverage change, not working with DS, before I reach out to Todd wanted to discuss, between
new investor sales/me /Stew we should be able to cover and increase flow business.
Paul Morris
Managing Director
Deutsche Bank Private Bank
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