EFTA01475615.pdf
dataset_10 PDF 113.1 KB • Feb 4, 2026 • 3 pages
Subject: FW: Southern Financial [C]
From: Paul Morris < IMIE>
Date: Tue, 10 Nov 2015 19:29:28 -0500
To: Andrew Gallivan ‹ >
Consistent with what we discussed last week look forward to discussing thanks
Original Message
From: Chip Packard
Sent: Tuesday, November 10, 2015 02:32 PM Eastern Standard Time
To: Paul Morris
Subject: RE: Southern Financial [C]
> Classification: Confidential
Please start with Andrew as we should address this soon. I can follow up
with you guys Thursday/Friday. Thanks.
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Chip Packard
Managing Director I Co-Head, Wealth Management Americas
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 24th Floor
New York. NY 10154-0004
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Securities offered through Deutsche Bank Securities, Inc.
From: Paul Morris
Sent: Tuesday, November 10, 2015 2:03 PM
EFTA01475615
To: Chip Packard
Subject: RE: Southern Financial [C]
Classification: Confidential
This can wait a few days thanks
Paul Morris
Managing Director
Deutsche Bank Private Bank
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.
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DAWN_logo_metallic 46x46.gifl
Chip Packard
Managing Director I Co-Head, Wealth Management Americas
EFTA01475616
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 24th Floor
New York NY 10154-0004
{https://brandportal.intranet.db.com/img/modules/claim_en_rgb.gif}
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
EFTA01475617
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