EFTA01473186.pdf
dataset_10 PDF 92.8 KB • Feb 4, 2026 • 2 pages
Subject: Re: Southern Financial [I)
From: Chip Packard <chip.packaradb.com>
Date: Sun, 24 May 2015 12:45:20 -0400
To: Paul Morris <
Classification: For Internal Use Only
Can't do Tuesday but early Friday works well. Lmk.
Chip Packard
Managing Director
agement
Original Message
From: Paul Morris
Sent: Sunday, May 24, 2015 12:01 PM
To: Chip Packard
Subject: Re: Southern Financial [II
Classification: For Internal Use Only
Do u want to have breakfast early tues?
Original Message
From: Chip Packard
Sent: Sunday, May 24, 2015 10:50 AM
To: Paul Morris
Subject: Re: Southern Financial [I)
Classification: For Internal Use Only
I can speak this weekend. Today is better than tomorrow. Give me a call on my cell.
Chip Packard
Managing Director
Deutsche Asset and Wealth Management
Original Message
From: Paul Morris
Sent: Friday, May 22, 2015 10:58 PM
To: Chip Packard
Subject: Re: Southern Financial [I)
Classification: For Internal Use Only
Let me know if u have to talk this weekend, we r interested to hear the other story, pretty straight
forward.
Original Message
From: Paul Morris
Sent: Friday, May 22, 2015 10:59 AM
To: Chip Packard
Subject: RE: Southern Financial [I]
Classification: For internal use only
I stopped by a couple times yesterday, I'm in the office, thx
Paul Morris
Managing Director
Deutsche
Office:
EFTA01473186
Cell: 917-971-2507
Original Message
From: Chip Packard
Sent: Thursday, May 21, 2015 12:53 AM
To: Paul Morris
Subject: Re: Southern Financial [I]
Classification: For Internal Use Only
Let's talk tomorrow. I got a different view from Todd about what happened.
Chip Packard
Managing Director
ment
Original Message
From: Paul Morris
Sent: Wednesday, May 20, 2015 05:23 PM
To: Chip Packard
Subject: Re: Southern Financial [Ii
Classification: For Internal Use Only
I spoke briefly with todd and daniel today, I don't think daniel is comfortable covering large sophi
sticated clients. We should discuss soon.
Original Message
From: Chip Packard
Sent: Tuesday, May 19, 2015 11:31 PM
To: Paul Morris
Subject: Re: Southern Financial [I]
Classification: For Internal Use Only
I'm in LA for meetings. Will try you in between meetings tomorrow.
Chip Packard
Managing Director
Deutsche Asset and Wealth Mana•ement
Original Message
From: Paul Morris
Sent: Tuesday, May 19, 2015 07:33 PM
To: Chip Packard
Subject: Fw: Southern Financial [I]
Classification: For Internal Use Only
Sorry I missed you today, I tried to reach you, I'm in the office tomorrow. Thx
Original Message
From: Paul Morris
Sent: Tuesday, May 19, 2015 10:22 PM
To: Todd Stevens
Subject: Southern Financial [I]
Classification: For Internal Use Only
Todd, can we talk in the am re: coverage? DS is MIA and going forward I don't think Stewart and I ar
e comfortable introducing him to any other situations. Thanks
EFTA01473187
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- Document ID
- 167de2df-a1d4-4eb8-bf9b-61514054f04c
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- dataset_10/6e82/EFTA01473186.pdf
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- Created
- Feb 4, 2026