EFTA01419046.pdf
dataset_10 PDF 136.2 KB • Feb 4, 2026 • 4 pages
Subject: FW: Goldma Oldfield [I]
From: Darlene Zong
Date: Fri, 24 Feb 2017 11:02:54 -0500
To: Stewart Oldfield ‹ >
Cc: Andrew King
Classification: For internal use only
Hi Stew,
I'm more than happy to help.. but will have to wait on my access to AIS if
I'm the one to initiate the doc request.
Can Josh help on Epstein?
Best,
Darlene
From: Zbynek Kozelsky
Sent: Friday, February 24, 2017 10:57 AM
To: Darlene Zong
Cc: Joseph Dursi; Andrew King
Subject: RE: Goldman MM Requests for Stew Oldfield [I]
Classification: For internal use only
D,
Will follow up on the access.
Epstein is KCP hence KCP should be covered by KCP.
fcid:image003.png@O1CFFD0A.6F882F501
Zbynek "Ziggy" Kozelsky
Director I Branch Administrative Manager
EFTA01419046
Key Client Partners - Americas
Deutsche Bank Securities Inc.
Deutsche Asset & Wealth Management
345 Park Avenue, 26th Floor
New Y
Tel.
Email
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From: Darlene Zong
Sent: Friday, February 24, 2017 10:47 AM
To: Zbynek Kozelsky
Cc: Joseph Dursi; Andrew King
Subject: RE: Goldman MM Requests for Stew Oldfield [I]
Classification: For internal use only
Hi Ziggy,
I still don't have access to AIS.
EFTA01419047
And as discussed, since the sales was initiated by ISG on advisory product
and it can be booked to ISG should sales complete, can ISG submit the
requests in these two cases?
I'm more than happy to help but just don't want to hold up the process.
Best,
Darlene
From: Andrew King
Sent: Friday, February 24, 2017 10:31 AM
To: Darlene Zong
Cc: Joseph Dursi; Zbynek Kozelsky
Subject: Goldman MM Requests for Stew Oldfield [I]
Classification: For internal use only
Darlene,
Stew would like to send Goldman MM docs to Southern Financial and Tisch
(TFMG). Given that they are both KCP clients, would you mind asking your
team to submit the requests? Please let me know if you need any additional
info.
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 QVPnii Naw Ynrk, NY 10154
Tel.
EFTA01419048
Fax
Mobil IE
Email
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EFTA01419049
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