EFTA01385243.pdf

From: Cynthia Rodriguez Sent: 1/20/2017 1:34:06 PM To: Stewart 0ldfield Subject: RE: account planning IC) Hey, So I left the print outs of the ones I completed so far, but I'm missing details. I figured we could go over it when you have time today oe next week. Below is what I'm missing for your list as a heads up: 54 Madison Partners/ Orix/Safanad: • Contact names, numbers emails etc • The company's plan to grow their wealth • Financial liquidity and plans for next 3-12 months • Client's relationship with DB competitors broken down by product type Elysium/Shamrock/Crest line: • Contact names, numbers emails etc • Source of wealth details • The company names and plan to grow their wealth • Financial liquidity and plans for next 3-12 months • Client's relationship with DB competitors broken down by product type TFMG, LLC (Tisch) • Contact names, numbers emails etc • The company's plan to grow their wealth • Financial liquidity and plans for next 3-12 months • Client's relationship with DB competitors broken down by product type Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 345 Park Avenue. 10154-0004 New York, NY. USA Tel. Fax Email From: Stewart Oldfield Sent: Thursday, January 19, 2017 10:35 AM CONFIDENTIAL - PURSUANT TO FED. R. GRIM. P. 6(e) DB-SDNY-0086509 CONFIDENTIAL SDNY_GM_00232693 EFTA01385243