EFTA01473179.pdf

Subject: Re: Southern Financial [I] From: Paul Morris Date: Fri, 22 May 2015 22:58:38 -0400 To: Chip Packard <ifiMINI > 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 Bank Private Bank Office: Cell: 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 Deutsche Asset and Wealth Management 345 Park Avenue New York, NY. 10154 Phone: 1 Mobile: 1 Email: Original Message From: Paul Morris Sent: Wednesday, May 20, 2015 05:23 PM To: Chip Packard Subject: Re: Southern Financial [I] 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 Management 345 Park Avenue New York, NY. 10154 EFTA01473179 Phone: 1 Mobile: 1 Email: • 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 EFTA01473180