EFTA01473194.pdf
dataset_10 PDF 118.6 KB • Feb 4, 2026 • 3 pages
Subject: Re: Southern Financial [I]
From: Paul Morris <
Date: Sun, 24 May • • -
To: Chip Packard
Classification: For Internal Use Only
Sounds good, are u in tuesday?
Original Message
From: Chip Packard
Sent: Sunday, May 24, 2015 02:57 PM
To: Paul Morris
Subject: Re: Southern Financial [I)
Classification: For Internal Use Only
Friday is my only day free for breakfast next week. Let's meet in my office instead so more time doe
sn't pass.
Chip Packard
Managing Director
Deutsche Asset and Wealth Mana•ement
Or g na Message
From: Paul Morris
Sent: Sunday, May 24, 2015 12:50 PM
To: Chip Packard
Subject: Re: Southern Financial [I)
Classification: For Internal Use Only
Friday I'm in dallas, wed?
Original Message
From: Chip Packard
Sent: Sunday, May 24, 2015 12:45 PM
To: Paul Morris
Subject: Re: Southern Financial [I)
Classification: For Internal Use Only
Can't do Tuesday but early Friday works well. Lmk.
Chip Packard
Managing Director
Deutsche Asset and Wealth Mana•ement
Original Message
From: Paul Morris
Sent: Sunday, May 24, 2015 12:01 PM
To: Chip Packard
Subject: Re: Southern Financial [I)
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
EFTA01473194
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
m:
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
MOM 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
1101.1.
Email: c•=1===l
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.
EFTA01473195
Original Message
From: Chip Packard
Sent: Tuesday, May 19, 2015 11:31 PM
To: Paul Morris
Subject: Re: Southern Financial [II
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
EFTA01473196
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- Created
- Feb 4, 2026