Document Mentions (3 shared documents)

EFTA01477861

3 mentions1 same-page

Page ?Same page

ealth Management 60 Wall Street 10005-2836 New York, NY, USA Tel. Email fhttps://brandportal.intranet.db.com/img/modules/claim_en_rgb.gifl From: Paul Morris Sent: Tuesday, April 05, 2016 1:10 PM To: Rich Iarossi Cc: Andrew Bolender; Paul Morris Subject: RE: Monthly Annual Client Update Reports [I] Ri

ortal.intranet.db.com/img/modules/claim_en_rgb.gifl From: Paul Morris Sent: Tuesday, April 05, 2016 1:10 PM To: Rich Iarossi Cc: Andrew Bolender; Paul Morris Subject: RE: Monthly Annual Client Update Reports [I] Rich thanks, I thought these were completed by 33 Litchford over past year and I'm just now

fhttps://brandportal.intranet.db.com/img/modules/claim_en_rgb.gifl From: Paul Morris Sent: Tuesday, April 05, 2016 1:10 PM To: Rich Iarossi Cc: Andrew Bolender; Paul Morris Subject: RE: Monthly Annual Client Update Reports [I] Rich thanks, I thought these were completed by 33 Litchford over past year and

EFTA01477857

3 mentions1 same-page

Page ?Same page

Subject: RE: Monthly Annual Client Update Reports [I] From: Paul Morris Date: Tue, 05 Apr 2016 13:09:33 -0400 To: Rich Iarossi < Cc: Andrew Bolende Paul Morris Rich thanks, I thought these were completed by 33 Litchf

ject: RE: Monthly Annual Client Update Reports [I] From: Paul Morris Date: Tue, 05 Apr 2016 13:09:33 -0400 To: Rich Iarossi < Cc: Andrew Bolende Paul Morris Rich thanks, I thought these were completed by 33 Litchford over past year and I'm just now learning about this. He has now left the firm. I will g

mplete Asap. Thanks again Original Message From: Rich Iarossi Sent: Tuesday, April 05, 2016 01:05 PM Eastern Standard Time To: Paul Morris Cc: Andrew Bolender Subject: Monthly Annual Client Update Reports [I] > Classification: For internal use only Hello, Please note that this e-mail contains information

EFTA01477853

2 mentions1 same-page

Page ?Same page

e completed immediately. ACU STATUS Annual Client Update Due Date Customer Owner GCIS Customer Number Relationship Customer Name OVERDUE 350 Paul Morris 409100 ELYSIUM MANAGEMENT RELATIONSHIP Black, Leon D. EFTA01477853 OVERDUE 44 Paul Morris 487220 SOUTHERN FINANCIAL RELATIONSHIP Darren K.

Subject: Monthly Ann l li nt t Reports [I] From: Rich Iarossi < Date: Tue, 05 Apr 2016 13:05:49 -0400 To: Paul Morris Cc: Andrew Bolender < Classification: For internal use only Hello, Please note that this e-mail contains information on Annual Client Updates that are already overdu