Epstein Secrets

From: Sent: To: Subject: Attachments: Stewart Oldfield 4/12/2016 2:09:10 PM Paul Morris FW: CRP: Client Outreach (Due 4/30) [Cl USO - CRP Client Outreach - PAUL MORRIS.xlsx Importance: High Classifi

y Friday to Andrea Wheeler and Priscilla Lewis—please email them even if to say no changes from the prior week. Our progress will be communicated to Fabrizio. The Client outreach documents have been finalized and have been posted to the Private Bank Operational Excellence mydb page. In the coming days, t

From: Stewart Oldfield [ Sent: 7/18/2016 2:42:23 PM To: Srianna Fowler Subject: FW: Account Planning [Cl Attachments: Client List B_Paul Morris.xlsx; Account Planning

bject: Account Planning [C] Classification: Confidential As I mentioned on the Monday sales call, The Wealth Management ExCo, with sponsorship from Fabrizio, is initiating a global account planning exercise aimed at identifying revenue enhancement opportunities across our client base. In the Americas, t

From: Sent: To: Subject: Attachments Brianna Fowler 7/20/2016 2:51:58 PM Stewart Oldfield Updated [C) Account Planning Initiative_Elysium.xlsx; Account Planning Initiative_Orix.xlsx; Account Planning Initiative_Southern Financial.xlsx;

nning [C] Classification: Confidential Let's do it for: As I mentioned on the Monday sales call, The Wealth Management ExCo, with sponsorship from Fabrizio, is initiating a global account planning exercise aimed at identifying revenue enhancement opportunities across our client base. In the Americas, t